Upper Left Wealth Management, LLC - Portfolio Stock Holdings

Upper Left Wealth Management, LLC disclosed 74 stock positions in a recent SEC 13F filing. $180,513,506 of stock holdings were filed, with the largest holdings including IAU, SPYM, and BCI. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $201,115,227 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.