AI Portfolio Summary
In 2026 Q1, Upper Left Wealth Management, LLC maintained a portfolio of 71 distinct positions. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 0.1%. The fund also reduced its exposure to SPDR GOLD TR by 20.1%.
Total Positions
71
Quarter
2026 Q1
Top Holding
IAU (8.3%)
Top 10 Concentration
44.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 71
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IAU
ISHARES GOLD TR
|
ETF | 8.28% | 9.20% |
#1
Prev: #1
|
5.8 | -26,876 | -14.5% |
P
S
|
159,080 | $14,024,493 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 5.45% | 5.89% |
#2
Prev: #2
|
4.2 | 104 | 0.1% |
P
S
|
120,547 | $9,226,668 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BCI
ABRDN ETFS
|
ETF | 5.30% | 3.78% |
#3
2
Prev: #5
|
5.1 | 52,584 | 16.6% |
P
S
|
369,853 | $8,983,730 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 4.24% | 3.98% |
#4
1
Prev: #3
|
4.2 | 14,247 | 10.5% |
P
S
|
149,379 | $7,177,661 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BWX
SPDR SERIES TRU...
|
Bond/Debt | 4.05% | 3.66% |
#5
1
Prev: #6
|
4.1 | 45,670 | 17.1% |
P
S
|
312,496 | $6,859,288 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
DBMF
LITMAN GREGORY ...
|
ETF | 3.56% | 3.35% |
#6
2
Prev: #8
|
1.9 | 4,231 | 2.2% |
P
S
|
200,174 | $6,035,247 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 3.53% | 3.29% |
#7
2
Prev: #9
|
3.4 | 20,524 | 8.0% |
P
S
|
278,580 | $5,986,685 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 3.46% | 3.86% |
#8
4
Prev: #4
|
1.9 | -11,015 | -14.8% |
P
S
|
63,200 | $5,858,008 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 3.43% | 3.39% |
#9
2
Prev: #7
|
3.9 | 39,266 | 35.0% |
P
S
|
151,374 | $5,815,790 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MCHI
ISHARES TR
|
ETF | 3.12% | 3.25% |
#10
Prev: #10
|
3.2 | 5,262 | 5.9% |
P
S
|
93,922 | $5,276,538 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 3.10% | 3.15% |
#11
Prev: #11
|
1.7 | -2,900 | -1.3% |
P
S
|
212,071 | $5,248,758 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 2.97% | 2.90% |
#12
2
Prev: #14
|
3.2 | 2,747 | 5.3% |
P
S
|
54,872 | $5,028,471 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 2.79% | 2.87% |
#13
2
Prev: #15
|
1.6 | -2,468 | -1.5% |
P
S
|
162,613 | $4,728,787 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VNQI
VANGUARD INTL E...
|
ETF | 2.70% | 2.97% |
#14
2
Prev: #12
|
1.6 | -3,379 | -3.2% |
P
S
|
103,030 | $4,579,684 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 2.63% | 2.73% |
#15
1
Prev: #16
|
1.6 | -2,901 | -2.9% |
P
S
|
95,451 | $4,461,380 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 2.63% | 2.95% |
#16
3
Prev: #13
|
1.6 | -12,650 | -8.6% |
P
S
|
135,096 | $4,451,414 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 2.59% | 2.54% |
#17
2
Prev: #19
|
1.5 | 7,530 | 4.8% |
P
S
|
164,853 | $4,386,739 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 2.59% | 2.55% |
#18
Prev: #18
|
3.0 | 9,115 | 5.5% |
P
S
|
175,882 | $4,381,221 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CTA
SIMPLIFY EXCHAN...
|
Unknown | 2.37% | 1.98% |
#19
2
Prev: #21
|
2.9 | 13,913 | 11.7% |
P
S
|
132,990 | $4,018,958 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
EMLC
VANECK ETF TRUS...
|
ETF | 2.36% | 2.55% |
#20
3
Prev: #17
|
1.4 | -3,078 | -1.9% |
P
S
|
159,175 | $3,996,885 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 2.11% | 2.30% |
#21
1
Prev: #20
|
1.3 | -3,748 | -7.3% |
P
S
|
47,561 | $3,571,832 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.97% | 1.96% |
#22
Prev: #22
|
1.3 | 1,989 | 3.3% |
P
S
|
61,846 | $3,342,777 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IVV
ISHARES TR
|
ETF | 1.85% | 1.88% |
#23
1
Prev: #24
|
2.7 | 270 | 6.0% |
P
S
|
4,784 | $3,124,957 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FEZ
SPDR INDEX SHS ...
