Upper Left Wealth Management, LLC holds a diversified book of 73 reported positions worth $180.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Ishares Gold Trust Micro and trimmed Abrdn Bloomberg All Commodit. Their largest long position is Ishares Gold Trust at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +31% (+16.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Upper Left Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 4.4 points over this window.
Growth of $10,000 cloning Upper Left Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
+2 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Upper Left Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Marino Management, LLC | 7 / 73 | $455.5M |
| XP Advisory US, Inc. | 12 / 73 | $146.4M |
| Roth Financial Partners LLC | 11 / 73 | $264.8M |
| Wit, LLC | 9 / 73 | $4.7B |
| Potomac Fund Management Inc | 10 / 73 | $2.8B |
| ZynergyRetirementPlanningLLC | 12 / 73 | $131.6M |
| Wallace Hart LLC | 7 / 73 | $112.7M |
| Pine Ridge Advisers LLC | 16 / 73 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Upper Left Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold TR ISHARES NEW | $12.5M | 165.5K | 6.9% | ▲+4.0% Added · +6K sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $10.6M | 121.1K | 5.9% | ▲+0.5% Added · +573 sh | |
| 3 | Abrdn Etfs BBRG ALL COMD K1 | $7.9M | 355.1K | 4.4% | ▼−4.0% Reduced · −15K sh | |
| 4 | Vanguard Charlotte FDS TOTAL INT BD ETF | $7.8M | 160.2K | 4.3% | ▲+7.3% Added · +11K sh | |
| 5 | Schwab Strategic TR US REIT ETF | $6.8M | 288.3K | 3.8% | ▲+3.5% Added · +10K sh | |
| 6 | SPDR Series Trust ST INTL BBG ETF | $6.6M | 306.7K | 3.7% | ▼−1.8% Reduced · −6K sh | |
| 7 | Litman Gregory FDS TR IMGP DBI MAN ETF | $6.5M | 213.2K | 3.6% | ▲+6.5% Added · +13K sh | |
| 8 | Schwab Strategic TR INTL EQTY ETF | $6.2M | 225.4K | 3.5% | ▲+6.3% Added · +13K sh | |
| 9 | Schwab Strategic TR US SML CAP ETF | $5.8M | 161.5K | 3.2% | ▼−0.7% Reduced · −1K sh | |
| 10 | Ishares Bitcoin Trust ETF SHS BEN INT | $5.4M | 163.6K | 3.0% | ▲+8.0% Added · +12K sh | |
| 11 | SPDR Series Trust ST STR BLO 1 ETF | $5.3M | 58.2K | 3.0% | ▲+6.0% Added · +3K sh | |
| 12 | World Gold TR SPDR GLD MINIS | $4.9M | 62.2K | 2.7% | ▼−1.6% Reduced · −1K sh | |
| 13 | Schwab Strategic TR EMRG MKTEQ ETF | $4.8M | 132.7K | 2.7% | ▼−1.8% Reduced · −2K sh | |
| 14 | Schwab Strategic TR INT-TRM U.S TRES | $4.7M | 190.8K | 2.6% | ▲+8.5% Added · +15K sh | |
| 15 | Ishares TR MSCI CHINA ETF | $4.7M | 92.0K | 2.6% | ▼−2.0% Reduced · −2K sh | |
| 16 | Schwab Strategic TR INTL SCEQT ETF | $4.7M | 97.5K | 2.6% | ▲+2.1% Added · +2K sh | |
| 17 | Vanguard Intl Equity Index F GLB EX US ETF | $4.6M | 103.1K | 2.6% | ▲+0.1% Added · +105 sh | |
| 18 | Schwab Strategic TR US TIPS ETF | $4.5M | 170.7K | 2.5% | ▲+3.5% Added · +6K sh | |
| 19 | Vaneck ETF Trust JP MRGAN EM LOC | $4.2M | 163.5K | 2.3% | ▲+2.7% Added · +4K sh | |
| 20 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.0M | 66.6K | 2.2% | ▲+7.7% Added · +5K sh | |
| 21 | Ishares TR CORE S&P500 ETF | $3.9M | 5.2K | 2.2% | ▲+9.7% Added · +463 sh | |
| 22 | Vanguard Intl Equity Index F ALLWRLD EX US | $3.8M | 45.7K | 2.1% | ▼−3.9% Reduced · −2K sh | |
