Upper Left Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm held positions in 68 different equities and exchange-traded funds (ETFs).
The portfolio is heavily weighted toward broad market index funds and exchange-traded products. The largest position disclosed is the SPDR Series Trust S&P 500 ETF (SPY), with 38,017,677 shares. Other significant holdings include the Schwab Strategic Trust International Equity ETF (SCHF) with 182,091 shares, the Schwab Strategic Trust US Treasury ETF (SCHZ) with 159,588 shares, and the Vanguard Tax-Managed Funds Vanguard FTSE Dev Mkts ETF (VDMIX) with 315,423 shares.
The filing also lists several positions focused on commodities and gold. The World Gold Trust SPDR Gold Minis (GLDM) is held in the amount of 54,543 shares. Other gold-related holdings include the iShares Gold Trust (IAU) with 118,799 shares, the SPDR Gold Trust (GLD) with 3,516 shares, and the ETFS Physical Gold Shares (SGOL) with 24,060 shares.
Bitcoin-related exchange-traded products are also represented in the portfolio. The Simplify Exchange Traded Funds Managed Futures (BITO) is held at 155,195 shares. Other crypto-adjacent holdings include the ARK 21Shares Bitcoin ETF (ARKB) with 13,635 shares, the Grayscale Bitcoin Trust ETF Shares (GBTC) with 18,937 shares, and the iShares Bitcoin Trust ETF Shares (IBIT) with 143,923 shares.
Individual stock positions listed in the filing include Amazon.com Inc. (AMZN) with 822 shares, Apple Inc. (AAPL) with 803 shares, and Micron Technology Inc. (MU) with 300 shares.
