1y return+9.1%S&P 500 +20.9%
3y return+34.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $119 against $157 in the S&P 500.2
Upper Left Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IAUIshares Gold Tr | $12.5M | 6.9% | +4.0% |
| SPYMSpdr Series Trust | $10.6M | 5.9% | |
| BCIAbrdn Etfs | $7.9M | 4.4% | −4.0% |
| BNDXVanguard Charlotte Fds | $7.8M | 4.3% | +7.3% |
| SCHHSchwab Strategic Tr | $6.8M | 3.8% | +3.5% |
| BWXSpdr Series Trust | $6.6M | 3.7% | −1.8% |
| DBMFLitman Gregory Fds Tr | $6.5M | 3.6% | +6.5% |
| SCHFSchwab Strategic Tr | $6.2M | 3.5% | +6.3% |
| SCHASchwab Strategic Tr | $5.8M | 3.2% | |
| IBITIshares Bitcoin Trust Etf | $5.4M | 3.0% | +8.0% |
| BILSpdr Series Trust | $5.3M | 3.0% | +6.0% |
| GLDMWorld Gold Tr | $4.9M | 2.7% | −1.6% |
| SCHESchwab Strategic Tr | $4.8M | 2.7% | −1.8% |
| SCHRSchwab Strategic Tr | $4.7M | 2.6% | +8.5% |
| MCHIIshares Tr | $4.7M | 2.6% | −2.0% |
| SCHCSchwab Strategic Tr | $4.7M | 2.6% | +2.1% |
| VNQIVanguard Intl Equity Index F | $4.6M | 2.6% | |
| SCHPSchwab Strategic Tr | $4.5M | 2.5% | +3.5% |
| EMLCVaneck Etf Trust | $4.2M | 2.3% | +2.7% |
| VWOVanguard Intl Equity Index F | $4.0M | 2.2% | +7.7% |
| IVVIshares Tr | $3.9M | 2.2% | +9.7% |
| VEUVanguard Intl Equity Index F | $3.8M | 2.1% | −3.9% |
| FEZSpdr Index Shs Fds | $3.4M | 1.9% | +2.8% |
| VEAVanguard Tax-managed Fds | $3.4M | 1.9% | +4.8% |
| VXUSVanguard Star Fds | $3.3M | 1.8% | +7.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLDMWorld Gold Tr | September 30, 2022 | +140.8% | $4.9M |
| IAUIshares Gold Tr | June 30, 2022 | +120.1% | $12.5M |
| SGOLEtfs Gold Tr | December 31, 2022 | +118.8% | $1.2M |
| GLDSpdr Gold Tr | December 31, 2021 | +115.5% | $1.2M |
| VBVanguard Index Fds | March 31, 2023 | +59.9% | $1.4M |
| SPYMSpdr Series Trust | December 31, 2021 | +57.4% | $10.6M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2021 | +57.2% | $2.4M |
| SPEMSpdr Index Shs Fds | December 31, 2022 | +57.1% | $1.1M |
| IVVIshares Tr | December 31, 2021 | +57.0% | $3.9M |
| FEZSpdr Index Shs Fds | December 31, 2021 | +47.2% | $3.4M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.4% | +14.8% |
| March 31, 2026 | +1.0% | −4.6% |
| December 31, 2025 | −0.3% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | +4.4% | −4.6% |
| December 31, 2024 | −3.7% | +2.1% |
| September 30, 2024 | +8.2% | +5.4% |
| June 30, 2024 | −0.1% | +4.0% |
| March 31, 2024 | +2.4% | +10.0% |
| December 31, 2023 | +7.5% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +0.3% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +7.4% | +7.1% |
| September 30, 2022 | −8.8% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | −2.5% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Upper Left Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1911228&type=13F-HR&dateb=&owner=include&count=40CIK 1911228
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1911228/000208585326000723/Filed July 14, 2026 · accession 0002085853-26-000723