Greenup Street Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Greenup Street Wealth Management LLC reported 118 stock positions worth $692.5 million. Its top holding was Avantis International Equity (AVDE) at 13.8% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.5%) and iShares Core S&P 500 ETF (IVV, 8.4%). Compared with Q3 2025, it opened 10 new positions, sold out of 34, added to 44 and reduced 59. The biggest buy was Avantis International Equity (AVDE, shares +36%) and the biggest sale iShares 0-5 YR Inv GRD (SLQD, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001909904
- Portfolio Value
- $692.5M (Q4 2025)
- SEC Filing
- 0001909904-26-000002 ↗ filed Jan 23, 2026
Holdings Value
Holdings 118 stocks · $692.5M
| AVDE Avantis International Equity | 13.78% | 1,159,030 | $95.4M | Add +35.9% |
| QQQ Invesco QQQ Trust Series 1 | 9.51% | 107,228 | $65.9M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 8.36% | 84,515 | $57.9M | Add +5.6% |
| AVEM Avantis Emerging Markets Eq | 7.14% | 641,539 | $49.4M | Add +7.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.20% | 224,784 | $42.9M | Add +17.6% |
| IVE iShares S&P 500 Value ETF | 6.14% | 200,359 | $42.5M | Reduce -2.2% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 3.41% | 466,209 | $23.6M | Reduce -46.3% |
| BIV Vanguard Intermediate-Term B | 3.39% | 301,251 | $23.5M | Add +85.5% |
| UITB Victoryshares Core Intermedi | 3.03% | 443,735 | $21.0M | New |
| TLT iShares 20+ Year Treasury BD | 1.70% | 135,419 | $11.8M | Reduce -10.3% |
| NVDA Nvidia Corp. | 1.67% | 61,840 | $11.5M | Add +17.8% |
| BLV Vanguard Long-Term Bond ETF | 1.54% | 153,687 | $10.7M | Add +5.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.53% | 131,156 | $10.6M | Add +61.9% |
| GOOGL Alphabet Inc. Class A | 1.39% | 30,722 | $9.6M | Reduce -21.9% |
| AVUV Avantis US Small Cap Value | 1.37% | 92,972 | $9.5M | Reduce -3.2% |
| AAPL Apple Inc. | 1.18% | 30,113 | $8.2M | Add +36.8% |
| TSLA Tesla Inc. | 1.12% | 17,214 | $7.7M | Add +26.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.09% | 42,474 | $7.5M | Add +159.9% |
| MSFT Microsoft Corp. | 1.02% | 14,560 | $7.0M | Add +50.5% |
| AMZN Amazon.com Inc. | 0.96% | 28,845 | $6.7M | Add +80.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.91% | 21,784 | $6.3M | Add +19.1% |
| META Meta Platforms Inc. Class A | 0.88% | 9,274 | $6.1M | Add +35.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.85% | 21,088 | $5.9M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 8,074 | $5.5M | Reduce -4.5% |
| SCHW Schwab (charles) Corp. | 0.79% | 54,715 | $5.5M | Add +57.6% |
| MPWR Monolithic Power Systems Inc. | 0.62% | 4,769 | $4.3M | Add +92.5% |
| IJR iShares Core S&P Small-Cap E | 0.59% | 34,025 | $4.1M | Add +16.2% |
| PANW Palo Alto Networks Inc. | 0.58% | 21,639 | $4.0M | Add +22.4% |
| QCOM Qualcomm Inc. | 0.57% | 23,266 | $4.0M | Add +456.3% |
| FDT First Trust Develp MKT Ex-US | 0.57% | 49,449 | $3.9M | Reduce -2.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.57% | 12,925 | $3.9M | Reduce -17.8% |
| FYC First Trust Small Cap Growth | 0.56% | 40,514 | $3.9M | New |
| TYL Tyler Technologies Inc. | 0.56% | 8,578 | $3.9M | Add +0.6% |
| ETN Eaton Corp. PLC | 0.56% | 12,113 | $3.9M | Reduce -0.9% |
| FTC First Trust Large Cap Growth | 0.55% | 23,892 | $3.8M | Reduce -3.2% |
| FXO First Trust Financial Alphad | 0.54% | 62,361 | $3.8M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.54% | 11,985 | $3.8M | Reduce -15.7% |
| HCA HCA Healthcare Inc. | 0.52% | 7,785 | $3.6M | Reduce -11.2% |
| HWM Howmet Aerospace Inc. | 0.52% | 17,532 | $3.6M | Reduce -16.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.52% | 213,268 | $3.6M | New |
