Institutional Manager · CIK 0001909904
GREENUP STREET WEALTH MANAGEMENT LLC
OVERLAND PARK, KS · File #028-21687
Latest AUM
$650.8M
Positions
142
Top-10 Concentration
67.8%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | VANGUARD BD INDEX FDS | 921937819 | +20 | +$1,562 | -$2 |
| REDUCE | ABBOTT LABS | ABLZF | 0 | $0 | $0 |
| REDUCE | ABBVIE INC | ABBV | 0 | $0 | $0 |
| REDUCE | ADOBE INC | ADBE | 0 | $0 | $0 |
| REDUCE | AIR PRODS & CHEMS INC | AIIR | 0 | $0 | $0 |
| REDUCE | ALPHABET INC | GOOG | 0 | $0 | $0 |
| REDUCE | ALPHABET INC | GOOG | 0 | $0 | $0 |
| REDUCE | AMAZON COM INC | AMZN | 0 | $0 | $0 |
| REDUCE | AMERICAN CENTY ETF TR | 025072604 | 0 | $0 | $0 |
| REDUCE | AMERICAN CENTY ETF TR | 025072703 | 0 | $0 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025119 pos · $692.5M
- 13F HOLDINGS REPORTQ/E Dec 2025142 pos · $650.8M
- 13F HOLDINGS REPORTQ/E Sep 2025142 pos · $650.8M
- 13F HOLDINGS REPORTQ/E Jun 2025103 pos · $574.6M
- 13F HOLDINGS REPORTQ/E Mar 202597 pos · $504.6M
- 13F HOLDINGS REPORTQ/E Dec 202495 pos · $503.5M
- 13F HOLDINGS REPORTQ/E Sep 202484 pos · $484.5M
- 13F HOLDINGS REPORTQ/E Jun 202485 pos · $425.1M
- 13F HOLDINGS REPORTQ/E Mar 202479 pos · $398.3M
- 13F HOLDINGS REPORTQ/E Dec 202384 pos · $306.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072703 | 1,159,030 | $95.4M | 14.91% |
| 2 | INVESCO QQQ TR | IVZ | 107,228 | $65.9M | 10.29% |
| 3 | ISHARES TR | 464287200 | 84,515 | $57.9M | 9.05% |
| 4 | AMERICAN CENTY ETF TR | 025072604 | 641,539 | $49.4M | 7.72% |
| 5 | VANGUARD INDEX FDS | 922908744 | 224,784 | $42.9M | 6.71% |
| 6 | ISHARES TR | 464287408 | 200,359 | $42.5M | 6.64% |
| 7 | ISHARES TR | 46434V100 | 466,209 | $23.6M | 3.69% |
| 8 | VANGUARD BD INDEX FDS | 921937819 | 301,251 | $23.5M | 3.67% |
| 9 | VICTORY PORTFOLIOS II | 92647N527 | 443,735 | $21.0M | 3.28% |
| 10 | ISHARES TR | 464287432 | 135,419 | $11.8M | 1.84% |
| 11 | NVIDIA CORPORATION | NVDA | 61,840 | $11.5M | 1.80% |
| 12 | VANGUARD BD INDEX FDS | 921937793 | 153,687 | $10.7M | 1.67% |
| 13 | ISHARES TR | 464288513 | 131,156 | $10.6M | 1.65% |
| 14 | ALPHABET INC | GOOG | 30,722 | $9.6M | 1.50% |
| 15 | AMERICAN CENTY ETF TR | 025072877 | 92,972 | $9.5M | 1.48% |
| 16 | APPLE INC | AAPL | 30,113 | $8.2M | 1.28% |
| 17 | TESLA INC | TSLA | 17,214 | $7.7M | 1.21% |
| 18 | VANGUARD INDEX FDS | 922908512 | 42,474 | $7.5M | 1.18% |
| 19 | MICROSOFT CORP | MSFT | 14,560 | $7.0M | 1.10% |
| 20 | AMAZON COM INC | AMZN | 28,845 | $6.7M | 1.04% |