Upper Left Wealth Management, LLC

13F filer, CIK 1911228, TAMPA, FL

Upper Left Wealth Management, LLC reported $114,398,089 across 59 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-13. Its ten largest share positions make up 46.75% of the portfolio.

Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001911228-24-000004

Period: 2024-09-30
Reported value: $114M
Holdings: 59
Top 10 weight: 46.75%
New: 4
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IAGGnew	+40,767	$2.09M
IBITadded	+34,356	$1.15M
VWOadded	+21,201	$948K
IAUadded	+17,305	$818K
SCHAadded	+14,880	$761K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
WIPreduced	-73,373	-$2.92M
EMLCreduced	-49,221	-$1.22M
BILreduced	-11,141	-$1.02M
SCHPreduced	-17,661	-$935K
SCHRreduced	-16,424	-$824K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001911228-24-000004, largest first. % of portfolio is the value over $114,126,389, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IAUISHARES GOLD TR	228,381	$10.8M	9.46%	+17,305	Timeline
SCHESCHWAB STRATEGIC TR	204,360	$5.56M	4.87%	-2,636	Timeline
BCIABRDN ETFS	260,232	$5.08M	4.46%	+12,725	Timeline
VNQIVANGUARD INTL EQUITY INDEX F	108,572	$4.84M	4.24%	+9,087	Timeline
SCHASCHWAB STRATEGIC TR	94,011	$4.81M	4.21%	+14,880	Timeline
SPYMSPDR SERIES TRUST	71,799	$4.76M	4.17%	+933	Timeline
SCHHSCHWAB STRATEGIC TR	202,651	$4.58M	4.01%	+10,867	Timeline
VEUVANGUARD INTL EQUITY INDEX F	72,470	$4.47M	3.92%	-625	Timeline
SCHFSCHWAB STRATEGIC TR	104,259	$4.25M	3.72%	-3,167	Timeline
GLDMWORLD GOLD TR	84,812	$4.21M	3.69%	+12,071	Timeline
SCHCSCHWAB STRATEGIC TR	99,456	$3.75M	3.29%	+18,309	Timeline
MCHIISHARES TR	85,513	$3.58M	3.13%	-3,894	Timeline
BILSPDR SERIES TRUST	35,145	$3.23M	2.83%	-11,141	Timeline
BWXSPDR SERIES TRUST	128,874	$2.95M	2.58%	-32,432	Timeline
IBITISHARES BITCOIN TRUST ETF	85,446	$2.85M	2.5%	+34,356	Timeline
SCHRSCHWAB STRATEGIC TR	52,097	$2.62M	2.29%	-16,424	Timeline
SCHPSCHWAB STRATEGIC TR	48,826	$2.58M	2.26%	-17,661	Timeline
EMLCVANECK ETF TRUST	103,540	$2.56M	2.25%	-49,221	Timeline
VWOVANGUARD INTL EQUITY INDEX F	53,528	$2.39M	2.1%	+21,201	Timeline
FEZSPDR INDEX SHS FDS	44,863	$2.36M	2.06%	+10,953	Timeline
FXEINVESCO CURRENCYSHARES EURO	21,423	$2.19M	1.92%	-7,973	Timeline
IAGGISHARES TR	40,767	$2.09M	1.83%	new	Timeline
VEAVANGUARD TAX-MANAGED FDS	35,527	$1.86M	1.63%	+5,603	Timeline
WIPSPDR SERIES TRUST	41,164	$1.64M	1.43%	-73,373	Timeline
VBVANGUARD INDEX FDS	6,249	$1.46M	1.28%	+540	Timeline
VSSVANGUARD INTL EQUITY INDEX F	11,715	$1.44M	1.26%	-279	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,480	$1.4M	1.22%	-65	Timeline
GLDSPDR GOLD TR	5,971	$1.38M	1.21%	-55	Timeline
RWXSPDR INDEX SHS FDS	48,802	$1.33M	1.16%	+3,528	Timeline
VXUSVANGUARD STAR FDS	19,371	$1.23M	1.08%	+7,232	Timeline
IYRISHARES TR	12,093	$1.2M	1.05%	-364	Timeline
GWXSPDR INDEX SHS FDS	34,083	$1.13M	0.99%	+742	Timeline
IEIISHARES TR	7,704	$915K	0.8%	-3,224	Timeline
IEMGISHARES INC	16,330	$889K	0.78%	+406	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	19,005	$888K	0.78%	-243	Timeline
IVVISHARES TR	1,529	$867K	0.76%	-138	Timeline
SPEMSPDR INDEX SHS FDS	22,419	$865K	0.76%	0	Timeline
SPDWSPDR INDEX SHS FDS	22,097	$821K	0.72%	-451	Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	54,168	$723K	0.63%	+5,259	Timeline
IWMISHARES TR	2,964	$652K	0.57%	-73	Timeline
VNQVANGUARD INDEX FDS	6,311	$600K	0.53%	+16	Timeline
IGOVISHARES TR	14,199	$583K	0.51%	-5,121	Timeline
BNDXVANGUARD CHARLOTTE FDS	11,681	$581K	0.51%	+2,406	Timeline
EBNDSPDR SERIES TRUST	24,643	$511K	0.45%	-10,571	Timeline
TIPISHARES TR	4,542	$494K	0.43%	-2,204	Timeline
SGOLETFS GOLD TR	19,483	$466K	0.41%	+4,458	Timeline
FNDCSCHWAB STRATEGIC TR	12,172	$453K	0.4%	0	Timeline
EZUISHARES INC	7,907	$406K	0.36%	+1,696	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	7,602	$389K	0.34%	new	Timeline
IFGLISHARES TR	17,076	$379K	0.33%	-903	Timeline
GBILGOLDMAN SACHS ETF TR	3,736	$374K	0.33%	-487	Timeline
FXIISHARES TR	11,763	$311K	0.27%	-1,640	Timeline
IJRISHARES TR	2,569	$299K	0.26%	-51	Timeline
USRTISHARES TR	4,838	$293K	0.26%	-26	Timeline
VGKVANGUARD INTL EQUITY INDEX F	3,926	$278K	0.24%	+401	Timeline
GXCSPDR INDEX SHS FDS	3,747	$252K	0.22%	new	Timeline
PEGAPEGASYSTEMS INC	3,000	$213K	0.19%	new	Timeline
BITOPROSHARES TR	2,988	$56.8K	0.05%	-524	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
BITOPROSHARES TR BITCOIN ETF	call	14,300	$272K	0

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
AIAISHARES TR	5,835	$392K	shares
EMBISHARES TR	3,175	$281K	shares
VWOBVANGUARD WHITEHALL FDS	4,451	$280K	shares
STIPISHARES TR	2,705	$269K	shares
VPLVANGUARD INTL EQUITY INDEX F	3,252	$241K	shares
EWHISHARES INC	14,751	$226K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001911228-24-000004	base		2024-11-13	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC