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Randy D Kurtz

Upper Left Wealth Management, Llc

Assets Managed
$180.463M
Holdings
73
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
6.56%(2Q avg: 4.89%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Upper Left Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Upper Left Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 180.463M in assets, with a quarterly growth rate of 6.56% and a 2-quarter average growth rate of 4.89%. The portfolio is managed by Randy D Kurtz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IAU
Ishares Gold Trust
Recent Activity
Increased 4.04%
6.93%
$12.497M
165,498 shares@ $75.52 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.48%
5.9%
$10.644M
121,120 shares@ $87.89 avg price
BCI
Abrdn Bloomberg All Commodit
Recent Activity
Decreased -3.98%
4.4%
$7.933M
355,096 shares@ $22.35 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 7.27%
4.31%
$7.76M
160,232 shares@ $48.44 avg price
SCHH
Schwab Us Reit Etf
Recent Activity
Increased 3.48%
3.79%
$6.826M
288,256 shares@ $23.69 avg price
BWX
Spdr Bloomberg Int Treasury
Recent Activity
Decreased -1.84%
3.69%
$6.65M
306,718 shares@ $21.69 avg price
DBMF
Imgp Dbi Managed Futures Str
Recent Activity
Increased 6.5%
3.62%
$6.525M
213,173 shares@ $30.62 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 6.29%
3.46%
$6.244M
225,409 shares@ $27.71 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -0.71%
3.24%
$5.833M
161,455 shares@ $36.14 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
Increased 8.05%
3.02%
$5.445M
163,550 shares@ $33.3 avg price

1-10 of 73