GREENUP STREET WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, GREENUP STREET WEALTH MANAGEMENT LLC held in its portfolio 118 assets valued at $692,509,982 (i.e. $692.51M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($95.41M), INVESCO QQQ TR ($65.87M), and ISHARES TR ($57.89M).
The chart below shows the top 10 valuable assets, and the table below shows the top 118 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
GREENUP STREET WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 1159030 | 95411309 | INTL EQT ETF |
| INVESCO QQQ TR | 107228 | 65871256 | UNIT SER 1 |
| ISHARES TR | 84515 | 57888020 | CORE S&P500 ETF |
| AMERICAN CENTY ETF TR | 641539 | 49411351 | AVANTIS EMGMKT |
| VANGUARD INDEX FDS | 224784 | 42931575 | VALUE ETF |
| ISHARES TR | 200359 | 42490117 | S&P 500 VAL ETF |
| ISHARES TR | 466209 | 23636772 | 0-5YR INVT GR CP |
| VANGUARD BD INDEX FDS | 301251 | 23461407 | INTERMED TERM |
| VICTORY PORTFOLIOS II | 443735 | 21012954 | CORE INTERMEDIAT |
| ISHARES TR | 135419 | 11803139 | 20 YR TR BD ETF |
| NVIDIA CORPORATION | 61840 | 11533119 | COM |
| VANGUARD BD INDEX FDS | 153687 | 10684347 | LONG TERM BOND |
| ISHARES TR | 131156 | 10575083 | IBOXX HI YD ETF |
| ALPHABET INC | 30722 | 9615887 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 92972 | 9481324 | US SML CP VALU |
| APPLE INC | 30113 | 8186563 | COM |
| TESLA INC | 17214 | 7741293 | COM |
| VANGUARD INDEX FDS | 42474 | 7533625 | MCAP VL IDXVIP |
| MICROSOFT CORP | 14560 | 7041319 | COM |
| AMAZON COM INC | 28845 | 6657984 | COM |
| VANGUARD INDEX FDS | 21784 | 6322097 | MID CAP ETF |
| META PLATFORMS INC | 9274 | 6121553 | CL A |
| VANGUARD INDEX FDS | 21088 | 5886555 | MCAP GR IDXVIP |
| SPDR S&P 500 ETF TR | 8074 | 5505659 | TR UNIT |
| SCHWAB CHARLES CORP | 54715 | 5466614 | COM |
| MONOLITHIC PWR SYS INC | 4769 | 4322864 | COM |
| ISHARES TR | 34025 | 4089083 | CORE S&P SCP ETF |
| PALO ALTO NETWORKS INC | 21639 | 3985936 | COM |
| QUALCOMM INC | 23266 | 3979568 | COM |
| FIRST TR EXCH TRD ALPHDX FD | 49449 | 3928550 | DEV MRK EX US |
| TAIWAN SEMICONDUCTOR MFG LTD | 12925 | 3927867 | SPONSORED ADS |
| FIRST TR EXCHANGE-TRADED ALP | 40514 | 3894149 | SML CP GRW ALP |
| TYLER TECHNOLOGIES INC | 8578 | 3894106 | COM |
| EATON CORP PLC | 12113 | 3858217 | SHS |
| FIRST TR EXCHANGE-TRADED ALP | 23892 | 3819763 | COM SHS |
| FIRST TR EXCHANGE TRADED FD | 62361 | 3763487 | FINLS ALPHADEX |
| ALPHABET INC | 11985 | 3760744 | CAP STK CL C |
| HCA HEALTHCARE INC | 7785 | 3634626 | COM |
| HOWMET AEROSPACE INC | 17532 | 3594496 | COM |
| NU HLDGS LTD | 213268 | 3570114 | ORD SHS CL A |
| VISA INC | 10156 | 3561844 | COM CL A |
| APPLIED MATLS INC | 12743 | 3274803 | COM |
| FIRST SOLAR INC | 11805 | 3083888 | COM |
| VANGUARD INDEX FDS | 14280 | 3024362 | SM CP VAL ETF |
| ISHARES TR | 20677 | 2918709 | S&P SML 600 GWT |
| ISHARES TR | 27201 | 2902347 | SHRT NAT MUN ETF |
| COCA COLA CO | 39670 | 2773357 | COM |
| BLACKROCK DEBT STRATEGIES FD | 272111 | 2770095 | COM NEW |
| ELI LILLY & CO | 2516 | 2703557 | COM |
| VANGUARD INDEX FDS | 10354 | 2670721 | SMALL CP ETF |
| BLUEROCK PVT REAL ESTATE FD | 171703 | 2575542 | COM |
| ISHARES TR | 24711 | 2468175 | CORE US AGGBD ET |
| MPLX LP | 46177 | 2464491 | COM UNIT REP LTD |
| GILEAD SCIENCES INC | 19408 | 2382191 | COM |
| DEXCOM INC | 34043 | 2259437 | COM |
| BLACKSTONE INC | 13940 | 2148729 | COM |
| GENERAL DYNAMICS CORP | 6207 | 2089671 | COM |
| ISHARES TR | 41141 | 2080928 | ULTRA SHORT DUR |
| MEDTRONIC PLC | 16167 | 1553029 | SHS |
| AIRBNB INC | 10324 | 1401107 | COM CL A |
| ISHARES TR | 12749 | 1365554 | NATIONAL MUN ETF |
| ISHARES TR | 26755 | 1360752 | FLTG RATE NT ETF |
| ISHARES TR | 14095 | 1353543 | MSCI EAFE ETF |
| ISHARES TR | 10108 | 1245913 | S&P 500 GRWT ETF |
| ISHARES TR | 8621 | 1201350 | ESG OPTIMIZED |
| AIR PRODS & CHEMS INC | 4020 | 993082 | COM |
| NETFLIX INC | 9850 | 923520 | COM |
| ISHARES TR | 13795 | 910495 | CORE S&P MCP ETF |
| ABBVIE INC | 3821 | 873145 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1669 | 839065 | CL B NEW |
| ISHARES TR | 6230 | 819840 | S&P MC 400VL ETF |
| AMGEN INC | 2325 | 761046 | COM |
| VANGUARD MUN BD FDS | 14364 | 722366 | TAX EXEMPT BD |
| PARKER-HANNIFIN CORP | 785 | 689665 | COM |
| ISHARES TR | 3256 | 684868 | RUS 1000 VAL ETF |
| ISHARES TR | 6071 | 668961 | IBOXX INV CP ETF |
| MCDONALDS CORP | 2173 | 664135 | COM |
| INVESCO EXCH TRADED FD TR II | 57756 | 649177 | PFD ETF |
| NUSHARES ETF TR | 17584 | 625655 | NUVEEN ESG EMRGN |
| ORACLE CORP | 3111 | 606454 | COM |
| SOUTHERN CO | 6814 | 594149 | COM |
| NUSHARES ETF TR | 5699 | 557328 | NUVEEN ESG LRGCP |
| JPMORGAN CHASE & CO. | 1698 | 547013 | COM |
| ISHARES TR | 5483 | 531188 | S&P MC 400GR ETF |
| HONEYWELL INTL INC | 2719 | 530515 | COM |
| JOHNSON & JOHNSON | 2332 | 482630 | COM |
| BROADCOM INC | 1320 | 457022 | COM |
| ISHARES TR | 8345 | 456555 | MSCI EMG MKT ETF |
| BOOKING HOLDINGS INC | 80 | 426930 | COM |
| VANGUARD INDEX FDS | 656 | 411431 | S&P 500 ETF SHS |
| LAM RESEARCH CORP | 2389 | 408926 | COM NEW |
| RYAN SPECIALTY HOLDINGS INC | 7701 | 397603 | CL A |
| WALMART INC | 3268 | 364123 | COM |
| TRAVELERS COMPANIES INC | 1207 | 350004 | COM |
| NOVARTIS AG | 2444 | 336955 | SPONSORED ADR |
| INNOVATOR ETFS TRUST | 7639 | 331380 | US EQTY PWR BUF |
| INTUITIVE SURGICAL INC | 578 | 327305 | COM NEW |
| VERIZON COMMUNICATIONS INC | 7972 | 324681 | COM |
| ABBOTT LABS | 2558 | 320495 | COM |
| CHEVRON CORP NEW | 2079 | 316844 | COM |
| ISHARES TR | 2160 | 305619 | MSCI ACWI ETF |
| ISHARES TR | 4376 | 300194 | EUROPE ETF |
| HOME DEPOT INC | 859 | 295685 | COM |
| SUBURBAN PROPANE PARTNERS L | 15800 | 292932 | UNIT LTD PARTN |
| OMNICOM GROUP INC | 3547 | 286421 | COM |
| INTERNATIONAL BUSINESS MACHS | 963 | 285115 | COM |
| UNIVERSAL HLTH SVCS INC | 1303 | 283998 | CL B |
| ISHARES TR | 2269 | 258049 | SP SMCP600VL ETF |
| FUNDX INVT TR | 9450 | 257689 | FUTURE FUND OPPO |
| HSBC HLDGS PLC | 3243 | 255127 | SPON ADR NEW |
| SCHWAB STRATEGIC TR | 10372 | 249334 | INTL EQTY ETF |
| MERCK & CO INC | 2349 | 247230 | COM |
| PROCTER AND GAMBLE CO | 1707 | 244690 | COM |
| MASTERCARD INCORPORATED | 417 | 238112 | CL A |
| SPDR SERIES TRUST | 2906 | 233127 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 3653 | 228225 | VAN FTSE DEV MKT |
| EXXON MOBIL CORP | 1758 | 211533 | COM |
| CISCO SYS INC | 2645 | 203764 | COM |
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