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Filers›Family Office›GREENUP STREET WEALTH MANAGEMENT LLC
DOSSIER · 13F-HR · Q1 2026

GREENUP STREET WEALTH MANAGEMENT LLC

GREENUP STREET WEALTH's family office based in Greenwich, CT — $710M in tracked AUM across 127 positions as of Q1 2026.

GS
GREENUP STREET WEALTH·Greenwich, CT·Family Office
CIK 0001909904 · last filed Mar 31, 2026
Total AUM
$710M
▼ 11.9%
vs prior
Holdings
127
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
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.

#HoldingValueSharesWeight
01
AVDE
AMERICAN CENTY ETF TR
$92M1.1M13.0%
02
QQQ
INVESCO QQQ TR
$58M101K8.2%
03
IVV
ISHARES TR
$56M85K7.8%
04
AVEM
AMERICAN CENTY ETF TR
$50M620K7.0%
05
VTV
VANGUARD INDEX FDS
$47M239K6.6%
06
IVE
ISHARES TR
$44M209K6.2%
07
BIV
VANGUARD BD INDEX FDS
$24M310K3.4%
08
SLQD
ISHARES TR
$23M458K3.3%
09
UITB
VICTORY PORTFOLIOS II
$21M446K3.0%
10
VOT
VANGUARD INDEX FDS
$14M56K2.0%

Filing history

Filing history loading…
AI Agent · grounded in GREENUP
haiku-4-5 · 127 positions indexed
Sector mix
  • Tech12%
  • Financials13%
  • Health Care50%
  • Communications23%
  • Industrials6%
  • Energy6%
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