GREENUP STREET WEALTH MANAGEMENT LLC
Sector Allocation
- Other74.2%$609.3M
- Technology17.1%$140.2M
- Consumer Discretionary2.2%$18.2M
- Financials2.0%$16.5M
- Healthcare1.7%$14.0M
- Materials0.8%$6.8M
- Industrials0.7%$6.1M
- Energy0.6%$4.8M
- Consumer Staples0.4%$3.5M
- Communication Services0.1%$1.1M
AUM History
13fpro.ai/research/fund/greenup-street-wealth-management-llc-1909904
Conviction and streaks
Concentrating · top 10 = 62.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
QQQ
$140.3M- AMERICAN$94.5M
- AMERICAN$77.0M
- ISHARES$35.7M
- VANGUARD$32.1M
- VANGUARD$31.5M
META
$31.3M- ISHARES$27.3M
- VICTORY$26.7M
- ISHARES$16.0M
GOOGL
$15.3M- ISHARES$13.9M
- VANGUARD$13.5M
NVDA
$12.9M- VANGUARD$11.2M
AAPL
$11.0MMSFT
$9.4M- VANGUARD$8.8M
AVGO
$8.6MTSM
$8.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/greenup-street-wealth-management-llc-1909904
GREENUP STREET WEALTH MANAGEMENT LLC 13F holdings — Q2 2026
$821.7M portfolio (+15.7% QoQ) · 141 holdings · Q2 2026 13F · top 10 are 62% of the stock portfolio
$140.3M
17.1% of stocks
+89%This quarter+4.4%Since filed2+ qtrsHeld- 2
AMERICAN CENTY ETF TR - INTL EQT ETF
$94.5M
11.5% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$77.0M
9.4% of stocks
+29%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE S&P500 ETF
$35.7M
4.3% of stocks
-44%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD BD INDEX FDS - INTERMED TERM
$32.1M
3.9% of stocks
+35%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - VALUE ETF
$31.5M
3.8% of stocks
-39%This quarter—Since filed—HeldAIQuality—Est. buy— $31.3M
3.8% of stocks
NewThis quarter+6.2%Since filedNew this quarterHeld- 8
ISHARES TR - S&P 500 VAL ETF
$27.3M
3.3% of stocks
-43%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VICTORY PORTFOLIOS II - CORE BD ETF
$26.7M
3.3% of stocks
+28%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - IBOXX HI YD ETF
$16.0M
1.9% of stocks
+51%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $140.3M | 17.1% | +89% | +4.4% | 2+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | AMERICAN CENTY ETF TR - INTL EQT ETF | $94.5M | 11.5% | -3% | — | — | — | — | |
| 3 | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $77.0M | 9.4% | +29% | — | — | — | — | |
| 4 | ISHARES TR - CORE S&P500 ETF | $35.7M | 4.3% | -44% | — | — | — | — | |
| 5 | VANGUARD BD INDEX FDS - INTERMED TERM | $32.1M | 3.9% | +35% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - VALUE ETF | $31.5M | 3.8% | -39% | — | — | — | — | |
| 7 | $31.3M | 3.8% | New | +6.2% | New this quarter | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - S&P 500 VAL ETF | $27.3M | 3.3% | -43% | — | — | — | — | |
| 9 | VICTORY PORTFOLIOS II - CORE BD ETF | $26.7M | 3.3% | +28% | — | — | — | — | |
| 10 | ISHARES TR - IBOXX HI YD ETF | $16.0M | 1.9% | +51% | — | — | — | — |
All holdings — GREENUP STREET WEALTH MANAGEMENT LLC (Q2 2026)
141 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $15.3M | 1.9% | 43K | +54% | 2+ qtrs | 77.7 | 13F | |
| 12 | — | ISHARES TR - 20 YR TR BD ETFetf/fund | — | $13.9M | 1.7% | 161K | +15% | — | — | 13F |
| 13 | — | VANGUARD BD INDEX FDS - LONG TERM BONDnote | — | $13.5M | 1.6% | 196K | +24% | — | — | 13F |
| 14 | NVIDIA CORP | Technology | $12.9M | 1.6% | 65K | +2% | 2+ qtrs | 86.0 | 13F | |
