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Home > Institutional Investor > Upper Left Wealth Management, Llc > Profile

Instuitional Investor - Upper Left Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Upper Left Wealth Management, Llc
Portfolio Value $180,463,491
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 165,498 $12,496,754 6.92%
2.
Spdr Series Trust
 KRE 121,120 $10,644,026 5.9%
3.
Abrdn Etfs
 355,096 $7,932,845 4.4%
4.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 160,232 $7,760,036 4.3%
5.
Schwab Strategic Trust
 SCHD 288,256 $6,825,903 3.78%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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