Upper Left Wealth Management, LLC Top Holdings and 13F Report (2024) About Upper Left Wealth Management, LLCInvestment ActivityUpper Left Wealth Management, LLC has $114.40 million in total holdings as of September 30, 2024.Upper Left Wealth Management, LLC owns shares of 58 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 9.51% of the portfolio was purchased this quarter.About 10.48% of the portfolio was sold this quarter.This quarter, Upper Left Wealth Management, LLC has purchased 60 new stocks and bought additional shares in 23 stocks.Upper Left Wealth Management, LLC sold shares of 29 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Gold Trust $10,797,854Schwab Emerging Markets Equity ETF $5,558,592abrdn Bloomberg All Commodity Strategy K-1 Free ETF $5,084,934Vanguard Global ex-U.S. Real Estate ETF $4,840,140Schwab US Small-Cap ETF $4,805,843 Largest New Holdings this Quarter iShares Core International Aggregate Bond ETF $2,090,940 HoldingFIDELITY WISE ORIGIN BITCOIN $389,451 HoldingSPDR S&P China ETF $251,911 HoldingPegasystems $212,640 Holding Largest Purchases this Quarter iShares Core International Aggregate Bond ETF 40,767 shares (about $2.09M)ISHARES BITCOIN TRUST ETF 34,356 shares (about $1.15M)Vanguard FTSE Emerging Markets ETF 21,201 shares (about $948.11K)iShares Gold Trust 17,305 shares (about $818.18K)Schwab US Small-Cap ETF 14,880 shares (about $760.67K) Largest Sales this Quarter SPDR FTSE International Government Inflation-Protected Bond ETF 73,373 shares (about $2.92M)VanEck J.P. Morgan EM Local Currency Bond ETF 49,221 shares (about $1.22M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 11,141 shares (about $1.02M)Schwab U.S. TIPS ETF 17,661 shares (about $934.80K)Schwab Intermediate-Term U.S. Treasury ETF 16,424 shares (about $824.48K) 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$10,797,854$818,180 ▲8.2%228,3819.4%FinanceSCHESchwab Emerging Markets Equity ETF$5,558,592$71,699 ▼-1.3%204,3604.9%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$5,084,934$248,647 ▲5.1%260,2324.4%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$4,840,140$405,098 ▲9.1%108,5724.2%ETFSCHASchwab US Small-Cap ETF$4,805,843$760,666 ▲18.8%94,0114.2%ETFSPLGSPDR Portfolio S&P 500 ETF$4,758,838$61,839 ▲1.3%71,7994.2%ETFSCHHSchwab U.S. REIT ETF$4,577,887$245,486 ▲5.7%202,6514.0%ETFVEUVanguard FTSE All-World ex-US ETF$4,469,950$38,550 ▼-0.9%72,4703.9%ETFSCHFSchwab International Equity ETF$4,250,640$129,119 ▼-2.9%104,2593.7%ETFGLDMSPDR Gold MiniShares Trust$4,205,828$598,601 ▲16.6%84,8123.7%FinanceSCHCSchwab International Small-Cap Equity ETF$3,750,486$690,432 ▲22.6%99,4563.3%ETFMCHIiShares MSCI China ETF$3,577,009$162,886 ▼-4.4%85,5133.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,227,014$1,022,967 ▼-24.1%35,1452.8%ETFBWXSPDR Bloomberg Barclays International Treasury Bond ETF$2,946,060$741,396 ▼-20.1%128,8742.6%FinanceISHARES BITCOIN TRUST ETF$2,851,334$1,146,460 ▲67.2%85,4462.5%SHS BEN INTSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,615,270$824,485 ▼-24.0%52,0972.3%ETFSCHPSchwab U.S. TIPS ETF$2,584,361$934,797 ▼-26.6%48,8262.3%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$2,564,686$1,219,204 ▼-32.2%103,5402.2%ETFVWOVanguard FTSE Emerging Markets ETF$2,393,773$948,109 ▲65.6%53,5282.1%ETFFEZSPDR EURO STOXX 50 ETF$2,356,654$575,361 ▲32.3%44,8632.1%ETFFXEInvesco CurrencyShares Euro Trust$2,189,217$814,761 ▼-27.1%21,4231.9%ETFIAGGiShares Core International Aggregate Bond ETF$2,090,940$2,090,940 ▲New Holding40,7671.8%ETFVEAVanguard FTSE Developed Markets ETF$1,861,260$293,541 ▲18.7%35,5271.6%ETFWIPSPDR FTSE International Government Inflation-Protected Bond ETF$1,635,858$2,915,844 ▼-64.1%41,1641.4%ETFVBVanguard Small-Cap ETF$1,458,642$126,047 ▲9.5%6,2491.