GREENUP STREET WEALTH MANAGEMENT LLC

CIK 0001909904 · Q2 2026

13F Equity AUM

$821.7M

+15.7% QoQ

Positions

141

+14 QoQ

AUM Rank

#2,737

Top 31%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #5,495 · Top 66%

vs S&P -3.0%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 46.2%Top 10: 62.4%Top 20: 76.1%

NDQ17.1%

AVDE11.5%

AVEM9.4%

IVV4.3%

BIV3.9%

VTV3.8%

BSV3.8%

IVE3.3%

UITB3.3%

HYG1.9%

Others (131)37.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services79.9%

Technology9.9%

Communication Services3.4%

Consumer Cyclical2.2%

Other4.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 141Median: 0.12%Avg: 0.71%

0–0.5%

106(14.0%)

0.5–1%

16(10.9%)

1–3%

10(14.7%)

3–5%

6(22.5%)

5%+

3(37.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 141vs 20 funds

0%Low

141

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New27Increased54Decreased54Exited13

New Positions

CRDO0.6%

+19K

FTA0.5%

+45K

FXN0.5%

+191K

LLY0.4%

+3K

VLO0.2%

+6K

ADSK0.2%

+7K

ORLY0.1%

+13K

SPACE EXPLORATION TE…0.1%

+4K

INTC0.1%

+4K

BLLN0.1%

+3K

Increased

BSV3.8%

+398K(+13057%)

AVEM9.4%

+178K(+29%)

UITB3.3%

+124K(+28%)

BIV3.9%

+109K(+35%)

DSU0.5%

+103K(+35%)

NDQ17.1%

+90K(+89%)

VO1.1%

+86K(+366%)

HYG1.9%

+68K(+51%)

BLV1.6%

+38K(+24%)

AVGO1.1%

+21K(+1342%)

Decreased

SLQD0.1%

-443,014(-97%)

VTV3.8%

-94,181(-39%)

IVE3.3%

-89,053(-43%)

AVUV0.7%

-81,134(-64%)

VOE0.8%

-38,657(-53%)

IVV4.3%

-37,333(-44%)

AVDE11.5%

-27,567(-3%)

VOT1.4%

-19,348(-35%)

SCHW0.3%

-12,648(-32%)

COP0.1%

-12,100(-57%)

Exited

-24,276

-21,763

-9,967

-11,900

-77,645

-27,005

-6,436

-17,956

-16,968

-2,709

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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