Upper Left Wealth Management, LLC - Portfolio overview

Upper Left Wealth Management, LLC has 70 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Technology.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TR, 7.86%
2. SPYM - SPDR SERIES TRUST, 5.17%
3. BCI - ABRDN ETFS, 5.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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