Long-term investor
Upper Left Wealth Management, LLC @upperleftwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911228).
Record
- Tracked since 2025-06-30 (472 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days +13.0% · 6 months +8.4% · 1 year -35.1% · all -35.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 17.7% · long · since 2025-09-30
- 921943858 · 11.6% · long · since 2025-09-30
- IAU · 4.8% · long · since 2025-09-30
- 808524870 · 4.7% · long · since 2025-09-30
- 53700T827 · 3.9% · long · since 2025-09-30
- IBIT · 3.5% · long · since 2025-09-30
- 922042858 · 3.3% · long · since 2025-09-30
- 922908363 · 3.0% · long · since 2025-09-30
- 808524607 · 2.8% · long · since 2025-09-30
- 92203J407 · 2.7% · long · since 2025-09-30
- 808524805 · 2.6% · long · since 2025-09-30
- GLDM · 2.3% · long · since 2025-09-30