| V Visa Inc. Class A | 0.51% | 10,156 | $3.6M | Add +13.3% |
| AMAT Applied Materials Inc. | 0.47% | 12,743 | $3.3M | New |
| FSLR First Solar Inc. | 0.45% | 11,805 | $3.1M | Add +21.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.44% | 14,280 | $3.0M | Reduce -7.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.42% | 20,677 | $2.9M | Add +16.2% |
| SUB iShares Short-Term National | 0.42% | 27,201 | $2.9M | Reduce -5.8% |
| KO The Coca-Cola Co. | 0.40% | 39,670 | $2.8M | Add +921.9% |
| DSU BlackRock Debt Strategies | 0.40% | 272,111 | $2.8M | New |
| LLY Eli Lilly & Co. | 0.39% | 2,516 | $2.7M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.39% | 10,354 | $2.7M | Add +4.2% |
| BPRE Bluerock Private Real Estate | 0.37% | 171,703 | $2.6M | New |
| AGG iShares Core U.S. Aggregate | 0.36% | 24,711 | $2.5M | Reduce -84.1% |
| MPLX MPLX LP | 0.36% | 46,177 | $2.5M | Add +34.2% |
| GILD Gilead Sciences Inc. | 0.34% | 19,408 | $2.4M | New |
| DXCM Dexcom Inc. | 0.33% | 34,043 | $2.3M | New |
| BX Blackstone Inc. | 0.31% | 13,940 | $2.1M | Add +1034.3% |
| GD General Dynamics Corp. | 0.30% | 6,207 | $2.1M | Add +827.8% |
| ICSH iShares Ultra Short Duration | 0.30% | 41,141 | $2.1M | Add +18.7% |
| MDT Medtronic PLC | 0.22% | 16,167 | $1.6M | Add +17.9% |
| ABNB Airbnb Inc. Class A | 0.20% | 10,324 | $1.4M | New |
| MUB iShares National Muni Bond E | 0.20% | 12,749 | $1.4M | Reduce -7.4% |
| FLOT iShares Floating Rate Bond E | 0.20% | 26,755 | $1.4M | Add +7.7% |
| EFA iShares MSCI Eafe ETF | 0.20% | 14,095 | $1.4M | Add +7.7% |
| IVW iShares S&P 500 Growth ETF | 0.18% | 10,108 | $1.2M | Reduce -4.9% |
| SUSA iShares ESG Optimized MSCI U | 0.17% | 8,621 | $1.2M | Reduce -1.4% |
| APD Air Products & Chemicals Inc. | 0.14% | 4,020 | $993K | Reduce -57.1% |
| NFLX Netflix Inc. | 0.13% | 9,850 | $924K | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 13,795 | $910K | Reduce -16.3% |
| ABBV Abbvie Inc. | 0.13% | 3,821 | $873K | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 1,669 | $839K | Reduce -66.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.12% | 6,230 | $820K | Reduce -14.4% |
| AMGN Amgen Inc. | 0.11% | 2,325 | $761K | Reduce -17.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.10% | 14,364 | $722K | Add +12.9% |
| PH Parker Hannifin Corp. | 0.10% | 785 | $690K | Reduce -1.4% |
| IWD iShares Russell 1000 Value E | 0.10% | 3,256 | $685K | Reduce -0.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.10% | 6,071 | $669K | Reduce -4.6% |
| MCD McDonald's Corp. | 0.10% | 2,173 | $664K | Reduce -31.4% |
| PGX Invesco Preferred ETF | 0.09% | 57,756 | $649K | Reduce -4.4% |
| NUEM Nuveen ESG Emerging Markets | 0.09% | 17,584 | $626K | Reduce -15.5% |
| ORCL Oracle Corp. | 0.09% | 3,111 | $606K | Reduce -3.6% |
| SO The Southern Co. | 0.09% | 6,814 | $594K | Reduce -3.2% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.08% | 5,699 | $557K | Reduce -15.5% |
| JPM JPMorgan Chase & Co. | 0.08% | 1,698 | $547K | Reduce -88.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.08% | 5,483 | $531K | Reduce -12.1% |
| HON Honeywell International Inc. | 0.08% | 2,719 | $531K | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.07% | 2,332 | $483K | Reduce -21.2% |
| AVGO Broadcom Inc. | 0.07% | 1,320 | $457K | Reduce -37.0% |
| EEM iShares MSCI Emerging Market | 0.07% | 8,345 | $457K | Reduce -0.4% |
| BKNG Booking Holdings Inc. | 0.06% | 80 | $427K | No change |
| VOO Vanguard S&P 500 ETF | 0.06% | 656 | $411K | Add +71.3% |
| LRCX Lam Research Corp. | 0.06% | 2,389 | $409K | Reduce -92.0% |
| RYAN Ryan Specialty Holdings Inc. | 0.06% | 7,701 | $398K | No change |
