GREENUP STREET WEALTH MANAGEMENT LLC

RIA/Wealth

GREENUP STREET WEALTH MANAGEMENT LLC is a RIA/Wealth based in Overland Park, KS led by Anthony Michael Schmitt, reporting $661.7M in AUM as of Q3 2025 with 76% ETF concentration and 61% concentrated in top 10 holdings.

CEOAnthony Michael Schmitt

Portfolio Value: $648.9M
Positions: 141
Top Holding: AVDE at 10.37%
Last Reported: Q3 2025

Address7300 W 110th Street, Suite 700, Overland Park, KS, 66210, United States

Top Holdings

Largest long holdings in GREENUP STREET WEALTH MANAGEMENT LLC's portfolio (60.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Avantis International Equity AVDE	ETF ETF	$67.3M	10.37%	-$337.4K Sold	— 852.7K shares	Q4 2021 Held for 3y 11m
2 Invesco QQQ Trust QQQ	ETF ETF	$65.6M	10.11%	-$3.2M Sold	— 109.3K shares	Q2 2024 Held for 1y 5m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$53.6M	8.26%	+$2.6M Bought	— 80.1K shares	Q4 2021 Held for 3y 11m
4 Avantis Emerging Markets Equity AVEM	ETF ETF	$44.9M	6.92%	+$8.0M Bought	— 598.1K shares	Q4 2021 Held for 3y 11m
5 iShares 0-5 Year Investment Grade Corporate Bond SLQD	ETF ETF	$44.1M	6.80%	+$7.7M Bought	— 868.4K shares	Q2 2022 Held for 3y 5m
6 iShares S&P 500 Value IVE	ETF ETF	$42.3M	6.52%	+$14.1M Bought	— 204.9K shares	Q4 2021 Held for 3y 11m
7 Vanguard Value VTV	ETF ETF	$35.7M	5.50%	+$6.9M Bought	— 191.2K shares	Q4 2021 Held for 3y 11m
8 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$15.6M	2.40%	+$9.7M Bought	— 155.7K shares	Q4 2021 Held for 3y 11m
9 iShares 20+ Year Treasury Bond TLT	ETF ETF	$13.5M	2.08%	-$813.1K Sold	— 151.0K shares	Q4 2021 Held for 3y 11m
10 Vanguard Intermediate-Term Bond BIV	ETF ETF	$12.7M	1.95%	+$2.0M Bought	— 162.4K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GREENUP STREET WEALTH MANAGEMENT LLC's latest filing

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Market Value

$648.9M

Prior: $574.6M

Q/Q Change

+12.94%

+$74.4M

Net Flows % of MV

+2.5%

Turnover Ratio

12.8%

New Purchases

31 stocks

$29.9M

Added To

55 stocks

+$73.3M

Sold Out Of

5 stocks

$7.3M

Reduced Holdings

37 stocks

-$79.6M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Mid-Cap Growth VOT	New	0 → 21.7K +$6.4M
2 First Trust Developed Markets ex-US AlphaDEX Fund FDT	New	0 → 50.5K +$3.8M
3 The Future Fund FFND	New	0 → 106.2K +$3.2M
4 Vanguard Mid-Cap Value VOE	New	0 → 16.3K +$2.9M
5 First Solar FSLR	New	0 → 9.7K +$2.1M

Decreased Positions

Position	Shares Δ	Change
1 First Trust Industrials/Producer Durables AlphaDEX Fund FXR	Sold	46.3K → 0 −$3.4M
2 Vistra VST	Sold	14.0K → 0 −$2.7M
3 Schlumberger SLB	Sold	20.3K → 0 −$686.0K
4 Accenture ACN	Sold	798.0 → 0 −$238.4K
5 NUMV Nuveen ESG Mid-Cap Value NUMV	Sold	6.5K → 0 −$235.8K

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Analytics

Portfolio insights and performance metrics for GREENUP STREET WEALTH MANAGEMENT LLC

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Sector Allocation

ETF

76.10%

Technology

7.60%

Communication Services

3.50%

Financial Services

2.60%

Consumer Cyclical

2.00%

Healthcare

1.80%

Industrials

1.60%

Energy

1.00%

Basic Materials

0.40%

Consumer Defensive

0.40%

Utilities

0.20%

Market Cap Distribution

Mega Cap (> $200B)

11.05%

Large Cap ($10B - $200B)

9.17%

Mid Cap ($2B - $10B)

0.24%

Small Cap ($300M - $2B)

0.06%

N/A (ETF or Unknown)

79.48%

Portfolio Concentration

Top 10 Holdings %

60.91%

Top 20 Holdings %

72.54%

Top 50 Holdings %

89.59%

Top 100 Holdings %

98.15%