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Disclosery

13F-HR filed by Upper Left Wealth Management, LLC

Upper Left Wealth Management, LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-14 12:47:11 UTC, with 68 holding rows worth $192,717,987.

Accession
0002085853-26-001162
Filer
CIK 1911228
Filed
2026-10-14
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, 68 entries on the cover page, a total value of $192,717,987 stated on the cover page (in dollars after the unit check, H1), rows summing to $192,717,987 with VALUE read as dollars as filed, 13F file number 028-22226. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS380,177$34,124,695dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS315,423$22,272,019dollars as filed
iShares Gold Trust464285204COM118,799$9,278,202dollars as filed
Schwab US TIPS ETF808524870SHS362,207$9,102,262dollars as filed
LITMAN GREGORY FDS TR53700T827IMGP DBI MAN ETF232,932$7,577,278dollars as filed
IShares Bitcoin Trust Registered46438F101SHS143,923$6,813,315dollars as filed
VWO922042858SHS106,703$6,328,555dollars as filed
Vanguard S&P 500 ETF922908363COM8,319$5,830,455dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS164,047$5,352,854dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS110,108$5,160,762dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF182,091$5,002,040dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS54,543$4,482,344dollars as filed
SIMPLIFY EXCHANGE TRADED FUN82889N699MANAGED FUTURES155,195$4,475,824dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS5,056$3,872,138dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF105,556$3,847,517dollars as filed
ISHARES TR46428743220 YR TR BD ETF49,301$3,834,632dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS159,588$3,782,236dollars as filed
Schwab US REIT ETF808524847SHS171,016$3,769,193dollars as filed
VANGUARD STAR FDS921909768COM41,371$3,514,881dollars as filed
SPDR SERIES TRUST78464A516ST INTL BBG ETF149,456$3,165,479dollars as filed
SPY78462F103SHS3,917$2,987,222dollars as filed
VANGUARD MALVERN FDS922020805SHS37,392$1,840,435dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS19,619$1,797,886dollars as filed
iShares TIPS Bond ETF464287176SHS16,974$1,765,975dollars as filed
ISHARES TR MSCI CHINA ETF46429B671MSCI CHINA ETF33,396$1,742,938dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF33,894$1,685,888dollars as filed
SPDR INDEX SHS FDS78463X871ST INTL CAP ETF35,088$1,598,961dollars as filed
GRAYSCALE BITCOIN MINI TR ET389930207SHS NEW38,227$1,412,488dollars as filed
SPDR GOLD TR78463V107GOLD SHS3,516$1,339,034dollars as filed
Vanguard Small-Cap ETF922908751SHS4,630$1,317,189dollars as filed
ISHARES TR464287739U.S. REAL ES ETF13,666$1,298,817dollars as filed
Schwab Short Term US Treasury ETF808524862SHS51,419$1,226,858dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT18,937$1,223,141dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS14,509$1,177,551dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS21,540$1,114,911dollars as filed
SPDR INDEX SHS FDS78463X202EURO STOXX 5014,309$963,139dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS24,060$951,814dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS11,393$945,278dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS12,924$938,800dollars as filed
Vanguard Real Estate922908553SHS9,790$877,478dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS6,252$850,523dollars as filed
SPDR INDEX SHS FDS78463X863ST DOW INTL ETF33,402$847,409dollars as filed
ISHARES INC MSCI EURZONE ETF464286608MSCI EURZONE ETF12,563$845,867dollars as filed
SPDW78463X889COM14,837$744,966dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM16,542$703,366dollars as filed
ISHARES TR4642886613 7 YR TREAS BD6,084$690,169dollars as filed
iShares Russell 2000 ETF464287655SHS2,275$632,200dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS4,069$631,713dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL11,511$573,594dollars as filed
INVESCO QQQ TR46090E103COM756$559,267dollars as filed
ISHARES TR464287184CHINA LG-CAP ETF16,212$551,533dollars as filed
Goldman Sachs Access Treasury 0-1 Year ETF381430529SHS4,706$471,118dollars as filed
ISHARES TR464288117INTL TREA BD ETF11,553$459,463dollars as filed
ISHARES TR464288521CRE U S REIT ETF6,856$422,193dollars as filed
ARK 21SHARES BITCOIN ETF040919102SHS BEN INT13,635$377,554dollars as filed
Bit Digital, Inc. Ordinary Shares09174C104COM7,922$359,342dollars as filed
ABRDN ETFS003261104BBRG ALL COMD K113,746$355,610dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,050$331,884dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF3,847$324,764dollars as filed
Micron Technology,Inc.595112103COM300$319,533dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS2,770$268,358dollars as filed
Apple Inc037833100COM803$267,290dollars as filed
ISHARES INC MSCI HONG KG ETF464286871MSCI HONG KG ETF11,246$248,650dollars as filed
HARBOR ETF TRUST41151J505COMM ALL WEA ETF6,800$239,768dollars as filed
Vanguard FTSE Europe ETF922042874SHS2,624$227,764dollars as filed
BARCLAYS BANK PLC06738C778DJUBS CMDT ETN364,078$210,099dollars as filed
iShares S&P 500 Growth ETF464287309SHS1,453$206,704dollars as filed
Amazon.com, Inc023135106COM822$204,802dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002085853-26-001162this filing2026-10-14