UPPER LEFT WEALTH MANAGEMENT LLC
Q1 2025 Form 13-F
TAMPA, FLORIDA
CIK 0001911228
· CRD 288762
· SEC-registered investment adviser
$139.5M Reported Value Total
UPPER LEFT WEALTH MANAGEMENT, LLC reports 304 total accounts under management (AUM). There are 279 discretionary accounts valued at $132,820,426, and 25 non-discretionary accounts valued at $32,102,350.
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
$139.5M
Quarter over quarter
+4.5%
Holdings
61
Top-10 concentration
43.0%
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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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | April 14, 2025 |
| Form | 13F-HR |
| Reported value | $139.5M |
| Positions | 61 |
| Change in reported value | +19.3% |
| New positions | 7 |
| Exited positions | 3 |
| Position turnover | 15.6% |
| Top-10 concentration | 43.0% |
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 · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IAU ISHARES GOLD TR | $13.2M | 9.43% |
| 2 | SPYM SPDR SER TR | $6.2M | 4.45% |
| 3 | BCI ABRDN ETFS | $6.1M | 4.37% |
| 4 | BNDX VANGUARD CHARLOTTE FDS | $5.8M | 4.15% |
| 5 | GLDM WORLD GOLD TR | $5.3M | 3.82% |
| 6 | BWX SPDR SER TR | $5.0M | 3.57% |
| 7 | MCHI ISHARES TR | $5.0M | 3.55% |
| 8 | SCHH SCHWAB STRATEGIC TR | $4.8M | 3.47% |
| 9 | IBIT ISHARES BITCOIN TRUST ETF | $4.3M | 3.12% |
| 10 | VNQI VANGUARD INTL EQUITY INDEX F | $4.3M | 3.11% |
| 11 | SCHA SCHWAB STRATEGIC TR | $4.3M | 3.1% |
| 12 | SCHE SCHWAB STRATEGIC TR | $4.2M | 3.0% |
| 13 | SCHF SCHWAB STRATEGIC TR | $4.2M | 2.99% |
| 14 | BIL SPDR SER TR | $4.0M | 2.9% |
| 15 | DBMF LITMAN GREGORY FDS TR | $3.8M | 2.75% |
| 16 | EMLC VANECK ETF TRUST | $3.8M | 2.73% |
| 17 | SCHP SCHWAB STRATEGIC TR | $3.8M | 2.73% |
| 18 | VEU VANGUARD INTL EQUITY INDEX F | $3.7M | 2.67% |
| 19 | SCHR SCHWAB STRATEGIC TR | $3.7M | 2.63% |
| 20 | CTA SIMPLIFY EXCHANGE TRADED FUN | $3.6M | 2.61% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.