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Greenspring Advisors

Latest statistics and disclosures from Greenspring Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAX, AGG, DFIC, AVUS, and represent 76.62% of Greenspring Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$35M), DFAX (+$7.8M), AVUS (+$7.7M), AGG (+$5.4M), DFSI, DFSE, DFEM, DFIC, AVUV, VCIT.
Started 22 new stock positions in IYF, VB, VBR, IYZ, QQQ, GE, IDU, IVW, TSLA, META. VGT, MBB, DFSV, IEFA, SPY, VEA, IGM, GLW, IGV, VBIL, IYW, VSGX.
Reduced shares in these 10 stocks: LLY, SGOV, VTI, STIP, BIL, ABBV, , TXN, , DHR.
Sold out of its positions in ABT, DHR, BIL, TXN, UNH, ACN.
Greenspring Advisors was a net buyer of stock by $80M.
Greenspring Advisors has $566M in assets under management (AUM), dropping by 34.15%.
Central Index Key (CIK): 0001922200

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Portfolio Holdings for Greenspring Advisors

Greenspring Advisors holds 115 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	51.9	$293M	+13%	7.6M	38.57	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	11.2	$63M	+14%	2.0M	31.38	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.7	$32M	+20%	324k	100.25	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.5	$26M	+7%	777k	32.79	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.3	$19M	+69%	172k	108.70	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.4	$14M	+20%	422k	32.07	View chart
Apple (AAPL)	1.5	$8.7M		34k	254.62	View chart
Dimensional Etf Trust International (DFSI)	1.5	$8.4M	+79%	204k	40.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$6.2M	-8%	19k	328.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$5.8M	+13%	78k	74.37	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	1.0	$5.5M	+80%	133k	41.09	View chart
Microsoft Corporation (MSFT)	0.6	$3.6M	+4%	7.0k	517.93	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$3.1M	-18%	31k	100.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$3.0M	+47%	37k	79.93	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$2.9M	+55%	29k	99.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$2.6M		5.7k	468.44	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$2.3M		32k	72.26	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$2.1M	+32%	19k	106.78	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.0M	+45%	19k	106.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.0M	+2%	4.0k	502.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.9M	+5%	23k	82.96	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$1.9M	-2%	17k	110.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.8M	+33%	36k	49.46	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$1.7M	+15%	22k	80.17	View chart
Amgen (AMGN)	0.3	$1.7M		6.0k	282.20	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.7M	+19%	62k	26.95	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.6M	+153%	19k	84.11	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$1.6M		31k	51.23	View chart
T. Rowe Price (TROW)	0.3	$1.6M		15k	102.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.5M		2.2k	669.30	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$1.5M	+44%	17k	89.03	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.4M	+11%	31k	46.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.4M	+47%	39k	36.35	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$1.4M		32k	44.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.3M	+19%	5.9k	215.79	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$1.2M		46k	25.56	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$1.1M		19k	57.37	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$1.0M	+51%	15k	72.44	View chart
Amazon (AMZN)	0.2	$1.0M	-2%	4.7k	219.57	View chart
Broadcom (AVGO)	0.2	$1000k		3.0k	329.91	View chart
NVIDIA Corporation (NVDA)	0.2	$979k	+44%	5.2k	186.58	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$971k		8.2k	118.44	View chart
Oracle Corporation (ORCL)	0.2	$969k	+53%	3.4k	281.24	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$960k	+274%	13k	75.11	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$889k	+191%	11k	78.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$812k	+6%	12k	68.46	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$790k	-3%	29k	27.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Costco Wholesale Corporation (COST)	0.1	$718k	+5%	776.00	925.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$713k	+7%	2.9k	243.10	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$688k	+66%	15k	45.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$673k	NEW	3.2k	208.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$611k		2.0k	307.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$596k		9.9k	60.03	View chart
