Greenup Street Wealth Management

Greenup Street Wealth Management as of March 31, 2026

Portfolio Holdings for Greenup Street Wealth Management

Greenup Street Wealth Management holds 127 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Intl Eqt Etf (AVDE) 13.0 $92M 1.1M 84.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.2 $58M 101k 577.18
Ishares Tr Core S&p500 Etf (IVV) 7.8 $56M 85k 653.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 7.0 $50M 620k 80.58
Vanguard Index Fds Value Etf (VTV) 6.6 $47M 239k 196.20
Ishares Tr S&p 500 Val Etf (IVE) 6.2 $44M 209k 211.15
Vanguard Bd Index Fds Intermed Term (BIV) 3.4 $24M 310k 77.18
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 3.3 $23M 458k 50.49
Victory Portfolios Ii Core Intermediat (UITB) 3.0 $21M 446k 47.02
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.0 $14M 56k 257.35
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.0 $14M 128k 110.47
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.9 $14M 73k 184.28
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.7 $12M 141k 86.69
NVIDIA Corporation (NVDA) 1.6 $11M 63k 174.40
Vanguard Bd Index Fds Long Term Bond (BLV) 1.5 $11M 158k 68.78
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.5 $11M 132k 79.56
Alphabet Cap Stk Cl A (GOOGL) 1.1 $8.0M 28k 287.56
Apple (AAPL) 1.1 $7.8M 31k 253.79
Meta Platforms Cl A (META) 1.1 $7.7M 14k 572.15
Microsoft Corporation (MSFT) 1.0 $7.2M 20k 370.17
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $6.7M 23k 287.17
Amazon (AMZN) 0.9 $6.2M 30k 208.27
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.8 $5.8M 17k 337.95
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $5.1M 7.9k 650.31
Vaneck Etf Trust Uranium And Nucl (NLR) 0.7 $4.7M 36k 133.19
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $4.6M 37k 124.31
Tesla Motors (TSLA) 0.6 $4.4M 12k 371.76
Howmet Aerospace (HWM) 0.6 $4.2M 18k 230.46
Vulcan Materials Company (VMC) 0.6 $4.2M 15k 272.30
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.6 $4.1M 47k 86.93
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.6 $4.1M 137k 29.95
Monolithic Power Systems (MPWR) 0.6 $3.9M 3.6k 1093.46
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.6 $3.9M 41k 96.98
First Tr Exchange-traded A Com Shs (FTC) 0.5 $3.7M 24k 154.14
Charles Schwab Corporation (SCHW) 0.5 $3.7M 40k 93.98
Visa Com Cl A (V) 0.5 $3.5M 12k 302.24
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.5M 12k 286.86
Palo Alto Networks (PANW) 0.5 $3.4M 21k 160.32
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $3.4M 16k 217.25
Vanguard Index Fds Small Cp Etf (VB) 0.4 $3.1M 12k 261.93
Check Point Software Tech Lt Ord (CHKP) 0.4 $3.1M 22k 142.85
Medtronic SHS (MDT) 0.4 $3.1M 36k 86.65
Mastercard Incorporated Cl A (MA) 0.4 $3.0M 6.0k 499.70
Anthem (ELV) 0.4 $3.0M 10k 292.74
Tyler Technologies (TYL) 0.4 $2.9M 8.6k 342.39
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $2.9M 20k 144.71
Blackrock Debt Strategies Com New (DSU) 0.4 $2.8M 293k 9.59
ConocoPhillips (COP) 0.4 $2.8M 21k 132.00
Eaton Corp SHS (ETN) 0.4 $2.8M 7.8k 357.66
Seagate Technology Hldngs Pl Ord Shs (STX) 0.4 $2.5M 6.5k 391.79
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.5M 26k 99.27
Adobe Systems Incorporated (ADBE) 0.3 $2.4M 10k 243.07
Blackstone Group Inc Com Cl A (BX) 0.3 $2.4M 21k 114.99
Coinbase Global Com Cl A (COIN) 0.3 $2.3M 13k 174.61
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $2.2M 21k 106.50
Comcast Corp Cl A (CMCSA) 0.3 $2.2M 78k 28.71
salesforce (CRM) 0.3 $2.2M 12k 186.67
Ishares Tr Ultra Short Dur (ICSH) 0.3 $2.2M 43k 50.62
Exxon Mobil Corporation (XOM) 0.3 $2.1M 12k 169.66
Omni (OMC) 0.3 $2.0M 27k 75.31
