Latest GREENUP STREET WEALTH MANAGEMENT LLC Stock Portfolio

GREENUP STREET WEALTH MANAGEMENT LLC Performance:

2026 Q1: -1.2%YTD: -1.2%2025: 13.03%

Performance for 2026 Q1 is -1.2%, and YTD is -1.2%, and 2025 is 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 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, GREENUP STREET WEALTH MANAGEMENT LLC reported an equity portfolio of $710.3 Millions as of 31 Mar, 2026.

The top stock holdings of GREENUP STREET WEALTH MANAGEMENT LLC are AEMB, QQQ, IJR. The fund has invested 13% of it's portfolio in AMERICAN CENTY ETF TR and 8.2% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off FIRST TR EXCHANGE TRADED FD (CARZ), HCA HEALTHCARE INC (HCA) and NU HLDGS LTD (NU) stocks. They significantly reduced their stock positions in MPLX LP (MPLX), BLUEROCK PVT REAL ESTATE FD and COCA COLA CO (KO). GREENUP STREET WEALTH MANAGEMENT LLC opened new stock positions in VANECK ETF TRUST (AFK), VULCAN MATLS CO (VMC) and FIRST TR EXCH TRD ALPHDX FD (FAUS). The fund showed a lot of confidence in some stocks as they added substantially to MASTERCARD INCORPORATED (MA), OMNICOM GROUP INC (OMC) and EXXON MOBIL CORP (XOM).

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 -1.2% in the last quarter. In trailing 12 months, it's portfolio return was 13.34%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vaneck etf trust	4,746,330
vulcan matls co	4,172,140
first tr exch trd alphdx fd	4,099,000
check point software tech lt	3,108,840
elevance health inc formerly	2,975,130
conocophillips	2,784,230
seagate technology hldngs pl	2,531,730
adobe inc	2,422,670

New stocks bought by GREENUP STREET WEALTH MANAGEMENT LLC

Additions

Ticker	% Inc.
mastercard incorporated	1,328
omnicom group inc	661
exxon mobil corp	605
oracle corp	293
vanguard index fds	165
medtronic plc	119
vanguard index fds	72.33
spdr series trust	70.68

Additions to existing portfolio by GREENUP STREET WEALTH MANAGEMENT LLC

Reductions

Ticker	% Reduced
mplx lp	-90.02
bluerock pvt real estate fd	-83.61
coca cola co	-83.4
qualcomm inc	-81.64
vanguard mun bd fds	-60.48
dexcom inc	-50.16
eaton corp plc	-35.74
berkshire hathaway inc del	-34.27

GREENUP STREET WEALTH MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker	$ Sold
nu hldgs ltd	-3,570,110
first tr exchange traded fd	-3,763,490
gilead sciences inc	-2,382,190
applied matls inc	-3,274,800
first solar inc	-3,083,890
airbnb inc	-1,401,110
hca healthcare inc	-3,634,630
ryan specialty holdings inc	-397,603

GREENUP STREET WEALTH MANAGEMENT LLC got rid off the above stocks

Sector Distribution

GREENUP STREET WEALTH MANAGEMENT LLC has about 80.8% of it's holdings in Others sector.

Sector	%
Others	80.8
Technology	6.7
Communication Services	3.4
Financial Services	2.2
Consumer Cyclical	1.7
Healthcare	1.5
Industrials	1.2

Market Cap. Distribution

GREENUP STREET WEALTH MANAGEMENT LLC has about 18.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	80.8
MEGA-CAP	10.7
LARGE-CAP	7.8

Stocks belong to which Index?

About 18.4% of the stocks held by GREENUP STREET WEALTH MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	81.4
S&P 500	18.4

Top 5 Winners (%)		%
CVX	chevron corporation	32.1 %
LRCX	lam research corp	24.5 %
VZ	verizon communications inc	21.7 %
XOM	exxon mobil corp	19.9 %
MPWR	monolithic pwr sys inc	18.1 %

Top 5 Winners ($)		$
AEMB	american centy etf tr	2.8 M
AEMB	american centy etf tr	2.2 M
VB	vanguard index fds	1.2 M
AEMB	american centy etf tr	0.9 M
MPWR	monolithic pwr sys inc	0.8 M

Top 5 Losers (%)		%
TYL	tyler technologies inc	-24.6 %
BX	blackstone inc	-22.2 %
MSFT	microsoft corp	-21.1 %
BKNG	booking holdings inc	-19.8 %
ISRG	intuitive surgical inc	-18.3 %

Top 5 Losers ($)		$
QQQ	invesco qqq tr	-3.9 M
IJR	ishares tr	-2.7 M
MSFT	microsoft corp	-1.9 M
TSLA	tesla inc	-1.1 M
META	meta platforms inc	-1.0 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 126 stocks in it's portfolio. About 60.4% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for GREENUP STREET WEALTH MANAGEMENT LLC last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.09	30,550	7,753,270	added	1.45

AAXJ	ishares tr	1.48	131,674	10,476,000	added	0.39

AAXJ	ishares tr	0.32	21,044	2,241,190	reduced	-22.64

AAXJ	ishares tr	0.16	10,734	1,139,420	reduced	-15.81

AAXJ	ishares tr	0.15	8,075	1,066,700	reduced	-6.33

AAXJ	ishares tr	0.04	2,160	298,880	unchanged	0.00

ABBV	abbvie inc	0.12	3,949	858,778	added	3.35

ABNB	airbnb inc	0.00	0.00	0.00	sold off	-100

ABT	abbott laboratories	0.04	2,513	257,994	reduced	-1.76

ACWF	ishares tr	3.26	458,289	23,139,000	reduced	-1.7

ACWF	ishares tr	0.31	42,920	2,172,600	added	4.32

ADBE	adobe inc	0.34	9,967	2,422,670	new

AEMB	american centy etf tr	12.98	1,086,500	92,178,300	reduced	-6.26

AEMB	american centy etf tr	7.03	619,902	49,951,700	reduced	-3.37

AEMB	american centy etf tr	1.99	127,716	14,108,800	added	37.37

AFK	vaneck etf trust	0.67	35,636	4,746,330	new

AMAT	applied matls inc	0.00	0.00	0.00	sold off	-100

AMGN	amgen inc	0.12	2,349	826,478	added	1.03

AMPS	ishares tr	0.21	28,958	1,475,400	added	8.23

AMZN	amazon com inc	0.87	29,778	6,201,920	added	3.23