Arkolith/Funds/Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC

CIK 1909904Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Greenup Street Wealth Management LLC holds a focused book of 141 stocks worth $821.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Credo Technology Group Holdi and trimmed Avantis International Equity. Their largest long position is Invesco QQQ Trust Series 1 at 17% of the equity book. Cloning the disclosed picks since 2025 would be +25% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show GREENUP STREET WEALTH MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
81
new positions
Added to
54
existing
Trimmed
54
reduced
Sold out
13
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.8%
+15.6%/yr · since Jan '25
Their reported book
+21.5%
held from quarter-end
S&P 500
+25.0%
same window
$8K$9K$11K$12K$13KJan '25May '25Sep '25Dec '25Apr '26Jul '26
Greenup Street Wealth Management LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.3 points over this window.

Growth of $10,000 cloning Greenup Street Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
62%
Top 20 holdings
76%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

22% mapped to company sectors

ETF / fund or unclassified
78%
Information Technology
13%
Financials
2%
Consumer Discretionary
2%
Health Care
2%
Industrials
1%
Materials
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

141 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$140.3M190.5K
17.1%
+89%
Added · +90K sh
2American Centy ETF TR
INTL EQT ETF
$94.5M1.06M
11.5%
−2.5%
Reduced · −28K sh
3American Centy ETF TR
AVANTIS EMGMKT
$77.0M798.0K
9.4%
+29%
Added · +178K sh
4Ishares TR
CORE S&P500 ETF
$35.7M47.7K
4.3%
−44%
Reduced · −37K sh
5Vanguard BD Index FDS
INTERMED TERM
$32.1M418.8K
3.9%
+35%
Added · +109K sh
6Vanguard Index FDS
VALUE ETF
$31.5M144.6K
3.8%
−39%
Reduced · −94K sh
7Vanguard BD Index FDS
SHORT TRM BOND
$31.3M401.3K
3.8%
132×
Added · +398K sh
8Ishares TR
S&P 500 VAL ETF
$27.3M120.2K
3.3%
−43%
Reduced · −89K sh
9Victory Portfolios II
CORE BD ETF
$26.7M570.0K
3.2%
+28%
Added · +124K sh
10Ishares TR
IBOXX HI YD ETF
$16.0M199.5K
1.9%
+51%
Added · +68K sh
11Alphabet Inc
CAP STK CL A
$15.3M42.8K
1.9%
+54%
Added · +15K sh
12Ishares TR
20 YR TR BD ETF
$13.9M161.1K
1.7%
+15%
Added · +21K sh
13Vanguard BD Index FDS
LONG TERM BOND
$13.5M196.0K
1.6%
+24%
Added · +38K sh
14Nvidia Corporation
COM
$12.9M64.6K
1.6%
+2.3%
Added · +1K sh
15Vanguard Index FDS
MCAP GR IDXVIP
$11.2M36.6K
1.4%
−35%
Reduced · −19K sh
16Apple Inc
COM
$11.0M37.9K
1.3%
+24%
Added · +7K sh
17Microsoft Corp
COM
$9.4M25.3K
1.1%
+29%
Added · +6K sh
18Vanguard Index FDS
MID CAP ETF
$8.8M109.2K
1.1%
+366%
Added · +86K sh
19Broadcom Inc
COM
$8.6M22.8K
1.0%
14×
Added · +21K sh
20Taiwan Semiconductor Manufac
SPONSORED ADS
$8.0M16.7K
1.0%
−2.9%
Reduced · −505 sh
21Meta Platforms Inc
CL A
$7.5M13.3K
0.9%
−1.1%
Reduced · −146 sh
22Palo Alto Networks Inc
COM
$6.9M20.1K
0.8%
−5.0%
Reduced · −1K sh
23Vanguard Index FDS
MCAP VL IDXVIP
$6.8M34.5K
0.8%
−53%
Reduced · −39K sh
24Tesla Inc
COM
$6.0M14.3K
0.7%
+20%
Added · +2K sh
25Amazon Com Inc
COM
$5.9M24.8K
0.7%
−17%
Reduced · −5K sh
26Seagate Technology HLDNGS PL
ORD SHS
$5.8M6.1K
0.7%
−6.3%
Reduced · −407 sh
27American Centy ETF TR
US SML CP VALU
$5.8M46.6K
0.7%
−64%
Reduced · −81K sh
28First TR Exchange-Traded Alp
SML CP GRW ALP
$5.3M41.6K
0.6%
+2.7%
Added · +1K sh
29Credo Technology Group Holdi
ORDINARY SHARES
$5.1M18.7K
0.6%
New
New position
30Visa Inc
COM CL A
$4.9M14.4K
0.6%
+23%
Added · +3K sh
31First TR Exch TRD Alphdx FD
DEV MRK EX US
$4.4M46.8K
0.5%
−0.9%
Reduced · −438 sh
32First TR Exch TRD Alphdx FD
EMERG MKT ALPH
$4.4M137.0K
0.5%
+0.1%
Added · +166 sh
33First TR Exchange-Traded Alp
COM SHS
$4.3M44.8K
0.5%
New
New position
34Alphabet Inc
CAP STK CL C
$4.3M12.2K
0.5%
+0.6%
Added · +71 sh
35Ishares TR
CORE S&P SCP ETF
$4.3M28.8K
0.5%
−21%
Reduced · −8K sh
36Vaneck ETF Trust
URANI NUCLE ETF
$4.1M35.2K
0.5%
−1.1%
Reduced · −396 sh
37Elevance Health Inc Formerly
COM
$4.0M10.3K
0.5%
+1.0%
Added · +106 sh
38First TR Exchange-Traded FD
ENERGY ALPHADX
$3.9M190.7K
0.5%
New
New position
39BlackRock Debt Strategies FD
COM NEW
$3.8M396.2K
0.5%
+35%
Added · +103K sh
40Vanguard Index FDS
SM CP VAL ETF
$3.8M15.6K
0.5%
+1.0%
Added · +150 sh
41Booking Holdings Inc
COM
$3.8M21.2K
0.5%
307×
Added · +21K sh
42Howmet Aerospace Inc
COM
$3.8M14.0K
0.5%
−23%
Reduced · −4K sh
43Eli Lilly & Co
COM
$3.6M3.0K
0.4%
New
New position
44Vanguard Index FDS
SMALL CP ETF
$3.2M10.6K
0.4%
−11%
Reduced · −1K sh
45Vulcan Matls Co
COM
$3.0M10.3K
0.4%
−33%
Reduced · −5K sh
46Eaton Corp PLC
SHS
$2.9M6.7K
0.3%
−14%
Reduced · −1K sh
47Schwab Charles Corp
COM
$2.5M27.1K
0.3%
−32%
Reduced · −13K sh
48Tyler Technologies Inc
COM
$2.5M8.4K
0.3%
−2.2%
Reduced · −187 sh
49Mastercard Incorporated
CL A
$2.4M4.7K
0.3%
−21%
Reduced · −1K sh
50Ishares TR
ULTRA SHORT DUR
$2.4M47.1K
0.3%
+9.8%
Added · +4K sh
Showing 50 of 141 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026141$821.7M13F-HR
Q1 2026Mar 31, 2026Apr 20, 2026127$710.3M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026119$692.5M13F-HR/A
Q3 2025Sep 30, 2025Oct 16, 2025142$650.8M13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025103$574.6M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202597$504.6M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202595$503.5M13F-HR
Amended / restated
  • Q4 2025 · filed Jan 22, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.