Greenup Street Wealth Management LLC Portfolio Holdings

Greenup Street Wealth Management LLC

  • $644 Million
  • Q3 2025

Greenup Street Wealth Management LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $644 Million distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $67.3M, Invesco Qqq Trust, Series 1 with a value of $65.6M, Ishares Core S&P 500 ETF with a value of $53.6M, American Centy ETF Tr Avantis with a value of $44.9M, and Ishares 0 5 Year Investment Gr with a value of $44.1M.

Examining the 13F form we can see an increase of $72.8M in the current position value, from $571M to 644M.

Below you can find more details about Greenup Street Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $644 Million
ETFs: $503 Million
Technology: $47.6 Million
Communication Services: $22.8 Million
Healthcare: $18 Million
Financial Services: $16.9 Million
Consumer Cyclical: $12.9 Million
Industrials: $10.4 Million
Energy: $4.82 Million
Other: $7.41 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$67.3 Million 10.45% of portfolio
852,722
Q3 2025 Reduced 0.5%
$0
$65.6 Million 10.19% of portfolio
109,285
Q3 2025 Reduced 4.65%
$0
$53.6 Million 8.32% of portfolio
80,050
Q3 2025 Added 5.14%
$0
$44.9 Million 6.98% of portfolio
598,077
Q3 2025 Added 21.71%
$0
$44.1 Million 6.85% of portfolio
868,351
Q3 2025 Added 21.07%
$0
$42.3 Million 6.57% of portfolio
204,855
Q3 2025 Added 49.74%
$0
$35.7 Million 5.54% of portfolio
191,224
Q3 2025 Added 23.98%
$0
$15.6 Million 2.42% of portfolio
155,662
Q3 2025 Added 165.3%
$0
$13.5 Million 2.09% of portfolio
150,950
Q3 2025 Reduced 5.68%
$0
$12.7 Million 1.97% of portfolio
162,413
Q3 2025 Added 18.26%
$0
$10.4 Million 1.61% of portfolio
146,327
Q3 2025 Added 11.4%
$465B
$9.79 Million 1.52% of portfolio
52,487
Q3 2025 Added 5.63%
$1.65T
$9.56 Million 1.49% of portfolio
39,344
Q3 2025 Added 1.29%
$0
$9.56 Million 1.48% of portfolio
96,058
Q3 2025 Reduced 33.12%
$0
$6.58 Million 1.02% of portfolio
81,004
Q3 2025 Added 24.24%
$0
$6.36 Million 0.99% of portfolio
21,659
Q3 2025 New
$0
$5.97 Million 0.93% of portfolio
134,974
Q3 2025 Reduced 0.94%
$4.3T
$5.6 Million 0.87% of portfolio
22,007
Q3 2025 Added 157.3%
$0
$5.63 Million 0.87% of portfolio
8,456
Q3 2025 Added 1.57%
$0
$5.37 Million 0.83% of portfolio
18,298
Q3 2025 New
$3.78T
$5.01 Million 0.78% of portfolio
9,672
Q3 2025 Reduced 19.97%
$1.37T
$5.01 Million 0.78% of portfolio
6,827
Q3 2025 Reduced 37.28%
$140B
$4.57 Million 0.71% of portfolio
12,222
Q3 2025 Reduced 25.19%
$881B
$4.51 Million 0.7% of portfolio
14,303
Q3 2025 Added 6.65%
$19.5B
$4.46 Million 0.69% of portfolio
8,530
Q3 2025 Reduced 4.49%
$1.46T
$4.39 Million 0.68% of portfolio
15,728
Q3 2025 Reduced 38.55%
$84.4B
$4.12 Million 0.64% of portfolio
20,972
Q3 2025 Added 76.32%
$0
$3.96 Million 0.62% of portfolio
24,678
Q3 2025 Added 0.21%
$283B
$4.01 Million 0.62% of portfolio
31,232
Q3 2025 Reduced 25.65%
$0
$3.81 Million 0.59% of portfolio
50,513
Q3 2025 New
$0
$3.72 Million 0.58% of portfolio
62,689
Q3 2025 Added 1.87%
$0
$3.71 Million 0.58% of portfolio
81,616
Q3 2025 Added 2.56%
$136B
$3.74 Million 0.58% of portfolio
8,767
Q3 2025 Added 40.7%
$61.4B
$3.6 Million 0.56% of portfolio
17,671
Q3 2025 Reduced 14.2%
$1.74T
$3.46 Million 0.54% of portfolio
14,214
Q3 2025 Added 21.95%
$2.39T
$3.5 Million 0.54% of portfolio
15,945
Q3 2025 Added 44.49%
$0
$3.48 Million 0.54% of portfolio
29,271
Q3 2025 Reduced 22.49%
$151B
$3.4 Million 0.53% of portfolio
9,641
Q3 2025 New
$167B
$3.31 Million 0.51% of portfolio
34,707
Q3 2025 Reduced 26.43%
$0
$3.22 Million 0.5% of portfolio
15,445
Q3 2025 Reduced 4.32%
$0
$3.17 Million 0.49% of portfolio
106,205
Q3 2025 New
$0
$3.08 Million 0.48% of portfolio
28,890
Q3 2025 Reduced 5.17%
$533B
$3.06 Million 0.48% of portfolio
8,965
Q3 2025 Added 60.92%
$0
$2.85 Million 0.44% of portfolio
16,339
Q3 2025 New
$57.5B
$2.56 Million 0.4% of portfolio
9,373
Q3 2025 Added 108.47%
$0
$2.53 Million 0.39% of portfolio
9,936
Q3 2025 Reduced 3.15%
$0
$2.52 Million 0.39% of portfolio
17,800
Q3 2025 Added 2.06%
$662B
$2.48 Million 0.38% of portfolio
4,929
Q3 2025 Added 301.06%
$43.2B
$2.28 Million 0.35% of portfolio
2,477
Q3 2025 Reduced 1.98%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $644 Million
  • Prior Value $571 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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