Portfolio (Quarterly) Guide ↗

Upper Left Wealth Management, LLC

· CIK 0001911228

13F Portfolio $180M AUM 73 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 37 Added 24 Reduced

Page 4 of 4 · 73 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	VHT	VANGUARD WORLD FD	—	1,050.0	$314K	0.17%	—	—	$299.01	+7.3%
62	BITB	BITWISE BITCOIN ETF TR	Financial Services	9,819.0	$313K	0.17%	-6K	-36.6%	$31.86	+32.1%
63	DE	DEERE & CO	Industrials	467.0	$296K	0.16%	NEW	—	$634.33	-0.6%
64	SCZ	ISHARES TR	—	3,498.0	$288K	0.16%	+36.0	+1.0%	$82.27	+5.7%
65	GBIL	GOLDMAN SACHS ETF TR	—	2,868.0	$287K	0.16%	-149.0	-4.9%	$100.16	-0.0%
66	ARKB	ARK 21SHARES BITCOIN ETF	Financial Services	14,095.0	$274K	0.15%	+367.0	+2.7%	$19.46	+32.2%
67	REET	ISHARES TR	—	9,693.0	$268K	0.15%	+184.0	+1.9%	$27.62	+0.2%
68	IEFA	ISHARES TR	—	2,770.0	$268K	0.15%	-303.0	-9.9%	$96.58	+4.0%
69	EMB	ISHARES TR	—	2,574.0	$248K	0.14%	+176.0	+7.3%	$96.44	-1.6%
70	TT	TRANE TECHNOLOGIES PLC	Industrials	500.0	$246K	0.14%	NEW	—	$491.16	-8.6%
71	IFGL	ISHARES TR	—	10,983.0	$245K	0.14%	+194.0	+1.8%	$22.30	+0.9%
72	VGK	VANGUARD INTL EQUITY INDEX F	—	2,709.0	$240K	0.13%	-73.0	-2.6%	$88.54	+3.9%
73	AAPL	APPLE INC	Technology	803.0	$232K	0.13%	—	—	$289.23	+10.5%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 96.6%

Technology 1.8%

Industrials 1.6%