GREENUP STREET WEALTH MANAGEMENT LLC

Q4 2025 13F-HR/A Holdings

Location
Overland Park, KS
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
118
Total value ($000)
$692,510
Net value change ($000)
+41,691 (6.4%)
New positions
10
Sold out positions
34
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AVDE 28,131 41.8%
UITB 21,013 NEW
BIV 10,778 85.0%
VTV 7,271 20.4%
VOE 4,682 164.2%
AVEM 4,489 10.0%
IVV 4,310 8.0%
HYG 3,998 60.8%
FYC 3,894 NEW
NU 3,570 NEW
Top Reduces (Value $000, Stocks/ETFs)
SLQD -20,501 -46.4%
AGG -13,137 -84.2%
EPI -5,966 -100.0%
JPM -3,965 -87.9%
FXU -3,709 -100.0%
NVS -3,668 -91.6%
LRCX -3,589 -89.8%
ADBE -3,401 -100.0%
FFND -3,172 -100.0%
SNY -2,056 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type