1y return+19.3%S&P 500 +20.9%
3y return+51.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $140 against $157 in the S&P 500.2
Greenup Street Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $140.3M | 17.1% | +89.3% |
| AVDEAmerican Centy Etf Tr | $94.5M | 11.5% | −2.5% |
| AVEMAmerican Centy Etf Tr | $77.0M | 9.4% | +28.7% |
| IVVIshares Tr | $35.7M | 4.3% | −43.9% |
| BIVVanguard Bd Index Fds | $32.1M | 3.9% | +35.0% |
| VTVVanguard Index Fds | $31.5M | 3.8% | −39.4% |
| BSVVanguard Bd Index Fds | $31.3M | 3.8% | +13057.3% |
| IVEIshares Tr | $27.3M | 3.3% | −42.6% |
| UITBVictory Portfolios II | $26.7M | 3.2% | +27.9% |
| HYGIshares Tr | $16.0M | 1.9% | +51.5% |
| GOOGLAlphabet Inc | $15.3M | 1.9% | +54.0% |
| TLTIshares Tr | $13.9M | 1.7% | +14.7% |
| BLVVanguard Bd Index Fds | $13.5M | 1.6% | +24.4% |
| NVDANvidia Corporation | $12.9M | 1.6% | +2.3% |
| VOTVanguard Index Fds | $11.2M | 1.4% | −34.6% |
| AAPLApple Inc | $11.0M | 1.3% | +24.1% |
| MSFTMicrosoft Corp | $9.4M | 1.1% | +29.1% |
| VOVanguard Index Fds | $8.8M | 1.1% | +16.6% |
| AVGOBroadcom Inc | $8.6M | 1.0% | +1341.9% |
| TSMTaiwan Semiconductor Manufac | $8.0M | 1.0% | −2.9% |
| METAMeta Platforms Inc | $7.5M | 0.9% | −1.1% |
| PANWPalo Alto Networks Inc | $6.9M | 0.8% | −5.0% |
| VOEVanguard Index Fds | $6.8M | 0.8% | −52.8% |
| TSLATesla Inc | $6.0M | 0.7% | +19.6% |
| AMZNAmazon Com Inc | $5.9M | 0.7% | −16.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $4.3M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $15.3M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | March 31, 2026 | +146.3% | $5.8M |
| TSMTaiwan Semiconductor Manufac | December 31, 2024 | +141.8% | $8.0M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $12.9M |
| PANWPalo Alto Networks Inc | March 31, 2025 | +99.8% | $6.9M |
| AVUVAmerican Centy Etf Tr | June 30, 2022 | +82.5% | $5.8M |
| TSLATesla Inc | September 30, 2023 | +68.1% | $6.0M |
| METAMeta Platforms Inc | December 31, 2021 | +67.5% | $7.5M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $11.0M |
Sold off last quarter
- FTCFirst Tr Exchange-traded Alp was $3.7M
- Check Point Software Tech LtCUSIP M22465104 was $3.1M
- ADBEAdobe Inc was $2.4M
- CMCSAComcast Corp New was $2.2M
- CRMSalesforce Inc was $2.2M
- OMCOmnicom Group Inc was $2.0M
- APDAir Products And Chemicals I was $1.9M
- DISDisney Walt Co was $1.7M
- DXCMDexcom Inc was $1.1M
- Honeywell Intl IncCUSIP 438516106 was $612K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +6.3% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −1.8% | −3.6% |
| June 30, 2023 | +6.2% | +8.3% |
| March 31, 2023 | +5.7% | +7.0% |
| December 31, 2022 | +7.5% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Greenup Street Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1909904&type=13F-HR&dateb=&owner=include&count=40CIK 1909904
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1909904/000190990426000005/Filed July 27, 2026 · accession 0001909904-26-000005