Upper Left Wealth Management
TAMPA, FLfiles as Upper Left Wealth Management, LLC
$180m in 73 US stocks at the end of 30 June 2026. The top 10 are 42.3% of the money. It changed about 6.0% of the portfolio this quarter.
Value
$180m
Stocks
73
Top 10 share
42.3%
Turnover
6.0%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares Gold Trust MicroIAUM0.5% of the fund
- Micron TechnologyMU0.2% of the fund
- Spdr Index SHS FDSGXC0.2% of the fund
- DeereDE0.2% of the fund
- Trane TechnologiesTT0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares Gold TRIAU6.9% of the fund+4%
- Vanguard Charlotte FDSBNDX4.3% of the fund+7%
- Schwab Strategic TRSCHH3.8% of the fund+3%
- Litman Gregory FDS TRDBMF3.6% of the fund+6%
- Schwab Strategic TRSCHF3.5% of the fund+6%
- Ishares Bitcoin Trust ETFIBIT3.0% of the fund+8%
- Spdr Series TrustBIL3.0% of the fund+6%
- Schwab Strategic TRSCHR2.6% of the fund+8%
- Schwab Strategic TRSCHC2.6% of the fund+2%
- Schwab Strategic TRSCHP2.5% of the fund+4%
- Vaneck ETF TrustEMLC2.3% of the fund+3%
- Vanguard Intl Equity Index FVWO2.2% of the fund+8%
- Ishares TRIVV2.2% of the fund+10%
- Spdr Index SHS FDSFEZ1.9% of the fund+3%
- Vanguard Tax-Managed FDSVEA1.9% of the fund+5%
- Vanguard Star FDSVXUS1.8% of the fund+7%
- Vanguard Intl Equity Index FVSS1.6% of the fund+3%
- State STR Spdr S&P 500 ETF TSPY1.3% of the fund+6%
- IsharesIEMG0.9% of the fund+15%
- Spdr Index SHS FDSGWX0.9% of the fund+17%
- Vanguard Index FDSVB0.8% of the fund+12%
- Ishares TRIGOV0.7% of the fund+75%
- Spdr Index SHS FDSRWX0.7% of the fund+19%
- Etfs Gold TRSGOL0.7% of the fund+167%
- Vanguard Index FDSVNQ0.7% of the fund+29%
Cut
Sold some of their stake.
- Abrdn EtfsBCI4.4% of the fund-4%
- Ishares TRMCHI2.6% of the fund-2%
- Vanguard Intl Equity Index FVEU2.1% of the fund-4%
- Simplify Exchange Traded FUNCTA1.8% of the fund-5%
- Ishares TRIEI0.5% of the fund-3%
- Ishares TRIJR0.4% of the fund-4%
- Spdr Index SHS FDSSPDW0.4% of the fund-2%
- Ishares TRIWM0.4% of the fund-6%
- Ishares TRIAGG0.4% of the fund-14%
- Invesco Actvely Mngd ETC FDPDBC0.3% of the fund-13%
- Ishares TRUSRT0.3% of the fund-2%
- IsharesEWH0.2% of the fund-2%
- Bitwise Bitcoin ETF TRBITB0.2% of the fund-37%
- Goldman Sachs ETF TRGBIL0.2% of the fund-5%
- Ishares TRIEFA0.1% of the fund-10%
- Vanguard Intl Equity Index FVGK0.1% of the fund-3%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Ishares Gold TRIAU
- Share
- 6.9%
- Value
- $12m
- Shares
- 165,498
+4%
- Spdr Series TrustSPYM
- Share
- 5.9%
- Value
- $11m
- Shares
- 121,120
Held
- Abrdn EtfsBCI
- Share
- 4.4%
- Value
- $8m
- Shares
- 355,096
-4%
- Vanguard Charlotte FDSBNDX
- Share
- 4.3%
- Value
- $8m
- Shares
- 160,232
+7%
- Schwab Strategic TRSCHH
- Share
- 3.8%
- Value
- $7m
- Shares
- 288,256
+3%
- Spdr Series TrustBWX
- Share
- 3.7%
- Value
- $7m
- Shares
- 306,718
Held
- Litman Gregory FDS TRDBMF
- Share
- 3.6%
- Value
- $7m
- Shares
- 213,173
+6%
- Schwab Strategic TRSCHF
- Share
- 3.5%
- Value
- $6m
- Shares
- 225,409
+6%
