Upper Left Wealth Management, LLC
Upper Left Wealth Management, LLC reported 73 positions worth $180.5M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: IAU (6.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IAU | SH | $12.5M | 6.92% | 165,498 | — | — | |
| ▸ 2 | SPYM | SH | $10.6M | 5.90% | 121,120 | — | — | |
| ▸ 3 | BCI | SH | $7.9M | 4.40% | 355,096 | — | — | |
| ▸ 4 | BNDX | SH | $7.8M | 4.30% | 160,232 | — | — | |
| ▸ 5 | SCHH | SH | $6.8M | 3.78% | 288,256 | — | — | |
| ▸ 6 | BWX | SH | $6.6M | 3.68% | 306,718 | — | — | |
| ▸ 7 | DBMF | SH | $6.5M | 3.62% | 213,173 | — | — | |
| ▸ 8 | SCHF | SH | $6.2M | 3.46% | 225,409 | — | — | |
| ▸ 9 | SCHA | SH | $5.8M | 3.23% | 161,455 | — | — | |
| ▸ 10 | IBIT | SH | $5.4M | 3.02% | 163,550 | — | — |
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Frequently Asked Questions
What stocks does Upper Left Wealth Management, LLC hold as of Q2 2026?
Upper Left Wealth Management, LLC reported 73 positions worth $180.5M in its Q2 2026 13F filing. Largest positions: IAU (6.9%), SPYM (5.9%), BCI (4.4%), BNDX (4.3%) and SCHH (3.8%).
What did Upper Left Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Upper Left Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.