Upper Left Wealth Management, LLC: 13F holdings
CIK 19112282026Q2
| Positions | 73 |
|---|---|
| Reported value | $180.5m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IAU ISHARES GOLD TR | 165,498 | $12.5m | 6.9% |
| SPYM SPDR SERIES TRUST | 121,120 | $10.6m | 5.9% |
| BCI ABRDN ETFS | 355,096 | $7.9m | 4.4% |
| BNDX VANGUARD CHARLOTTE FDS | 160,232 | $7.8m | 4.3% |
| KIM SCHWAB STRATEGIC TR | 288,256 | $6.8m | 3.8% |
| BWX SPDR SERIES TRUST | 306,718 | $6.6m | 3.7% |
| LITMAN GREGORY FDS TR | 213,173 | $6.5m | 3.6% |
| SCHF SCHWAB STRATEGIC TR | 225,409 | $6.2m | 3.5% |
| SCHA SCHWAB STRATEGIC TR | 161,455 | $5.8m | 3.2% |
| IBIT ISHARES BITCOIN TRUST ETF | 163,550 | $5.4m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911228")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.