GREENUP STREET WEALTH MANAGEMENT LLC

Q3 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
142
Total value ($000)
$650,819
Net value change ($000)
+76,252 (13.3%)
New positions
44
Sold out positions
5
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVE 15,570 58.2%
AVEM 11,242 33.4%
AGG 9,785 168.1%
VTV 8,400 30.8%
SLQD 7,852 21.6%
VOT 6,363 NEW
IVV 6,303 13.3%
VO 5,375 NEW
AVDE 3,854 6.1%
AAPL 3,849 219.3%
Top Reduces (Value $000, Stocks/ETFs)
IJH -18,955 -94.6%
IJJ -16,123 -94.5%
IJK -8,966 -93.7%
ORCL -3,629 -80.0%
AVUV -3,524 -26.9%
FXR -3,437 -100.0%
META -3,020 -37.6%
VST -2,708 -100.0%
TSM -1,404 -24.2%
MPLX -1,283 -42.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type