| 23 | SPDR Index SHS FDS ST STR EU 50 ETF | $3.4M | 49.7K | 1.9% | ▲+2.8% Added · +1K sh | |
| 24 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.4M | 47.4K | 1.9% | ▲+4.8% Added · +2K sh | |
| 25 | Vanguard Star FDS VG TL INTL STK F | $3.3M | 38.6K | 1.8% | ▲+7.5% Added · +3K sh | |
| 26 | Simplify Exchange Traded Fun MANAGED FUTURES | $3.3M | 125.8K | 1.8% | ▼−5.4% Reduced · −7K sh | |
| 27 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $2.8M | 18.3K | 1.6% | ▲+2.8% Added · +490 sh | |
| 28 | State STR SPDR S&P 500 ETF T TR UNIT | $2.4M | 3.2K | 1.3% | ▲+6.3% Added · +189 sh | |
| 29 | Ishares Inc CORE MSCI EMKT | $1.6M | 19.0K | 0.9% | ▲+15% Added · +3K sh | |
| 30 | SPDR Index SHS FDS ST INTL CAP ETF | $1.5M | 35.2K | 0.9% | ▲+17% Added · +5K sh | |
| 31 | Vanguard Index FDS SMALL CP ETF | $1.4M | 4.8K | 0.8% | ▲+12% Added · +517 sh | |
| 32 | Ishares TR U.S. REAL ES ETF | $1.4M | 13.9K | 0.8% | ▼−1.3% Reduced · −181 sh | |
| 33 | Ishares TR INTL TREA BD ETF | $1.3M | 32.7K | 0.7% | ▲+75% Added · +14K sh | |
| 34 | SPDR Index SHS FDS ST DOW INTL ETF | $1.2M | 45.5K | 0.7% | ▲+19% Added · +7K sh | |
| 35 | Etfs Gold TR PHYSCL GOLD SHS | $1.2M | 31.7K | 0.7% | ▲+167% Added · +20K sh | |
| 36 | Vanguard Index FDS REAL ESTATE ETF | $1.2M | 12.5K | 0.7% | ▲+29% Added · +3K sh | |
| 37 | SPDR Gold TR GOLD SHS | $1.2M | 3.3K | 0.7% | ▼−0.8% Reduced · −27 sh | |
| 38 | SPDR Index SHS FDS ST PORT MARK ETF | $1.1M | 21.9K | 0.6% | ▼−1.4% Reduced · −311 sh | |
| 39 | Grayscale Bitcoin Mini TR Et SHS NEW | $1.1M | 43.3K | 0.6% | ▲+44% Added · +13K sh | |
| 40 | Ishares TR 3 7 YR TREAS BD | $894K | 7.6K | 0.5% | ▼−3.0% Reduced · −235 sh | |
| 41 | Ishares Inc MSCI EURZONE ETF | $882K | 12.7K | 0.5% | ▲+16% Added · +2K sh | |
| 42 | Ishares Gold Trust Micro SHS REPSTG UN TR | $881K | 22.0K | 0.5% | ▲New New position | |
| 43 | Grayscale Bitcoin Trust ETF SHS REP COM UT | $877K | 19.3K | 0.5% | —Held | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $805K | 1.2K | 0.4% | —Held | |
| 45 | Ishares TR CORE S&P SCP ETF | $791K | 5.3K | 0.4% | ▼−3.5% Reduced · −196 sh | |
| 46 | SPDR Index SHS FDS ST STR PO EX ETF | $748K | 14.8K | 0.4% | ▼−2.4% Reduced · −361 sh | |
| 47 | SPDR Series Trust SST SPDR BLOOMBE | $734K | 35.1K | 0.4% | ▲+25% Added · +7K sh | |
| 48 | Fidelity Wise Origin Bitcoin SHS | $703K | 13.8K | 0.4% | ▲+5.3% Added · +693 sh | |
| 49 | Ishares TR RUSSELL 2000 ETF | $688K | 2.3K | 0.4% | ▼−6.5% Reduced · −158 sh | |
| 50 | Ishares TR CORE INTL AGGR | $657K | 13.0K | 0.4% | ▼−14% Reduced · −2K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Upper Left Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 73 | $180.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 68 | $169.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 22d | 67 | $164.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 65 | $159.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 7d | 65 | $149.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 62 | $139.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 57 | $116.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 59 | $114.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.