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Latest GREENUP STREET WEALTH MANAGEMENT LLC Stock Portfolio

$821Million | No. of Holdings #140

GREENUP STREET WEALTH MANAGEMENT LLC Performance

2026 Q2+7.78%
YTD+6.49%
2025+13.03%

About GREENUP STREET WEALTH MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

GREENUP STREET WEALTH MANAGEMENT LLC is a hedge fund based in Ann Arbor, MI. On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, GREENUP STREET WEALTH MANAGEMENT LLC reported an equity portfolio of $821.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of GREENUP STREET WEALTH MANAGEMENT LLC are QQQ, AEMB, AEMB. The fund has invested 17.1% of it's portfolio in INVESCO QQQ TR and 11.5% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off FIRST TR EXCHANGE-TRADED ALP (FTC), CHECK POINT SOFTWARE TECH LT (CHKP) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), STATE STR SPDR S&P 500 ETF T (SPY) and AMERICAN CENTY ETF TR (AEMB). GREENUP STREET WEALTH MANAGEMENT LLC opened new stock positions in CREDO TECHNOLOGY GROUP HOLDI (CRDO), FIRST TR EXCHANGE-TRADED ALP (FTA) and FIRST TR EXCHANGE-TRADED FD (CARZ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), BROADCOM INC (AVGO) and BOOKING HOLDINGS INC (BKNG).
GREENUP STREET WEALTH MANAGEMENT LLC Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$821Million
  as of Jul 27, 2026

GREENUP STREET WEALTH MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that GREENUP STREET WEALTH MANAGEMENT LLC made a return of 7.78% in the last quarter. In trailing 12 months, it's portfolio return was 14.22%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
credo technology group holdi5,091,040
first tr exchange-traded alp4,339,190
first tr exchange-traded fd3,857,870
eli lilly & co3,617,160
valero energy corp1,524,680
autodesk inc1,322,810
oreilly automotive inc1,221,640
space exploration techn corp652,637
New stocks bought by GREENUP STREET WEALTH MANAGEMENT LLC

Additions

Ticker% Inc.
vanguard bd index fds13,057
broadcom inc1,341
booking holdings inc1,129
vanguard index fds366
nushares etf tr156
invesco qqq tr89.33
pepsico inc67.72
alphabet inc53.99
Additions to existing portfolio by GREENUP STREET WEALTH MANAGEMENT LLC

Reductions

Ticker% Reduced
ishares tr-96.67
state str spdr s&p 500 etf t-79.54
american centy etf tr-63.53
conocophillips-57.37
monolithic pwr sys inc-54.95
ishares tr-54.93
spdr series trust-54.01
vanguard index fds-52.81
GREENUP STREET WEALTH MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker$ Sold
comcast corp new-2,229,170
omnicom group inc-2,033,750
first tr exchange-traded alp-3,742,000
check point software tech lt-3,108,840
disney walt co-1,730,640
dexcom inc-1,065,580
salesforce inc-2,221,390
adobe inc-2,422,670
GREENUP STREET WEALTH MANAGEMENT LLC got rid off the above stocks

Sector Distribution

GREENUP STREET WEALTH MANAGEMENT LLC has about 79.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Industrials
Sector%
Others79.4
Technology8.6
Communication Services3.4
Consumer Cyclical2.2
Financial Services1.8
Healthcare1.6
Industrials1.1

Market Cap. Distribution

GREENUP STREET WEALTH MANAGEMENT LLC has about 19.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED79.4
MEGA-CAP13.1
LARGE-CAP6.8

Stocks belong to which Index?

About 19% of the stocks held by GREENUP STREET WEALTH MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others80.2
S&P 50019
Top 5 Winners (%)%
STX
seagate technology hldngs pl
141.7 %
PANW
palo alto networks inc
109.9 %
LRCX
lam research corp
91.6 %
CSCO
cisco sys inc
46.0 %
QCOM
qualcomm inc
42.0 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
23.2 M
AEMB
american centy etf tr
11.3 M
IJR
ishares tr
6.3 M
AEMB
american centy etf tr
4.7 M
VB
vanguard index fds
4.2 M
Top 5 Losers (%)%
VB
vanguard index fds
-60.9 %
NFLX
netflix inc.
-25.5 %
bluerock pvt real estate fd
-21.3 %
CVX
chevron corporation
-19.8 %
XOM
exxon mobil corp
-19.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-13.7 M
AFK
vaneck etf trust
-0.6 M
TYL
tyler technologies inc
-0.4 M
COP
conocophillips
-0.4 M
XOM
exxon mobil corp
-0.4 M

GREENUP STREET WEALTH MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of GREENUP STREET WEALTH MANAGEMENT LLC

GREENUP STREET WEALTH MANAGEMENT LLC has 140 stocks in it's portfolio. About 62.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for GREENUP STREET WEALTH MANAGEMENT LLC last quarter.

$821.68MTotal Value
154Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of GREENUP STREET WEALTH MANAGEMENT LLC, last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GREENUP STREET WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
1.94%199,469
$15.95M
1.94%
increased 51.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GREENUP STREET WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.12%9,506
$1.02M
0.12%
decreased 11.44 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GREENUP STREET WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.12%9,485
$1.01M
0.12%
decreased 54.93 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GREENUP STREET WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.09%4,518
$697.1K
0.09%
decreased 44.05 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
GREENUP STREET WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.04%2,160
$339.1K
0.04%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
GREENUP STREET WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.29%47,111
$2.38M
0.29%
increased 9.76 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
GREENUP STREET WEALTH MANAGEMENT LLC's holding in Ishares Tr over time
0.09%15,275
$769.4K
0.09%
decreased 96.67 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
GREENUP STREET WEALTH MANAGEMENT LLC's holding in American Centy Etf Tr over time
11.49%1,058,930
$94.46M
11.49%
decreased 2.54 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
GREENUP STREET WEALTH MANAGEMENT LLC's holding in American Centy Etf Tr over time
9.37%797,996
$77.00M
9.37%
increased 28.73 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
GREENUP STREET WEALTH MANAGEMENT LLC's holding in American Centy Etf Tr over time
0.71%46,582
$5.81M
0.71%
decreased 63.53 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
GREENUP STREET WEALTH MANAGEMENT LLC's holding in Vaneck Etf Trust over time
0.5%35,240
$4.09M
0.5%
decreased 1.11 percentreduced