| 15 | — | VANGUARD INDEX FDS - MCAP GR IDXVIPetf/fund | — | $11.2M | 1.4% | 37K | -35% | — | — | 13F |
| 16 | Apple Inc. | Technology | $11.0M | 1.3% | 38K | +24% | 2+ qtrs | 75.7 | 13F | |
| 17 | MICROSOFT CORP | Technology | $9.4M | 1.1% | 25K | +29% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $8.8M | 1.1% | 109K | +366% | — | — | 13F |
| 19 | Broadcom Inc. | Technology | $8.6M | 1.1% | 23K | +1342% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $8.0M | 1.0% | 17K | -3% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Meta Platforms, Inc. | Technology | $7.5M | 0.9% | 13K | -1% | 2+ qtrs | 78.0 | 13F | |
| 22 | Palo Alto Networks Inc | Technology | $6.9M | 0.8% | 20K | -5% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - MCAP VL IDXVIPetf/fund | — | $6.8M | 0.8% | 35K | -53% | — | — | 13F |
| 24 | Tesla, Inc. | Consumer Discretionary | $6.0M | 0.7% | 14K | +20% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMAZON COM INC | Consumer Discretionary | $5.9M | 0.7% | 25K | -17% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $STX | Seagate Technology Holdings plc | Technology | $5.8M | 0.7% | 6,055 | -6% | |||
| 27 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $5.8M | 0.7% | 47K | -64% | |||
| 28 | — | FIRST TR EXCHANGE-TRADED ALP - SML CP GRW ALP | — | $5.3M | 0.7% | 42K | +3% | |||
| 29 | $CRDO | Credo Technology Group Holding Ltd | Technology | $5.1M | 0.6% | 19K | New | |||
| 30 | $V | VISA INC. | Financials | $4.9M | 0.6% | 14K | +23% | |||
| 31 | — | FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US | — | $4.4M | 0.5% | 47K | -0.9% | |||
| 32 | — | FIRST TR EXCH TRD ALPHDX FD - EMERG MKT ALPH | — | $4.4M | 0.5% | 137K | +0.1% | |||
| 33 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $4.3M | 0.5% | 45K | New | |||
| 34 | $GOOG | Alphabet Inc. | Technology | $4.3M | 0.5% | 12K | +0.6% | |||
| 35 | — | ISHARES TR - CORE S&P SCP ETF | — | $4.3M | 0.5% | 29K | -21% | |||
| 36 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $4.1M | 0.5% | 35K | -1% | |||
| 37 | $ELV | Elevance Health, Inc. | Healthcare | $4.0M | 0.5% | 10K | +1% | |||
| 38 | — | FIRST TR EXCHANGE-TRADED FD - ENERGY ALPHADX | — | $3.9M | 0.5% | 191K | New | |||
| 39 | $DSU | BLACKROCK DEBT STRATEGIES FUND, INC. | Other | $3.8M | 0.5% | 396K | +35% | |||
| 40 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $3.8M | 0.5% | 16K | +1.0% | |||
| 41 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $3.8M | 0.5% | 21K | New | |||
| 42 | $HWM | Howmet Aerospace Inc. | Materials | $3.8M | 0.5% | 14K | -23% | |||
| 43 | $LLY | ELI LILLY & Co | Healthcare | $3.6M | 0.4% | 3,016 | New | |||
| 44 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $3.2M | 0.4% | 11K | -11% | |||
| 45 | $VMC | Vulcan Materials CO | Materials | $3.0M | 0.4% | 10K | -33% | |||
| 46 | $ETN | Eaton Corp plc | Industrials | $2.9M | 0.3% | 6,696 | -14% | |||
| 47 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.5M | 0.3% | 27K | -32% | |||
| 48 | $TYL | TYLER TECHNOLOGIES INC | Technology | $2.5M | 0.3% | 8,404 | -2% | |||
| 49 | $MA | Mastercard Inc | Financials | $2.4M | 0.3% | 4,688 | -21% | |||
| 50 | — | ISHARES TR - ULTRA SHORT DUR | — | $2.4M | 0.3% | 47K | +10% | |||
