Upper Left Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$192,718
Net value change ($000)
+12,255 (6.8%)
New positions
6
Sold out positions
11
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 23,481 220.6%
VEA 18,898 560.1%
VOO 5,025 624.2%
SCHP 4,578 101.2%
TLT 3,835 NEW
VWO 2,354 59.2%
VTIP 1,840 NEW
IBIT 1,368 25.1%
SCHO 1,227 NEW
CTA 1,213 37.2%
Top Reduces (Value $000, Stocks/ETFs)
BCI -7,577 -95.5%
EMLC -4,179 -100.0%
VNQI -3,923 -84.8%
BIL -3,534 -66.3%
BWX -3,485 -52.4%
IAU -3,219 -25.8%
SCHH -3,057 -44.8%
SCHC -3,005 -64.1%
MCHI -2,952 -62.9%
VEU -2,883 -75.3%
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