- Schwab Strategic TRSCHA
- Share
- 3.2%
- Value
- $6m
- Shares
- 161,455
Held
- Ishares Bitcoin Trust ETFIBIT
- Share
- 3.0%
- Value
- $5m
- Shares
- 163,550
+8%
- Spdr Series TrustBIL
- Share
- 3.0%
- Value
- $5m
- Shares
- 58,181
+6%
- World Gold TRGLDM
- Share
- 2.7%
- Value
- $5m
- Shares
- 62,175
Held
- Schwab Strategic TRSCHE
- Share
- 2.7%
- Value
- $5m
- Shares
- 132,708
Held
- Schwab Strategic TRSCHR
- Share
- 2.6%
- Value
- $5m
- Shares
- 190,807
+8%
- Ishares TRMCHI
- Share
- 2.6%
- Value
- $5m
- Shares
- 92,023
-2%
- Schwab Strategic TRSCHC
- Share
- 2.6%
- Value
- $5m
- Shares
- 97,490
+2%
- Vanguard Intl Equity Index FVNQI
- Share
- 2.6%
- Value
- $5m
- Shares
- 103,135
Held
- Schwab Strategic TRSCHP
- Share
- 2.5%
- Value
- $5m
- Shares
- 170,701
+4%
- Vaneck ETF TrustEMLC
- Share
- 2.3%
- Value
- $4m
- Shares
- 163,502
+3%
- Vanguard Intl Equity Index FVWO
- Share
- 2.2%
- Value
- $4m
- Shares
- 66,590
+8%
- Ishares TRIVV
- Share
- 2.2%
- Value
- $4m
- Shares
- 5,247
+10%
- Vanguard Intl Equity Index FVEU
- Share
- 2.1%
- Value
- $4m
- Shares
- 45,703
-4%
- Spdr Index SHS FDSFEZ
- Share
- 1.9%
- Value
- $3m
- Shares
- 49,665
+3%
- Vanguard Tax-Managed FDSVEA
- Share
- 1.9%
- Value
- $3m
- Shares
- 47,357
+5%
- Vanguard Star FDSVXUS
- Share
- 1.8%
- Value
- $3m
- Shares
- 38,607
+7%
- Simplify Exchange Traded FUNCTA
- Share
- 1.8%
- Value
- $3m
- Shares
- 125,785
-5%
- Vanguard Intl Equity Index FVSS
- Share
- 1.6%
- Value
- $3m
- Shares
- 18,308
+3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.3%
- Value
- $2m
- Shares
- 3,178
+6%
- IsharesIEMG
- Share
- 0.9%
- Value
- $2m
- Shares
- 18,955
+15%
- Spdr Index SHS FDSGWX
- Share
- 0.9%
- Value
- $2m
- Shares
- 35,229
+17%
- Vanguard Index FDSVB
- Share
- 0.8%
- Value
- $1m
- Shares
- 4,756
+12%
- Ishares TRIYR
- Share
- 0.8%
- Value
- $1m
- Shares
- 13,899
Held
- Ishares TRIGOV
- Share
- 0.7%
- Value
- $1m
- Shares
- 32,734
+75%
- Spdr Index SHS FDSRWX
- Share
- 0.7%
- Value
- $1m
- Shares
- 45,514
+19%
- Etfs Gold TRSGOL
- Share
- 0.7%
- Value
- $1m
- Shares
- 31,740
+167%
- Vanguard Index FDSVNQ
- Share
- 0.7%
- Value
- $1m
- Shares
- 12,521
+29%
- Spdr Gold TRGLD
- Share
- 0.7%
- Value
- $1m
- Shares
- 3,272
Held
- Spdr Index SHS FDSSPEM
- Share
- 0.6%
- Value
- $1m
- Shares
- 21,939
Held
- Grayscale Bitcoin Mini TR ETBTC
- Share
- 0.6%
- Value
- $1m
- Shares
- 43,315
+44%
- Ishares TRIEI
- Share
- 0.5%
- Value
- $894,030
- Shares
- 7,612
-3%
- IsharesEZU
- Share
- 0.5%
- Value
- $881,538
- Shares
- 12,684
+16%
- Ishares Gold Trust MicroIAUM
- Share
- 0.5%
- Value
- $881,061
- Shares
- 22,021
New
- Grayscale Bitcoin Trust ETFGBTC
- Share
- 0.5%
- Value
- $876,761
- Shares
- 19,261
Held
- Vanguard Index FDSVOO
- Share
- 0.4%
- Value
- $804,942
- Shares
- 1,172
Held
- Ishares TRIJR
- Share
- 0.4%
- Value
- $791,383
- Shares
- 5,336
-4%
- Spdr Index SHS FDSSPDW
- Share
- 0.4%
- Value
- $747,637
- Shares
- 14,837
-2%
- Spdr Series TrustEBND
- Share
- 0.4%
- Value
- $734,418
- Shares
- 35,106
