Upper Left Wealth Management, LLC holds a diversified book of 73 stocks worth $180.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-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 equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911228/holdings"
Use Arkolith to show Upper Left Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 73 | $180.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 68 | $169.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 67 | $164.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 65 | $159.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 65 | $149.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 62 | $139.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 57 | $116.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 59 | $114.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.