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GREENUP STREET WEALTH MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 1909904 · latest 13F-HR filed 2026-07-27

Backtest portfolio

GREENUP STREET WEALTH MANAGEMENT LLC manages $821.7M in 13F-reported U.S. long-equity assets across 141 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQ (17.07%), AVDE (11.50%), AVEM (9.37%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 27 new positions and exited 13; 60 existing positions rose in reported value and 36 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$821.7M

Long-equity book

Holdings
141

Distinct positions

Period
2026-06-30

Filed 2026-07-27

Q/Q Activity
+27 / −13 / ↑60 / ↓36

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
QQQ17.1% · +89%AVDE11.5% · -2%AVEM9.4% · +29%IVV4.3% · -44%BIV3.9% · +35%VTV3.8% · -39%BSV3.8% · +13057%IVE3.3% · -43%UITB3.2% · +28%HYG1.9% · +52%GOOGL1.9% · +54%TLT1.7% · +15%BLV1.6% · +24%NVDA1.6% · +2%VOT1.4% · -35%AAPL1.3% · +24%MSFT1.1% · +29%VO1.1% · +366%AVGO1.0% · +1342%TSM1.0% · -3%META0.9% · -1%PANW0.8% · -5%VOE0.8% · -53%TSLA0.7% · +20%AMZN0.7% · -17%STX0.7% · -6%AVUV0.7% · -64%FYC0.6% · +3%CRDO0.6% · newV0.6% · +23%FDT0.5% · -1%FEM0.5% · +0%FTA0.5% · newGOOG0.5% · +1%IJR0.5% · -21%NLR0.5% · -1%ELV0.5% · +1%FXN0.5% · newDSU0.5% · +35%VBR0.5% · +1%BKNG0.5% · +30648%HWM0.5% · -23%LLY0.4% · newVB0.4% · -11%VMC0.4% · -33%ETN0.3% · -14%SCHW0.3% · -32%TYL0.3% · -2%MA0.3% · -21%ICSH0.3% · +10%BX0.3% · -5%MPWR0.3% · -55%PEP0.3% · +68%CRWV0.3% · +12%IJT0.3% · -41%MDT0.2% · -29%COIN0.2% · -6%AGG0.2% · -27%XOM0.2% · +1%FLOT0.2% · +12%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 62.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 13, 2026.

