GREENUP STREET WEALTH MANAGEMENT LLC

All 13F Filings

Location
Overland Park, KS
Most recent 13F
Q3 2026
Holdings value ($000)
813,000
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/28/2026 133 813,000 13F-HR GREENUP STREET WEALTH MANAGEMENT LLC
Q2 2026 7/27/2026 141 821,685 13F-HR GREENUP STREET WEALTH MANAGEMENT LLC
Q1 2026 4/20/2026 127 710,335 13F-HR GREENUP STREET WEALTH MANAGEMENT LLC
Q4 2025 1/23/2026 118 692,510 13F-HR/A - RESTATEMENT GREENUP STREET WEALTH MANAGEMENT LLC
Q4 2025 1/22/2026 142 650,820 13F-HR GREENUP STREET WEALTH MANAGEMENT LLC
Q3 2025 10/16/2025 142 650,819 13F-HR GREENUP STREET WEALTH MANAGEMENT LLC
Q2 2025 7/30/2025 103 574,567 13F-HR GREENUP STREET WEALTH MANAGEMENT LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 235 (0.0% of total reported value) · QoQ Δ: +235
Type Value ($000) Share % Inflow Outflow Net
Stocks 184.7 K 22.7% 0 22.46 K -22.46 K
ETFs 577.8 K 71.1% 9.664 K 0 9.664 K
Debt 50.3 K 6.2% 3.87 K 0 3.87 K
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Fund Snapshot

Q3 2026
Latest filed
10/28/2026
Total value ($000)
813,000
Holdings
133
QoQ value change ($000)
-8,685 (-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.