GREENUP STREET WEALTH MANAGEMENT LLC

CIK 0001909904 • 7 13F filings • Apr 21, 2025 – Jul 27, 2026

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Filer information

Filed by: GREENUP STREET WEALTH MANAGEMENT LLC, Consultant
Address: 7300 W 110TH STREET, SUITE 700, OVERLAND PARK, KS, 66210
Phone: 513-562-1671
AUM: $692.5M

AUM over time

$821.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $692.5M118 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$320K	0.0%Prev: 0.1%	2,558 SH	Decreased+78 SH
ABBVIE INC	COM	$873K	0.1%Prev: 0.1%	3,821 SH	Increased+120 SH
AIR PRODS & CHEMS INC	COM	$993K	0.1%Prev: 0.4%	4,020 SH	Decreased-5,353 SH
AIRBNB INC	COM CL A	$1.4M	0.2%	10,324 SH	New
ALPHABET INC	CAP STK CL A	$9.6M	1.4%Prev: 1.5%	30,722 SH	Increased-8,622 SH
ALPHABET INC	CAP STK CL C	$3.8M	0.5%Prev: 0.5%	11,985 SH	Increased-2,229 SH
AMAZON COM INC	COM	$6.7M	1.0%Prev: 0.5%	28,845 SH	Increased+12,900 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$49.4M	7.1%Prev: 6.9%	641,539 SH	Increased+43,462 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$95.4M	13.8%Prev: 10.3%	1,159,030 SH	Increased+306,308 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$9.5M	1.4%Prev: 1.5%	92,972 SH	Decreased-3,086 SH
AMGEN INC	COM	$761K	0.1%Prev: 0.1%	2,325 SH	Decreased-477 SH
APPLE INC	COM	$8.2M	1.2%Prev: 0.9%	30,113 SH	Increased+8,106 SH
APPLIED MATLS INC	COM	$3.3M	0.5%	12,743 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$839K	0.1%Prev: 0.4%	1,669 SH	Decreased-3,260 SH
BLACKROCK DEBT STRATEGIES FD	COM NEW	$2.8M	0.4%	272,111 SH	New
BLACKSTONE INC	COM	$2.1M	0.3%Prev: 0.0%	13,940 SH	Increased+12,711 SH
BLUEROCK PVT REAL ESTATE FD	COM	$2.6M	0.4%	171,703 SH	New
BOOKING HOLDINGS INC	COM	$427K	0.1%Prev: 0.1%	80 SH	Decreased
BROADCOM INC	COM	$457K	0.1%Prev: 0.1%	1,320 SH	Decreased-774 SH
CHEVRON CORP NEW	COM	$317K	0.0%Prev: 0.1%	2,079 SH	Decreased-1,141 SH
CISCO SYS INC	COM	$204K	0.0%Prev: 0.1%	2,645 SH	Decreased-2,312 SH
COCA COLA CO	COM	$2.8M	0.4%Prev: 0.0%	39,670 SH	Increased+35,788 SH
DEXCOM INC	COM	$2.3M	0.3%	34,043 SH	New
EATON CORP PLC	SHS	$3.9M	0.6%Prev: 0.7%	12,113 SH	Decreased-109 SH
ELI LILLY & CO	COM	$2.7M	0.4%	2,516 SH	New
EXXON MOBIL CORP	COM	$212K	0.0%Prev: 0.2%	1,758 SH	Decreased-9,340 SH
FIRST SOLAR INC	COM	$3.1M	0.4%Prev: 0.3%	11,805 SH	Increased+2,068 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$3.9M	0.6%Prev: 0.6%	49,449 SH	Increased-1,064 SH
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$3.8M	0.5%Prev: 0.6%	62,361 SH	Increased-328 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$3.8M	0.6%Prev: 0.6%	23,892 SH	Decreased-786 SH
