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Greenup Street Wealth Management LLC
Greenup Street Wealth Management LLC is an SEC-registered investment adviser headquartered in Overland Park, Kansas, with additional offices in Ann Arbor, MI, and Calabasas, CA. The firm provides comprehensive wealth management services, including financial planning, investment management, tax strategies, retirement planning, and estate planning. Founded recently, GreenUp delivers a customized wealth management experience designed to empower clients to take control of both their financial and personal goals. It serves individual clients, families, and institutions, employing approximately 19 people as of 2025.
Investment Strategy
Greenup Street Wealth Management LLC focuses on delivering personalized wealth management solutions tailored to each client’s unique financial needs and aspirations. The firm’s strategy centers on holistic financial planning, strategic asset allocation, risk management, and tax efficiency. It emphasizes client education, community support, and ongoing accountability. GreenUp integrates diverse investment approaches, including equity, fixed income, and alternative investments, as part of customized portfolios aimed at long-term growth, capital preservation, and financial well-being.
Latest 13F Filing Activity
Greenup Street Wealth Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 141 equity positions with a total 13F market value of $651M. The fund increased holdings in Ishares TR, American Centy Etf TR, Ishares TR among other positions. Greenup Street Wealth Management LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (141)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVDE | AMERICAN CENTY ETF TR | 10.34% | $67.3M | 852,722 | $59.20 | $78.90 | +$3.9M |
Q QQQ | INVESCO QQQ TR | 10.08% | $65.6M | 109,285 | $551.64 | $600.37 | +$2.4M |
I IVV | ISHARES TR | 8.23% | $53.6M | 80,050 | $491.19 | $669.30 | +$6.3M |
A AVEM | AMERICAN CENTY ETF TR | 6.90% | $44.9M | 598,077 | $60.11 | $75.11 | +$11.2M |
S SLQD | ISHARES TR | 6.78% | $44.1M | 868,351 | $49.57 | $50.83 | +$7.9M |
Industry Allocation
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