| 51 | $BX | Blackstone Inc. | Financials | $2.3M | 0.3% | 19K | -5% | |||
| 52 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $2.2M | 0.3% | 1,624 | -55% | |||
| 53 | $PEP | PEPSICO INC | Consumer Staples | $2.2M | 0.3% | 17K | +68% | |||
| 54 | $CRWV | CoreWeave, Inc. | Technology | $2.2M | 0.3% | 22K | +12% | |||
| 55 | — | ISHARES TR - S&P SML 600 GWT | — | $2.1M | 0.3% | 12K | -41% | |||
| 56 | $MDT | Medtronic plc | Healthcare | $2.0M | 0.2% | 25K | -29% | |||
| 57 | $COIN | Coinbase Global, Inc. | Financials | $1.8M | 0.2% | 13K | -6% | |||
| 58 | — | ISHARES TR - CORE US AGGBD ET | — | $1.8M | 0.2% | 19K | -27% | |||
| 59 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.7M | 0.2% | 12K | +0.7% | |||
| 60 | — | ISHARES TR - FLTG RATE NT ETF | — | $1.7M | 0.2% | 32K | +12% | |||
| 61 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.6M | 0.2% | 11K | +23% | |||
| 62 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.5M | 0.2% | 5,854 | New | |||
| 63 | $ORCL | ORACLE CORP | Technology | $1.4M | 0.2% | 9,819 | -20% | |||
| 64 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $1.4M | 0.2% | 12K | +156% | |||
| 65 | — | ISHARES TR - MSCI EAFE ETF | — | $1.3M | 0.2% | 13K | -4% | |||
| 66 | $ADSK | Autodesk, Inc. | Technology | $1.3M | 0.2% | 6,804 | New | |||
| 67 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $1.2M | 0.1% | 13K | New | |||
| 68 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.2M | 0.1% | 1,611 | -80% | |||
| 69 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.0M | 0.1% | 9,506 | -11% | |||
| 70 | — | ISHARES TR - SHRT NAT MUN ETF | — | $1.0M | 0.1% | 9,485 | -55% | |||
| 71 | $ABBV | AbbVie Inc. | Healthcare | $1.0M | 0.1% | 3,980 | +0.8% | |||
| 72 | — | ISHARES TR - CORE S&P MCP ETF | — | $935K | 0.1% | 12K | -5% | |||
| 73 | $COP | CONOCOPHILLIPS | Energy | $935K | 0.1% | 8,993 | -57% | |||
| 74 | $AMGN | AMGEN INC | Healthcare | $853K | 0.1% | 2,354 | +0.2% | |||
| 75 | — | NUSHARES ETF TR - NUVEEN ESG EMRGN | — | $847K | 0.1% | 20K | +26% | |||
| 76 | $QCOM | QUALCOMM INC/DE | Technology | $829K | 0.1% | 4,488 | +5% | |||
| 77 | $LRCX | LAM RESEARCH CORP | Technology | $823K | 0.1% | 1,900 | -22% | |||
| 78 | — | ISHARES TR - S&P MC 400VL ETF | — | $776K | 0.1% | 5,251 | -8% | |||
| 79 | $PH | Parker-Hannifin Corp | Industrials | $769K | 0.1% | 787 | -0.1% | |||
| 80 | — | ISHARES TR - 0-5YR INVT GR CP | — | $769K | 0.1% | 15K | -97% | |||
| 81 | $NFLX | NETFLIX INC | Communication Services | $720K | 0.1% | 10K | -2% | |||
| 82 | — | ISHARES TR - RUS 1000 VAL ETF | — | $714K | 0.1% | 2,947 | -9% | |||
| 83 | — | ISHARES TR - ESG OPTIMIZED | — | $697K | 0.1% | 4,518 | -44% | |||
| 84 | — | ISHARES TR - IBOXX INV CP ETF | — | $687K | 0.1% | 6,302 | +0.3% | |||
| 85 | $IVZ | Invesco Ltd. | Financials | $671K | 0.1% | 62K | +1% | |||
| 86 | $SO | SOUTHERN CO | Utilities | $656K | 0.1% | 6,856 | +0.4% | |||
| 87 | $JNJ | JOHNSON & JOHNSON | Healthcare | $655K | 0.1% | 2,580 | +6% | |||
| 88 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $653K | 0.1% | 3,820 | New | |||
| 89 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $603K | 0.1% | 878 | +29% | |||
| 90 | $MCD | MCDONALDS CORP | Consumer Discretionary | $593K | 0.1% | 2,194 | -1% | |||
