AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: GREENUP STREET WEALTH MANAGEMENT LLC
1. Portfolio Overview
Greenup Street Wealth Management LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 335.7%, rising from approximately $158.96 million to $692.51 million. This dramatic increase indicates substantial capital inflows, likely from new client acquisitions or the consolidation of reportin...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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