Upper Left Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$180,463
Net value change ($000)
+11,101 (6.6%)
New positions
5
Sold out positions
0
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 1,417 15.4%
SCHA 1,104 23.3%
SCHWAB STRATEGIC TRUST 995 19.0%
IAUM 881 NEW
SCHH 839 14.0%
IVV 804 25.7%
SGOL 682 128.4%
VWO 632 18.9%
BNDX 582 8.1%
IGOV 574 74.6%
Top Reduces (Value $000, Stocks/ETFs)
IAU -1,527 -10.9%
BCI -1,051 -11.7%
GLDM -920 -15.7%
CTA -756 -18.8%
MCHI -582 -11.0%
IBIT -371 -6.4%
BITB -257 -45.1%
GLD -215 -15.1%
BWX -209 -3.0%
GBTC -139 -13.7%
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