Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Upper Left Wealth Management, LLC (CIK 1911228) reported $169.4M across 68 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($14.0M, 8.28%), SPLG ($9.2M, 5.45%), BCI ($9.0M, 5.30%), BNDX ($7.2M, 4.24%), BWX ($6.9M, 4.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | $14.0M | 8.28% | 159,080 | Trimmed |
| 2 | SPLG | SPDR SERIES TRUST | $9.2M | 5.45% | 120,547 | Added |
| 3 | BCI | ABRDN ETFS | $9.0M | 5.30% | 369,853 | Added |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $7.2M | 4.24% | 149,379 | Added |
| 5 | BWX | SPDR SERIES TRUST | $6.9M | 4.05% | 312,496 | Added |
| 6 | DBMF | LITMAN GREGORY FDS TR | $6.0M | 3.56% | 200,174 | Added |
| 7 | SCHH | SCHWAB STRATEGIC TR | $6.0M | 3.53% | 278,580 | Added |
| 8 | GLDM | WORLD GOLD TR | $5.9M | 3.46% | 63,200 | Trimmed |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | $5.8M | 3.43% | 151,374 | Added |
| 10 | MCHI | ISHARES TR | $5.3M | 3.12% | 93,922 | Added |
| 11 | SCHF | SCHWAB STRATEGIC TR | $5.2M | 3.10% | 212,071 | Trimmed |
| 12 | BIL | SPDR SERIES TRUST | $5.0M | 2.97% | 54,872 | Added |
| 13 | SCHA | SCHWAB STRATEGIC TR | $4.7M | 2.79% | 162,613 | Trimmed |
| 14 | VNQI | VANGUARD INTL EQUITY INDEX F | $4.6M | 2.70% | 103,030 | Trimmed |
| 15 | SCHC | SCHWAB STRATEGIC TR | $4.5M | 2.63% | 95,451 | Trimmed |
| 16 | SCHE | SCHWAB STRATEGIC TR | $4.5M | 2.63% | 135,096 | Trimmed |
| 17 | SCHR | SCHWAB STRATEGIC TR | $4.4M | 2.59% | 175,882 | Added |
| 18 | SCHP | SCHWAB STRATEGIC TR | $4.4M | 2.59% | 164,853 | Added |
| 19 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $4.0M | 2.37% | 132,990 | Added |
| 20 | EMLC | VANECK ETF TRUST | $4.0M | 2.36% | 159,175 | Trimmed |
| 21 | VEU | VANGUARD INTL EQUITY INDEX F | $3.6M | 2.11% | 47,561 | Trimmed |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $3.3M | 1.97% | 61,846 | Added |
| 23 | IVV | ISHARES TR | $3.1M | 1.85% | 4,784 | Added |
| 24 | FEZ | SPDR INDEX SHS FDS | $3.0M | 1.77% | 48,296 | Added |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $2.9M | 1.71% | 45,176 | Added |
Source: SEC Form 13F filings · as of 2026-03-31