GREENUP STREET WEALTH MANAGEMENT LLC
CIK
1909904
Location
OVERLAND PARK, KS
Portfolio Value
Small
$821,685,256
Diversification
Diversified
Filing Date
Global Rank
#2,844
/ 8,793
▲ 328
Top Industry
Semiconductors
21.0%
Period ended 3 months ago
Filed Jul 27, 2026 · 2mo
19 quarters · since Dec 2021
Portfolio Concentration
103 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
21.6%
−7.5 pts
Top 5
69.8%
+4.1 pts
Top 10
80.0%
+5.7 pts
HHI
1,133
Diversified−156
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 77.5% | $636,415,558 |
| Technology | 9.9% | $81,187,542 |
| Communication Services | 3.4% | $28,205,632 |
| Financial Services | 2.5% | $20,744,057 |
| Consumer Cyclical | 2.2% | $17,873,422 |
| Healthcare | 1.7% | $14,031,346 |
| Industrials | 1.3% | $10,480,688 |
| Energy | 0.6% | $4,837,030 |
| Consumer Defensive | 0.4% | $3,522,426 |
| Basic Materials | 0.4% | $3,046,863 |
| Utilities | 0.1% | $1,027,359 |
| Real Estate | 0.0% | $313,333 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BIV | Vanguard Intermediate-Term Bond ETF | +545,282 | 1,016,084 | $76,896,068 | |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | +212,360 | 277,161 | $13,498,787 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | +124,230 | 570,026 | $26,698,877 | |
| DSU | Blackrock Debt Strategies Fund, Inc. | +103,054 | 396,179 | $3,842,936 | |
| QQQ | Invesco Qqq Trust, Series 1 | +89,884 | 190,509 | $140,290,827 | |
| ACSG | American Century Small Cap Growth Insights ETF | +69,393 | 1,903,507 | $177,266,670 | |
| AVGO | Broadcom Inc. | +21,189 | 22,768 | $8,600,612 | |
| BKNG | Booking Holdings Inc. | +21,147 | 21,216 | $3,781,539 | |
| GOOGL | Alphabet Inc. | +15,093 | 55,021 | $19,613,675 | |
| NCLO | Nuveen AA-BBB CLO ETF | +11,471 | 32,020 | $2,259,437 | |
| AAPL | Apple Inc. | +7,349 | 37,899 | $10,966,454 | |
| PEP | Pepsico Inc | +6,689 | 16,566 | $2,243,036 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +6,328 | 16,489 | $480,727 | |
| MSFT | Microsoft Corp | +5,706 | 25,291 | $9,434,048 | |
| AGRH | iShares Interest Rate Hedged U.S. Aggregate Bond ETF | +4,191 | 47,111 | $2,382,874 | |
| V | Visa Inc. | +2,700 | 14,418 | $4,946,671 | |
| TSLA | Tesla, Inc. | +2,347 | 14,293 | $6,011,635 | |
| CRWV | CoreWeave, Inc. | +2,328 | 22,139 | $2,203,716 | |
| NVDA | Nvidia Corp | +1,451 | 64,645 | $12,934,818 | |
| UPS | United Parcel Service Inc | +741 | 3,150 | $338,625 | |
| IVZ | Invesco Ltd. | +716 | 61,875 | $670,725 | |
| ABT | Abbott Laboratories | +580 | 3,093 | $280,658 | |
| CSCO | Cisco Systems, Inc. | +476 | 3,297 | $387,265 | |
| VEA | Vanguard FTSE Developed Markets ETF | +384 | 5,563 | $396,363 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +347 | 5,307 | $560,517 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −514,260 | 720,651 | $113,199,398 | |
| VB | Vanguard Morningstar Small-Cap ETF | −67,411 | 351,980 | $65,945,722 | |
| SCHW | Schwab Charles Corp | −12,648 | 27,091 | $2,499,686 | |
| COP | Conocophillips | −12,100 | 8,993 | $934,912 | |
| MDT | Medtronic plc | −10,219 | 25,273 | $1,977,106 | |
| SPY | Spdr S&P 500 ETF Trust | −6,263 | 1,611 | $1,203,046 | |
| VMC | Vulcan Materials CO | −4,994 | 10,328 | $3,046,863 | |
| AMZN | Amazon Com Inc | −4,974 | 24,804 | $5,911,785 | |
| HWM | Howmet Aerospace Inc. | −4,156 | 13,979 | $3,758,393 | |
| — | −3,557 | 4,518 | $697,127 | ||
| ORCL | Oracle Corp | −2,436 | 9,819 | $1,438,974 | |
| MPWR | Monolithic Power Systems, Inc. | −1,981 | 1,624 | $2,244,952 | |
| HON | Honeywell International Inc | −1,381 | 1,328 | $297,339 | |
| MA | Mastercard Inc | −1,267 | 4,688 | $2,407,756 | |