Assets Under Management
$900.4M
Discretionary
$897.0M
Employees
20
Accounts
2,943
Address
7300 W 110TH STREET
SUITE 700
OVERLAND PARK, KS 66210
Phone
(734) 656-8121
Website
Mailing Address
2723 S STATE STREET SUITE 117, ANN ARBOR, MI, 48104
Name Title / Status Ownership Type
BARCLAY, KYLE, JOSEPH ControlSENIOR VICE PRESIDENT AND WEALTH ADVISOR
since Apr 2021
10–25%Individual
Fishman, Alexander, Lawrence ControlPRESIDENT
since Mar 2021
10–25%Individual
GREULICH, DANIEL, J ControlCHIEF INVESTMENT OFFICER
since Jan 2021
10–25%Individual
KIRSCH, AARON, GIDEON ControlSENIOR VICE PRESIDENT AND WEALTH ADVISOR
since Apr 2021
10–25%Individual
KRAUS, BRANDON, MICHAEL ControlSENIOR VICE PRESIDENT AND WEALTH ADVISOR
since Apr 2021
5–10%Individual
SCHMITT, ANTHONY, MICHAEL ControlCEO
since Mar 2021
10–25%Individual
GIGGEY, MATTHEW, MICHAELCHIEF COMPLIANCE OFFICER
since Jul 2023
Less than 5%Individual
Ownership & leadership changes · 5 filings with changes since Jul 14, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 29, 2025 filing
  • ChangedBARCLAY, KYLE, JOSEPH · title VICE PRESIDENT-WEALTH ADVISOR → SENIOR VICE PRESIDENT AND WEALTH ADVISOR
  • ChangedFishman, Alexander, Lawrence · title CHIEF OPERATING OFFICER → PRESIDENT
  • ChangedKIRSCH, AARON, GIDEON · title CHIEF CLIENT ADVOCACY OFFICER → SENIOR VICE PRESIDENT AND WEALTH ADVISOR
  • ChangedKRAUS, BRANDON, MICHAEL · title VICE PRESIDENT-WEALTH ADVISOR → SENIOR VICE PRESIDENT AND WEALTH ADVISOR
  • ChangedSCHMITT, ANTHONY, MICHAEL · title PRESIDENT, CEO → CEO
Mar 29, 2024 filing
  • ChangedGIGGEY, MATTHEW, MICHAEL · no longer a control person
Jul 31, 2023 filing
  • No longer listedCRAWFORD, PATRICIA, I · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2023
  • AddedGIGGEY, MATTHEW, MICHAEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 29, 2023 filing
  • AddedCRAWFORD, PATRICIA, I · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedSCHMITT, ANTHONY, MICHAEL · title PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER → PRESIDENT, CEO
Feb 11, 2022 filing
  • AddedBARCLAY, KYLE, JOSEPH · VICE PRESIDENT-WEALTH ADVISOR · 10–25% · control person
  • AddedFishman, Alexander, Lawrence · CHIEF OPERATING OFFICER · 10–25% · control person
  • AddedKIRSCH, AARON, GIDEON · CHIEF CLIENT ADVOCACY OFFICER · 10–25% · control person
  • AddedKRAUS, BRANDON, MICHAEL · VICE PRESIDENT-WEALTH ADVISOR · 5–10% · control person
  • ChangedGREULICH, DANIEL, J · title CHIEF INVESTMENT OFFICER AND WEALTH ADVISOR → CHIEF INVESTMENT OFFICER; ownership 75% or more → 10–25%
  • ChangedSCHMITT, ANTHONY, MICHAEL · ownership Less than 5% → 10–25%
Jul 14, 2021 filing (earliest on record)
  • ListedGREULICH, DANIEL, J · CHIEF INVESTMENT OFFICER AND WEALTH ADVISOR · 75% or more · control person
  • ListedSCHMITT, ANTHONY, MICHAEL · PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

