Greenup Street Wealth Management

Greenup Street Wealth Management as of June 30, 2026

Portfolio Holdings for Greenup Street Wealth Management

Greenup Street Wealth Management holds 141 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.1 $140M 191k 736.40
American Centy Etf Tr Intl Eqt Etf (AVDE) 11.5 $95M 1.1M 89.20
American Centy Etf Tr Avantis Emgmkt (AVEM) 9.4 $77M 798k 96.49
Ishares Tr Core S&p500 Etf (IVV) 4.3 $36M 48k 748.89
Vanguard Bd Index Fds Intermed Term (BIV) 3.9 $32M 419k 76.70
Vanguard Index Fds Value Etf (VTV) 3.8 $32M 145k 217.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.8 $31M 401k 77.91
Ishares Tr S&p 500 Val Etf (IVE) 3.3 $27M 120k 227.06
Victory Portfolios Ii Core Bd Etf (UITB) 3.2 $27M 570k 46.84
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.9 $16M 200k 79.97
Alphabet Cap Stk Cl A (GOOGL) 1.9 $15M 43k 357.37
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.7 $14M 161k 86.42
Vanguard Bd Index Fds Long Term Bond (BLV) 1.6 $14M 196k 68.93
NVIDIA Corporation (NVDA) 1.6 $13M 65k 200.09
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.4 $11M 37k 306.30
Apple (AAPL) 1.3 $11M 38k 289.36
Microsoft Corporation (MSFT) 1.1 $9.4M 25k 373.02
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $8.8M 109k 80.57
Broadcom (AVGO) 1.0 $8.6M 23k 377.74
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.0 $8.0M 17k 477.56
Meta Platforms Cl A (META) 0.9 $7.5M 13k 563.28
Palo Alto Networks (PANW) 0.8 $6.9M 20k 341.01
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $6.8M 35k 197.60
Tesla Motors (TSLA) 0.7 $6.0M 14k 420.60
Amazon (AMZN) 0.7 $5.9M 25k 238.34
Seagate Technology Hldngs Pl Ord Shs (STX) 0.7 $5.8M 6.1k 965.07
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $5.8M 47k 124.76
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.6 $5.3M 42k 127.34
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.6 $5.1M 19k 271.94
Visa Com Cl A (V) 0.6 $4.9M 14k 343.10
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.5 $4.4M 47k 94.68
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.5 $4.4M 137k 31.99
First Tr Exchange-traded A Com Shs (FTA) 0.5 $4.3M 45k 96.80
Alphabet Cap Stk Cl C (GOOG) 0.5 $4.3M 12k 353.33
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $4.3M 29k 148.31
Vaneck Etf Trust Urani Nucle Etf (NLR) 0.5 $4.1M 35k 115.98
Anthem (ELV) 0.5 $4.0M 10k 386.73
First Tr Exchange-traded Energy Alphadx (FXN) 0.5 $3.9M 191k 20.23
Blackrock Debt Strategies Com New (DSU) 0.5 $3.8M 396k 9.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $3.8M 16k 242.99
Booking Holdings (BKNG) 0.5 $3.8M 21k 178.24
Howmet Aerospace (HWM) 0.5 $3.8M 14k 268.85
Eli Lilly & Co. (LLY) 0.4 $3.6M 3.0k 1199.33
Vanguard Index Fds Small Cp Etf (VB) 0.4 $3.2M 11k 303.12
Vulcan Materials Company (VMC) 0.4 $3.0M 10k 295.02
Eaton Corp SHS (ETN) 0.3 $2.9M 6.7k 426.15
Charles Schwab Corporation (SCHW) 0.3 $2.5M 27k 92.27
Tyler Technologies (TYL) 0.3 $2.5M 8.4k 292.47
Mastercard Incorporated Cl A (MA) 0.3 $2.4M 4.7k 513.57
Ishares Tr Ultra Short Dur (ICSH) 0.3 $2.4M 47k 50.58
Blackstone Group Inc Com Cl A (BX) 0.3 $2.3M 20k 117.67
Monolithic Power Systems (MPWR) 0.3 $2.2M 1.6k 1382.73
Pepsi (PEP) 0.3 $2.2M 17k 135.40
Coreweave Com Cl A (CRWV) 0.3 $2.2M 22k 99.54
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $2.1M 12k 178.59
Medtronic SHS (MDT) 0.2 $2.0M 25k 78.23
Coinbase Global Com Cl A (COIN) 0.2 $1.8M 13k 146.19
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.8M 19k 98.98
Exxon Mobil Corporation (XOM) 0.2 $1.7M 13k 136.72
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $1.7M 32k 51.05
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.6M 12k 137.53
Valero Energy Corporation (VLO) 0.2 $1.5M 5.9k 260.45
Oracle Corporation (ORCL) 0.2 $1.4M 9.8k 146.54
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $1.4M 12k 117.06
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.3M 13k 103.88
Autodesk (ADSK) 0.2 $1.3M 6.8k 194.42
O'reilly Automotive (ORLY) 0.1 $1.2M 13k 92.09
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $1.2M 1.6k 746.79