FIRST TR EXCHANGE-TRADED ALP	SML CP GRW ALP	$3.9M	0.6%	40,514 SH	New
FUNDX INVT TR	FUTURE FUND OPPO	$258K	0.0%Prev: 0.3%	9,450 SH	Decreased-58,878 SH
GENERAL DYNAMICS CORP	COM	$2.1M	0.3%Prev: 0.0%	6,207 SH	Increased+5,538 SH
GILEAD SCIENCES INC	COM	$2.4M	0.3%	19,408 SH	New
HCA HEALTHCARE INC	COM	$3.6M	0.5%Prev: 0.6%	7,785 SH	Decreased-982 SH
HOME DEPOT INC	COM	$296K	0.0%Prev: 0.1%	859 SH	Decreased-438 SH
HONEYWELL INTL INC	COM	$531K	0.1%Prev: 0.1%	2,719 SH	Decreased-6 SH
HOWMET AEROSPACE INC	COM	$3.6M	0.5%Prev: 0.6%	17,532 SH	Decreased-3,440 SH
HSBC HLDGS PLC	SPON ADR NEW	$255K	0.0%Prev: 0.0%	3,243 SH	Decreased-477 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$331K	0.0%Prev: 0.0%	7,639 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$285K	0.0%Prev: 0.0%	963 SH	Increased+13 SH
INTUITIVE SURGICAL INC	COM NEW	$327K	0.0%Prev: 0.0%	578 SH	Increased+22 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$649K	0.1%Prev: 0.1%	57,756 SH	Decreased-2,660 SH
INVESCO QQQ TR	UNIT SER 1	$65.9M	9.5%Prev: 10.1%	107,228 SH	Increased-2,057 SH
ISHARES TR	0-5YR INVT GR CP	$23.6M	3.4%Prev: 6.8%	466,209 SH	Decreased-402,142 SH
ISHARES TR	20 YR TR BD ETF	$11.8M	1.7%Prev: 2.1%	135,419 SH	Decreased-15,531 SH
ISHARES TR	CORE S&P MCP ETF	$910K	0.1%Prev: 0.2%	13,795 SH	Decreased-2,694 SH
ISHARES TR	CORE S&P SCP ETF	$4.1M	0.6%Prev: 0.5%	34,025 SH	Increased+4,754 SH
ISHARES TR	CORE S&P500 ETF	$57.9M	8.4%Prev: 8.2%	84,515 SH	Increased+4,465 SH
ISHARES TR	CORE US AGGBD ET	$2.5M	0.4%Prev: 2.4%	24,711 SH	Decreased-130,951 SH
ISHARES TR	ESG OPTIMIZED	$1.2M	0.2%Prev: 0.2%	8,621 SH	Increased-126 SH
ISHARES TR	EUROPE ETF	$300K	0.0%Prev: 0.0%	4,376 SH	Increased+1,188 SH
ISHARES TR	FLTG RATE NT ETF	$1.4M	0.2%Prev: 0.2%	26,755 SH	Increased+1,916 SH
ISHARES TR	IBOXX HI YD ETF	$10.6M	1.5%Prev: 1.0%	131,156 SH	Increased+50,152 SH
ISHARES TR	IBOXX INV CP ETF	$669K	0.1%Prev: 0.1%	6,071 SH	Decreased-295 SH
ISHARES TR	MSCI ACWI ETF	$306K	0.0%Prev: 0.0%	2,160 SH	Increased
ISHARES TR	MSCI EAFE ETF	$1.4M	0.2%Prev: 0.2%	14,095 SH	Increased+1,007 SH
ISHARES TR	MSCI EMG MKT ETF	$457K	0.1%Prev: 0.1%	8,345 SH	Increased-32 SH
ISHARES TR	NATIONAL MUN ETF	$1.4M	0.2%Prev: 0.2%	12,749 SH	Decreased-1,024 SH
ISHARES TR	RUS 1000 VAL ETF	$685K	0.1%Prev: 0.1%	3,256 SH	Increased-8 SH
ISHARES TR	S&P 500 GRWT ETF	$1.2M	0.2%Prev: 0.2%	10,108 SH	Decreased-525 SH
ISHARES TR	S&P 500 VAL ETF	$42.5M	6.1%Prev: 6.5%	200,359 SH	Increased-4,496 SH
ISHARES TR	S&P MC 400GR ETF	$531K	0.1%Prev: 0.1%	5,483 SH	Decreased-756 SH
ISHARES TR	S&P MC 400VL ETF	$820K	0.1%Prev: 0.1%	6,230 SH	Decreased-1,047 SH
ISHARES TR	S&P SML 600 GWT	$2.9M	0.4%Prev: 0.4%	20,677 SH	Increased+2,877 SH
ISHARES TR	SHRT NAT MUN ETF	$2.9M	0.4%Prev: 0.5%	27,201 SH	Decreased-1,689 SH
ISHARES TR	SP SMCP600VL ETF	$258K	0.0%Prev: 0.1%	2,269 SH	Decreased-4,739 SH
ISHARES TR	ULTRA SHORT DUR	$2.1M	0.3%Prev: 0.3%	41,141 SH	Increased+6,485 SH
JOHNSON & JOHNSON	COM	$483K	0.1%Prev: 0.1%	2,332 SH	Decreased-628 SH
JPMORGAN CHASE & CO.	COM	$547K	0.1%Prev: 0.7%	1,698 SH	Decreased-12,605 SH
LAM RESEARCH CORP	COM NEW	$409K	0.1%Prev: 0.6%	2,389 SH	Decreased-27,468 SH
MASTERCARD INCORPORATED	CL A	$238K	0.0%Prev: 0.2%	417 SH	Decreased-2,123 SH
MCDONALDS CORP	COM	$664K	0.1%Prev: 0.1%	2,173 SH	Decreased-995 SH
MEDTRONIC PLC	SHS	$1.6M	0.2%Prev: 0.2%	16,167 SH	Increased+2,458 SH
MERCK & CO INC	COM	$247K	0.0%Prev: 0.1%	2,349 SH	Decreased-1,798 SH
META PLATFORMS INC	CL A	$6.1M	0.9%Prev: 0.8%	9,274 SH	Increased+2,447 SH
MICROSOFT CORP	COM	$7.0M	1.0%Prev: 0.8%	14,560 SH	Increased+4,888 SH
MONOLITHIC PWR SYS INC	COM	$4.3M	0.6%Prev: 0.4%	4,769 SH	Increased+2,292 SH
MPLX LP	COM UNIT REP LTD	$2.5M	0.4%Prev: 0.3%	46,177 SH	Increased+11,765 SH
NETFLIX INC	COM	$924K	0.1%Prev: 0.2%	9,850 SH	Decreased+8,849 SH
NOVARTIS AG	SPONSORED ADR	$337K	0.0%Prev: 0.6%	2,444 SH	Decreased-28,788 SH
NU HLDGS LTD	ORD SHS CL A	$3.6M	0.5%	213,268 SH	New
NUSHARES ETF TR	NUVEEN ESG EMRGN	$626K	0.1%Prev: 0.1%	17,584 SH	Decreased-3,230 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$557K	0.1%Prev: 0.1%	5,699 SH	Decreased-1,046 SH
NVIDIA CORPORATION	COM	$11.5M	1.7%Prev: 1.5%	61,840 SH	Increased+9,353 SH
OMNICOM GROUP INC	COM	$286K	0.0%Prev: 0.3%	3,547 SH	Decreased-22,160 SH
ORACLE CORP	COM	$606K	0.1%Prev: 0.1%	3,111 SH	Decreased-117 SH
PALO ALTO NETWORKS INC	COM	$4.0M	0.6%Prev: 0.6%	21,639 SH	Increased+3,968 SH
PARKER-HANNIFIN CORP	COM	$690K	0.1%Prev: 0.1%	785 SH	Increased-11 SH
PROCTER AND GAMBLE CO	COM	$245K	0.0%Prev: 0.0%	1,707 SH	Decreased-91 SH
QUALCOMM INC	COM	$4.0M	0.6%Prev: 0.1%	23,266 SH	Increased+19,084 SH
RYAN SPECIALTY HOLDINGS INC	CL A	$398K	0.1%Prev: 0.1%	7,701 SH	Decreased
SCHWAB CHARLES CORP	COM	$5.5M	0.8%Prev: 0.5%	54,715 SH	Increased+20,008 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$249K	0.0%Prev: 0.0%	10,372 SH	Increased+1,446 SH
SOUTHERN CO	COM	$594K	0.1%Prev: 0.1%	6,814 SH	Decreased-225 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.5M	0.8%Prev: 0.9%	8,074 SH	Decreased-382 SH