GREENUP STREET WEALTH MANAGEMENT LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO QQQ TR QQQ 46090E103 $140.3M 17.07% 190,509 SH
2 AMERICAN CENTY ETF TR AVDE 025072703 $94.5M 11.50% 1,058,929 SH
3 AMERICAN CENTY ETF TR AVEM 025072604 $77.0M 9.37% 797,996 SH
4 ISHARES TR IVV 464287200 $35.7M 4.35% 47,688 SH
5 VANGUARD BD INDEX FDS BIV 921937819 $32.1M 3.91% 418,756 SH
6 VANGUARD INDEX FDS VTV 922908744 $31.5M 3.83% 144,574 SH
7 VANGUARD BD INDEX FDS BSV 921937827 $31.3M 3.81% 401,299 SH
8 ISHARES TR IVE 464287408 $27.3M 3.32% 120,237 SH
9 VICTORY PORTFOLIOS II UITB 92647N527 $26.7M 3.25% 570,026 SH
10 ISHARES TR HYG 464288513 $16.0M 1.94% 199,469 SH
11 ALPHABET INC GOOGL 02079K305 $15.3M 1.86% 42,848 SH
12 ISHARES TR TLT 464287432 $13.9M 1.69% 161,137 SH
13 VANGUARD BD INDEX FDS BLV 921937793 $13.5M 1.64% 196,029 SH
14 NVIDIA CORPORATION NVDA 67066G104 $12.9M 1.57% 64,645 SH
15 VANGUARD INDEX FDS VOT 922908538 $11.2M 1.36% 36,567 SH
16 APPLE INC AAPL 037833100 $11.0M 1.33% 37,899 SH
17 MICROSOFT CORP MSFT 594918104 $9.4M 1.15% 25,291 SH
18 VANGUARD INDEX FDS VO 922908629 $8.8M 1.07% 109,191 SH
19 BROADCOM INC AVGO 11135F101 $8.6M 1.05% 22,768 SH
20 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $8.0M 0.97% 16,742 SH
21 META PLATFORMS INC META 30303M102 $7.5M 0.92% 13,348 SH
22 PALO ALTO NETWORKS INC PANW 697435105 $6.9M 0.84% 20,147 SH
23 VANGUARD INDEX FDS VOE 922908512 $6.8M 0.83% 34,538 SH
24 TESLA INC TSLA 88160R101 $6.0M 0.73% 14,293 SH
25 AMAZON COM INC AMZN 023135106 $5.9M 0.72% 24,804 SH
26 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $5.8M 0.71% 6,055 SH
27 AMERICAN CENTY ETF TR AVUV 025072877 $5.8M 0.71% 46,582 SH
28 FIRST TR EXCHANGE-TRADED ALP FYC 33737M300 $5.3M 0.65% 41,634 SH
29 CREDO TECHNOLOGY GROUP HOLDI CRDO G25457105 $5.1M 0.62% 18,721 SH
30 VISA INC V 92826C839 $4.9M 0.60% 14,418 SH
31 FIRST TR EXCH TRD ALPHDX FD FDT 33737J174 $4.4M 0.54% 46,754 SH
32 FIRST TR EXCH TRD ALPHDX FD FEM 33737J182 $4.4M 0.53% 137,010 SH
33 FIRST TR EXCHANGE-TRADED ALP FTA 33735J101 $4.3M 0.53% 44,827 SH
34 ALPHABET INC GOOG 02079K107 $4.3M 0.52% 12,173 SH
35 ISHARES TR IJR 464287804 $4.3M 0.52% 28,806 SH
36 VANECK ETF TRUST NLR 92189F601 $4.1M 0.50% 35,240 SH
37 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $4.0M 0.48% 10,269 SH
38 FIRST TR EXCHANGE-TRADED FD FXN 33734X127 $3.9M 0.47% 190,700 SH
39 BLACKROCK DEBT STRATEGIES FD DSU 09255R202 $3.8M 0.47% 396,179 SH
40 VANGUARD INDEX FDS VBR 922908611 $3.8M 0.46% 15,607 SH
41 BOOKING HOLDINGS INC BKNG 09857L108 $3.8M 0.46% 21,216 SH
42 HOWMET AEROSPACE INC HWM 443201108 $3.8M 0.46% 13,979 SH
43 ELI LILLY & CO LLY 532457108 $3.6M 0.44% 3,016 SH
44 VANGUARD INDEX FDS VB 922908751 $3.2M 0.39% 10,625 SH
45 VULCAN MATLS CO VMC 929160109 $3.0M 0.37% 10,328 SH
46 EATON CORP PLC ETN G29183103 $2.9M 0.35% 6,696 SH
47 SCHWAB CHARLES CORP SCHW 808513105 $2.5M 0.30% 27,091 SH
48 TYLER TECHNOLOGIES INC TYL 902252105 $2.5M 0.30% 8,404 SH
49 MASTERCARD INCORPORATED MA 57636Q104 $2.4M 0.29% 4,688 SH
50 ISHARES TR ICSH 46434V878 $2.4M 0.29% 47,111 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $821.7M 141 0001909904-26-000005
2026-03-31 2026-04-20 $710.3M 127 0001909904-26-000004
2025-12-31 2026-01-23 $692.5M 119 0001909904-26-000002
Filer Information
Address
7300 W 110TH STREET
SUITE 700
OVERLAND PARK, KS 66210
Phone
(734) 656-8121
Filing Manager
GREENUP STREET WEALTH MANAGEMENT LLC
OVERLAND PARK, KS
Signatory
Ryan Westerbeck
Consultant