+25%
- Fidelity Wise Origin BitcoinFBTC
- Share
- 0.4%
- Value
- $703,163
- Shares
- 13,774
+5%
- Ishares TRIWM
- Share
- 0.4%
- Value
- $688,031
- Shares
- 2,290
-6%
- Ishares TRIAGG
- Share
- 0.4%
- Value
- $657,092
- Shares
- 12,986
-14%
- Ishares TRTIP
- Share
- 0.4%
- Value
- $637,321
- Shares
- 5,824
+21%
- Schwab Strategic TRFNDC
- Share
- 0.3%
- Value
- $566,599
- Shares
- 11,668
Held
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $556,719
- Shares
- 756
Held
- Ishares TRFXI
- Share
- 0.3%
- Value
- $541,264
- Shares
- 17,134
+94%
- Invesco Actvely Mngd ETC FDPDBC
- Share
- 0.3%
- Value
- $536,824
- Shares
- 33,805
-13%
- Ishares TRUSRT
- Share
- 0.3%
- Value
- $455,582
- Shares
- 6,856
-2%
- Barclays BankDJP
- Share
- 0.2%
- Value
- $366,072
- Shares
- 8,375
+35%
- IsharesEWH
- Share
- 0.2%
- Value
- $345,076
- Shares
- 16,495
-2%
- Spdr Index SHS FDSGXC
- Share
- 0.2%
- Value
- $343,571
- Shares
- 3,971
New
- Vanguard World FDVHT
- Share
- 0.2%
- Value
- $313,961
- Shares
- 1,050
Held
- Bitwise Bitcoin ETF TRBITB
- Share
- 0.2%
- Value
- $312,834
- Shares
- 9,819
-37%
- Ishares TRSCZ
- Share
- 0.2%
- Value
- $287,781
- Shares
- 3,498
Held
- Goldman Sachs ETF TRGBIL
- Share
- 0.2%
- Value
- $287,259
- Shares
- 2,868
-5%
- ARK 21shares Bitcoin ETFARKB
- Share
- 0.2%
- Value
- $274,289
- Shares
- 14,095
+3%
- Ishares TRREET
- Share
- 0.1%
- Value
- $267,721
- Shares
- 9,693
Held
- Ishares TRIEFA
- Share
- 0.1%
- Value
- $267,527
- Shares
- 2,770
-10%
- Ishares TREMB
- Share
- 0.1%
- Value
- $248,237
- Shares
- 2,574
+7%
- Ishares TRIFGL
- Share
- 0.1%
- Value
- $244,921
- Shares
- 10,983
Held
- Vanguard Intl Equity Index FVGK
- Share
- 0.1%
- Value
- $239,855
- Shares
- 2,709
-3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares Gold TRIAU | 6.9% | $12m | 165,498 | +4% |
| Spdr Series TrustSPYM | 5.9% | $11m | 121,120 | Held |
| Abrdn EtfsBCI | 4.4% | $8m | 355,096 | -4% |
| Vanguard Charlotte FDSBNDX | 4.3% | $8m | 160,232 | +7% |
| Schwab Strategic TRSCHH | 3.8% | $7m | 288,256 | +3% |
| Spdr Series TrustBWX | 3.7% | $7m | 306,718 | Held |
| Litman Gregory FDS TRDBMF | 3.6% | $7m | 213,173 | +6% |
| Schwab Strategic TRSCHF | 3.5% | $6m | 225,409 | +6% |
| Schwab Strategic TRSCHA | 3.2% | $6m | 161,455 | Held |
| Ishares Bitcoin Trust ETFIBIT | 3.0% | $5m | 163,550 | +8% |
| Spdr Series TrustBIL | 3.0% | $5m | 58,181 | +6% |
| World Gold TRGLDM | 2.7% | $5m | 62,175 | Held |
| Schwab Strategic TRSCHE | 2.7% | $5m | 132,708 | Held |
| Schwab Strategic TRSCHR | 2.6% | $5m | 190,807 | +8% |
| Ishares TRMCHI | 2.6% | $5m | 92,023 | -2% |
| Schwab Strategic TRSCHC | 2.6% | $5m | 97,490 | +2% |
| Vanguard Intl Equity Index FVNQI | 2.6% | $5m | 103,135 | Held |
| Schwab Strategic TRSCHP | 2.5% | $5m | 170,701 | +4% |
| Vaneck ETF TrustEMLC | 2.3% | $4m | 163,502 | +3% |
| Vanguard Intl Equity Index FVWO | 2.2% | $4m | 66,590 | +8% |
| Ishares TRIVV | 2.2% | $4m | 5,247 | +10% |
| Vanguard Intl Equity Index FVEU | 2.1% | $4m | 45,703 | -4% |
