The Analysis of Upper Left Wealth Management, LLC's Holdings

Currently, Upper Left Wealth Management, LLC holds 66 types of securities in its portfolio with a total value $164.0M. In the most recent quarter, they have increased their positions in IBIT (+16.4K shares, valued at $811.9K), SCHH (+34.0K shares, valued at $710.2K), SPYM (+8.4K shares, valued at $671.0K); decreased their positions in N/A (-16.7K shares, valued at $1.4M), GLDM (-4.6K shares, valued at $392.4K), VEU (-3.3K shares, valued at $240.0K); initiated new positions in BITB (+5.6K shares, valued at $267.6K), MU (+933 shares, valued at $266.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES GOLD TR ISHARES GOLD TR186.0K shares-8.25%2025-12-312026-01-22

SPYM SPDR SERIES TRUST120.4K shares7.46%2025-12-312026-01-22

BNDX VANGUARD CHARLOTTE FDS135.1K shares10.12%2025-12-312026-01-22

GLDM WORLD GOLD TR74.2K shares-5.83%2025-12-312026-01-22

BCI ABRDN ETFS317.3K shares5.11%2025-12-312026-01-22

BWX SPDR SERIES TRUST266.8K shares11.55%2025-12-312026-01-22

IBIT ISHARES BITCOIN TRUST ETF112.1K shares17.08%2025-12-312026-01-22

DBMF LITMAN GREGORY FDS TR195.9K shares4.45%2025-12-312026-01-22

Sponsored

SCHH SCHWAB STRATEGIC TR258.1K shares15.17%2025-12-312026-01-22

MCHI ISHARES TR88.7K shares1.10%2025-12-312026-01-22

SCHF SCHWAB STRATEGIC TR215.0K shares3.30%2025-12-312026-01-22

VNQI VANGUARD INTL EQUITY INDEX F106.4K shares1.48%2025-12-312026-01-22

SCHE SCHWAB STRATEGIC TR147.7K shares-0.51%2025-12-312026-01-22

BIL SPDR SERIES TRUST52.1K shares8.54%2025-12-312026-01-22

SCHA SCHWAB STRATEGIC TR165.1K shares1.39%2025-12-312026-01-22

SCHC SCHWAB STRATEGIC TR98.4K shares-1.86%2025-12-312026-01-22

Sponsored

EMLC VANECK ETF TRUST162.3K shares3.35%2025-12-312026-01-22

SCHR SCHWAB STRATEGIC TR166.8K shares9.79%2025-12-312026-01-22

SCHP SCHWAB STRATEGIC TR157.3K shares8.26%2025-12-312026-01-22

VEU VANGUARD INTL EQUITY INDEX F51.3K shares-5.98%2025-12-312026-01-22

CTA SIMPLIFY EXCHANGE TRADED FUN119.1K shares10.04%2025-12-312026-01-22

VWO VANGUARD INTL EQUITY INDEX F59.9K shares5.80%2025-12-312026-01-22

FEZ SPDR INDEX SHS FDS48.3K shares3.41%2025-12-312026-01-22

IVV ISHARES TR4.5K shares-1.44%2025-12-312026-01-22

Sponsored

VEA VANGUARD TAX-MANAGED FDS44.0K shares1.70%2025-12-312026-01-22

VXUS VANGUARD STAR FDS33.0K shares8.43%2025-12-312026-01-22

VSS VANGUARD INTL EQUITY INDEX F17.0K shares5.57%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR2.7K shares-1.36%2025-12-312026-01-22

GLD SPDR GOLD TR4.1K shares-10.54%2025-12-312026-01-22

GBTC GRAYSCALE BITCOIN TRUST ETF21.0K shares0.12%2025-12-312026-01-22

IYR ISHARES TR14.3K shares-0.28%2025-12-312026-01-22

GWX SPDR INDEX SHS FDS32.5K shares7.36%2025-12-312026-01-22

Sponsored

VB VANGUARD INDEX FDS4.6K shares-4.85%2025-12-312026-01-22

RWX SPDR INDEX SHS FDS39.7K shares5.80%2025-12-312026-01-22

SPEM SPDR INDEX SHS FDS23.4K shares-0.57%2025-12-312026-01-22

IEMG ISHARES INC15.0K shares-4.07%2025-12-312026-01-22

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET23.3K shares14.24%2025-12-312026-01-22

IEI ISHARES TR7.2K shares-0.68%2025-12-312026-01-22

VNQ VANGUARD INDEX FDS9.7K shares10.45%2025-12-312026-01-22

SPDW SPDR INDEX SHS FDS18.1K shares-3.44%2025-12-312026-01-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares0.34%2025-12-312026-01-22

FBTC FIDELITY WISE ORIGIN BITCOIN9.7K shares11.44%2025-12-312026-01-22

IGOV ISHARES TR16.5K shares16.92%2025-12-312026-01-22

IWM ISHARES TR2.7K shares-4.36%2025-12-312026-01-22

ETFS GOLD TR ETFS GOLD TR15.1K shares-2.93%2025-12-312026-01-22

EZU ISHARES INC9.5K shares-1.02%2025-12-312026-01-22

IJR ISHARES TR4.7K shares-2.25%2025-12-312026-01-22

PDBC INVESCO ACTVELY MNGD ETC FD41.7K shares-2.05%2025-12-312026-01-22

Sponsored

FNDC SCHWAB STRATEGIC TR12.4K shares0.00%2025-12-312026-01-22

EBND SPDR SERIES TRUST25.3K shares-0.93%2025-12-312026-01-22

IAGG ISHARES TR10.8K shares1.63%2025-12-312026-01-22

TIP ISHARES TR4.9K shares14.05%2025-12-312026-01-22

USRT ISHARES TR7.0K shares47.42%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR648 shares1.89%2025-12-312026-01-22

PEGA PEGASYSTEMS INC6.0K shares0.00%2025-12-312026-01-22

EWH ISHARES INC15.9K shares1.35%2025-12-312026-01-22

Sponsored

GBIL GOLDMAN SACHS ETF TR3.1K shares-3.73%2025-12-312026-01-22

FXI ISHARES TR8.1K shares29.25%2025-12-312026-01-22

VHT VANGUARD WORLD FD1.1K shares0.00%2025-12-312026-01-22

IEFA ISHARES TR3.3K shares0.00%2025-12-312026-01-22

SCZ ISHARES TR3.6K shares7.48%2025-12-312026-01-22

BITB BITWISE BITCOIN ETF TR5.6K sharesnew addition2025-12-312026-01-22

MU MICRON TECHNOLOGY INC933 sharesnew addition2025-12-312026-01-22

VGK VANGUARD INTL EQUITY INDEX F3.0K shares-2.26%2025-12-312026-01-22

Sponsored

EMB ISHARES TR2.4K shares-0.72%2025-12-312026-01-22

REET ISHARES TR9.0K shares7.50%2025-12-312026-01-22

Call Option Holdings

IBIT Call CallISHARES BITCOIN TRUST ETF800 shares0.00%2025-12-312026-01-22

Put Option Holdings

No put option holdings data available