Upper Left Wealth Management, LLC
Q4 2025 13F Holdings
- Locationtampa, FL
- Num holdings
67
- Value ($000)
$164,081
- Date Filed01/22/2026
- Form type13F-HR
- CIK0001911228
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TR | ISHARES NEW | 464285204 | $15.09M | 9 % | 185,956 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $9.66M | 6 % | 120,443 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $6.53M | 4 % | 135,132 | ||
WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $6.34M | 4 % | 74,215 | ||
ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | $6.2M | 4 % | 317,269 | ||
SPDR SERIES TRUST | BLOOMBERG INTL T | 78464A516 | $6.01M | 4 % | 266,826 | ||
ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $5.57M | 3 % | 112,108 | ||
LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $5.5M | 3 % | 195,943 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | $5.39M | 3 % | 258,056 | ||
ISHARES TR | MSCI CHINA ETF | 46429B671 | $5.33M | 3 % | 88,660 |
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