Institutional Fund
Greenup Street Wealth Management LLC
Overland Park, KSCIK 19099046 filings on record
Portfolio Value
$710.34M
Q1 2026
Holdings
127
Reported positions
New Buys
20
Opened this quarter
QoQ Change
+2.6%
from $692.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr13.0%
- Invesco Qqq Tr8.2%
- Ishares Tr7.8%
- American Centy ETF Tr7.0%
- Vanguard Index Fds6.6%
- Ishares Tr6.2%
- Other51.2%
Portfolio Holdings
127 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 1.09M | $92.18M | 13.0% | −72.5K | Reduced |
| 2 | Invesco Qqq Tr | 100.6K | $58.08M | 8.2% | −6.6K | Reduced |
| 3 | Ishares Tr | 85.0K | $55.54M | 7.8% | +506 | Added |
| 4 | American Centy ETF Tr | 619.9K | $49.95M | 7.0% | −21.6K | Reduced |
| 5 | Vanguard Index Fds | 238.8K | $46.84M | 6.6% | +14.0K | Added |
| 6 | Ishares Tr | 209.3K | $44.19M | 6.2% | +8.9K | Added |
| 7 | Vanguard Bd Index Fds | 310.2K | $23.94M | 3.4% | +8.9K | Added |
| 8 | Ishares Tr | 458.3K | $23.14M | 3.3% | −7.9K | Reduced |
| 9 | Victory Portfolios II | 445.8K | $20.96M | 3.0% | +2.1K | Added |
| 10 | Vanguard Index Fds | 55.9K | $14.39M | 2.0% | +34.8K | Added |
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