Upper Left Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$164,081
Net value change ($000)
+4,758 (3.0%)
New positions
2
Sold out positions
0
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPYM 882 10.0%
SCHH 558 11.5%
BWX 510 9.3%
BNDX 461 7.6%
DBMF 375 7.3%
SCHR 366 9.6%
BIL 357 8.1%
IAU 346 2.3%
SCHWAB STRATEGIC TRUST 323 6.7%
GLDM 311 5.2%
Top Reduces (Value $000, Stocks/ETFs)
IBIT -658 -10.6%
MCHI -449 -7.8%
GBTC -446 -23.7%
BCI -306 -4.7%
BTC -130 -12.6%
FBTC -129 -14.9%
VNQI -128 -2.6%
VEU -121 -3.1%
SCHE -117 -2.4%
SCHC -83 -1.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 40 (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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type