13F Filings History of Upper Left Wealth Management, LLC
- Latest 13F filing
- Q2 2026 - 14 Jul 2026
- Latest reported 13F value
- $180,463,491
- Largest 13F holdings
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IAU SPYM BCI BNDX SCHH BWX DBMF SCHF SCHA IBIT BIL GLDM
+8 more
SCHE SCHR MCHI SCHC VNQI SCHP EMLC VWO - Form 13F summary
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- 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 73 equity holdings with a total reported market value of $180,463,491 for Q2 2026. Top reported holdings included IAU, SPYM, BCI, BNDX, and SCHH.
- Manager signature
- Randy D Kurtz - CCO
- Manager location
- Tampa, FL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$180,463,491
Quarter delta
+$11,101,941
Accepted
14 Jul 2026, 17:11
Rows shown
1-19 of 19
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |