Filed: 4/20/2026ACC: 0001909904-26-000004
๐ What this filing means
GREENUP STREET WEALTH MANAGEMENT LLC filed this quarterly 13FโHR report disclosing 127 equity positions with a total reported market value of $710.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$710.34M
Total AUM (reported)
6.12M
Total Shares
Allocation by class
COM$96.45M13.6%
INTL EQT ETF$92.18M13.0%
UNIT SER 1$58.08M8.2%
CORE S&P500 ETF$55.54M7.8%
AVANTIS EMGMKT$49.95M7.0%
VALUE ETF$46.84M6.6%
S&P 500 VAL ETF$44.19M6.2%
Portfolio Concentration
Top 3$205.79M29.0%
4โ10$223.41M31.5%
11โ25$131.46M18.5%
Rest$149.67M21.1%
Top 3 weight
29.0%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 6.12M
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
6.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings127
Rows:
AMERICAN CENTY ETF TR
SOLEShares1.09M
TypeSH
Market value$92.18M
12.98%
Sole
0.00
Shared
0.00
None
1.09M
INVESCO QQQ TR
SOLEShares100.63K
TypeSH
Market value$58.08M
8.18%
Sole
0.00
Shared
0.00
None
100.63K
ISHARES TR
SOLEShares85.02K
TypeSH
Market value$55.54M
7.82%
Sole
0.00
Shared
0.00
None
85.02K
AMERICAN CENTY ETF TR
SOLEShares619.90K
TypeSH
Market value$49.95M
7.03%
Sole
0.00
Shared
0.00
None
619.90K
VANGUARD INDEX FDS
SOLEShares238.75K
TypeSH
Market value$46.84M
6.59%
Sole
0.00
Shared
0.00
None
238.75K
ISHARES TR
SOLEShares209.29K
TypeSH
Market value$44.19M
6.22%
Sole
0.00
Shared
0.00
None
209.29K
VANGUARD BD INDEX FDS
SOLEShares310.16K
TypeSH
Market value$23.94M
3.37%
Sole
0.00
Shared
0.00
None
310.16K
ISHARES TR
SOLEShares458.29K
TypeSH
Market value$23.14M
3.26%
Sole
0.00
Shared
0.00
None
458.29K
VICTORY PORTFOLIOS II
SOLEShares445.80K
TypeSH
Market value$20.96M
2.95%
Sole
0.00
Shared
0.00
None
445.80K
VANGUARD INDEX FDS
SOLEShares55.91K
TypeSH
Market value$14.39M
2.03%
Sole
0.00
Shared
0.00
None
55.91K
AMERICAN CENTY ETF TR
SOLEShares127.72K
TypeSH
Market value$14.11M
1.99%
Sole
0.00
Shared
0.00
None
127.72K
VANGUARD INDEX FDS
SOLEShares73.19K
TypeSH
Market value$13.49M
1.90%
Sole
0.00
Shared
0.00
None
73.19K
ISHARES TR
SOLEShares140.47K
TypeSH
Market value$12.18M
1.71%
Sole
0.00
Shared
0.00
None
140.47K
NVIDIA CORPORATION
SOLEShares63.19K
TypeSH
Market value$11.02M
1.55%
Sole
0.00
Shared
0.00
None
63.19K
VANGUARD BD INDEX FDS
SOLEShares157.59K
TypeSH
Market value$10.84M
1.53%
Sole
0.00
Shared
0.00
None
157.59K
ISHARES TR
SOLEShares131.67K
TypeSH
Market value$10.48M
1.47%
Sole
0.00
Shared
0.00
None
131.67K
ALPHABET INC
SOLEShares27.83K
TypeSH
Market value$8.00M
1.13%
Sole
0.00
Shared
0.00
None
27.83K
APPLE INC
SOLEShares30.55K
TypeSH
Market value$7.75M
1.09%
Sole
0.00
Shared
0.00
None
30.55K
META PLATFORMS INC
SOLEShares13.49K
TypeSH
Market value$7.72M
1.09%
Sole
0.00
Shared
0.00
None
13.49K
MICROSOFT CORP
SOLEShares19.59K
TypeSH
Market value$7.25M
1.02%
Sole
0.00
Shared
0.00
None
19.59K
VANGUARD INDEX FDS
SOLEShares23.41K
TypeSH
Market value$6.72M
0.95%
