Upper Left Wealth Management, LLC
โขCIK: 1911228โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other96.5%
ETF3.5%
Changes from Q3 2025
NEW2 new positions
โ37 increased
โ23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023