GREENUP STREET WEALTH MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$710,335
Net value change ($000)
+17,825 (2.6%)
New positions
19
Sold out positions
11
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VOT 8,503 144.4%
VOE 5,954 79.0%
NLR 4,746 NEW
AVUV 4,628 48.8%
VMC 4,172 NEW
FEM 4,099 NEW
VTV 3,912 9.1%
CHKP 3,109 NEW
ELV 2,975 NEW
COP 2,784 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -7,792 -11.8%
FXO -3,763 -100.0%
HCA -3,635 -100.0%
NU -3,570 -100.0%
QCOM -3,430 -86.2%
TSLA -3,300 -42.6%
AMAT -3,275 -100.0%
AVDE -3,233 -3.4%
FSLR -3,084 -100.0%
LLY -2,704 -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.
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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