| WMT Walmart Inc. | 0.05% | 3,268 | $364K | Reduce -25.3% |
| TRV The Travelers Cos Inc. | 0.05% | 1,207 | $350K | Add +0.2% |
| NVS Novartis AG-Sponsored ADR | 0.05% | 2,444 | $337K | Reduce -92.2% |
| PDEC Innovator U.S. Equity Power | 0.05% | 7,639 | $331K | No change |
| ISRG Intuitive Surgical Inc. | 0.05% | 578 | $327K | Add +4.0% |
| VZ Verizon Communications Inc. | 0.05% | 7,972 | $325K | Reduce -3.6% |
| ABT Abbott Laboratories | 0.05% | 2,558 | $320K | Add +3.1% |
| CVX Chevron Corp. | 0.05% | 2,079 | $317K | Reduce -35.4% |
Portfolio Sells Q3 2025 → Q4 2025
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -46.3% | 3.41% | −3.37 |
| AGG iShares Core U.S. Aggregate | Reduce -84.1% | 0.36% | −2.04 |
| EPI Wisdomtree India Earnings | Sold out | 0.00% | −0.92 |
| JPM JPMorgan Chase & Co. | Reduce -88.1% | 0.08% | −0.61 |
| FXU First Trust Utilities Alphad | Sold out | 0.00% | −0.57 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 9.51% | −0.57 |
| NVS Novartis AG-Sponsored ADR | Reduce -92.2% | 0.05% | −0.57 |
| LRCX Lam Research Corp. | Reduce -92.0% | 0.06% | −0.56 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.52 |
| FFND One Global ETF | Sold out | 0.00% | −0.49 |
| TLT iShares 20+ Year Treasury BD | Reduce -10.3% | 1.70% | −0.37 |
| IVE iShares S&P 500 Value ETF | Reduce -2.2% | 6.14% | −0.36 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.32 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.31 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.30 |
| OMC Omnicom Group | Reduce -86.2% | 0.04% | −0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -66.1% | 0.12% | −0.26 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.26 |
| FFOX Fundx Future Fund Opp ETF | Reduce -86.2% | 0.04% | −0.25 |
| APD Air Products & Chemicals Inc. | Reduce -57.1% | 0.14% | −0.25 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.24 |
| IGIB iShares 5-10Y Inv Grade Corp. | Sold out | 0.00% | −0.22 |
| DFAI Dimensional International Co. | Sold out | 0.00% | −0.20 |
| MA Mastercard Inc. Class A | Reduce -83.6% | 0.03% | −0.19 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.18 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.17 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -84.2% | 0.03% | −0.16 |
| ETN Eaton Corp. PLC | Reduce -0.9% | 0.56% | −0.15 |
| COP Conocophillips | Sold out | 0.00% | −0.14 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -2.6% | 0.85% | −0.13 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.12 |
| HWM Howmet Aerospace Inc. | Reduce -16.4% | 0.52% | −0.11 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -17.8% | 0.57% | −0.11 |
| AVUV Avantis US Small Cap Value | Reduce -3.2% | 1.37% | −0.10 |
| DGRE Wisdomtree Emerging Markets | Sold out | 0.00% | −0.08 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -67.6% | 0.04% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -21.9% | 1.39% | −0.08 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.08 |
| FFLS Future Fund Long/Short ETF | Sold out | 0.00% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.5% | 0.80% | −0.07 |
| USTB Victoryshares Short-Term Bon | Sold out | 0.00% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.5% | 0.44% | −0.06 |
| FTC First Trust Large Cap Growth | Reduce -3.2% | 0.55% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.06 |
| SUB iShares Short-Term National | Reduce -5.8% | 0.42% | −0.05 |
| MCD McDonald's Corp. | Reduce -31.4% | 0.10% | −0.05 |
| ORCL Oracle Corp. | Reduce -3.6% | 0.09% | −0.05 |
| NFLX Netflix Inc. | Reduce -1.6% | 0.13% | −0.05 |
| HCA HCA Healthcare Inc. | Reduce -11.2% | 0.52% | −0.05 |
