Upper Left Wealth Management, LLC portfolio

Latest available portfolio: Q3 2026 · Holdings as of 30 Sep 2026 · Filed 14 Oct 2026 ·

$192.72M

Full value: $192,717,987 · USD · 30 Sep 2026

in Form 13F holdings

Quarterly portfolio filings

Choose a quarter to see holdings and changes. Newer portfolio dates appear first.

Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.

Quarter	Holdings	SEC-reported value	Est. additions	Est. reductions	Est. net	Top Holdings	Form Type	Accepted by SEC
Q3 2026	68	$192,717,987	+$65,899,979	-$57,976,216	+$7,923,763	SPYM, VEA, IAU, SCHP, DBMF	13F-HR	14 Oct 2026, 08:47
Q2 2026	73	$180,463,491	+$10,507,552	-$1,714,590	+$8,792,962	IAU, SPYM, BCI, BNDX, SCHH	13F-HR	14 Jul 2026, 17:11
Q1 2026	68	$169,361,550	+$10,031,458	-$6,448,732	+$3,582,726	IAU, SPYM, BCI, BNDX, BWX	13F-HR	16 Apr 2026, 16:04
Q4 2025	66	$164,041,359	+$7,833,128	-$2,613,191	+$5,219,937	IAU, SPYM, BNDX, GLDM, BCI	13F-HR	22 Jan 2026, 08:34
Q3 2025	64	$159,270,699	+$2,288,743	-$3,090,635	-$801,892	IAU, SPLG, BCI, IBIT, BNDX	13F-HR	22 Oct 2025, 11:08
Q2 2025	64	$149,852,053	+$5,977,880	-$5,296,474	+$681,406	IAU, SPLG, BCI, IBIT, BNDX	13F-HR	07 Jul 2025, 16:30
Q1 2025	61	$139,406,870	+$26,838,338	-$9,425,265	+$17,413,073	IAU, SPLG, BCI, BNDX, GLDM	13F-HR	14 Apr 2025, 10:55
Q4 2024	57	$116,933,891	+$11,069,051	-$1,326,980	+$9,742,071	IAU, SCHE, BCI, SPLG, SCHA	13F-HR	23 Jan 2025, 16:17
Q3 2024	58	$114,126,389	+$10,877,892	-$11,988,529	-$1,110,637	IAU, SCHE, BCI, VNQI, SCHA	13F-HR	13 Nov 2024, 13:42
Q2 2024	60	$110,343,619	+$3,942,265	-$1,336,228	+$2,606,037	IAU, SCHE, BCI, SPLG, WIP	13F-HR	25 Jul 2024, 10:23
Q1 2024	57	$107,884,737	+$15,042,447	-$11,386,422	+$3,656,025	IAU, SCHE, BCI, VEU, WIP	13F-HR	23 Apr 2024, 08:54
Q4 2023	61	$102,056,276	+$7,082,288	-$8,274,614	-$1,192,326	IAU, SCHE, SCHR, VEU, WIP	13F-HR	23 Jan 2024, 16:41
Q3 2023	60	$96,127,173	+$16,652,108	-$6,862,520	+$9,789,588	IAU, SCHR, SCHE, BCI, SCHA	13F-HR	25 Oct 2023, 16:48
Q2 2023	56	$89,956,646	+$4,009,024	-$2,358,701	+$1,650,323	IAU, SCHE, WIP, SCHF, VEU	13F-HR	25 Jul 2023, 12:14
Q1 2023	53	$88,052,459	+$3,590,644	-$4,238,725	-$648,081	IAU, PDBC, SCHE, WIP, SCHF	13F-HR	25 Apr 2023, 16:38
Q4 2022	53	$84,600,575	+$9,935,379	-$8,189,720	+$1,745,659	IAU, SCHE, WIP, PDBC, SCHF	13F-HR	17 Jan 2023, 11:58
Q3 2022	49	$71,378,000	+$6,984,983	-$9,280,867	-$2,295,884	IAU, PDBC, SCHE, FXE, SCHP	13F-HR	01 Nov 2022, 16:15
Q2 2022	50	$81,319,000	+$12,190,725	-$12,008,285	+$182,440	IAU, PDBC, SCHP, SCHE, WIP	13F-HR	08 Jul 2022, 12:33
Q1 2022	52	$88,306,000	+$16,795,169	-$23,102,022	-$6,306,853	PDBC, SCHP, SCHE, WIP, VNQI	13F-HR	18 Apr 2022, 15:54
Q4 2021	50	$100,180,000	$0	$0	$0	IAU, SCHP, SCHE, PDBC, SCHF	13F-HR	15 Feb 2022, 13:11

Showing 1-20 of 20 filings.

Manager details and filing context

Latest 13F filing: Q3 2026 - 14 Oct 2026
Latest reported 13F value: $192,717,987
Largest 13F holdings: SPYM VEA IAU SCHP DBMF IBIT VWO VOO SCHA BNDX SCHF GLDM
+8 more
CTA IVV SCHE TLT SCHR SCHH VXUS BWX
Form 13F summary: Upper Left Wealth Management, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
Upper Left Wealth Management, LLC reported 68 equity holdings with a total reported market value of $192,717,987 for Q3 2026. Top reported holdings included SPYM, VEA, IAU, SCHP, and DBMF.
Manager signature: Randy D Kurtz - CCO
Manager location: Tampa, FL

Holdings Value