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Greenup Street Wealth Management Llc

Portfolio Manager
Greenup Street Wealth Management Llc
Performance
-1.13% (2026 Q1)
AUM (13F)
$710.34M
# of Holdings
127
Performance Rank
Allocation (Top 20)
74.91%

Greenup Street Wealth Management Llc Holdings Map

Top 50 Greenup Street Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVDE
AMERICAN CENTY ETF TR
12.98%1.09M$92.2M
-6.26%(-72.53K)
2025-Q1: 789.4K shares2025-Q2: 857.0K shares2025-Q3: 852.7K shares2025-Q4: 1.16M shares2026-Q1: 1.09M shares
$65.14(+40.27%)
2026-03-31
QQQ
INVESCO QQQ TR
8.18%100.6K$58.1M
-6.16%(-6.60K)
2025-Q1: 0 shares2025-Q2: 114.6K shares2025-Q3: 109.3K shares2025-Q4: 107.2K shares2026-Q1: 100.6K shares
$362.03(+97.42%)
2026-03-31
IVV
ISHARES TR
7.82%85.0K$55.5M
+0.60%(+506)
2025-Q1: 75.0K shares2025-Q2: 76.1K shares2025-Q3: 80.0K shares2025-Q4: 84.5K shares2026-Q1: 85.0K shares
$488.93(+52.53%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
7.03%619.9K$50.0M
-3.37%(-21.64K)
2025-Q1: 443.3K shares2025-Q2: 491.4K shares2025-Q3: 598.1K shares2025-Q4: 641.5K shares2026-Q1: 619.9K shares
$60.72(+56.26%)
2026-03-31
VTV
VANGUARD INDEX FDS
6.59%238.8K$46.8M
+6.22%(+13.97K)
2025-Q1: 138.8K shares2025-Q2: 154.2K shares2025-Q3: 191.2K shares2025-Q4: 224.8K shares2026-Q1: 238.8K shares
$165.13(+26.19%)
2026-03-31
IVE
ISHARES TR
6.22%209.3K$44.2M
+4.46%(+8.93K)
2025-Q1: 129.4K shares2025-Q2: 136.8K shares2025-Q3: 204.9K shares2025-Q4: 200.4K shares2026-Q1: 209.3K shares
$183.14(+22.66%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
3.37%310.2K$23.9M
+2.96%(+8.91K)
2025-Q1: 143.7K shares2025-Q2: 137.3K shares2025-Q3: 162.4K shares2025-Q4: 301.3K shares2026-Q1: 310.2K shares
$77.48(-1.11%)
2026-03-31
SLQD
ISHARES TR
3.26%458.3K$23.1M
-1.70%(-7.92K)
2025-Q1: 759.5K shares2025-Q2: 717.3K shares2025-Q3: 868.4K shares2025-Q4: 466.2K shares2026-Q1: 458.3K shares
$49.88(+0.94%)
2026-03-31
UITB
VICTORY PORTFOLIOS II
2.95%445.8K$21.0M
+0.46%(+2.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 443.7K shares2026-Q1: 445.8K shares
$47.43(-1.61%)
2026-03-31
VOT
VANGUARD INDEX FDS
2.03%55.9K$14.4M
+165.15%(+34.83K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 21.7K shares2025-Q4: 21.1K shares2026-Q1: 55.9K shares
$276.11(+4.06%)
2026-03-31

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