UPPER LEFT WEALTH MANAGEMENT LLC
Q4 2022 Form 13-F
TAMPA, FLORIDA
CIK 0001911228
· CRD 288762
· SEC-registered investment adviser
$84.6M Reported Value Total
UPPER LEFT WEALTH MANAGEMENT, LLC reports 360 total accounts under management (AUM). There are 354 discretionary accounts valued at $101,593,295, and 6 non-discretionary accounts valued at $430,643.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-07
Reported value
$84.6M
Quarter over quarter
+7.6%
Holdings
53
Top-10 concentration
47.5%
Key People
Form ADV owners & control persons
Randy David Kurtz
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | January 17, 2023 |
| Form | 13F-HR |
| Reported value | $84.6M |
| Positions | 53 |
| Change in reported value | +9.9% |
| New positions | 8 |
| Exited positions | 4 |
| Position turnover | 21.1% |
| Top-10 concentration | 47.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 14, 2026
|
68 | $192.7M |
|
Q2 2026 13F
Filed Jul 14, 2026
|
73 | $180.5M |
|
Q1 2026 13F
Filed Apr 16, 2026
|
68 | $169.4M |
|
Q4 2025 13F
Filed Jan 22, 2026
|
66 | $164.1M |
|
Q3 2025 13F
Filed Oct 22, 2025
|
64 | $159.3M |
|
Q2 2025 13F
Filed Jul 7, 2025
|
64 | $149.9M |
|
Q1 2025 13F
Filed Apr 14, 2025
|
61 | $139.5M |
|
Q4 2024 13F
Filed Jan 23, 2025
|
57 | $116.9M |
|
Q3 2024 13F
Filed Nov 13, 2024
|
58 | $114.4M |
|
Q2 2024 13F
Filed Jul 25, 2024
|
60 | $110.7M |
|
Q1 2024 13F
Filed Apr 23, 2024
|
57 | $107.9M |
|
Q4 2023 13F
Filed Jan 23, 2024
|
61 | $102.1M |
|
Q3 2023 13F
Filed Oct 25, 2023
|
60 | $96.1M |
|
Q2 2023 13F
Filed Jul 25, 2023
|
56 | $90.0M |
|
Q1 2023 13F
Filed Apr 25, 2023
|
53 | $88.1M |
|
Q4 2022 13F
Filed Jan 17, 2023
|
53 | $84.6M |
|
Q3 2022 13F
Filed Nov 1, 2022
|
49 | $77.0M |
|
Q2 2022 13F
Filed Jul 8, 2022
|
50 | $86.4M |
|
Q1 2022 13F
Filed Apr 18, 2022
|
52 | $96.5M |
|
Q4 2021 13F
Filed Feb 15, 2022
|
50 | $100.2M |
Top 20 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IAU ISHARES GOLD TR | $7.5M | 8.91% |
| 2 | SCHE SCHWAB STRATEGIC TR | $4.2M | 4.91% |
| 3 | WIP SPDR SER TR | $4.1M | 4.79% |
| 4 | PDBC INVESCO ACTVELY MNGD ETC FD | $3.9M | 4.61% |
| 5 | SCHF SCHWAB STRATEGIC TR | $3.7M | 4.37% |
| 6 | FXE INVESCO CURRENCYSHARES EURO | $3.7M | 4.36% |
| 7 | EMLC VANECK ETF TRUST | $3.5M | 4.08% |
| 8 | SCHP SCHWAB STRATEGIC TR | $3.4M | 3.99% |
| 9 | VEU VANGUARD INTL EQUITY INDEX F | $3.3M | 3.96% |
| 10 | VNQI VANGUARD INTL EQUITY INDEX F | $3.0M | 3.53% |
| 11 | SCHH SCHWAB STRATEGIC TR | $2.9M | 3.44% |
| 12 | GLDM WORLD GOLD TR | $2.9M | 3.37% |
| 13 | SPY SPDR S&P 500 ETF TR | $2.6M | 3.05% |
| 14 | SCHC SCHWAB STRATEGIC TR | $2.4M | 2.81% |
| 15 | SPYM SPDR SER TR | $2.3M | 2.76% |
| 16 | SCHA SCHWAB STRATEGIC TR | $2.1M | 2.5% |
| 17 | AIA ISHARES TR | $2.1M | 2.49% |
| 18 | IVW ISHARES TR | $2.1M | 2.48% |
| 19 | BWX SPDR SER TR | $2.0M | 2.4% |
| 20 | MCHI ISHARES TR | $1.4M | 1.67% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.