Upper Left Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001911228

Type: FundHoldings: 61Value: $139.4MLatest: 2025Q1

Upper Left Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 61 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MCHI",
  null,
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJR",
  null,
  null,
  "VHT",
  null,
  "IEMG",
  "IVV",
  null,
  "IYR",
  "SPY",
  null,
  null,
  null,
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPLG",
  "VNQ",
  "VWO",
  "VSS",
  null,
  null,
  "SGOL",
  null,
  null,
  null,
  null,
  "VEU",
  "VEA",
  "VGK",
  "VNQI",
  "VXUS",
  "BNDX",
  "VB",
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  null,
  null,
  "PEGA",
  "QQQ",
  "IWM",
  null
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 61
Total Value: 139406870
Accession Number: 0001667731-25-000422
Form Type: 13F-HR
CIK: upper-left-wealth-management
Manager Name: Upper-Left-Wealth-Management

Data Enrichment

44% identified

27 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $139.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464285204

Shares:223.2K

Value:$13.2M

% of Portfolio:9.4% ($13.2M/$139.4M)

78464A854

SPLG|78464A854

Shares:94.4K

Value:$6.2M

% of Portfolio:4.5% ($6.2M/$139.4M)

003261104

Shares:283.8K

Value:$6.1M

% of Portfolio:4.4% ($6.1M/$139.4M)

92203J407

BNDX|92203J407

Shares:118.4K

Value:$5.8M

% of Portfolio:4.1% ($5.8M/$139.4M)

98149E303

Shares:86.1K

Value:$5.3M

% of Portfolio:3.8% ($5.3M/$139.4M)

78464A516

Shares:228.1K

Value:$5.0M

% of Portfolio:3.6% ($5.0M/$139.4M)

46429B671

MCHI|46429B671

Shares:91.1K

Value:$5.0M

% of Portfolio:3.6% ($5.0M/$139.4M)

808524847

SCHH|808524847

Shares:225.1K

Value:$4.8M

% of Portfolio:3.5% ($4.8M/$139.4M)

46438F101

Shares:92.9K

Value:$4.3M

% of Portfolio:3.1% ($4.3M/$139.4M)

922042676

VNQI|922042676

Shares:107.1K

Value:$4.3M

% of Portfolio:3.1% ($4.3M/$139.4M)

808524607

SCHA|808524607

Shares:184.7K

Value:$4.3M

% of Portfolio:3.1% ($4.3M/$139.4M)

808524706

Shares:151.6K

Value:$4.2M

% of Portfolio:3.0% ($4.2M/$139.4M)

808524805

SCHF|808524805

Shares:211.1K

Value:$4.2M

% of Portfolio:3.0% ($4.2M/$139.4M)

78468R663

Shares:44.1K

Value:$4.0M

% of Portfolio:2.9% ($4.0M/$139.4M)

53700T827

Shares:151.9K

Value:$3.8M

% of Portfolio:2.8% ($3.8M/$139.4M)

92189H300

Shares:159.7K

Value:$3.8M

% of Portfolio:2.7% ($3.8M/$139.4M)

808524870

Shares:141.4K

Value:$3.8M

% of Portfolio:2.7% ($3.8M/$139.4M)

922042775

VEU|922042775

Shares:61.4K

Value:$3.7M

% of Portfolio:2.7% ($3.7M/$139.4M)

808524854

Shares:147.3K

Value:$3.7M

% of Portfolio:2.6% ($3.7M/$139.4M)