SPDR SERIES TRUST	STATE STREET SPD	$233K	0.0%	2,906 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$293K	0.0%Prev: 0.1%	15,800 SH	Decreased-5,906 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$3.9M	0.6%Prev: 0.7%	12,925 SH	Decreased-2,803 SH
TESLA INC	COM	$7.7M	1.1%Prev: 0.9%	17,214 SH	Increased+3,604 SH
TRAVELERS COMPANIES INC	COM	$350K	0.1%Prev: 0.1%	1,207 SH	Increased+2 SH
TYLER TECHNOLOGIES INC	COM	$3.9M	0.6%Prev: 0.7%	8,578 SH	Decreased+48 SH
UNIVERSAL HLTH SVCS INC	CL B	$284K	0.0%Prev: 0.0%	1,303 SH	Increased
VANGUARD BD INDEX FDS	INTERMED TERM	$23.5M	3.4%Prev: 1.9%	301,251 SH	Increased+138,838 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$10.7M	1.5%Prev: 1.6%	153,687 SH	Increased+7,360 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$5.9M	0.9%Prev: 1.0%	21,088 SH	Decreased-571 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$7.5M	1.1%Prev: 0.4%	42,474 SH	Increased+26,135 SH
VANGUARD INDEX FDS	MID CAP ETF	$6.3M	0.9%Prev: 0.8%	21,784 SH	Increased+3,486 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$411K	0.1%Prev: 0.0%	656 SH	Increased+273 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$3.0M	0.4%Prev: 0.5%	14,280 SH	Decreased-1,165 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.7M	0.4%Prev: 0.4%	10,354 SH	Increased+418 SH
VANGUARD INDEX FDS	VALUE ETF	$42.9M	6.2%Prev: 5.5%	224,784 SH	Increased+33,560 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$722K	0.1%Prev: 0.1%	14,364 SH	Increased+1,643 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$228K	0.0%Prev: 0.0%	3,653 SH	Increased+272 SH
VERIZON COMMUNICATIONS INC	COM	$325K	0.0%Prev: 0.1%	7,972 SH	Decreased-298 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$21.0M	3.0%	443,735 SH	New
VISA INC	COM CL A	$3.6M	0.5%Prev: 0.5%	10,156 SH	Increased+1,191 SH
WALMART INC	COM	$364K	0.1%Prev: 0.1%	3,268 SH	Decreased-1,105 SH

Sold (vs prior filing)

ADOBE INC — $3.4M
AMERICAN EXPRESS CO — $252K
BANK AMERICA CORP — $311K
BOEING CO — $260K
BP PLC — $230K
CARMAX INC — $1.1M
CITIGROUP INC — $285K
COMCAST CORP NEW — $1.1M
CONOCOPHILLIPS — $917K
CROWDSTRIKE HLDGS INC — $358K
CVS HEALTH CORP — $1.1M
D R HORTON INC — $276K
DIAGEO PLC — $763K
DIAMONDBACK ENERGY INC — $204K
DIMENSIONAL ETF TRUST — $1.3M
DOMINION ENERGY INC — $204K
DUPONT DE NEMOURS INC — $249K
ELEVANCE HEALTH INC FORMERLY — $2.0M
FIRST TR EXCHANGE TRADED FD — $3.7M
FISERV INC — $2.0M
… and 15 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR/A	0001909904-26-000002	$692.5M	View
Oct 16, 2025	Q3 2025	13F-HR	0001909904-25-000010	$650.8M	View
Jul 27, 2026	Q2 2026