Upper Left Wealth Management, LLC Top Holdings and 13F Report (2024) About Upper Left Wealth Management, LLCInvestment ActivityUpper Left Wealth Management, LLC has $139.45 million in total holdings as of September 30, 2024.Upper Left Wealth Management, LLC owns shares of 61 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 19.28% of the portfolio was purchased this quarter.About 6.76% of the portfolio was sold this quarter.This quarter, Upper Left Wealth Management, LLC has purchased 57 new stocks and bought additional shares in 24 stocks.Upper Left Wealth Management, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Gold Trust $13,156,983SPDR Portfolio S&P 500 ETF $6,207,284abrdn Bloomberg All Commodity Strategy K-1 Free ETF $6,090,778Vanguard Total International Bond ETF $5,782,339SPDR Gold MiniShares Trust $5,326,811 Largest New Holdings this Quarter 53700T827 - iMGP DBi Managed Futures Strategy ETF $3,836,540 Holding82889N699 - Simplify Managed Futures Strategy ETF $3,638,551 Holding389930207 - GRAYSCALE BITCOIN MINI TR ET $677,729 Holding46090E103 - Invesco QQQ $298,234 Holding92204A504 - Vanguard Health Care ETF $277,967 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 107,082 shares (about $5.23M)iMGP DBi Managed Futures Strategy ETF 151,882 shares (about $3.84M)Simplify Managed Futures Strategy ETF 122,924 shares (about $3.64M)SPDR Bloomberg Barclays International Treasury Bond ETF 94,759 shares (about $2.07M)iShares Core S&P 500 ETF 2,787 shares (about $1.57M) Largest Sales this Quarter iShares Core International Aggregate Bond ETF 31,154 shares (about $1.56M)Schwab Emerging Markets Equity ETF 51,453 shares (about $1.42M)Vanguard FTSE All-World ex-US ETF 10,389 shares (about $630.20K)SPDR Dow Jones International Real Estate ETF 18,941 shares (about $463.68K)iShares Gold Trust 6,910 shares (about $407.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofUpper Left Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$13,156,983$407,414 ▼-3.0%223,1519.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$6,207,284$1,200,778 ▲24.0%94,3934.5%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$6,090,778$237,176 ▲4.1%283,8204.4%ETFBNDXVanguard Total International Bond ETF$5,782,339$5,227,744 ▲942.6%118,4424.1%ETFGLDMSPDR Gold MiniShares Trust$5,326,811$5,075 ▲0.1%86,0693.8%FinanceBWXSPDR Bloomberg Barclays International Treasury Bond ETF$4,985,327$2,071,432 ▲71.1%228,0573.6%FinanceMCHIiShares MSCI China ETF$4,954,372$425,898 ▲9.4%91,0733.6%ETFSCHHSchwab U.S. REIT ETF$4,841,579$455,431 ▲10.4%225,0853.5%ETFISHARES BITCOIN TRUST ETF$4,396,489$214,952 ▲5.1%93,9223.2%SHS BEN INTVNQIVanguard Global ex-U.S. Real Estate ETF$4,331,931$137,685 ▼-3.1%107,0673.1%ETFSCHASchwab US Small-Cap ETF$4,326,795$117,970 ▼-2.7%184,6693.1%ETFSCHESchwab Emerging Markets Equity ETF$4,179,530$1,418,559 ▼-25.3%151,5973.0%ETFSCHFSchwab International Equity ETF$4,175,558$49,331 ▼-1.2%211,1003.0%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,045,293$812,177 ▲25.1%44,1002.9%ETFDBMFiMGP DBi Managed Futures Strategy ETF$3,836,540$3,836,540 ▲New Holding151,8822.8%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$3,810,204$1,274,768 ▲50.3%159,6902.7%ETFSCHPSchwab U.S. TIPS ETF$3,802,946$1,102,060 ▲40.8%141,4262.7%ETFVEUVanguard FTSE All-World ex-US ETF$3,725,616$630,197 ▼-14.5%61,4182.7%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$3,662,972$993,580 ▲37.2%147,3442.6%ETFCTASimplify Managed Futures Strategy ETF$3,638,551$3,638,551 ▲New Holding122,9242.6%ETFSCHCSchwab International Small-Cap Equity ETF$3,511,289$56,942 ▼-1.6%97,8622.5%ETFVWOVanguard FTSE Emerging Markets ETF$3,001,010$245,354 ▲8.9%66,3062.2%ETFIVViShares Core S&P 500 ETF$2,832,538$1,566,015 ▲123.6%5,0412.0%ETFFEZSPDR EURO STOXX 50 ETF$2,561,406$5,495 ▲0.2%47,0761.8%ETFVEAVanguard FTSE Developed Markets ETF$2,278,913$443,289 ▲24.1%44,8341.