13F Filings History of GREENUP STREET WEALTH MANAGEMENT LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$692,509,982
Signature - Title
Ryan Westerbeck - Consultant
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by GREENUP STREET WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GREENUP STREET WEALTH MANAGEMENT LLC reported 118 stock holdings with total value $692,509,982 as of Q4 2025. Top holdings included AVDE, QQQ, IVV, AVEM, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 118 $692,509,982 +$136,542,160 -$107,340,633 +$29,201,527 AVDE, QQQ, IVV, AVEM, VTV Restatement 23 Jan 2026, 09:55
Q3 2025 142 $650,818,556 +$124,903,159 -$86,913,370 +$37,989,789 AVDE, QQQ, IVV, AVEM, SLQD 13F-HR 16 Oct 2025, 12:05
Q2 2025 103 $574,566,690 +$88,030,224 -$54,964,872 +$33,065,352 AVDE, QQQ, IVV, SLQD, AVEM 13F-HR 30 Jul 2025, 12:08
Q1 2025 97 $504,609,450 +$136,173,744 -$126,301,958 +$9,871,786 AVDE, QQQ, IVV, SLQD, AVEM 13F-HR 21 Apr 2025, 12:31
Q4 2024 93 $503,497,026 +$109,796,314 -$85,929,891 +$23,866,423 QQQ, AVDE, IVV, SLQD, IVE 13F-HR 22 Jan 2025, 14:38
Q3 2024 84 $484,485,696 +$61,459,760 -$22,716,284 +$38,743,476 QQQ, AVDE, IVV, AVEM, IVE 13F-HR 16 Oct 2024, 15:34
Q2 2024 85 $425,081,743 +$160,303,192 -$122,612,540 +$37,690,652 QQQ, AVDE, IVV, AVEM, AGG 13F-HR 22 Jul 2024, 12:46
Q1 2024 79 $386,271,229 +$76,590,525 -$63,423,149 +$13,167,376 Invesco Qqq Tr Unit Ser 1, AVDE, IVV, AVEM, IVE 13F-HR 06 May 2024, 11:30
Q4 2023 82 $359,568,579 +$121,667,515 -$91,254,487 +$30,413,028 Invesco Qqq Tr Unit Ser 1, AVDE, IVV, IVE, AVEM 13F-HR 08 Feb 2024, 16:10
Q3 2023 82 $306,301,379 +$46,572,183 -$97,895,397 -$51,323,214 AVDE, QQQ, IVV, IVE, AVEM 13F-HR 08 Nov 2023, 16:49
Q2 2023 94 $365,938,919 +$112,161,688 -$46,856,543 +$65,305,145 AVDE, QQQ, IVV, IVE, AVEM 13F-HR 07 Aug 2023, 15:14
Q1 2023 76 $284,611,899 +$94,055,038 -$60,467,985 +$33,587,053 AVDE, IVV, QQQ, IVE, SHY 13F-HR 08 May 2023, 16:02
Q4 2022 79 $237,837,692 +$24,844,920 -$23,532,623 +$1,312,297 AVDE, IVV, IVE, ICSH, BSV 13F-HR 26 Jan 2023, 15:43
Q3 2022 75 $219,914,000 +$47,111,986 -$23,065,092 +$24,046,894 AVDE, QQQ, IVV, IVE, ICSH 13F-HR 21 Oct 2022, 12:30
Q2 2022 76 $211,633,000 +$92,417,166 -$35,617,415 +$56,799,751 AVDE, IVV, ICSH, QQQ, IVE 13F-HR 29 Jul 2022, 14:03
Q1 2022 79 $179,845,000 +$50,928,877 -$29,370,932 +$21,557,945 IVV, AVDE, QQQ, IHI, ICSH 13F-HR 05 May 2022, 16:48
Q4 2021 80 $166,098,000 $0 $0 $0 IVV, AVDE, QQQ, AGG, IWP 13F-HR 09 Feb 2022, 14:11