Greenup Street Wealth Management LLC Top Holdings and 13F Report (2026) About Greenup Street Wealth Management LLCInvestment ActivityGreenup Street Wealth Management LLC has $813.00 million in total holdings as of September 30, 2026.Greenup Street Wealth Management LLC owns shares of 133 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 9.59% of the portfolio was purchased this quarter.About 10.28% of the portfolio was sold this quarter.This quarter, Greenup Street Wealth Management LLC has purchased 142 new stocks and bought additional shares in 68 stocks.Greenup Street Wealth Management LLC sold shares of 48 stocks and completely divested from 23 stocks this quarter.Largest Holdings Invesco QQQ $145,408,900Avantis International Equity ETF $96,952,730Avantis Emerging Markets Equity ETF $74,455,105iShares Core S&P 500 ETF $34,266,745Vanguard Intermediate-Term Bond ETF $33,547,377 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $6,434,580 Holding58155Q103 - McKesson $2,470,884 Holding79466L302 - Salesforce $2,316,677 Holding75513E101 - RTX $1,790,892 Holding20030N101 - Comcast $1,095,084 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 39,537 shares (about $6.43M)iShares iBoxx $ High Yield Corporate Bond ETF 63,562 shares (about $4.91M)Invesco QQQ 6,051 shares (about $4.48M)Charles Schwab 38,821 shares (about $3.79M)LAM RESEARCH CORP 9,579 shares (about $3.15M) Largest Sales this Quarter Microsoft 12,336 shares (about $6.33M)Meta Platforms 7,437 shares (about $5.39M)Visa 12,947 shares (about $4.65M)Vanguard Mid-Cap Growth ETF 13,013 shares (about $3.80M)BlackRock Debt Strategies Fund 386,130 shares (about $3.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenup Street Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$145,408,900$4,476,339 ▲3.2%196,56017.9%ETFAVDEAvantis International Equity ETF$96,952,730$1,532,680 ▲1.6%1,075,93811.9%ETFAVEMAvantis Emerging Markets Equity ETF$74,455,105$572,488 ▼-0.8%791,9079.2%ETFIVViShares Core S&P 500 ETF$34,266,745$2,255,449 ▼-6.2%44,7434.2%ETFBIVVanguard Intermediate-Term Bond ETF$33,547,377$3,036,806 ▲10.0%460,4364.1%ETFBSVVanguard Short-Term Bond ETF$32,951,939$2,292,688 ▲7.5%431,3084.1%ETFVTVVanguard Value ETF$31,358,877$119,276 ▲0.4%145,1263.9%ETFUITBVictoryShares Core Intermediate Bond ETF$28,255,150$2,807,184 ▲11.0%632,9063.5%ETFIVEiShares S&P 500 Value ETF$27,977,310$529,610 ▲1.9%122,5573.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$20,308,611$4,907,619 ▲31.9%263,0312.5%ETFGOOGLAlphabet$15,689,712$946,565 ▲6.4%45,5991.9%Communication ServicesTLTiShares 20+ Year Treasury Bond ETF$15,362,749$2,829,487 ▲22.6%197,5151.9%ETFBLVVanguard Long-Term Bond ETF$15,266,903$2,970,012 ▲24.2%243,3751.9%ETFNVDANVIDIA$15,195,229$431,637 ▲2.9%66,5351.9%TechnologyVOVanguard Mid-Cap ETF$10,097,842$1,535,073 ▲17.9%128,7661.2%ETFAAPLApple$9,479,402$3,141,707 ▼-24.9%28,4651.2%TechnologyVOEVanguard Mid-Cap Value ETF$8,677,020$1,923,816 ▲28.5%44,3771.1%ETFAVUVAvantis U.S. Small Cap Value ETF$8,548,207$3,062,252 ▲55.8%72,5841.1%ETFPANWPalo Alto Networks$8,103,476$98,929 ▲1.2%20,3961.0%TechnologyAVGOBroadcom$7,832,136$163,652 ▼-2.0%22,3021.0%TechnologyVOTVanguard Mid-Cap Growth ETF$6,880,092$3,801,080 ▼-35.6%23,5540.8%ETFMSFTMicrosoft$6,644,433$6,326,957 ▼-48.8%12,9550.8%TechnologySCHWCharles Schwab$6,442,234$3,794,362 ▲143.3%65,9120.8%FinanceEXXONMOBIL HOLDINGS CORP$6,434,580$6,434,580 ▲New Holding39,5370.8%COM SHSTSLATesla$6,092,960$1,021,525 ▲20.1%17,1720.7%Consumer DiscretionaryAMZNAmazon.com$5,920,136$259,867 ▼-4.2%23,7610.7%Consumer DiscretionarySTXSeagate Technology$5,458,104$126,354 ▼-2.3%5,9180.7%TechnologyMPWRMonolithic Power Systems$4,968,931$2,780,877 ▲127.1%3,6880.6%TechnologyLLYEli Lilly and Company$4,779,816$1,290,122 ▲37.0%4,1310.6%HealthcareTSMTaiwan Semiconductor Manufacturing$4,692,916$2,944,763 ▼-38.6%10,2870.6%TechnologyMETAMeta Platforms$4,286,659$5,393,315 ▼-55.7%5,9110.5%Communication ServicesGOOGAlphabet$4,079,115$68,831 ▼-1.7%11,9710.5%Communication ServicesCRDOCredo Technology Group$4,070,807$424,067 ▲11.6%20,8980.5%TechnologyIJRiShares Core S&P Small-Cap ETF$3,865,959$52,783 ▼-1.3%28,4180.5%ETFLAM RESEARCH CORP$3,770,846$3,146,697 ▲504.2%11,4790.5%COM NEWVBRVanguard Small-Cap Value ETF$3,630,781$25,182 ▲0.7%15,7160.4%ETFHWMHowmet Aerospace$3,329,646$167,828 ▲5.3%14,7210.4%IndustrialsVMCVulcan Materials$3,148,081$621,592 ▲24.6%12,8690.4%MaterialsVBVanguard Small-Cap ETF$3,140,623$117,784 ▲3.9%11,0390.4%ETFGEGE Aerospace$3,130,147$2,829,093 ▲939.7%10,0230.4%IndustrialsCOREWEAVE INC$3,060,225$1,131,500 ▲58.7%35,1270.4%COM CL AICSHiShares Ultra Short-Term Bond Active ETF$2,919,680$545,279 ▲23.0%57,9300.4%ETFCOPConocoPhillips$2,866,234$1,740,741 ▲154.7%22,9020.4%EnergyISRGIntuitive Surgical$2,816,633$2,583,642 ▲1,108.9%6,9270.3%HealthcareTYLTyler Technologies$2,680,150$2,549 ▲0.1%8,4120.3%TechnologyCOINCoinbase Global$2,644,472$297,703 ▲12.7%14,1860.3%FinanceMCKMcKesson$2,470,884$2,470,884 ▲New Holding2,8940.3%HealthcareCRMSalesforce$2,316,677$2,316,677 ▲New Holding10,0910.3%TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$2,250,659$333,478 ▲17.4%14,0380.3%ETFWALMART INC$2,143,532$1,778,362 ▲487.0%20,6270.3%COMBXBlackstone$2,116,053$68,375 ▼-3.1%18,8780.3%FinanceFLOTiShares Floating Rate Bond ETF$2,079,638$427,700 ▲25.9%40,7370.