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,114,093$689,670 ▲48.4%18,2881.5%ETFVXUSVanguard Total International Stock ETF$1,979,127$210,892 ▲11.9%31,8701.4%ETFGLDSPDR Gold Shares$1,598,601$83,849 ▼-5.0%5,5481.1%FinanceGRAYSCALE BITCOIN TRUST ETF$1,314,870$10,558 ▲0.8%20,1760.9%SHS REP COM UTVBVanguard Small-Cap ETF$1,309,878$117,306 ▼-8.2%5,9070.9%ETFSPYSPDR S&P 500 ETF Trust$1,195,417$180,124 ▼-13.1%2,1370.9%FinanceIYRiShares U.S. Real Estate ETF$1,108,690$17,905 ▼-1.6%11,5790.8%ETFGWXSPDR S&P International Small Cap ETF$1,068,519$18,952 ▼-1.7%33,4330.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$871,010$20,910 ▼-2.3%7,3730.6%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$864,374$26,933 ▼-3.0%63,4170.6%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$778,883$25,669 ▼-3.2%21,3920.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$754,339$216,366 ▼-22.3%13,9770.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$750,668$127,244 ▼-14.5%19,0670.5%ETFVNQVanguard Real Estate ETF$736,996$362 ▲0.0%8,1400.5%ETFRWXSPDR Dow Jones International Real Estate ETF$714,058$463,676 ▼-39.4%29,1690.5%ETFGRAYSCALE BITCOIN MINI TR ET$677,729$677,729 ▲New Holding18,5730.5%SHS NEWFIDELITY WISE ORIGIN BITCOIN$674,719$215,406 ▲46.9%9,3750.5%SHSIGOViShares International Treasury Bond ETF$636,318$89,956 ▲16.5%16,1420.5%ETFSGOLabrdn Physical Gold Shares ETF$599,651$59,610 ▼-9.0%20,1090.4%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$542,372$33,858 ▲6.7%27,0240.4%ETFIWMiShares Russell 2000 ETF$523,063$60,246 ▼-10.3%2,6220.4%FinanceIAGGiShares Core International Aggregate Bond ETF$503,600$1,557,391 ▼-75.6%10,0740.4%ETFIJRiShares Core S&P Small-Cap ETF$491,793$168,881 ▲52.3%4,7030.4%ETFTIPiShares TIPS Bond ETF$482,909$9,776 ▼-2.0%4,3470.3%ETFEZUiShares MSCI Eurozone ETF$477,120$87,383 ▼-15.5%8,9600.3%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$432,301$8,326 ▼-1.9%11,9420.3%ETFIFGLiShares International Developed Real Estate ETF$421,670$53,468 ▼-11.3%21,3720.3%ManufacturingGBILGoldman Sachs Access Treasury 0-1 Year ETF$345,922$8,014 ▼-2.3%3,4530.2%ETFQQQInvesco QQQ$298,234$298,234 ▲New Holding6360.2%FinanceVHTVanguard Health Care ETF$277,967$277,967 ▲New Holding1,0500.2%ETFUSRTiShares Core U.S. REIT ETF$275,6740.0%4,7860.2%ETFFXIiShares China Large-Cap ETF$268,800$28,636 ▼-9.6%7,5000.2%ETFEWHiShares MSCI Hong Kong ETF$240,168$240,168 ▲New Holding13,7160.2%FinanceVGKVanguard FTSE Europe ETF$237,381$38,265 ▼-13.9%3,3810.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$215,152$215,152 ▲New Holding2,3750.2%ETFPEGAPegasystems$208,5600.0%3,0000.1%Computer and TechnologyFXEInvesco CurrencyShares Euro Trust$0$1,787,982 ▼-100.0%00.0%ETFWIPSPDR FTSE International Government Inflation-Protected Bond ETF$0$1,303,928 ▼-100.0%00.0%ETFSCZiShares MSCI EAFE Small-Cap ETF$0$305,208 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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