| Spdr Index SHS FDSFEZ | 1.9% | $3m | 49,665 | +3% |
| Vanguard Tax-Managed FDSVEA | 1.9% | $3m | 47,357 | +5% |
| Vanguard Star FDSVXUS | 1.8% | $3m | 38,607 | +7% |
| Simplify Exchange Traded FUNCTA | 1.8% | $3m | 125,785 | -5% |
| Vanguard Intl Equity Index FVSS | 1.6% | $3m | 18,308 | +3% |
| State STR Spdr S&P 500 ETF TSPY | 1.3% | $2m | 3,178 | +6% |
| IsharesIEMG | 0.9% | $2m | 18,955 | +15% |
| Spdr Index SHS FDSGWX | 0.9% | $2m | 35,229 | +17% |
| Vanguard Index FDSVB | 0.8% | $1m | 4,756 | +12% |
| Ishares TRIYR | 0.8% | $1m | 13,899 | Held |
| Ishares TRIGOV | 0.7% | $1m | 32,734 | +75% |
| Spdr Index SHS FDSRWX | 0.7% | $1m | 45,514 | +19% |
| Etfs Gold TRSGOL | 0.7% | $1m | 31,740 | +167% |
| Vanguard Index FDSVNQ | 0.7% | $1m | 12,521 | +29% |
| Spdr Gold TRGLD | 0.7% | $1m | 3,272 | Held |
| Spdr Index SHS FDSSPEM | 0.6% | $1m | 21,939 | Held |
| Grayscale Bitcoin Mini TR ETBTC | 0.6% | $1m | 43,315 | +44% |
| Ishares TRIEI | 0.5% | $894,030 | 7,612 | -3% |
| IsharesEZU | 0.5% | $881,538 | 12,684 | +16% |
| Ishares Gold Trust MicroIAUM | 0.5% | $881,061 | 22,021 | New |
| Grayscale Bitcoin Trust ETFGBTC | 0.5% | $876,761 | 19,261 | Held |
| Vanguard Index FDSVOO | 0.4% | $804,942 | 1,172 | Held |
| Ishares TRIJR | 0.4% | $791,383 | 5,336 | -4% |
| Spdr Index SHS FDSSPDW | 0.4% | $747,637 | 14,837 | -2% |
| Spdr Series TrustEBND | 0.4% | $734,418 | 35,106 | +25% |
| Fidelity Wise Origin BitcoinFBTC | 0.4% | $703,163 | 13,774 | +5% |
| Ishares TRIWM | 0.4% | $688,031 | 2,290 | -6% |
| Ishares TRIAGG | 0.4% | $657,092 | 12,986 | -14% |
| Ishares TRTIP | 0.4% | $637,321 | 5,824 | +21% |
| Schwab Strategic TRFNDC | 0.3% | $566,599 | 11,668 | Held |
| Invesco QQQ TRQQQ | 0.3% | $556,719 | 756 | Held |
| Ishares TRFXI | 0.3% | $541,264 | 17,134 | +94% |
| Invesco Actvely Mngd ETC FDPDBC | 0.3% | $536,824 | 33,805 | -13% |
| Ishares TRUSRT | 0.3% | $455,582 | 6,856 | -2% |
| Barclays BankDJP | 0.2% | $366,072 | 8,375 | +35% |
| Micron TechnologyMU | 0.2% | $365,910 | 317 | New |
| IsharesEWH | 0.2% | $345,076 | 16,495 | -2% |
| Spdr Index SHS FDSGXC | 0.2% | $343,571 | 3,971 | New |
| Vanguard World FDVHT | 0.2% | $313,961 | 1,050 | Held |
| Bitwise Bitcoin ETF TRBITB | 0.2% | $312,834 | 9,819 | -37% |
| DeereDE | 0.2% | $296,233 | 467 | New |
| Ishares TRSCZ | 0.2% | $287,781 | 3,498 | Held |
| Goldman Sachs ETF TRGBIL | 0.2% | $287,259 | 2,868 | -5% |
| ARK 21shares Bitcoin ETFARKB | 0.2% | $274,289 | 14,095 | +3% |
| Ishares TRREET | 0.1% | $267,721 | 9,693 | Held |
| Ishares TRIEFA | 0.1% | $267,527 | 2,770 | -10% |
| Ishares TREMB | 0.1% | $248,237 | 2,574 | +7% |
| Trane TechnologiesTT | 0.1% | $245,580 | 500 | New |
| Ishares TRIFGL | 0.1% | $244,921 | 10,983 | Held |
| Vanguard Intl Equity Index FVGK | 0.1% | $239,855 | 2,709 | -3% |
| AppleAAPL | 0.1% | $232,248 | 803 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 20.4% since 30 June 2025.
Where the money is
Technology0.3%
Industrials0.3%
Other99.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.