Abbvie (ABBV)	0.1	$581k	-31%	2.5k	231.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$543k	NEW	6.2k	87.31	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$542k		13k	42.47	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$525k	NEW	17k	31.84	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$498k		8.5k	58.21	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$492k	+80%	4.5k	110.59	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.1	$484k		4.5k	108.37	View chart
Coca-Cola Company (KO)	0.1	$480k		7.2k	66.32	View chart
JPMorgan Chase & Co. (JPM)	0.1	$460k	+8%	1.5k	315.43	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$454k	+7%	9.1k	49.99	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$453k	+107%	3.8k	119.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$432k		900.00	479.62	View chart
Capital One Financial (COF)	0.1	$429k		2.0k	212.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$415k		2.0k	203.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$404k	NEW	6.7k	59.92	View chart
Visa Com Cl A (V)	0.1	$398k	+11%	1.2k	341.38	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$384k	+11%	11k	35.69	View chart
Eli Lilly & Co. (LLY)	0.1	$382k	-66%	500.00	763.00	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$368k	-43%	3.6k	103.36	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$366k		1.9k	190.58	View chart
Trane Technologies SHS (TT)	0.1	$358k	-19%	848.00	421.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$355k	NEW	476.00	746.63	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$355k	NEW	2.8k	125.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$353k	NEW	1.8k	195.86	View chart
Corning Incorporated (GLW)	0.1	$353k	NEW	4.3k	82.03	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$350k	NEW	11k	32.26	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$338k	NEW	2.7k	126.64	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$337k	NEW	2.9k	115.01	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$324k	NEW	2.9k	110.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$323k		5.0k	65.26	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$312k		6.5k	47.74	View chart
Aon Shs Cl A (AON)	0.1	$310k		870.00	356.58	View chart
Acnb Corp (ACNB)	0.1	$309k		7.0k	44.04	View chart
Wal-Mart Stores (WMT)	0.1	$309k		3.0k	103.06	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$299k	+3%	4.2k	71.86	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$294k	NEW	3.9k	75.61	View chart
Tesla Motors (TSLA)	0.0	$280k	NEW	630.00	444.72	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$273k		8.7k	31.53	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.0	$267k	-34%	4.0k	67.29	View chart
Home Depot (HD)	0.0	$263k	-37%	650.00	405.19	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$261k	-43%	2.3k	111.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$259k		1.4k	186.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$256k		873.00	293.74	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$250k	-7%	6.1k	40.73	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$248k		4.7k	53.27	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$248k		67k	3.71	View chart
Ge Aerospace Com New (GE)	0.0	$233k	NEW	773.00	300.82	View chart
Fiserv (FI)	0.0	$232k	+11%	1.8k	128.93	View chart
Procter & Gamble Company (PG)	0.0	$232k		1.5k	153.65	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$229k	NEW	3.3k	69.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$228k	NEW	895.00	254.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$223k	NEW	335.00	666.18	View chart
Meta Platforms Cl A (META)	0.0	$217k	NEW	295.00	734.38	View chart
Planet Labs Pbc Com Cl A (PL)	0.0	$216k		17k	12.98	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$212k	NEW	2.2k	95.15	View chart
S&p Global (SPGI)	0.0	$209k		430.00	486.71	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$205k	-5%	4.2k	48.42	View chart
At&t (T)	0.0	$204k		7.2k	28.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$203k	NEW	1.7k	120.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$202k	NEW	336.00	600.37	View chart
Niocorp Devs Com New (NB)	0.0	$80k		12k	6.68	View chart

Past Filings by Greenspring Advisors

SEC 13F filings are viewable for Greenspring Advisors going back to 2021

Greenspring Advisors 2025 Q3 filed Oct. 22, 2025
Greenspring Advisors 2025 Q1 filed April 14, 2025
Greenspring Advisors 2024 Q4 filed Jan. 27, 2025
Greenspring Advisors 2024 Q3 filed Oct. 24, 2024
Greenspring Advisors 2024 Q2 filed July 19, 2024
Greenspring Advisors 2024 Q1 filed April 24, 2024
Greenspring Advisors 2023 Q4 filed Jan. 12, 2024
Greenspring Advisors 2023 Q3 filed Oct. 10, 2023
Greenspring Advisors 2023 Q2 filed July 20, 2023
Greenspring Advisors 2023 Q1 filed May 12, 2023
Greenspring Advisors 2022 Q4 filed Feb. 9, 2023
Greenspring Advisors 2022 Q3 filed Nov. 2, 2022
Greenspring Advisors 2022 Q2 filed July 11, 2022
Greenspring Advisors 2022 Q1 restated filed May 4, 2022
Greenspring Advisors 2022 Q1 filed May 2, 2022
Greenspring Advisors 2021 Q4 filed April 7, 2022

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