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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, exited 13, added to 60, and trimmed 36.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$82.2M +141.6%
  • VANGUARD BD INDEX FDS$31.0M +12973.4%
  • AMERICAN CENTY ETF TR$27.0M +54.1%
  • VANGUARD BD INDEX FDS$8.2M +34.2%
  • BROADCOM INC$8.1M +1659.5%
Show all 60 →

Top Trims

  • ISHARES TR-$22.4M -96.7%
  • ISHARES TR-$19.8M -35.7%
  • ISHARES TR-$16.9M -38.2%
  • VANGUARD INDEX FDS-$15.3M -32.7%
  • AMERICAN CENTY ETF TR-$8.3M -58.8%
Show all 36 →

New Positions

  • CREDO TECHNOLOGY GROUP HOLDI$5.1M
  • FIRST TR EXCHANGE-TRADED ALP$4.3M
  • FIRST TR EXCHANGE-TRADED FD$3.9M
  • ELI LILLY & CO$3.6M
  • VALERO ENERGY CORP$1.5M
Show all 27 →

Exited Positions

  • FIRST TR EXCHANGE-TRADED ALP$3.7M
  • CHECK POINT SOFTWARE TECH LT$3.1M
  • ADOBE INC$2.4M
  • COMCAST CORP NEW$2.2M
  • SALESFORCE INC$2.2M
Show all 13 →
All Holdings

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