Greenup Street Wealth Management LLC Top Holdings and 13F Report (2026)

About Greenup Street Wealth Management LLC

Investment Activity

Greenup Street Wealth Management LLC has $710.34 million in total holdings as of March 31, 2026.
Greenup Street Wealth Management LLC owns shares of 127 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 12.04% of the portfolio was purchased this quarter.
About 8.35% of the portfolio was sold this quarter.
This quarter, Greenup Street Wealth Management LLC has purchased 118 new stocks and bought additional shares in 66 stocks.
Greenup Street Wealth Management LLC sold shares of 38 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Avantis International Equity ETF: $92,178,346
Invesco QQQ: $58,078,703
iShares Core S&P 500 ETF: $55,536,857
Avantis Emerging Markets Equity ETF: $49,951,712
Vanguard Value ETF: $46,843,660

Largest New Holdings this Quarter

92189F601 - VanEck Uranium and Nuclear ETF: $4,746,327 Holding
929160109 - Vulcan Materials: $4,172,138 Holding
33737J182 - First Trust Emerging Markets AlphaDEX Fund: $4,098,998 Holding
M22465104 - Check Point Software Technologies: $3,108,838 Holding
036752103 - Elevance Health: $2,975,127 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap Growth ETF: 34,827 shares (about $8.96M)
Vanguard Mid-Cap Value ETF: 30,721 shares (about $5.66M)
VanEck Uranium and Nuclear ETF: 35,636 shares (about $4.75M)
Vulcan Materials: 15,322 shares (about $4.17M)
First Trust Emerging Markets AlphaDEX Fund: 136,844 shares (about $4.10M)

