Upper Left Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
65
Total value ($000)
$159,323
Net value change ($000)
+9,422 (6.3%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IAU 1,712 13.1%
SPYM 1,015 13.1%
MCHI 803 16.2%
GLDM 717 13.5%
DBMF 464 10.0%
CTA 360 13.5%
BCI 342 5.6%
IBIT 319 5.4%
VWO 310 11.3%
BIL 283 6.9%
Top Reduces (Value $000, Stocks/ETFs)
VEU -212 -5.2%
VB -35 -2.8%
EMLC -32 -0.8%
EBND -15 -2.7%
IGOV -11 -1.8%
RWX -9 -0.9%
GBIL -8 -2.4%
IEI -5 -0.6%
TIP -3 -0.6%
FXI -2 -0.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 52 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type