| ETN | Eaton Corp plc | −1,088 | 6,696 | $2,853,299 | |
| BPRE | Bluerock Private Real Estate Fund | −1,057 | 27,090 | $352,440 | |
| PANW | Palo Alto Networks Inc | −1,056 | 20,147 | $6,870,529 | |
| BX | Blackstone Inc. | −1,008 | 19,488 | $2,293,152 | |
| COIN | Coinbase Global, Inc. | −832 | 12,589 | $1,840,385 | |
| VZ | Verizon Communications Inc | −598 | 8,353 | $353,666 | |
| LRCX | Lam Research Corp | −533 | 1,900 | $823,327 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −505 | 16,742 | $7,995,476 | |
| STX | Seagate Technology Holdings plc | −407 | 6,055 | $5,843,075 | |
| AFK | VanEck Africa Index ETF | −396 | 35,240 | $4,087,135 | |
| NVS | Novartis AG | −383 | 1,993 | $312,342 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRDO | Credo Technology Group Holding Ltd | 18,721 | $5,091,175 | |
| LLY | ELI LILLY & Co | 3,016 | $3,617,481 | |
| VLO | Valero Energy Corp/Tx | 5,854 | $1,524,615 | |
| ADSK | Autodesk, Inc. | 6,804 | $1,322,833 | |
| ORLY | O Reilly Automotive Inc | 13,266 | $1,221,665 | |
| SPCX | Space Exploration Technologies Corp | 3,820 | $652,685 | |
| INTC | Intel Corp | 3,836 | $535,620 | |
| PWR | Quanta Services, Inc. | 605 | $435,624 | |
| BLLN | BillionToOne, Inc. | 3,391 | $406,852 | |
| UNH | Unitedhealth Group Inc | 897 | $372,820 | |
| MU | Micron Technology Inc | 288 | $332,435 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | 1,724 | $328,456 | |
| AMAT | Applied Materials Inc /De | 426 | $307,998 | |
| HONA | Honeywell Aerospace Inc. | 1,360 | $300,668 | |
| AMD | Advanced Micro Devices Inc | 449 | $260,828 | |
| FITB | Fifth Third Bancorp | 3,928 | $221,421 | |
| BAM | Brookfield Asset Management Ltd. | 4,897 | $219,630 | |
| CAT | Caterpillar Inc | 206 | $219,369 | |
| CGDV | Capital Group Dividend Value ETF | 4,366 | $215,156 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 299 | $210,298 | |
| DE | Deere & Co | 326 | $206,791 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CHKP | Check Point Software Technologies Ltd | 21,763 | $3,108,844 | |
| ADBE | Adobe Inc. | 9,967 | $2,422,778 | |
| CMCSA | Comcast Corp | 77,645 | $2,229,187 | |
| CRM | Salesforce, Inc. | 11,900 | $2,221,373 | |
| OMC | Omnicom Group Inc. | 27,005 | $2,033,746 | |
| APD | Air Products & Chemicals, Inc. | 6,436 | $1,869,593 | |
| DIS | Walt Disney Co | 17,956 | $1,730,599 | |
| DXCM | Dexcom Inc | 16,968 | $1,065,590 | |
| AAPR | Innovator Equity Defined Protection ETF - 2 Yr to April 2028 | 7,639 | $324,657 | |
| UHS | Universal Health Services Inc | 1,304 | $233,376 | |
| No positions match the current search. | ||||
103 tracked positions ·
$821,685,256 total
· filing declares
141 positions · $821,684,958
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 103 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ACSG |
American Century Small Cap Growth Insights ETF
|
Added | 1,903,507 | $177,266,670 | 21.57% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 190,509 | $140,290,827 | 17.07% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 720,651 | $113,199,398 | 13.78% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 1,016,084 | $76,896,068 | 9.36% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 351,980 | $65,945,722 | 8.03% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Added | 570,026 | $26,698,877 | 3.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 55,021 | $19,613,675 | 2.39% | |
| FAB |
First Trust Multi Cap Value AlphaDEX Fund
|
Added | 277,161 | $13,498,787 | 1.64% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 64,645 | $12,934,818 | 1.57% | |
| AAPL |
Apple Inc.