|
Unknown | 1.77% | 1.89% |
#24
1
Prev: #23
|
1.2 | 41 | 0.1% |
P
S
|
48,296 | $2,998,216 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.71% | 1.67% |
#25
Prev: #25
|
1.2 | 1,190 | 2.7% |
P
S
|
45,176 | $2,894,879 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.64% | 1.52% |
#26
Prev: #26
|
2.7 | 2,906 | 8.8% |
P
S
|
35,917 | $2,769,560 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 1.53% | 1.48% |
#27
Prev: #27
|
2.6 | 857 | 5.1% |
P
S
|
17,818 | $2,597,687 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.15% | 1.12% |
#28
Prev: #28
|
2.5 | 296 | 11.0% |
P
S
|
2,989 | $1,943,867 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.84% | 1.00% |
#29
Prev: #29
|
0.3 | -828 | -20.1% |
P
S
|
3,299 | $1,419,527 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IYR
ISHARES TR
|
ETF | 0.79% | 0.82% |
#30
1
Prev: #31
|
0.8 | -174 | -1.2% |
P
S
|
14,080 | $1,331,405 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GWX
SPDR INDEX SHS ...
|
Unknown | 0.75% | 0.81% |
#31
1
Prev: #32
|
0.8 | -2,387 | -7.3% |
P
S
|
30,103 | $1,271,250 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IEMG
ISHARES INC
|
ETF | 0.68% | 0.61% |
#32
4
Prev: #36
|
2.3 | 1,476 | 9.9% |
P
S
|
16,446 | $1,147,109 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.66% | 0.72% |
#33
Prev: #33
|
0.8 | -314 | -6.9% |
P
S
|
4,239 | $1,110,279 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.62% | 0.67% |
#34
1
Prev: #35
|
0.7 | -1,122 | -4.8% |
P
S
|
22,250 | $1,043,748 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
RWX
SPDR INDEX SHS ...
|
ETF | 0.60% | 0.68% |
#35
1
Prev: #34
|
0.7 | -1,459 | -3.7% |
P
S
|
38,205 | $1,017,018 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GBTC
GRAYSCALE BITCO...
|
ETF | 0.60% | 0.87% |
#36
6
Prev: #30
|
0.7 | -1,696 | -8.1% |
P
S
|
19,261 | $1,016,211 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IEI
ISHARES TR
|
ETF | 0.55% | 0.52% |
#37
1
Prev: #38
|
2.2 | 661 | 9.2% |
P
S
|
7,847 | $930,655 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BTC
GRAYSCALE BITCO...
|
Unknown | 0.53% | 0.55% |
#38
1
Prev: #37
|
2.7 | 6,810 | 29.2% |
P
S
|
30,097 | $902,610 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.51% | 0.52% |
#39
Prev: #39
|
0.7 | -17 | -0.2% |
P
S
|
9,672 | $857,907 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.46% | 0.45% |
#40
2
Prev: #42
|
2.7 | 3,414 | 35.3% |
P
S
|
13,081 | $772,172 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IGOV
ISHARES TR
|
Bond/Debt | 0.45% | 0.42% |
#41
2
Prev: #43
|
2.2 | 2,216 | 13.4% |
P
S
|
18,728 | $768,972 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.45% | 0.33% |
#42
9
Prev: #51
|
2.7 | 4,314 | 40.0% |
P
S
|
15,101 | $755,655 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.41% | 0.46% |
#43
2
Prev: #41
|
0.7 | -20 | -1.7% |
P
S
|
1,172 | $700,329 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.41% | 0.49% |
#44
4
Prev: #40
|
0.7 | -2,870 | -15.9% |
P
S
|
15,198 | $693,789 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IJR
ISHARES TR
|
ETF | 0.41% | 0.35% |
#45
2
Prev: #47
|
2.2 | 797 | 16.8% |
P
S
|
5,532 | $687,683 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
EZU
ISHARES INC
|
ETF | 0.40% | 0.37% |
#46
Prev: #46
|
2.2 | 1,444 | 15.2% |
P
S
|
10,950 | $685,908 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 0.40% | 0.34% |
#47
1
Prev: #48
|
0.7 | -2,889 | -6.9% |
P
S
|
38,819 | $672,346 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IWM
ISHARES TR
|
ETF | 0.36% | 0.40% |
#48
4
Prev: #44
|
0.6 | -251 | -9.3% |
P
S
|
2,448 | $607,104 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
EBND
SPDR SERIES TRU...
|
ETF | 0.34% | 0.33% |
#49
1
Prev: #50
|
2.1 | 2,694 | 10.6% |
P
S
|
28,028 | $578,498 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BITB
BITWISE BITCOIN...
|
Bond/Debt | 0.34% | 0.16% |
#50
12
Prev: #62
|
3.1 | 9,862 | 175.3% |
P
S
|
15,489 | $570,151 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 |
Showing 1-50 of 71 holdings