StockDriftsStockDriftsTop 50 Upper Left Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 8.28% | 159.1K | $14.0M | -14.45%(-26.88K) | $35.60(+140.73%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.45% | 120.5K | $9.2M | +0.09%(+104) | $56.63(+50.43%) | 2026-03-31 | |
| BCI | ABRDN ETFS | 5.3% | 369.9K | $9.0M | +16.57%(+52.58K) | $20.53(+23.69%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.24% | 149.4K | $7.2M | +10.54%(+14.25K) | $49.03(-2.32%) | 2026-03-31 | |
| BWX | SPDR SERIES TRUST | 4.05% | 312.5K | $6.9M | +17.12%(+45.67K) | $22.25(-0.54%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 3.56% | 200.2K | $6.0M | +2.16%(+4.23K) | $25.86(+18.85%) | 2026-03-31 | |
| SCHH | SCHWAB STRATEGIC TR | 3.53% | 278.6K | $6.0M | +7.95%(+20.52K) | $22.58(+3.25%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 3.46% | 63.2K | $5.9M | -14.84%(-11.02K) | $37.91(+137.73%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 3.43% | 151.4K | $5.8M | +35.03%(+39.27K) | $42.61(+8.61%) | 2026-03-31 | |
| MCHI | ISHARES TR | 3.12% | 93.9K | $5.3M | +5.94%(+5.26K) | $46.96(+21.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.20% | +33.83% |
| Top 20 Holdings Unweighted | +8.93% | +29.25% |
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