Upper Left Wealth Management, LLC
Long book
$169.4M
Q1 2026
Positions
68
Top-10 weight
44%
concentration
Last quarter
+2.1%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsUpper Left Wealth Management, LLC is a wealth-management firm allocating client money, specialised in financials (99% of the long book), running a $169.4M US long book across 68 positions.
The portfolio is moderately concentrated (top 10 ≈ 44% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES GOLD TRUST, STE STR SPDR PT S&P 500 ETF, ABRDN BLOOMBERG ALL COMMODIT, VANGUARD TOTAL INTL BOND ETF, STATE STREET SPDR BLOOMBERG.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.5%
Q2 2024
+8.8%
Q3 2024
-2.3%
Q4 2024
+4.6%
Q1 2025
+7.7%
Q2 2025
+7.2%
Q3 2025
+1.6%
Q4 2025
+1.2%
Q1 2026
+2.1%
Sector allocation
Technology 100%
Long book by quarter
What does Upper Left own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 803 | $204K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 16, 2026 | 68 | $169.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 22, 2026 | 67 | $164.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 22, 2025 | 65 | $159.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 7, 2025 | 65 | $149.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 62 | $139.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 23, 2025 | 57 | $116.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 59 | $114.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 61 | $110.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 23, 2024 | 57 | $107.9M | canonical | SEC ↗ |