| 91 | $KO | COCA COLA CO | Consumer Staples | $562K | 0.1% | 6,919 | +5% | |||
| 92 | — | ISHARES TR - S&P MC 400GR ETF | — | $554K | 0.1% | 4,718 | -8% | |||
| 93 | $INTC | INTEL CORP | Technology | $536K | 0.1% | 3,836 | New | |||
| 94 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $534K | 0.1% | 1,067 | -3% | |||
| 95 | $JPM | JPMORGAN CHASE & CO | Financials | $513K | 0.1% | 1,568 | -10% | |||
| 96 | $PWR | QUANTA SERVICES, INC. | Industrials | $436K | 0.1% | 605 | New | |||
| 97 | — | ISHARES TR - MSCI EMG MKT ETF | — | $411K | 0.1% | 6,012 | — | |||
| 98 | $CVX | CHEVRON CORP | Energy | $410K | 0.1% | 2,473 | +0.5% | |||
| 99 | $BLLN | BillionToOne, Inc. | Healthcare | $407K | 0.1% | 3,391 | New | |||
| 100 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $402K | 0.1% | 1,218 | — | |||
| 101 | $WMT | Walmart Inc. | Consumer Staples | $398K | 0.1% | 3,514 | -2% | |||
| 102 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $396K | 0.1% | 5,563 | +7% | |||
| 103 | $CSCO | CISCO SYSTEMS, INC. | Technology | $387K | 0.1% | 3,297 | +17% | |||
| 104 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $373K | 0.1% | 897 | New | |||
| 105 | $SPH | SUBURBAN PROPANE PARTNERS LP | Consumer Discretionary | $371K | 0.1% | 22K | — | |||
| 106 | $GE | GENERAL ELECTRIC CO | Industrials | $360K | 0.0% | 964 | +6% | |||
| 107 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $360K | 0.0% | 3,026 | New | |||
| 108 | $MRK | Merck & Co., Inc. | Healthcare | $356K | 0.0% | 2,768 | +8% | |||
| 109 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $354K | 0.0% | 8,353 | -7% | |||
| 110 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $354K | 0.0% | 1,003 | +12% | |||
| 111 | $BPRE | Bluerock Private Real Estate Fund | Other | $352K | 0.0% | 27K | -4% | |||
| 112 | — | ISHARES TR - MSCI ACWI ETF | — | $339K | 0.0% | 2,160 | — | |||
| 113 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $339K | 0.0% | 3,150 | +31% | |||
| 114 | $MU | MICRON TECHNOLOGY INC | Technology | $332K | 0.0% | 288 | New | |||
| 115 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $328K | 0.0% | 1,724 | New | |||
| 116 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $319K | 0.0% | 2,176 | +16% | |||
| 117 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $313K | 0.0% | 1,401 | +26% | |||
| 118 | $NVS | NOVARTIS AG | Healthcare | $312K | 0.0% | 1,993 | -16% | |||
| 119 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $308K | 0.0% | 426 | New | |||
| 120 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $306K | 0.0% | 1,089 | +11% | |||
| 121 | $HONA | Honeywell Aerospace Inc. | Industrials | $301K | 0.0% | 1,360 | New | |||
| 122 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $297K | 0.0% | 1,328 | -51% | |||
| 123 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $291K | 0.0% | 5,752 | +1% | |||
| 124 | $GEV | GE Vernova Inc. | Industrials | $288K | 0.0% | 245 | — | |||
| 125 | — | FUNDX INVT TR - FUTU FD OPPO ETF | — | $286K | 0.0% | 9,450 | — | |||
| 126 | $ABT | ABBOTT LABORATORIES | Healthcare | $281K | 0.0% | 3,093 | +23% | |||
| 127 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $272K | 0.0% | 9,827 | -3% | |||
| 128 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $261K | 0.0% | 449 | New | |||