Portfolio Buys Q3 2025 → Q4 2025
| AVDE Avantis International Equity | Add +35.9% | 13.78% | +3.44 |
| UITB Victoryshares Core Intermedi | New | 3.03% | +3.03 |
| BIV Vanguard Intermediate-Term B | Add +85.5% | 3.39% | +1.44 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +17.6% | 6.20% | +0.72 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +159.9% | 1.09% | +0.65 |
| FYC First Trust Small Cap Growth | New | 0.56% | +0.56 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +61.9% | 1.53% | +0.52 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.52% | +0.52 |
| AMAT Applied Materials Inc. | New | 0.47% | +0.47 |
| QCOM Qualcomm Inc. | Add +456.3% | 0.57% | +0.47 |
| AMZN Amazon.com Inc. | Add +80.9% | 0.96% | +0.42 |
| DSU BlackRock Debt Strategies | New | 0.40% | +0.40 |
| LLY Eli Lilly & Co. | New | 0.39% | +0.39 |
| BPRE Bluerock Private Real Estate | New | 0.37% | +0.37 |
| KO The Coca-Cola Co. | Add +921.9% | 0.40% | +0.36 |
| GILD Gilead Sciences Inc. | New | 0.34% | +0.34 |
| DXCM Dexcom Inc. | New | 0.33% | +0.33 |
| AAPL Apple Inc. | Add +36.8% | 1.18% | +0.32 |
| SCHW Schwab (charles) Corp. | Add +57.6% | 0.79% | +0.28 |
| BX Blackstone Inc. | Add +1034.3% | 0.31% | +0.28 |
| MPWR Monolithic Power Systems Inc. | Add +92.5% | 0.62% | +0.27 |
| GD General Dynamics Corp. | Add +827.8% | 0.30% | +0.27 |
| MSFT Microsoft Corp. | Add +50.5% | 1.02% | +0.25 |
| AVEM Avantis Emerging Markets Eq | Add +7.3% | 7.14% | +0.23 |
| ABNB Airbnb Inc. Class A | New | 0.20% | +0.20 |
| TSLA Tesla Inc. | Add +26.5% | 1.12% | +0.19 |
| NVDA Nvidia Corp. | Add +17.8% | 1.67% | +0.16 |
| IVV iShares Core S&P 500 ETF | Add +5.6% | 8.36% | +0.13 |
| FSLR First Solar Inc. | Add +21.2% | 0.45% | +0.12 |
| META Meta Platforms Inc. Class A | Add +35.8% | 0.88% | +0.11 |
| MPLX MPLX LP | Add +34.2% | 0.36% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +19.1% | 0.91% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +16.2% | 0.59% | +0.06 |
| V Visa Inc. Class A | Add +13.3% | 0.51% | +0.04 |
| IJT iShares S&P Small-Cap 600 GR | Add +16.2% | 0.42% | +0.03 |
| ICSH iShares Ultra Short Duration | Add +18.7% | 0.30% | +0.03 |
| MDT Medtronic PLC | Add +17.9% | 0.22% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +71.3% | 0.06% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +22.4% | 0.58% | +0.02 |
| IEV iShares Europe ETF | Add +37.3% | 0.04% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +4.0% | 0.05% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +7.7% | 0.20% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +12.9% | 0.10% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +16.2% | 0.04% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +8.0% | 0.03% | +0.00 |
| FLOT iShares Floating Rate Bond E | Add +7.7% | 0.20% | +0.00 |
| IBM Intl Business Machines Corp. | Add +1.4% | 0.04% | 0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3.2% | 0.03% | −0.00 |
| TRV The Travelers Cos Inc. | Add +0.2% | 0.05% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.2% | 0.39% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 141 | $821.7M | QQQ, AVDE, AVEM, IVV, BIV |
| Q1 2026 | 127 | $710.3M | AVDE, QQQ, IVV, AVEM, VTV |
| Q4 2025Amended | 118 | $692.5M | AVDE, QQQ, IVV, AVEM, VTV |
| Q3 2025 | 142 | $650.8M | AVDE, QQQ, IVV, AVEM, SLQD |
| Q2 2025 | 103 | $574.6M | AVDE, QQQ, IVV, SLQD, AVEM |
| Q1 2025 | 97 | $504.6M | AVDE, INVESCO QQQ TR, IVV, SLQD, AVEM |
| Q4 2024 | 95 | $503.5M | QQQ, AVDE, IVV, SLQD, IVE |
| Q3 2024 | 84 | $484.5M | QQQ, AVDE, IVV, AVEM, IVE |
| Q2 2024 | 85 | $425.1M | QQQ, AVDE, IVV, AVEM, AGG |
| Q1 2024 | 79 | $398.3M | INVESCO QQQ TR, AVDE, IVV, AVEM, IVE |