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,978,081$228,033 ▲13.0%20,9230.2%ETFRTXRTX$1,790,892$1,790,892 ▲New Holding9,6470.2%IndustrialsPEPPepsiCo$1,743,209$356,093 ▼-17.0%13,7560.2%Consumer StaplesBKNGBooking$1,646,783$1,809,360 ▼-52.4%10,1090.2%Consumer DiscretionaryETNEaton$1,627,952$1,249,758 ▼-43.4%3,7880.2%IndustrialsIVWiShares S&P 500 Growth ETF$1,607,396$23,046 ▼-1.4%11,2990.2%ETFNULGNuveen ESG Large-Cap Growth ETF$1,364,420$7,731 ▼-0.6%12,0010.2%ETFEFAiShares MSCI EAFE ETF$1,327,195$16,830 ▼-1.3%12,7750.2%ETFSPYSPDR S&P 500 ETF Trust$1,206,020$22,885 ▼-1.9%1,5810.1%ETFORCLOracle$1,179,373$168,737 ▼-12.5%8,5900.1%TechnologyORLYO'Reilly Automotive$1,134,546$1,537 ▲0.1%13,2840.1%Consumer DiscretionarySPACE EXPLORATION TECHN CORP$1,110,001$533,730 ▲92.6%7,3580.1%CLASS A COM STKCMCSAComcast$1,095,084$1,095,084 ▲New Holding50,3260.1%Communication ServicesSUBiShares Short-Term National Muni Bond ETF$920,475$71,087 ▼-7.2%8,8050.1%ETFBRK.BBerkshire Hathaway$920,395$388,976 ▲73.2%1,8480.1%FinanceMUBiShares National Muni Bond ETF$901,315$59,751 ▼-6.2%8,9150.1%ETFIJHiShares Core S&P Mid-Cap ETF$894,017$21,368 ▲2.4%12,4260.1%ETFNUEMNuveen ESG Emerging Markets Equity ETF$833,797$15,929 ▼-1.9%19,5770.1%ETFPHParker-Hannifin$757,449$5,731 ▲0.8%7930.1%IndustrialsIWDiShares Russell 1000 Value ETF$730,6500.0%2,9470.1%ETFCVXChevron$713,987$208,927 ▲41.4%3,4960.1%EnergyIJJiShares S&P Mid-Cap 400 Value ETF$696,746$26,300 ▼-3.6%5,0600.1%ETFJNJJohnson & Johnson$684,270$1,324 ▲0.2%2,5850.1%HealthcareVOOVanguard S&P 500 ETF$678,153$63,051 ▲10.3%9680.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$661,176$17,268 ▲2.7%6,4710.1%ETFKOCoca-Cola$644,857$49,240 ▲8.3%7,4910.1%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$643,173$60,254 ▼-8.6%4,1310.1%ETFPGXInvesco Preferred ETF$640,977$17,894 ▲2.9%63,6520.1%ETFABBVAbbVie$579,939$461,178 ▼-44.3%2,2170.1%HealthcareSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$578,686$177,079 ▼-23.4%11,6960.1%ETFSOSouthern$564,152$4,145 ▼-0.7%6,8060.1%UtilitiesMUMicron Technology$562,903$255,865 ▲83.3%5280.1%TechnologyJPMJPMorgan Chase & Co.$536,319$17,535 ▲3.4%1,6210.1%FinanceVVisa$528,588$4,652,365 ▼-89.8%1,4710.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$514,604$2,521 ▼-0.5%4,6950.1%ETFMCDMcDonald's$494,907$11,778 ▼-2.3%2,1430.1%Consumer DiscretionaryVZVerizon Communications$470,472$87,333 ▲22.8%10,2570.1%Communication ServicesMAMastercard$470,026$2,116,220 ▼-81.8%8520.1%FinanceVUGVanguard Growth ETF$446,496$446,496 ▲New Holding4,9550.1%ETFTRVTravelers Companies$436,346$2,139 ▲0.5%1,2240.1%FinanceINTCIntel$419,581$41,597 ▼-9.0%3,4900.1%TechnologyVEAVanguard FTSE Developed Markets ETF$408,763$15,958 ▲4.1%5,7890.1%ETFSPHSuburban Propane Partners$406,167$49,320 ▲13.8%24,7060.0%UtilitiesEEMiShares MSCI Emerging Markets ETF$400,089$1,469 ▼-0.4%5,9900.0%ETFPWRQuanta Services$398,597$9,643 ▲2.5%6200.0%IndustrialsAMDAdvanced Micro Devices$362,677$88,070 ▲32.1%5930.0%TechnologySCHFSchwab International Equity ETF$362,621$92,681 ▲34.3%13,2010.0%ETFONEQFidelity NASDAQ Composite Index ETF$354,453$354,453 ▲New Holding3,3490.0%ETFShowing largest 100 holdings. 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