Upper Left Wealth Management, LLC — 13F holdings

Upper Left Wealth Management, LLC reported 68 holdings worth $193M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. SPYM SPDR SERIES TRUST — $34.1M (17.7%)
2. VEA VANGUARD TAX-MANAGED FDS — $22.3M (11.6%)
3. IAU ISHARES GOLD TR — $9.28M (4.8%)
4. SCHP SCHWAB STRATEGIC TR — $9.10M (4.7%)
5. DBMF LITMAN GREGORY FDS TR — $7.58M (3.9%)
6. IBIT ISHARES BITCOIN TRUST ETF — $6.81M (3.5%)
7. VWO VANGUARD INTL EQUITY INDEX F — $6.33M (3.3%)
8. VOO VANGUARD INDEX FDS — $5.83M (3.0%)
9. SCHA SCHWAB STRATEGIC TR — $5.35M (2.8%)
10. BNDX VANGUARD CHARLOTTE FDS — $5.16M (2.7%)