Sole
0.00
Shared
0.00
None
23.41K
AMAZON COM INC
SOLEShares29.78K
TypeSH
Market value$6.20M
0.87%
Sole
0.00
Shared
0.00
None
29.78K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares17.25K
TypeSH
Market value$5.83M
0.82%
Sole
0.00
Shared
0.00
None
17.25K
STATE STR SPDR S&P 500 ETF T
SOLEShares7.87K
TypeSH
Market value$5.12M
0.72%
Sole
0.00
Shared
0.00
None
7.87K
VANECK ETF TRUST
SOLEShares35.64K
TypeSH
Market value$4.75M
0.67%
Sole
0.00
Shared
0.00
None
35.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 1.09M | SH | $92.18M 12.98% | 0.00 | 0.00 | 1.09M |
INVESCO QQQ TRSOLE | UNIT SER 1 | 100.63K | SH | $58.08M 8.18% | 0.00 | 0.00 | 100.63K |
ISHARES TRSOLE | CORE S&P500 ETF | 85.02K | SH | $55.54M 7.82% | 0.00 | 0.00 | 85.02K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 619.90K | SH | $49.95M 7.03% | 0.00 | 0.00 | 619.90K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 238.75K | SH | $46.84M 6.59% | 0.00 | 0.00 | 238.75K |
ISHARES TRSOLE | S&P 500 VAL ETF | 209.29K | SH | $44.19M 6.22% | 0.00 | 0.00 | 209.29K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 310.16K | SH | $23.94M 3.37% | 0.00 | 0.00 | 310.16K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 458.29K | SH | $23.14M 3.26% | 0.00 | 0.00 | 458.29K |
VICTORY PORTFOLIOS IISOLE | CORE INTERMEDIAT | 445.80K | SH | $20.96M 2.95% | 0.00 | 0.00 | 445.80K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 55.91K | SH | $14.39M 2.03% | 0.00 | 0.00 | 55.91K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 127.72K | SH | $14.11M 1.99% | 0.00 | 0.00 | 127.72K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 73.19K | SH | $13.49M 1.90% | 0.00 | 0.00 | 73.19K |
ISHARES TRSOLE | 20 YR TR BD ETF | 140.47K | SH | $12.18M 1.71% | 0.00 | 0.00 | 140.47K |
NVIDIA CORPORATIONSOLE | COM | 63.19K | SH | $11.02M 1.55% | 0.00 | 0.00 | 63.19K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 157.59K | SH | $10.84M 1.53% | 0.00 | 0.00 | 157.59K |
ISHARES TRSOLE | IBOXX HI YD ETF | 131.67K | SH | $10.48M 1.47% | 0.00 | 0.00 | 131.67K |
ALPHABET INCSOLE | CAP STK CL A | 27.83K | SH | $8.00M 1.13% | 0.00 | 0.00 | 27.83K |
APPLE INCSOLE | COM | 30.55K | SH | $7.75M 1.09% | 0.00 | 0.00 | 30.55K |
META PLATFORMS INCSOLE | CL A | 13.49K | SH | $7.72M 1.09% | 0.00 | 0.00 | 13.49K |
MICROSOFT CORPSOLE | COM | 19.59K | SH | $7.25M 1.02% | 0.00 | 0.00 | 19.59K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 23.41K | SH | $6.72M 0.95% | 0.00 | 0.00 | 23.41K |
AMAZON COM INCSOLE | COM | 29.78K | SH | $6.20M 0.87% | 0.00 | 0.00 | 29.78K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 17.25K | SH | $5.83M 0.82% | 0.00 | 0.00 | 17.25K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.87K | SH | $5.12M 0.72% | 0.00 | 0.00 | 7.87K |
VANECK ETF TRUSTSOLE | URANIUM AND NUCL | 35.64K | SH | $4.75M 0.67% | 0.00 | 0.00 | 35.64K |
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