Technology
|
Added | 37,899 | $10,966,454 | 1.33% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 25,291 | $9,434,048 | 1.15% | |
| FCA |
First Trust China AlphaDEX Fund
|
Reduced | 183,764 | $8,809,617 | 1.07% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 22,768 | $8,600,612 | 1.05% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 16,742 | $7,995,476 | 0.97% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 13,348 | $7,518,794 | 0.92% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 20,147 | $6,870,529 | 0.84% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 14,293 | $6,011,635 | 0.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 24,804 | $5,911,785 | 0.72% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 6,055 | $5,843,075 | 0.71% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
NEW | 18,721 | $5,091,175 | 0.62% | |
| V |
Visa Inc.
Financial Services
|
Added | 14,418 | $4,946,671 | 0.60% | |
| AFK |
VanEck Africa Index ETF
|
Reduced | 35,240 | $4,087,135 | 0.50% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 10,269 | $3,971,330 | 0.48% | |
| DSU |
Blackrock Debt Strategies Fund, Inc.
Financial Services
|
Added | 396,179 | $3,842,936 | 0.47% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 21,216 | $3,781,539 | 0.46% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Reduced | 13,979 | $3,758,393 | 0.46% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 3,016 | $3,617,481 | 0.44% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Reduced | 10,328 | $3,046,863 | 0.37% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 6,696 | $2,853,299 | 0.35% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 27,091 | $2,499,686 | 0.30% | |
| TYL |
Tyler Technologies Inc
Technology
|
Reduced | 8,404 | $2,457,833 | 0.30% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 4,688 | $2,407,756 | 0.29% | |
| AGRH |
iShares Interest Rate Hedged U.S. Aggregate Bond ETF
|
Added | 47,111 | $2,382,874 | 0.29% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 19,488 | $2,293,152 | 0.28% | |
| NCLO |
Nuveen AA-BBB CLO ETF
|
Added | 32,020 | $2,259,437 | 0.27% | |
| MPWR |
Monolithic Power Systems, Inc.
Technology
|
Reduced | 1,624 | $2,244,952 | 0.27% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 16,566 | $2,243,036 | 0.27% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Added | 22,139 | $2,203,716 | 0.27% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 25,273 | $1,977,106 | 0.24% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Reduced | 12,589 | $1,840,385 | 0.22% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 12,487 | $1,707,222 | 0.21% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
NEW | 5,854 | $1,524,615 | 0.19% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 9,819 | $1,438,974 | 0.18% | |
| ADSK |
Autodesk, Inc.
Technology
|
NEW | 6,804 | $1,322,833 | 0.16% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
NEW | 13,266 | $1,221,665 | 0.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,611 | $1,203,046 | 0.15% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,980 | $1,001,527 | 0.12% | |
| COP |
Conocophillips
Energy
|
Reduced | 8,993 | $934,912 | 0.11% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 2,354 | $852,430 | 0.10% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 4,488 | $829,337 | 0.10% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.