Upper Left Wealth Management, LLC
RIA/Wealth
Upper Left Wealth Management, LLC is a RIA/Wealth led by Randy David Kurtz, reporting $164.9M in AUM as of Q3 2025 with 84% ETF concentration.
Managing PartnerRandy David Kurtz
- Portfolio Value
- $159.3M
- Positions
- 64
- Top Holding
- IAU at 9.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Upper Left Wealth Management, LLC's portfolio (43.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $14.7M | 9.26% | -$464.1K Sold | — 202.7K shares | |
ETF ETF | $8.8M | 5.51% | +$411.4K Bought | — 112.1K shares | |
ETF ETF | $6.5M | 4.08% | +$113.4K Bought | — 301.8K shares | |
ETF ETF | $6.2M | 3.91% | -$46.7K Sold | — 95.8K shares | |
ETF ETF | $6.1M | 3.81% | +$204.6K Bought | — 122.7K shares | |
Unknown Unknown | $6.0M | 3.78% | -$169.0K Sold | — 78.8K shares | |
ETF ETF | $5.8M | 3.63% | -$167.7K Sold | — 87.7K shares | |
ETF ETF | $5.5M | 3.45% | +$295.0K Bought | — 239.2K shares | |
ETF ETF | $5.1M | 3.22% | +$178.7K Bought | — 187.6K shares | |
ETF ETF | $5.0M | 3.14% | -$39.6K Sold | — 104.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Upper Left Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+11.51% | |
+8.5% | |
+6.85% | |
+5.67% | |
+5.26% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-11.09% | |
-10.67% | |
-9.41% | |
-8.42% | |
-8.32% |
Analytics
Portfolio insights and performance metrics for Upper Left Wealth Management, LLC
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