Data as of Q4 2025 (Dec 31, 2025)

Upper Left Wealth Management, LLC

โ€ขCIK: 1911228โ€ขFiling: Q4 2025

**Upper Left Wealth Management, LLC** manages $164M across a portfolio of 66 distinct positions. The strategy exhibits notable allocations to commodity and thematic assets, evidenced by top holdings including IAU\* ($15.1M) and GLDM ($6.3M). Significant exposure is also maintained in the technology and fixed-income sectors, with SPYM ($9.7M) and BNDX ($6.5M) anchoring key segments. This structure suggests a tactical, multi-asset approach targeting diverse market cycles.

Total AUM
$164.0M
QoQ Performance
+7.2%
Positions
30
Top 10 Concentration
43.7%
Latest Filing
Q4 2025

Top Holdings Allocation

IAU*
SPYM
IAU*9.2%
SPYM5.9%
BNDX4.0%
GLDM3.9%
BCI3.8%
BWX3.7%
IBIT3.4%
DBMF3.4%

๐Ÿ“ˆ Biggest Buys

IBIT
ISHARES BITCOIN TRUST ETF
+13913.5%
3.4% of portfolio
SCHH
SCHWAB STRATEGIC TR
+15.2%
3.3% of portfolio
SPYM
SPDR SERIES TRUST
+7.5%
5.9% of portfolio
BWX
SPDR SERIES TRUST
+11.5%
3.7% of portfolio
BNDX
VANGUARD CHARLOTTE FDS
+10.1%
4.0% of portfolio

๐Ÿ“‰ Biggest Sells

IAU*
ISHARES GOLD TR
-8.2%
9.2% of portfolio
GLDM
WORLD GOLD TR
-5.8%
3.9% of portfolio
VEU
VANGUARD INTL EQUITY INDEX F
-6.0%
2.3% of portfolio
GQ9
SPDR GOLD TR
-10.5%
1.0% of portfolio
SCHC
SCHWAB STRATEGIC TR
-1.9%
2.7% of portfolio

Sector Breakdown

Other96.5%
ETF3.5%

Changes from Q3 2025

NEW2 new positions
โ†‘37 increased
โ†“23 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023