Institutional Fund
Upper Left Wealth Management, LLC
Tampa, FLCIK 19112285 filings on record
Portfolio Value
$169.36M
Q1 2026
Holdings
68
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+3.2%
from $164.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Gold Tr8.3%
- Spdr Series Trust5.4%
- Abrdn Etfs5.3%
- Vanguard Charlotte Fds4.2%
- Spdr Series Trust4.1%
- Litman Gregory Fds Tr3.6%
- Other69.1%
Portfolio Holdings
68 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold Tr | 159.1K | $14.02M | 8.3% | −26.9K | Reduced |
| 2 | Spdr Series Trust | 120.5K | $9.23M | 5.4% | +104 | Added |
| 3 | Abrdn Etfs | 369.9K | $8.98M | 5.3% | +52.6K | Added |
| 4 | Vanguard Charlotte Fds | 149.4K | $7.18M | 4.2% | +14.2K | Added |
| 5 | Spdr Series Trust | 312.5K | $6.86M | 4.1% | +45.7K | Added |
| 6 | Litman Gregory Fds Tr | 200.2K | $6.04M | 3.6% | +4.2K | Added |
| 7 | Schwab Strategic Tr | 278.6K | $5.99M | 3.5% | +20.5K | Added |
| 8 | World Gold Tr | 63.2K | $5.86M | 3.5% | −11.0K | Reduced |
| 9 | Ishares Bitcoin Trust ETF | 151.4K | $5.82M | 3.4% | +39.3K | Added |
| 10 | Ishares Tr | 93.9K | $5.28M | 3.1% | +5.3K | Added |
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