Data as of Q4 2025 (Dec 31, 2025)

GREENUP STREET WEALTH MANAGEMENT LLC

•CIK: 1909904•Filing: Q4 2025

**GREENUP STREET WEALTH MANAGEMENT LLC** manages $693M across a portfolio of 118 positions. The firm exhibits significant concentration in the technology and exchange-traded product (ETP) space, highlighted by a top holding in AVDE at $95.4M. Further substantial allocations include NDQ ($65.9M), IVV ($57.9M), and AVEM ($49.4M). This structure suggests a tactical focus on growth-oriented, liquid market segments.

Total AUM
$692.5M
QoQ Performance
+6.4%
Positions
83
Top 10 Concentration
62.7%
Latest Filing
Q4 2025

Top Holdings Allocation

AVDE
NDQ
IVV
AVEM
VTV
IVE
AVDE13.8%
NDQ9.5%
IVV8.4%
AVEM7.1%
VTV6.2%
IVE6.1%
SLQD3.4%
BIV3.4%

📈 Biggest Buys

AVDE
AMERICAN CENTY ETF TR
+35.9%
13.8% of portfolio
UITB
VICTORY PORTFOLIOS II
NEW
3.0% of portfolio
BIV
VANGUARD BD INDEX FDS
+85.5%
3.4% of portfolio
VTV
VANGUARD INDEX FDS
+17.6%
6.2% of portfolio
VOE
VANGUARD INDEX FDS
+160.0%
1.1% of portfolio

📉 Biggest Sells

SLQD
ISHARES TR
-46.3%
3.4% of portfolio
AGG
ISHARES TR
-84.1%
0.4% of portfolio
LRCX
LAM RESEARCH CORP
-92.0%
0.1% of portfolio
JPM
JPMORGAN CHASE & CO.
-88.1%
0.1% of portfolio
NVSN
NOVARTIS AG
-92.2%
0.0% of portfolio

Sector Breakdown

Other76.9%
ETF9.2%
Technology7.5%
Consumer2.5%
Financial1.6%
Healthcare1.3%
Consumer Staples0.4%
Materials0.1%

🚪 Exited Positionssold since Q3 2025

EPI
WISDOMTREE TR
SOLD
$6.0M
FXU
FIRST TR EXCHANGE TRADED FD
SOLD
$3.7M
ADBE
ADOBE INC
SOLD
$3.4M
FFND
NORTHERN LTS FD TR II
SOLD
$3.2M
SNY
SANOFI SA
SOLD
$2.1M
+29 more exited positions

Changes from Q3 2025

NEW10 new positions
↑45 increased
↓58 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AVDE13.8%
AMERICAN CENTY ETF TR
$95.4M
NDQ9.5%
INVESCO QQQ TR
$65.9M
IVV8.4%
ISHARES TR
$57.9M
AVEM7.1%
AMERICAN CENTY ETF TR
$49.4M
VTV6.2%
VANGUARD INDEX FDS
$42.9M

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