Greenup Street Wealth Management

Greenup Street Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Greenup Street Wealth Management

Greenup Street Wealth Management holds 118 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Intl Eqt Etf (AVDE) 13.8 $95M 1.2M 82.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.5 $66M 107k 614.31
Ishares Tr Core S&p500 Etf (IVV) 8.4 $58M 85k 684.94
American Centy Etf Tr Avantis Emgmkt (AVEM) 7.1 $49M 642k 77.02
Vanguard Index Fds Value Etf (VTV) 6.2 $43M 225k 190.99
Ishares Tr S&p 500 Val Etf (IVE) 6.1 $43M 200k 212.07
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 3.4 $24M 466k 50.70
Vanguard Bd Index Fds Intermed Term (BIV) 3.4 $24M 301k 77.88
Victory Portfolios Ii Core Intermediat (UITB) 3.0 $21M 444k 47.35
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.7 $12M 135k 87.16
NVIDIA Corporation (NVDA) 1.7 $12M 62k 186.50
Vanguard Bd Index Fds Long Term Bond (BLV) 1.5 $11M 154k 69.52
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.5 $11M 131k 80.63
Alphabet Cap Stk Cl A (GOOGL) 1.4 $9.6M 31k 313.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $9.5M 93k 101.98
Apple (AAPL) 1.2 $8.2M 30k 271.86
Tesla Motors (TSLA) 1.1 $7.7M 17k 449.71
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $7.5M 43k 177.37
Microsoft Corporation (MSFT) 1.0 $7.0M 15k 483.61
Amazon (AMZN) 1.0 $6.7M 29k 230.82
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $6.3M 22k 290.22
Meta Platforms Cl A (META) 0.9 $6.1M 9.3k 660.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $5.9M 21k 279.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $5.5M 8.1k 681.90
Charles Schwab Corporation (SCHW) 0.8 $5.5M 55k 99.91
Monolithic Power Systems (MPWR) 0.6 $4.3M 4.8k 906.45
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $4.1M 34k 120.18
Palo Alto Networks (PANW) 0.6 $4.0M 22k 184.20
Qualcomm (QCOM) 0.6 $4.0M 23k 171.05
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.6 $3.9M 49k 79.45
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $3.9M 13k 303.90
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.6 $3.9M 41k 96.12
Tyler Technologies (TYL) 0.6 $3.9M 8.6k 453.96
Eaton Corp SHS (ETN) 0.6 $3.9M 12k 318.52
First Tr Exchange-traded A Com Shs (FTC) 0.6 $3.8M 24k 159.88
First Tr Exchange Traded Finls Alphadex (FXO) 0.5 $3.8M 62k 60.35
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.8M 12k 313.79
Hca Holdings (HCA) 0.5 $3.6M 7.8k 466.88
Howmet Aerospace (HWM) 0.5 $3.6M 18k 205.02
Nu Hldgs Ord Shs Cl A (NU) 0.5 $3.6M 213k 16.74
Visa Com Cl A (V) 0.5 $3.6M 10k 350.71
Applied Materials (AMAT) 0.5 $3.3M 13k 256.99
First Solar (FSLR) 0.4 $3.1M 12k 261.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $3.0M 14k 211.79
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $2.9M 21k 141.16
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $2.9M 27k 106.70
Coca-Cola Company (KO) 0.4 $2.8M 40k 69.91
Blackrock Debt Strategies Com New (DSU) 0.4 $2.8M 272k 10.18
Eli Lilly & Co. (LLY) 0.4 $2.7M 2.5k 1074.55
Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.7M 10k 257.94
Bluerock Pvt Real Estate 0.4 $2.6M 172k 15.00
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.5M 25k 99.88
MPLX Com Unit Rep Ltd (MPLX) 0.4 $2.5M 46k 53.37
Gilead Sciences (GILD) 0.3 $2.4M 19k 122.74
Dex (DXCM) 0.3 $2.3M 34k 66.37
Blackstone Group Inc Com Cl A (BX) 0.3 $2.1M 14k 154.14
General Dynamics Corporation (GD) 0.3 $2.1M 6.2k 336.66