Largest Sales this Quarter

Avantis International Equity ETF: 72,534 shares (about $6.15M)
Invesco QQQ: 6,603 shares (about $3.81M)
CocaCola: 33,084 shares (about $2.52M)
Qualcomm: 18,995 shares (about $2.45M)
BLUEROCK PVT REAL ESTATE FD: 143,556 shares (about $2.38M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVDE Avantis International Equity ETF	$92,178,346	$6,153,786 â–¼	-6.3%	1,086,496	13.0%	ETF
QQQ Invesco QQQ	$58,078,703	$3,811,117 â–¼	-6.2%	100,625	8.2%	Finance
IVV iShares Core S&P 500 ETF	$55,536,857	$330,526 â–²	0.6%	85,021	7.8%	ETF
AVEM Avantis Emerging Markets Equity ETF	$49,951,712	$1,743,510 â–¼	-3.4%	619,902	7.0%	ETF
VTV Vanguard Value ETF	$46,843,660	$2,741,106 â–²	6.2%	238,755	6.6%	ETF
IVE iShares S&P 500 Value ETF	$44,191,544	$1,885,779 â–²	4.5%	209,290	6.2%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$23,937,985	$687,442 â–²	3.0%	310,158	3.4%	ETF
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$23,138,998	$399,881 â–¼	-1.7%	458,289	3.3%	Manufacturing
UITB VictoryShares Core Intermediate Bond ETF	$20,959,983	$96,902 â–²	0.5%	445,796	3.0%	ETF
VOT Vanguard Mid-Cap Growth ETF	$14,389,717	$8,962,723 â–²	165.2%	55,915	2.0%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$14,108,769	$3,838,165 â–²	37.4%	127,716	2.0%	ETF
VOE Vanguard Mid-Cap Value ETF	$13,488,461	$5,661,302 â–²	72.3%	73,195	1.9%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$12,177,095	$437,612 â–²	3.7%	140,467	1.7%	ETF
NVDA NVIDIA	$11,021,112	$236,139 â–²	2.2%	63,194	1.6%	Computer and Technology
BLV Vanguard Long-Term Bond ETF	$10,839,298	$268,723 â–²	2.5%	157,594	1.5%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$10,475,997	$41,212 â–²	0.4%	131,674	1.5%	ETF
GOOGL Alphabet	$8,001,687	$832,778 â–¼	-9.4%	27,826	1.1%	Computer and Technology
AAPL Apple	$7,753,271	$110,906 â–²	1.5%	30,550	1.1%	Computer and Technology
META Meta Platforms	$7,720,605	$2,414,477 â–²	45.5%	13,494	1.1%	Computer and Technology
MSFT Microsoft	$7,249,787	$1,860,106 â–²	34.5%	19,585	1.0%	Computer and Technology
VO Vanguard Mid-Cap ETF	$6,722,744	$466,945 â–²	7.5%	23,410	0.9%	ETF
AMZN Amazon.com	$6,201,921	$194,318 â–²	3.2%	29,778	0.9%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$5,828,578	$1,460,608 â–²	33.4%	17,247	0.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$5,120,522	$130,062 â–¼	-2.5%	7,874	0.7%	Finance
NLR VanEck Uranium and Nuclear ETF	$4,746,327	$4,746,327 â–²	New Holding	35,636	0.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$4,556,763	$327,064 â–²	7.7%	36,656	0.6%	ETF
TSLA Tesla	$4,441,023	$1,958,422 â–¼	-30.6%	11,946	0.6%	Auto/Tires/Trucks
HWM Howmet Aerospace	$4,179,408	$138,968 â–²	3.4%	18,135	0.6%	Aerospace
VMC Vulcan Materials	$4,172,138	$4,172,138 â–²	New Holding	15,322	0.6%	Construction
FDT First Trust Developed Markets ex-US AlphaDEX Fund	$4,102,381	$196,200 â–¼	-4.6%	47,192	0.6%	Manufacturing
FEM First Trust Emerging Markets AlphaDEX Fund	$4,098,998	$4,098,998 â–²	New Holding	136,844	0.6%	Manufacturing
MPWR Monolithic Power Systems	$3,941,927	$1,272,789 â–¼	-24.4%	3,605	0.6%	Computer and Technology
FYC First Trust Small Cap Growth AlphaDEX Fund	$3,930,108	$1,067 â–²	0.0%	40,525	0.6%	ETF
FTC First Trust Large Cap Growth AlphaDEX Fund	$3,742,004	$59,191 â–²	1.6%	24,276	0.5%	ETF
SCHW Charles Schwab	$3,734,651	$1,407,437 â–¼	-27.4%	39,739	0.5%	Finance
V Visa	$3,541,702	$472,106 â–²	15.4%	11,718	0.5%	Business Services
GOOG Alphabet	$3,471,612	$33,563 â–²	1.0%	12,102	0.5%	Computer and Technology
PANW Palo Alto Networks	$3,399,314	$69,901 â–¼	-2.0%	21,203	0.5%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$3,357,959	$255,698 â–²	8.2%	15,457	0.5%	ETF
VB Vanguard Small-Cap ETF	$3,136,881	$424,851 â–²	15.7%	11,976	0.4%	ETF
CHKP Check Point Software Technologies	$3,108,838	$3,108,838 â–²	New Holding	21,763	0.4%	Computer and Technology
MDT Medtronic	$3,075,377	$1,674,509 â–²	119.5%	35,492	0.4%	Medical
MA Mastercard	$2,975,713	$2,767,338 â–²	1,328.1%	5,955	0.4%	Business Services
ELV Elevance Health	$2,975,127	$2,975,127 â–²	New Holding	10,163	0.4%	Medical
TYL Tyler Technologies	$2,941,480	$4,451 â–²	0.2%	8,591	0.4%	Computer and Technology
IJT iShares S&P Small-Cap 600 Growth ETF	$2,923,310	$68,883 â–¼	-2.3%	20,201	0.4%	ETF
DSU BlackRock Debt Strategies Fund	$2,811,071	$201,524 â–²	7.7%	293,125	0.4%	Finance
COP ConocoPhillips	$2,784,234	$2,784,234 â–²	New Holding	21,093	0.4%	Energy
