GREENUP STREET WEALTH MANAGEMENT LLC

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
133
Total value ($000)
$813,000
Net value change ($000)
-8,685 (-1.1%)
New positions
14
Sold out positions
23
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
EXXONMOBIL HOLDINGS CORP 6,435 NEW
QQQ 5,118 3.6%
HYG 4,357 27.3%
SCHW 3,942 157.7%
LRCX 2,948 358.2%
GE 2,770 769.4%
AVUV 2,736 47.1%
MPWR 2,723 121.2%
ISRG 2,589 1135.5%
AVDE 2,496 2.6%
Top Reduces (Value $000, Stocks/ETFs)
FYC -5,302 -100.0%
FDT -4,427 -100.0%
V -4,418 -89.3%
FEM -4,383 -100.0%
FTA -4,339 -100.0%
VOT -4,321 -38.6%
ELV -3,971 -100.0%
FXN -3,858 -100.0%
NLR -3,838 -93.9%
DSU -3,753 -97.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 235 (0.0% of total reported value)
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