Air Products & Chemicals (APD) 0.3 $1.9M 6.4k 290.48
Oracle Corporation (ORCL) 0.3 $1.8M 12k 147.11
Walt Disney Company (DIS) 0.2 $1.7M 18k 96.38
Coreweave Com Cl A (CRWV) 0.2 $1.5M 20k 77.47
Pepsi (PEP) 0.2 $1.5M 9.9k 155.30
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $1.5M 29k 50.95
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.3M 14k 97.13
Ishares Tr National Mun Etf (MUB) 0.2 $1.1M 11k 106.15
Ishares Tr Esg Optimized (SUSA) 0.2 $1.1M 8.1k 132.10
Dex (DXCM) 0.2 $1.1M 17k 62.80
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.1M 9.3k 113.11
Netflix (NFLX) 0.1 $988k 10k 96.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $866k 13k 67.53
Abbvie (ABBV) 0.1 $859k 3.9k 217.47
Amgen (AMGN) 0.1 $827k 2.3k 351.84
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $759k 5.7k 132.50
Parker-Hannifin Corporation (PH) 0.1 $705k 788.00 894.83
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $691k 3.2k 213.67
McDonald's Corporation (MCD) 0.1 $690k 2.2k 310.75
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $685k 6.3k 109.00
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $665k 61k 10.88
Southern Company (SO) 0.1 $659k 6.8k 96.51
Honeywell International (HON) 0.1 $612k 2.7k 226.00
Johnson & Johnson (JNJ) 0.1 $597k 2.4k 244.42
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $582k 16k 36.74
Qualcomm (QCOM) 0.1 $550k 4.3k 128.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $526k 1.1k 479.01
Lam Research Corp Com New (LRCX) 0.1 $520k 2.4k 213.64
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $515k 5.1k 100.63
JPMorgan Chase & Co. (JPM) 0.1 $515k 1.8k 294.08
Chevron Corporation (CVX) 0.1 $509k 2.5k 206.90
Coca-Cola Company (KO) 0.1 $501k 6.6k 76.04
Broadcom (AVGO) 0.1 $489k 1.6k 309.56
Bluerock Pvt Real Estate (BPRE) 0.1 $468k 28k 16.61
Verizon Communications (VZ) 0.1 $449k 9.0k 50.20
Wal-Mart Stores (WMT) 0.1 $444k 3.6k 124.29
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $429k 4.7k 90.93
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.1 $427k 22k 19.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $408k 683.00 597.57
Spdr Series Trust State Street Spd (SPYM) 0.1 $380k 5.0k 76.54
Novartis Sponsored Adr (NVS) 0.1 $363k 2.4k 152.75
Travelers Companies (TRV) 0.1 $355k 1.2k 291.60
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $341k 6.0k 56.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $332k 5.2k 64.08
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $330k 2.8k 118.44
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $325k 7.6k 42.50
Merck & Co (MRK) 0.0 $307k 2.6k 120.28
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $299k 2.2k 138.37
Home Depot (HD) 0.0 $296k 898.00 329.02
Booking Holdings (BKNG) 0.0 $290k 69.00 4202.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $283k 5.7k 49.89
Intuitive Surgical Com New (ISRG) 0.0 $274k 594.00 461.33
Procter & Gamble Company (PG) 0.0 $270k 1.9k 144.44
MPLX Com Unit Rep Ltd (MPLX) 0.0 $263k 4.6k 57.07
Ishares Tr Europe Etf (IEV) 0.0 $262k 3.9k 67.94
Ge Aerospace Com New (GE) 0.0 $259k 913.00 283.80
Abbott Laboratories (ABT) 0.0 $258k 2.5k 102.66
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $252k 10k 24.75
Fundx Invt Tr Future Fund Oppo (FFOX) 0.0 $249k 9.5k 26.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $239k 3.1k 78.41
International Business Machines (IBM) 0.0 $239k 984.00 242.49
United Parcel Svcs CL B (UPS) 0.0 $237k 2.4k 98.39
Universal Hlth Svcs CL B (UHS) 0.0 $233k 1.3k 178.92
Cisco Systems (CSCO) 0.0 $219k 2.8k 77.58
Ge Vernova (GEV) 0.0 $214k 245.00 871.69
Simon Property (SPG) 0.0 $207k 1.1k 186.51
Ishares Tr Core Msci Eafe (IEFA) 0.0 $204k 2.2k 90.52