Ishares Tr Ultra Short Dur (ICSH) 0.3 $2.1M 41k 50.58
Medtronic SHS (MDT) 0.2 $1.6M 16k 96.06
Airbnb Com Cl A (ABNB) 0.2 $1.4M 10k 135.71
Ishares Tr National Mun Etf (MUB) 0.2 $1.4M 13k 107.11
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $1.4M 27k 50.86
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.4M 14k 96.03
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.2M 10k 123.26
Ishares Tr Esg Optimized (SUSA) 0.2 $1.2M 8.6k 139.35
Air Products & Chemicals (APD) 0.1 $993k 4.0k 247.04
Netflix (NFLX) 0.1 $924k 9.9k 93.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $911k 14k 66.00
Abbvie (ABBV) 0.1 $873k 3.8k 228.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $839k 1.7k 502.65
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $820k 6.2k 131.60
Amgen (AMGN) 0.1 $761k 2.3k 327.33
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $722k 14k 50.29
Parker-Hannifin Corporation (PH) 0.1 $690k 785.00 878.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $685k 3.3k 210.34
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $669k 6.1k 110.19
McDonald's Corporation (MCD) 0.1 $664k 2.2k 305.63
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $649k 58k 11.24
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $626k 18k 35.58
Oracle Corporation (ORCL) 0.1 $607k 3.1k 194.94
Southern Company (SO) 0.1 $594k 6.8k 87.20
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $557k 5.7k 97.79
JPMorgan Chase & Co. (JPM) 0.1 $547k 1.7k 322.15
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $531k 5.5k 96.88
Honeywell International (HON) 0.1 $531k 2.7k 195.11
Johnson & Johnson (JNJ) 0.1 $483k 2.3k 206.96
Broadcom (AVGO) 0.1 $457k 1.3k 346.23
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $457k 8.3k 54.71
Booking Holdings (BKNG) 0.1 $427k 80.00 5336.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $411k 656.00 627.18
Lam Research Corp Com New (LRCX) 0.1 $409k 2.4k 171.17
Ryan Specialty Holdings Cl A (RYAN) 0.1 $398k 7.7k 51.63
Wal-Mart Stores (WMT) 0.1 $364k 3.3k 111.42
Travelers Companies (TRV) 0.1 $350k 1.2k 289.98
Novartis Sponsored Adr (NVS) 0.0 $337k 2.4k 137.87
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $331k 7.6k 43.38
Intuitive Surgical Com New (ISRG) 0.0 $327k 578.00 566.27
Verizon Communications (VZ) 0.0 $325k 8.0k 40.73
Abbott Laboratories (ABT) 0.0 $321k 2.6k 125.29
Chevron Corporation (CVX) 0.0 $317k 2.1k 152.40
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $306k 2.2k 141.49
Ishares Tr Europe Etf (IEV) 0.0 $300k 4.4k 68.60
Home Depot (HD) 0.0 $296k 859.00 344.22
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $293k 16k 18.54
Omni (OMC) 0.0 $286k 3.5k 80.75
International Business Machines (IBM) 0.0 $285k 963.00 296.07
Universal Hlth Svcs CL B (UHS) 0.0 $284k 1.3k 217.96
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $258k 2.3k 113.73
Fundx Invt Tr Future Fund Oppo (FFOX) 0.0 $258k 9.5k 27.27
HSBC HLDGS Spon Adr New (HSBC) 0.0 $255k 3.2k 78.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $249k 10k 24.04
Merck & Co (MRK) 0.0 $247k 2.3k 105.25
Procter & Gamble Company (PG) 0.0 $245k 1.7k 143.34
Mastercard Incorporated Cl A (MA) 0.0 $238k 417.00 571.01
Spdr Series Trust State Street Spd (SPLG) 0.0 $233k 2.9k 80.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $228k 3.7k 62.48
Exxon Mobil Corporation (XOM) 0.0 $212k 1.8k 120.33
Cisco Systems (CSCO) 0.0 $204k 2.6k 77.04