Upper Left Wealth Management, LLC ETF holdings
Tampa, FL
Reported $179.3M in 69 ETFs in its Form 13F for June 30, 2026.
ETF value
$179.3M
ETFs held
69
Change from prior quarter
+6.0%
With price moves
ETFs as a share of its 13F
99.4%
of $180.5M
Top 10 of 69 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IAU | iShares Gold Trust | $12.5M | 165,498 | +6,418 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $10.6M | 121,120 | +573 shares |
| BCI | abrdn Bloomberg All Commodity Strategy K-1 Free ETF | $7.9M | 355,096 | −14,757 shares |
| BNDX | Vanguard Total International Bond ETF | $7.8M | 160,232 | +10,853 shares |
| SCHH | Schwab U.S. REIT ETF | $6.8M | 288,256 | +9,676 shares |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | $6.6M | 306,718 | −5,778 shares |
| DBMF | iMGP DBi Managed Futures Strategy ETF | $6.5M | 213,173 | +12,999 shares |
| SCHF | Schwab International Equity ETF | $6.2M | 225,409 | +13,338 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $5.8M | 161,455 | −1,158 shares |
| IBIT | iShares Bitcoin Trust ETF | $5.4M | 163,550 | +12,176 shares |
59 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001911228. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Upper Left Wealth Management, LLC own?
Upper Left Wealth Management, LLC reported 69 ETF positions worth $179.3M in its Form 13F for June 30, 2026. The largest was IAU, at $12.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.