13F Filings History of Upper Left Wealth Management, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$164,041,359
Signature - Title
Randy D Kurtz - CCO
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by Upper Left Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Upper Left Wealth Management, LLC reported 66 stock holdings with total value $164,041,359 as of Q4 2025. Top holdings included IAU, SPYM, BNDX, GLDM, and BCI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $164,041,359 +$7,833,127 -$2,613,191 +$5,219,936 IAU, SPYM, BNDX, GLDM, BCI 13F-HR 22 Jan 2026, 08:34
Q3 2025 64 $159,270,699 +$2,288,743 -$3,090,635 -$801,892 IAU, SPLG, BCI, IBIT, BNDX 13F-HR 22 Oct 2025, 11:08
Q2 2025 64 $149,852,053 +$5,977,881 -$5,296,474 +$681,407 IAU, SPLG, BCI, IBIT, BNDX 13F-HR 07 Jul 2025, 16:30
Q1 2025 61 $139,406,870 +$26,838,335 -$9,425,266 +$17,413,069 IAU, SPLG, BCI, BNDX, GLDM 13F-HR 14 Apr 2025, 10:55
Q4 2024 57 $116,933,891 +$11,069,050 -$1,326,980 +$9,742,070 IAU, SCHE, BCI, SPLG, SCHA 13F-HR 23 Jan 2025, 16:17
Q3 2024 58 $114,126,389 +$10,877,890 -$11,988,526 -$1,110,636 IAU, SCHE, BCI, VNQI, SCHA 13F-HR 13 Nov 2024, 13:42
Q2 2024 60 $110,343,619 +$3,942,263 -$1,336,228 +$2,606,035 IAU, SCHE, BCI, SPLG, WIP 13F-HR 25 Jul 2024, 10:23
Q1 2024 57 $107,884,737 +$15,042,445 -$11,386,421 +$3,656,024 IAU, SCHE, BCI, VEU, WIP 13F-HR 23 Apr 2024, 08:54
Q4 2023 61 $102,056,276 +$7,082,287 -$8,274,610 -$1,192,323 IAU, SCHE, SCHR, VEU, WIP 13F-HR 23 Jan 2024, 16:41
Q3 2023 59 $92,320,568 +$16,585,920 -$6,862,517 +$9,723,403 IAU, SCHR, SCHE, BCI, SCHA 13F-HR 25 Oct 2023, 16:48
Q2 2023 56 $89,956,646 +$4,009,024 -$2,358,701 +$1,650,323 IAU, SCHE, WIP, SCHF, VEU 13F-HR 25 Jul 2023, 12:14
Q1 2023 53 $88,052,459 +$3,590,644 -$2,409,540 +$1,181,104 IAU, PDBC, SCHE, WIP, SCHF 13F-HR 25 Apr 2023, 16:38
Q4 2022 53 $84,600,575 +$13,775,521 -$22,593,691 -$8,818,170 IAU, SCHE, WIP, PDBC, SCHF 13F-HR 17 Jan 2023, 10:58
Q3 2022 45 $71,378,000 +$6,984,982 -$6,797,869 +$187,113 IAU, PDBC, SCHE, FXE, SCHP 13F-HR 01 Nov 2022, 16:15
Q2 2022 46 $78,611,000 +$12,190,732 -$3,878,288 +$8,312,444 IAU, PDBC, SCHP, SCHE, WIP 13F-HR 08 Jul 2022, 12:33
Q1 2022 48 $87,534,000 +$16,023,169 -$13,145,031 +$2,878,138 PDBC, SCHP, SCHE, WIP, VNQI 13F-HR 18 Apr 2022, 15:54
Q4 2021 50 $100,180,000 $0 IAU, SCHP, SCHE, PDBC, SCHF 13F-HR 15 Feb 2022, 12:11