StockDriftsStockDriftsTop 50 Greenup Street Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 17.07% | 190.5K | $140.3M | +89.33%(+89.88K) | $496.64(+47.49%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 11.5% | 1.06M | $94.5M | -2.54%(-27.57K) | $65.14(+44.80%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 9.37% | 798.0K | $77.0M | +28.73%(+178.09K) | $66.61(+40.60%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.35% | 47.7K | $35.7M | -43.91%(-37.33K) | $488.93(+59.31%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.91% | 418.8K | $32.1M | +35.01%(+108.60K) | $77.31(-2.30%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.83% | 144.6K | $31.5M | -39.45%(-94.18K) | $165.13(+37.78%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.81% | 401.3K | $31.3M | +13057.34%(+398.25K) | $78.11(-0.62%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.32% | 120.2K | $27.3M | -42.55%(-89.05K) | $183.14(+29.47%) | 2026-06-30 | |
| UITB | VICTORY PORTFOLIOS II | 3.25% | 570.0K | $26.7M | +27.87%(+124.23K) | $47.30(-2.28%) | 2026-06-30 | |
| HYG | ISHARES TR | 1.94% | 199.5K | $16.0M | +51.49%(+67.80K) | $80.77(-1.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.91% | +43.95% | — | — | +28.98% |
| Top 20 Holdings Unweighted | +10.60% | +35.29% | — | — | +20.29% |
Greenup Street Wealth Management LLC reports $821.68M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (17.1%), AVDE (11.5%) and AVEM (9.4%). The top 20 holdings account for 76.04% of reported assets. Its disclosed equity book has returned +43.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greenup Street Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909904). View Greenup Street Wealth Management LLC’s 13F filings on SEC