ETN Eaton	$2,784,053	$1,548,325 â–¼	-35.7%	7,784	0.4%	Industrials
STX Seagate Technology	$2,531,726	$2,531,726 â–²	New Holding	6,462	0.4%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$2,530,854	$77,827 â–²	3.2%	25,495	0.4%	Finance
ADBE Adobe	$2,422,668	$2,422,668 â–²	New Holding	9,967	0.3%	Computer and Technology
BX Blackstone	$2,356,890	$753,892 â–²	47.0%	20,496	0.3%	Finance
COIN Coinbase Global	$2,343,404	$2,343,404 â–²	New Holding	13,421	0.3%	Finance
SUB iShares Short-Term National Muni Bond ETF	$2,241,186	$655,721 â–¼	-22.6%	21,044	0.3%	ETF
CMCSA Comcast	$2,229,174	$2,229,174 â–²	New Holding	77,645	0.3%	Consumer Discretionary
CRM Salesforce	$2,221,387	$2,221,387 â–²	New Holding	11,900	0.3%	Computer and Technology
ICSH iShares Ultra Short-Term Bond Active ETF	$2,172,603	$90,053 â–²	4.3%	42,920	0.3%	ETF
XOM ExxonMobil	$2,103,216	$1,804,962 â–²	605.2%	12,397	0.3%	Energy
OMC Omnicom Group	$2,033,752	$1,766,627 â–²	661.3%	27,005	0.3%	Business Services
APD Air Products and Chemicals	$1,869,505	$701,791 â–²	60.1%	6,436	0.3%	Basic Materials
ORCL Oracle	$1,802,824	$1,345,167 â–²	293.9%	12,255	0.3%	Computer and Technology
DIS Walt Disney	$1,730,638	$1,730,638 â–²	New Holding	17,956	0.2%	Consumer Discretionary
COREWEAVE INC	$1,534,737	$1,534,737 â–²	New Holding	19,811	0.2%	COM CL A
PEP PepsiCo	$1,533,864	$1,533,864 â–²	New Holding	9,877	0.2%	Consumer Staples
FLOT iShares Floating Rate Bond ETF	$1,475,405	$112,242 â–²	8.2%	28,958	0.2%	ETF
EFA iShares MSCI EAFE ETF	$1,313,295	$55,753 â–¼	-4.1%	13,521	0.2%	Finance
MUB iShares National Muni Bond ETF	$1,139,423	$213,894 â–¼	-15.8%	10,734	0.2%	ETF
SUSA iShares MSCI USA ESG Select ETF	$1,066,705	$72,126 â–¼	-6.3%	8,075	0.2%	ETF
DXCM DexCom	$1,065,582	$1,072,302 â–¼	-50.2%	16,968	0.2%	Medical
IVW iShares S&P 500 Growth ETF	$1,054,299	$89,018 â–¼	-7.8%	9,321	0.1%	ETF
NFLX Netflix	$987,794	$40,673 â–²	4.3%	10,273	0.1%	Consumer Discretionary
IJH iShares Core S&P Mid-Cap ETF	$866,270	$65,301 â–¼	-7.0%	12,828	0.1%	ETF
ABBV AbbVie	$858,778	$27,836 â–²	3.3%	3,949	0.1%	Medical
AMGN Amgen	$826,478	$8,444 â–²	1.0%	2,349	0.1%	Medical
IJJ iShares S&P Mid-Cap 400 Value ETF	$758,806	$66,646 â–¼	-8.1%	5,727	0.1%	ETF
PH Parker-Hannifin	$705,124	$2,684 â–²	0.4%	788	0.1%	Industrials
IWD iShares Russell 1000 Value ETF	$691,009	$4,701 â–¼	-0.7%	3,234	0.1%	ETF
MCD McDonald's	$689,854	$14,605 â–²	2.2%	2,220	0.1%	Retail/Wholesale
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$684,607	$22,889 â–²	3.5%	6,281	0.1%	Finance
PGX Invesco Preferred ETF	$665,412	$37,025 â–²	5.9%	61,159	0.1%	ETF
SO Southern	$659,097	$1,448 â–²	0.2%	6,829	0.1%	Utilities
HON Honeywell International	$612,247	$2,260 â–¼	-0.4%	2,709	0.1%	Multi-Sector Conglomerates
JNJ Johnson & Johnson	$597,359	$27,375 â–²	4.8%	2,444	0.1%	Medical
NUEM Nuveen ESG Emerging Markets Equity ETF	$581,794	$64,219 â–¼	-9.9%	15,836	0.1%	ETF
QCOM Qualcomm	$549,973	$2,445,970 â–¼	-81.6%	4,271	0.1%	Computer and Technology
BRK.B Berkshire Hathaway	$525,478	$273,996 â–¼	-34.3%	1,097	0.1%	Finance
LAM RESEARCH CORP	$519,794	$9,400 â–²	1.8%	2,433	0.1%	COM NEW
IJK iShares S&P Mid-Cap 400 Growth ETF	$515,019	$36,730 â–¼	-6.7%	5,118	0.1%	ETF
JPM JPMorgan Chase & Co.	$514,932	$15,586 â–²	3.1%	1,751	0.1%	Finance
CVX Chevron	$509,181	$79,036 â–²	18.4%	2,461	0.1%	Energy
KO CocaCola	$500,831	$2,515,866 â–¼	-83.4%	6,586	0.1%	Consumer Staples
AVGO Broadcom	$488,789	$80,175 â–²	19.6%	1,579	0.1%	Computer and Technology
BLUEROCK PVT REAL ESTATE FD	$467,526	$2,384,487 â–¼	-83.6%	28,147	0.1%	COM
VZ Verizon Communications	$449,361	$49,148 â–²	12.3%	8,951	0.1%	Computer and Technology
WALMART INC	$443,834	$37,659 â–²	9.3%	3,571	0.1%	COM
NULG Nuveen ESG Large-Cap Growth ETF	$428,566	$89,660 â–¼	-17.3%	4,713	0.1%	ETF
SPH Suburban Propane Partners	$427,392	$116,289 â–²	37.4%	21,706	0.1%	Energy
VOO Vanguard S&P 500 ETF	$408,143	$16,134 â–²	4.1%	683	0.1%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$379,644	$157,215 â–²	70.7%	4,960	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Greenup Street Wealth Management LLC Top Holdings and 13F Report (2026)

About Greenup Street Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Greenup Street Wealth Management LLC Top Holdings and 13F Report (2026)

About Greenup Street Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenup Street Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools