Filed: 1/22/2026ACC: 0001909904-26-000001
๐ What this filing means
GREENUP STREET WEALTH MANAGEMENT LLC filed this quarterly 13FโHR report disclosing 142 equity positions with a total reported market value of $650.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$650.82M
Total AUM (reported)
5.63M
Total Shares
Allocation by class
COM$93.42M14.4%
INTL EQT ETF$67.28M10.3%
UNIT SER 1$65.61M10.1%
CORE S&P500 ETF$53.58M8.2%
AVANTIS EMGMKT$44.92M6.9%
0-5YR INVT GR CP$44.14M6.8%
S&P 500 VAL ETF$42.30M6.5%
Portfolio Concentration
Top 3$186.47M28.7%
4โ10$208.81M32.1%
11โ25$99.96M15.4%
Rest$155.58M23.9%
Top 3 weight
28.7%
Top 10 weight
60.7%
Voting Authority Distribution
Total shares with voting rights: 5.63M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole142
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings142
Rows:
AMERICAN CENTY ETF TR
SOLEShares852.72K
TypeSH
Market value$67.28M
10.34%
Sole
0.00
Shared
0.00
None
852.72K
INVESCO QQQ TR
SOLEShares109.28K
TypeSH
Market value$65.61M
10.08%
Sole
0.00
Shared
0.00
None
109.28K
ISHARES TR
SOLEShares80.05K
TypeSH
Market value$53.58M
8.23%
Sole
0.00
Shared
0.00
None
80.05K
AMERICAN CENTY ETF TR
SOLEShares598.08K
TypeSH
Market value$44.92M
6.90%
Sole
0.00
Shared
0.00
None
598.08K
ISHARES TR
SOLEShares868.35K
TypeSH
Market value$44.14M
6.78%
Sole
0.00
Shared
0.00
None
868.35K
ISHARES TR
SOLEShares204.85K
TypeSH
Market value$42.30M
6.50%
Sole
0.00
Shared
0.00
None
204.85K
VANGUARD INDEX FDS
SOLEShares191.22K
TypeSH
Market value$35.66M
5.48%
Sole
0.00
Shared
0.00
None
191.22K
ISHARES TR
SOLEShares155.66K
TypeSH
Market value$15.61M
2.40%
Sole
0.00
Shared
0.00
None
155.66K
ISHARES TR
SOLEShares150.95K
TypeSH
Market value$13.49M
2.07%
Sole
0.00
Shared
0.00
None
150.95K
VANGUARD BD INDEX FDS
SOLEShares162.43K
TypeSH
Market value$12.68M
1.95%
Sole
0.00
Shared
0.00
None
162.43K
VANGUARD BD INDEX FDS
SOLEShares146.33K
TypeSH
Market value$10.37M
1.59%
Sole
0.00
Shared
0.00
None
146.33K
NVIDIA CORPORATION
SOLEShares52.49K
TypeSH
Market value$9.79M
1.50%
Sole
0.00
Shared
0.00
None
52.49K
ALPHABET INC
SOLEShares39.34K
TypeSH
Market value$9.56M
1.47%
Sole
0.00
Shared
0.00
None
39.34K
AMERICAN CENTY ETF TR
SOLEShares96.06K
TypeSH
Market value$9.56M
1.47%
Sole
0.00
Shared
0.00
None
96.06K
ISHARES TR
SOLEShares81K
TypeSH
Market value$6.58M
1.01%
Sole
0.00
Shared
0.00
None
81K
VANGUARD INDEX FDS
SOLEShares21.66K
TypeSH
Market value$6.36M
0.98%
Sole
0.00
Shared
0.00
None
21.66K
TESLA INC
SOLEShares13.61K
TypeSH
Market value$6.05M
0.93%
Sole
0.00
Shared
0.00
None
13.61K
WISDOMTREE TR
SOLEShares134.97K
TypeSH
Market value$5.97M
0.92%
Sole
0.00
Shared
0.00
None
134.97K
SPDR S&P 500 ETF TR
SOLEShares8.46K
TypeSH
Market value$5.63M
0.87%
Sole
0.00
Shared
0.00
None
8.46K
APPLE INC
SOLEShares22.01K
TypeSH
Market value$5.60M
0.86%
Sole
0.00
Shared
0.00
None
22.01K
VANGUARD INDEX FDS
SOLEShares18.30K
TypeSH
Market value$5.37M
0.83%
Sole
0.00
Shared
0.00
None
18.30K
META PLATFORMS INC
SOLEShares6.83K
TypeSH
Market value$5.01M
0.77%
Sole
0.00
Shared
0.00
None
6.83K
MICROSOFT CORP
SOLEShares9.67K
TypeSH
Market value$5.01M
0.77%
Sole
0.00
Shared
0.00
None
9.67K
EATON CORP PLC
SOLEShares12.22K
TypeSH
Market value$4.57M
0.70%
Sole
0.00
Shared
0.00
None
12.22K
JPMORGAN CHASE & CO.
SOLEShares14.30K
TypeSH
Market value$4.51M
0.69%
Sole
0.00
Shared
0.00
None
14.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 852.72K | SH | $67.28M 10.34% | 0.00 | 0.00 | 852.72K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 109.28K | SH | $65.61M 10.08% | 0.00 | 0.00 | 109.28K |
ISHARES TRSOLE | CORE S&P500 ETF | 80.05K | SH | $53.58M 8.23% | 0.00 | 0.00 | 80.05K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 598.08K | SH | $44.92M 6.90% | 0.00 | 0.00 | 598.08K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 868.35K | SH | $44.14M 6.78% | 0.00 | 0.00 | 868.35K |
ISHARES TRSOLE | S&P 500 VAL ETF | 204.85K | SH | $42.30M 6.50% | 0.00 | 0.00 | 204.85K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 191.22K | SH | $35.66M 5.48% | 0.00 | 0.00 | 191.22K |
ISHARES TRSOLE | CORE US AGGBD ET | 155.66K | SH | $15.61M 2.40% | 0.00 | 0.00 | 155.66K |
ISHARES TRSOLE | 20 YR TR BD ETF | 150.95K | SH | $13.49M 2.07% | 0.00 | 0.00 | 150.95K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 162.43K | SH | $12.68M 1.95% | 0.00 | 0.00 | 162.43K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 146.33K | SH | $10.37M 1.59% | 0.00 | 0.00 | 146.33K |
NVIDIA CORPORATIONSOLE | COM | 52.49K | SH | $9.79M 1.50% | 0.00 | 0.00 | 52.49K |
ALPHABET INCSOLE | CAP STK CL A | 39.34K | SH | $9.56M 1.47% | 0.00 | 0.00 | 39.34K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 96.06K | SH | $9.56M 1.47% | 0.00 | 0.00 | 96.06K |
ISHARES TRSOLE | IBOXX HI YD ETF | 81K | SH | $6.58M 1.01% | 0.00 | 0.00 | 81K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 21.66K | SH | $6.36M 0.98% | 0.00 | 0.00 | 21.66K |
TESLA INCSOLE | COM | 13.61K | SH | $6.05M 0.93% | 0.00 | 0.00 | 13.61K |
WISDOMTREE TRSOLE | INDIA ERNGS FD | 134.97K | SH | $5.97M 0.92% | 0.00 | 0.00 | 134.97K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 8.46K | SH | $5.63M 0.87% | 0.00 | 0.00 | 8.46K |
APPLE INCSOLE | COM | 22.01K | SH | $5.60M 0.86% | 0.00 | 0.00 | 22.01K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 18.30K | SH | $5.37M 0.83% | 0.00 | 0.00 | 18.30K |
META PLATFORMS INCSOLE | CL A | 6.83K | SH | $5.01M 0.77% | 0.00 | 0.00 | 6.83K |
MICROSOFT CORPSOLE | COM | 9.67K | SH | $5.01M 0.77% | 0.00 | 0.00 | 9.67K |
EATON CORP PLCSOLE | SHS | 12.22K | SH | $4.57M 0.70% | 0.00 | 0.00 | 12.22K |
JPMORGAN CHASE & CO.SOLE | COM | 14.30K | SH | $4.51M 0.69% | 0.00 | 0.00 | 14.30K |
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