Greenup Street Wealth Management LLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$710.3M
Holdings
128
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
13.0%
02
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 5.1% (10.9k → 10.4k shares)
8.2%
03
$IVV
ISHARES TR
Q1 2026: Sold 2.6% (34.4k → 33.5k shares)
7.8%
04
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
7.0%
05
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
6.6%
06
$IVE
ISHARES TR
Held since at least Q1 2024
6.2%
07
$BIV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
3.4%
08
$SLQD
ISHARES TR
Held since at least Q1 2024
3.3%
09
$UITB
VICTORY PORTFOLIOS II
Held since at least Q1 2024
3.0%
10
$VOT
VANGUARD INDEX FDS
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:24 UTC.