82889N699

Shares:122.9K

Value:$3.6M

% of Portfolio:2.6% ($3.6M/$139.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464285204)✕	223.2K	QoQ -3.00% (-6.9K) YoY +5.49% (+11.6K)	All Managers (Combined)	$13.2M	9.4% ($13.2M/$139.4M)	QoQ +15.51% (-$1.8M) YoY +48.06% (+$4.3M)
(SPLGcusip78464A854)	94.4K	QoQ +23.98% (+18.3K) YoY +34.25% (+24.1K)	All Managers (Combined)	$6.2M	4.5% ($6.2M/$139.4M)	QoQ +18.26% (+$958.7K) YoY +43.48% (+$1.9M)
(cusip003261104)✕	283.8K	QoQ +4.05% (+11.1K) YoY +18.42% (+44.2K)	All Managers (Combined)	$6.1M	4.4% ($6.1M/$139.4M)	QoQ +13.06% (+$703.6K) YoY +28.54% (+$1.4M)
(BNDXcusip92203J407)	118.4K	QoQ +942.62% (+107.1K) YoY +1102.94% (+108.6K)	All Managers (Combined)	$5.8M	4.1% ($5.8M/$139.4M)	QoQ +937.73% (+$5.2M) YoY +1093.89% (+$5.3M)
(cusip98149E303)✕	86.1K	QoQ +0.09% (+82) YoY +15.89% (+11.8K)	All Managers (Combined)	$5.3M	3.8% ($5.3M/$139.4M)	QoQ +19.15% (+$856.3K) YoY +62.83% (+$2.1M)
(cusip78464A516)✕	228.1K	QoQ +71.08% (+94.8K) YoY +35.65% (+59.9K)	All Managers (Combined)	$5.0M	3.6% ($5.0M/$139.4M)	QoQ +74.84% (+$2.1M) YoY +33.34% (+$1.2M)
(MCHIcusip46429B671)	91.1K	QoQ +9.40% (+7.8K) YoY +4.23% (+3.7K)	All Managers (Combined)	$5.0M	3.6% ($5.0M/$139.4M)	QoQ +27.00% (+$1.1M) YoY +42.72% (+$1.5M)
(SCHHcusip808524847)	225.1K	QoQ +10.38% (+21.2K) YoY +24.45% (+44.2K)	All Managers (Combined)	$4.8M	3.5% ($4.8M/$139.4M)	QoQ +12.74% (+$547.2K) YoY +31.87% (+$1.2M)
(cusip46438F101)✕	92.9K	QoQ +4.02% (-3.6K) YoY +91.35% (+44.4K)	All Managers (Combined)	$4.3M	3.1% ($4.3M/$139.4M)	QoQ -8.21% (-$389.3K) YoY +121.33% (+$2.4M)
(VNQIcusip922042676)	107.1K	QoQ -3.08% (-3.4K) YoY +10.03% (+9.8K)	All Managers (Combined)	$4.3M	3.1% ($4.3M/$139.4M)	QoQ -0.87% (-$38.3K) YoY +5.64% (+$231.4K)
(SCHAcusip808524607)	184.7K	QoQ -2.65% (-5.0K) YoY +125.50% (+102.8K)	All Managers (Combined)	$4.3M	3.1% ($4.3M/$139.4M)	QoQ -11.80% (-$579.0K) YoY +7.30% (+$294.4K)
(cusip808524706)✕	151.6K	QoQ -25.34% (-51.5K) YoY -28.82% (-61.4K)	All Managers (Combined)	$4.2M	3.0% ($4.2M/$139.4M)	QoQ -22.70% (-$1.2M) YoY -22.28% (-$1.2M)
(SCHFcusip808524805)	211.1K	QoQ -1.16% (-2.5K) YoY +113.07% (+112.0K)	All Managers (Combined)	$4.2M	3.0% ($4.2M/$139.4M)	QoQ +5.67% (-$224.1K) YoY +8.01% (+$309.8K)
(cusip78468R663)✕	44.1K	QoQ +25.12% (+8.9K) YoY -5.81% (-2.7K)	All Managers (Combined)	$4.0M	2.9% ($4.0M/$139.4M)	QoQ +25.53% (+$822.8K) YoY -5.88% (-$252.9K)
(cusip53700T827)✕	151.9K	QoQ NEW(+151.9K) YoY NEW(+151.9K)	All Managers (Combined)	$3.8M	2.8% ($3.8M/$139.4M)	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
(cusip92189H300)✕	159.7K	QoQ +50.27% (+53.4K) YoY +1.16% (-1.8K)	All Managers (Combined)	$3.8M	2.7% ($3.8M/$139.4M)	QoQ +55.15% (+$1.4M) YoY -1.51% (-$58.7K)
(cusip808524870)✕	141.4K	QoQ +40.80% (+41.0K) YoY +113.00% (+75.0K)	All Managers (Combined)	$3.8M	2.7% ($3.8M/$139.4M)	QoQ +46.58% (+$1.2M) YoY +9.80% (+$339.7K)
(VEUcusip922042775)	61.4K	QoQ -14.46% (-10.4K) YoY -19.46% (-14.8K)	All Managers (Combined)	$3.7M	2.7% ($3.7M/$139.4M)	QoQ -9.62% (-$396.8K) YoY -16.70% (-$746.9K)
(cusip808524854)✕	147.3K	QoQ +37.22% (+40.0K) YoY +112.12% (+77.9K)	All Managers (Combined)	$3.7M	2.6% ($3.7M/$139.4M)	QoQ +40.44% (+$1.1M) YoY +7.50% (+$255.9K)
(cusip82889N699)✕	122.9K	QoQ NEW(+122.9K) YoY NEW(+122.9K)	All Managers (Combined)	$3.6M	2.6% ($3.6M/$139.4M)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)