SEC Form 13F

Upper Left Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$180,463,491
Positions73

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES GOLD TRIAUISHARES NEW$12,496,754165,498
SPDR SERIES TRUSTSPYMST STR P500ETF$10,644,026121,120
ABRDN ETFSBCIBBRG ALL COMD K1$7,932,845355,096
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$7,760,036160,232
SCHWAB STRATEGIC TRSCHHUS REIT ETF$6,825,903288,256
SPDR SERIES TRUSTBWXST INTL BBG ETF$6,649,647306,718
LITMAN GREGORY FDS TRDBMFIMGP DBI MAN ETF$6,525,226213,173
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$6,243,830225,409
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$5,833,370161,455
ISHARES BITCOIN TRUST ETFIBITSHS BEN INT$5,444,580163,550

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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