GREENUP STREET WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 710,335
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 188.9 K | 26.6% | 0 | 201.2 K | -201.2 K |
| ETFs | 508.9 K | 71.6% | 218.5 K | 0 | 218.5 K |
| Debt | 12.55 K | 1.8% | 508 | 0 | 508 |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
710,335
Holdings
127
QoQ value change ($000)
17,825
(2.6%)
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.