Upper Left Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$169,362
Net value change ($000)
+5,281 (3.2%)
New positions
4
Sold out positions
2
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BCI 2,788 45.0%
BWX 847 14.1%
CTA 773 23.8%
BNDX 648 9.9%
SCHH 596 11.1%
DBMF 537 9.8%
ARKB 309 NEW
BITB 302 112.7%
ATMP 299 NEW
VXUS 280 11.2%
Top Reduces (Value $000, Stocks/ETFs)
IAU -1,070 -7.1%
GLDM -478 -7.5%
SPYM -435 -4.5%
GBTC -417 -29.1%
SCHE -388 -8.0%
PEGA -358 -100.0%
VNQI -298 -6.1%
MU -266 -100.0%
GLD -216 -13.2%
VEU -202 -5.4%
Instrument mix + QoQ Δ (ex-options)
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