Ishares Tr National Mun Etf (MUB) 0.1 $1.0M 9.5k 107.62
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.0M 9.5k 106.47
Abbvie (ABBV) 0.1 $1.0M 4.0k 251.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $935k 12k 77.11
ConocoPhillips (COP) 0.1 $935k 9.0k 103.96
Amgen (AMGN) 0.1 $853k 2.4k 362.16
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $847k 20k 42.44
Qualcomm (QCOM) 0.1 $829k 4.5k 184.80
Lam Research Corp Com New (LRCX) 0.1 $824k 1.9k 433.40
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $776k 5.3k 147.72
Parker-Hannifin Corporation (PH) 0.1 $769k 787.00 977.67
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $769k 15k 50.37
Netflix (NFLX) 0.1 $720k 10k 71.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $714k 2.9k 242.43
Ishares Tr Esg Optimized (SUSA) 0.1 $697k 4.5k 154.30
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $687k 6.3k 109.07
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $671k 62k 10.84
Southern Company (SO) 0.1 $656k 6.9k 95.71
Johnson & Johnson (JNJ) 0.1 $655k 2.6k 253.93
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $653k 3.8k 170.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $603k 878.00 686.79
McDonald's Corporation (MCD) 0.1 $593k 2.2k 270.29
Coca-Cola Company (KO) 0.1 $562k 6.9k 81.27
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $554k 4.7k 117.50
Intel Corporation (INTC) 0.1 $536k 3.8k 139.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $534k 1.1k 500.52
JPMorgan Chase & Co. (JPM) 0.1 $513k 1.6k 327.26
Quanta Services (PWR) 0.1 $436k 605.00 720.41
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $411k 6.0k 68.41
Chevron Corporation (CVX) 0.0 $410k 2.5k 165.76
Billiontoone Cl A (BLLN) 0.0 $407k 3.4k 119.99
Travelers Companies (TRV) 0.0 $402k 1.2k 330.03
Wal-Mart Stores (WMT) 0.0 $398k 3.5k 113.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $396k 5.6k 71.25
Cisco Systems (CSCO) 0.0 $387k 3.3k 117.46
UnitedHealth (UNH) 0.0 $373k 897.00 415.56
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $371k 22k 17.10
Ge Aerospace Com New (GE) 0.0 $360k 964.00 373.54
Spdr Series Trust ST STR P500GRW (SPYG) 0.0 $360k 3.0k 118.99
Merck & Co (MRK) 0.0 $356k 2.8k 128.50
Verizon Communications (VZ) 0.0 $354k 8.4k 42.34
Home Depot (HD) 0.0 $354k 1.0k 352.55
Bluerock Pvt Real Estate (BPRE) 0.0 $352k 27k 13.01
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $339k 2.2k 156.97
United Parcel Svcs CL B (UPS) 0.0 $339k 3.2k 107.51
Micron Technology (MU) 0.0 $332k 288.00 1153.95
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $329k 1.7k 190.52
Procter & Gamble Company (PG) 0.0 $319k 2.2k 146.63
Simon Property (SPG) 0.0 $313k 1.4k 223.63
Novartis Sponsored Adr (NVS) 0.0 $312k 2.0k 156.72
Applied Materials (AMAT) 0.0 $308k 426.00 723.81
International Business Machines (IBM) 0.0 $306k 1.1k 281.32
Honeywell Aerospace (HONA) 0.0 $301k 1.4k 221.05
Honeywell International (HON) 0.0 $297k 1.3k 223.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $291k 5.8k 50.58
Ge Vernova (GEV) 0.0 $288k 245.00 1175.60
Fundx Invt Tr Futu Fd Oppo Etf (FFOX) 0.0 $286k 9.5k 30.29
Abbott Laboratories (ABT) 0.0 $281k 3.1k 90.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $272k 9.8k 27.70
Advanced Micro Devices (AMD) 0.0 $261k 449.00 580.41
MPLX Com Unit Rep Ltd (MPLX) 0.0 $260k 4.6k 56.33
Ishares Tr Europe Etf (IEV) 0.0 $253k 3.5k 72.85
Ishares Tr Core Msci Eafe (IEFA) 0.0 $235k 2.4k 96.56
Intuitive Surgical Com New (ISRG) 0.0 $228k 573.00 398.00
Fifth Third Ban (FITB) 0.0 $221k 3.9k 56.37
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $220k 4.9k 44.85
Caterpillar (CAT) 0.0 $219k 206.00 1062.32
Capital Group Dividend Value Shs Creat Unit (CGDV) 0.0 $215k 4.4k 49.28
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $210k 299.00 703.34
Schwab Strategic Tr Long Term Us (SCHQ) 0.0 $209k 6.7k 31.30
Deere & Company (DE) 0.0 $207k 326.00 633.56
Spdr Series Trust St Str P500etf (SPYM) 0.0 $201k 2.3k 87.88
Ishares Core Msci Emkt (IEMG) 0.0 $200k 2.4k 82.85