Portfolio (Quarterly) Guide ↗

Upper Left Wealth Management, LLC

· CIK 0001911228

13F Portfolio $169M AUM 68 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 32 Added 27 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PEGA	PEGASYSTEMS INC	Technology	6,000	$358K	0.22%	SOLD
2	MU	MICRON TECHNOLOGY INC	Technology	933	$266K	0.16%	SOLD
3	IBIT CALL	ISHARES BITCOIN TRUST ETF	Financial Services	800	$40K	0.02%	SOLD

Sector Allocation

Financial Services 99.4%

Technology 0.6%