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Ryan Westerbeck

Greenup Street Wealth Management Llc

Assets Managed
$710.335M
Holdings
127
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
2.58%(2Q avg: 4.49%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenup Street Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Greenup Street Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 710.335M in assets, with a quarterly growth rate of 2.58% and a 2-quarter average growth rate of 4.49%. The portfolio is managed by Ryan Westerbeck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVDE
Avantis International Equity
Recent Activity
Decreased -6.25%
12.98%
$92.178M
1.086M shares@ $84.85 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -6.15%
8.18%
$58.079M
100,625 shares@ $577.18 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.6%
7.82%
$55.537M
85,021 shares@ $653.22 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -3.37%
7.04%
$49.952M
619,902 shares@ $80.59 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 6.22%
6.6%
$46.844M
238,755 shares@ $196.2 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 4.46%
6.23%
$44.192M
209,290 shares@ $211.15 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 2.96%
3.37%
$23.938M
310,158 shares@ $77.18 avg price
SLQD
Ishares 0-5 Yr Inv Grd Corp
Recent Activity
Decreased -1.69%
3.26%
$23.139M
458,289 shares@ $50.49 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Increased 0.47%
2.96%
$20.96M
445,796 shares@ $47.02 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 165.16%
2.03%
$14.39M
55,915 shares@ $257.35 avg price

1-10 of 127