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,441,766$34,337 ▼-2.3%11,7151.3%ETFSPYSPDR S&P 500 ETF Trust$1,397,927$36,639 ▼-2.6%2,4801.2%FinanceGLDSPDR Gold Shares$1,381,033$12,721 ▼-0.9%5,9711.2%FinanceRWXSPDR Dow Jones International Real Estate ETF$1,325,463$95,821 ▲7.8%48,8021.2%ETFVXUSVanguard Total International Stock ETF$1,227,541$458,292 ▲59.6%19,3711.1%ETFIYRiShares U.S. Real Estate ETF$1,203,617$36,229 ▼-2.9%12,0931.1%ETFGWXSPDR S&P International Small Cap ETF$1,134,624$24,701 ▲2.2%34,0831.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$914,619$382,753 ▼-29.5%7,7040.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$889,332$22,111 ▲2.5%16,3300.8%ETFGRAYSCALE BITCOIN TR BTC$888,484$11,360 ▼-1.3%19,0050.8%SHS REP COM UTIVViShares Core S&P 500 ETF$866,561$78,212 ▼-8.3%1,5290.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$865,1500.0%22,4190.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$821,125$16,759 ▼-2.0%22,0970.7%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$722,602$70,155 ▲10.8%54,1680.6%ManufacturingIWMiShares Russell 2000 ETF$652,318$16,066 ▼-2.4%2,9640.6%FinanceVNQVanguard Real Estate ETF$600,366$1,522 ▲0.3%6,3110.5%ETFIGOViShares International Treasury Bond ETF$583,011$210,268 ▼-26.5%14,1990.5%ETFBNDXVanguard Total International Bond ETF$581,247$119,723 ▲25.9%11,6810.5%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$511,096$219,243 ▼-30.0%24,6430.4%ETFTIPiShares TIPS Bond ETF$494,488$239,950 ▼-32.7%4,5420.4%ETFSGOLabrdn Physical Gold Shares ETF$465,839$106,591 ▲29.7%19,4830.4%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$452,9210.0%12,1720.4%ETFEZUiShares MSCI Eurozone ETF$406,183$87,124 ▲27.3%7,9070.4%ETFFIDELITY WISE ORIGIN BITCOIN$389,451$389,451 ▲New Holding7,6020.3%SHSIFGLiShares International Developed Real Estate ETF$378,917$20,038 ▼-5.0%17,0760.3%ManufacturingGBILGoldman Sachs Access Treasury 0-1 Year ETF$374,460$48,812 ▼-11.5%3,7360.3%ETFBITOProShares Bitcoin ETF$328,472$9,956 ▼-2.9%17,2880.3%ETFFXIiShares China Large-Cap ETF$311,249$43,394 ▼-12.2%11,7630.3%ETFIJRiShares Core S&P Small-Cap ETF$299,289$5,942 ▼-1.9%2,5690.3%ETFUSRTiShares Core U.S. REIT ETF$292,845$1,574 ▼-0.5%4,8380.3%ETFVGKVanguard FTSE Europe ETF$278,472$28,443 ▲11.4%3,9260.2%ETFGXCSPDR S&P China ETF$251,911$251,911 ▲New Holding3,7470.2%ETFPEGAPegasystems$212,640$212,640 ▲New Holding3,0000.2%Computer and TechnologyAIAiShares Asia 50 ETF$0$391,587 ▼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$280,924 ▼-100.0%00.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$0$280,013 ▼-100.0%00.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$0$269,121 ▼-100.0%00.0%ETFVPLVanguard FTSE Pacific ETF$0$241,234 ▼-100.0%00.0%ETFEWHiShares MSCI Hong Kong ETF$0$225,691 ▼-100.0%00.0%FinanceShowing 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. Identify trending stocks on social media. 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