Upper Left Wealth Management, LLC - Q12026 Holdings

Upper Left Wealth Management, LLC holds 68 stocks with a total portfolio value of $ 169.36M as of Q12026. In Q12026, Upper Left Wealth Management, LLC added 4 new positions, increased stakes in 34 stocks, reduced 29 holdings, and fully exited 2 positions. The largest holding is Ishares Gold Tr (IAU), representing 8.28% of the total portfolio.