| 129 | $MPLX | MPLX LP | Energy | $260K | 0.0% | 4,622 | +0.3% | |||
| 130 | — | ISHARES TR - EUROPE ETF | — | $253K | 0.0% | 3,467 | -10% | |||
| 131 | — | ISHARES TR - CORE MSCI EAFE | — | $235K | 0.0% | 2,434 | +8% | |||
| 132 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $228K | 0.0% | 573 | -4% | |||
| 133 | $FITB | FIFTH THIRD BANCORP | Financials | $221K | 0.0% | 3,928 | New | |||
| 134 | $BAM | Brookfield Asset Management Ltd. | Financials | $220K | 0.0% | 4,897 | New | |||
| 135 | $CAT | CATERPILLAR INC | Industrials | $219K | 0.0% | 206 | New | |||
| 136 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $215K | 0.0% | 4,366 | New | |||
| 137 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $210K | 0.0% | 299 | New | |||
| 138 | — | SCHWAB STRATEGIC TR - LONG TERM US | — | $209K | 0.0% | 6,662 | New | |||
| 139 | $DE | DEERE & CO | Industrials | $207K | 0.0% | 326 | New | |||
| 140 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $200K | 0.0% | 2,281 | -54% | |||
| 141 | — | ISHARES INC - CORE MSCI EMKT | — | $200K | 0.0% | 2,414 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 26 new, 54 added to, 55 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (26)
$CRDOCredo Technology Group Holding Ltd$5.1M
first bought this quarter
- FIRST TR EXCHANGE-TRADED ALP - COM SHS$4.3M
first bought this quarter
- FIRST TR EXCHANGE-TRADED FD - ENERGY ALPHADX$3.9M
first bought this quarter
$LLYELI LILLY & Co$3.6M
first bought this quarter
$VLOVALERO ENERGY CORP/TX$1.5M
first bought this quarter
$ADSKAutodesk, Inc.$1.3M
first bought this quarter
+20 more in the Excel export
Added to (54)
now $140.3M · held 2+ qtrs
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT+29%
now $77.0M
- VANGUARD BD INDEX FDS - INTERMED TERM+35%
now $32.1M
now $8.6M · held 2+ qtrs
- VANGUARD INDEX FDS - MID CAP ETF+366%
now $8.8M
- VICTORY PORTFOLIOS II - CORE BD ETF+28%
now $26.7M
+48 more in the Excel export
Trimmed (55)
- ISHARES TR - CORE S&P500 ETF-44%
now $35.7M
- ISHARES TR - 0-5YR INVT GR CP-97%
now $769K
- VANGUARD INDEX FDS - VALUE ETF-39%
now $31.5M
- ISHARES TR - S&P 500 VAL ETF-43%
now $27.3M
- AMERICAN CENTY ETF TR - US SML CP VALU-64%
now $5.8M
- VANGUARD INDEX FDS - MCAP VL IDXVIP-53%
now $6.8M
+49 more in the Excel export
Holdings by quarter
Every 13F GREENUP STREET WEALTH MANAGEMENT LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow GREENUP STREET WEALTH MANAGEMENT?
Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of GREENUP STREET WEALTH MANAGEMENT's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+6.0%
Value-weighted move of the 10 largest stock positions
Turnover
21%
Last quarter
Top 10 weight
62%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
GREENUP STREET WEALTH MANAGEMENT LLC disclosed 141 positions worth $821.7M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 17.1% of the equity portfolio. During the quarter the fund opened 26 new positions and exited 12 — including a new stake in $CRDO. The portfolio is most concentrated in Other (74.2% of disclosed assets). All figures are sourced directly from GREENUP STREET WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1909904.
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