Upper Left Wealth Management
Upper Left Wealth Management reported 68 stocks worth $193M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPYM (17.7%), VEA (11.6%) and IAU (4.8%). Compared with Q2 2026, the fund opened new positions in TLT, VTIP and SCHO, added to SPYM, VEA and SCHP, trimmed IAU, IBIT and BNDX and sold out of EMLC, IAUM and EBND.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $34.1M | 17.7% | 380K | +259K (+214%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $22.3M | 11.6% | 315K | +268K (+566%) | 8 of 8 | |
| 3 |  IAU Ishares Gold TR | $9.3M | 4.8% | 119K | −47K (−28%) | 8 of 8 | |
| 4 |  SCHP Schwab US Tips ETF | $9.1M | 4.7% | 362K | +192K (+112%) | 8 of 8 | |
| 5 |  DBMF Litman Gregory Fds TR | $7.6M | 3.9% | 233K | +20K (+9%) | 7 of 8 | |
| 6 |  IBIT Ishares Bitcoin Trust ETF | $6.8M | 3.5% | 144K | −20K (−12%) | 8 of 8 | |
| 7 |  VWO Vanguard Intl Equity Index F | $6.3M | 3.3% | 107K | +40K (+60%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $5.8M | 3.0% | 8,319 | +7,147 (+610%) | 6 of 8 | |
| 9 |  SCHA Schwab US Small Cap ETF | $5.4M | 2.8% | 164K | +2,592 (+2%) | 8 of 8 | |
| 10 |  BNDX Vanguard Total | $5.2M | 2.7% | 110K | −50K (−31%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 EMLC Vaneck ETF Trust | $4.2M | 164K |
 IAUM Ishares Gold TR | $881K | 22K |
 EBND Spdr Bloomberg Emerging Markets Local Bond ETF | $734K | 35K |
 IAGG Ishares TR | $657K | 13K |
 PDBC Invesco Actvely Mngd Etc FD | $537K | 34K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Upper Left Wealth Management 13F FAQ
What does Upper Left Wealth Management own?
Upper Left Wealth Management reported 68 stocks worth $193M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPYM (17.7%), VEA (11.6%) and IAU (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Upper Left Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 15 added to, 41 trimmed and 11 sold out. New positions include TLT, VTIP and SCHO. It sold all of EMLC, IAUM and EBND.
When will Upper Left Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Upper Left Wealth Management's portfolio worth?
The Q3 2026 filing reports $193M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.