EdgeMarket › What Greenup Street Wealth Management Llc reported owning
What Greenup Street Wealth Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
710.3MPositions
127Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AVDE Avantis International Equity ETF | 92.2M | 13.0% | 1.1M | 94.26 | +22.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 58.1M | 8.2% | 100.6K | 713.44 | +26.1% |
| IVV iShares Core S&P 500 ETF | 55.5M | 7.8% | 85.0K | 769.31 | +20.0% |
| AVEM Avantis Emerging Markets Equity ETF | 50.0M | 7.0% | 619.9K | 94.24 | +33.1% |
| VTV Vanguard Morningstar Value ETF | 46.8M | 6.6% | 238.8K | 226.40 | +24.6% |
| IVE iShares S&P 500 Value ETF | 44.2M | 6.2% | 209.3K | 237.24 | +17.6% |
| BIV Vanguard Intermediate-Term Bond ETF | 23.9M | 3.4% | 310.2K | 75.43 | -2.5% |
| SLQD iShares 0-5 Year Investment Grade Corporate Bo | 23.1M | 3.3% | 458.3K | 50.16 | -0.9% |
| UITB VictoryShares Core Intermediate Bond ETF | 21.0M | 3.0% | 445.8K | 46.05 | -2.0% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 14.4M | 2.0% | 55.9K | 305.46 | +7.4% |
| AVUV Avantis U.S. Small Cap Value ETF | 14.1M | 2.0% | 127.7K | 126.45 | +33.2% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 13.5M | 1.9% | 73.2K | 208.64 | +21.9% |
| TLT iShares 20 Year Treasury Bond ETF | 12.2M | 1.7% | 140.5K | 82.05 | -5.5% |
| NVDA NVIDIA CORP | 11.0M | 1.6% | 63.2K | 214.72 | +22.4% |
| BLV Vanguard Long-Term Bond ETF | 10.8M | 1.5% | 157.6K | 65.84 | -4.7% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 10.5M | 1.5% | 131.7K | 79.61 | -0.9% |
| GOOGL Alphabet Inc. | 8.0M | 1.1% | 27.8K | 344.82 | +73.0% |
| AAPL Apple Inc. | 7.8M | 1.1% | 30.6K | 309.35 | +36.9% |
| META Meta Platforms, Inc. | 7.7M | 1.1% | 13.5K | 549.90 | -26.5% |
| MSFT MICROSOFT CORP | 7.2M | 1.0% | 19.6K | 483.24 | -4.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 6.7M | 0.9% | 23.4K | 82.97 | +15.9% |
| AMZN AMAZON COM INC | 6.2M | 0.9% | 29.8K | 258.63 | +15.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 5.8M | 0.8% | 17.2K | 418.95 | +83.3% |
| SPY SPDR S&P 500 ETF TRUST | 5.1M | 0.7% | 7.9K | 765.72 | +20.0% |
| NLR VanEck Uranium and Nuclear ETF | 4.7M | 0.7% | 35.6K | 119.94 | +10.4% |
| IJR iShares Core S&P Small-Cap ETF | 4.6M | 0.6% | 36.7K | 147.31 | +29.0% |
| TSLA Tesla, Inc. | 4.4M | 0.6% | 11.9K | 362.86 | +12.0% |
| HWM Howmet Aerospace Inc. | 4.2M | 0.6% | 18.1K | 271.68 | +58.0% |
| VMC Vulcan Materials CO | 4.2M | 0.6% | 15.3K | 276.04 | -3.6% |
| FDT First Trust Developed Markets Ex-US AlphaDEX F | 4.1M | 0.6% | 47.2K | 95.24 | +30.8% |
| FEM First Trust Emerging Markets AlphaDEX Fund | 4.1M | 0.6% | 136.8K | 32.88 | +25.7% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 3.9M | 0.6% | 3.6K | 1,316.28 | +59.3% |
| FYC First Trust Small Cap Growth AlphaDEX Fund | 3.9M | 0.6% | 40.5K | 122.00 | +47.1% |
| FTC First Trust Large Cap Growth AlphaDEX Fund | 3.7M | 0.5% | 24.3K | 180.82 | +17.0% |
| SCHW SCHWAB CHARLES CORP | 3.7M | 0.5% | 39.7K | 112.30 | +17.6% |
| V VISA INC. | 3.5M | 0.5% | 11.7K | 371.04 | +7.9% |
| GOOG Alphabet Inc. | 3.5M | 0.5% | 12.1K | 341.75 | +70.7% |
| PANW Palo Alto Networks Inc | 3.4M | 0.5% | 21.2K | 357.87 | +94.0% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 3.4M | 0.5% | 15.5K | 249.18 | +22.7% |
| VB Vanguard Morningstar Small-Cap ETF | 3.1M | 0.4% | 12.0K | 304.76 | +24.4% |
| CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD | 3.1M | 0.4% | 21.8K | 130.55 | -31.0% |
| MDT Medtronic plc | 3.1M | 0.4% | 35.5K | 93.35 | +0.1% |
| MA Mastercard Inc | 3.0M | 0.4% | 6.0K | 580.63 | -2.0% |
| ELV Elevance Health, Inc. | 3.0M | 0.4% | 10.2K | 400.54 | +29.2% |
| TYL TYLER TECHNOLOGIES INC | 2.9M | 0.4% | 8.6K | 350.73 | -38.2% |
| IJT iShares S&P SmallCap 600 Growth ETF | 2.9M | 0.4% | 20.2K | 173.90 | +27.0% |
| DSU BLACKROCK DEBT STRATEGIES FUND, INC. | 2.8M | 0.4% | 293.1K | 9.41 | -10.4% |
| COP CONOCOPHILLIPS | 2.8M | 0.4% | 21.1K | 134.87 | +42.1% |
| ETN Eaton Corp plc | 2.8M | 0.4% | 7.8K | 419.20 | +21.1% |
| STX Seagate Technology Holdings plc | 2.5M | 0.4% | 6.5K | 850.00 | +436.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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