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Greenspring Advisors, LLC Top Holdings and 13F Report (2025)

About Greenspring Advisors, LLC

Investment Activity

  • Greenspring Advisors, LLC has $565.50 million in total holdings as of September 30, 2025.
  • Greenspring Advisors, LLC owns shares of 115 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 14.92% of the portfolio was purchased this quarter.
  • About 0.87% of the portfolio was sold this quarter.
  • This quarter, Greenspring Advisors, LLC has purchased 99 new stocks and bought additional shares in 43 stocks.
  • Greenspring Advisors, LLC sold shares of 16 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

922908611 - Vanguard Small-Cap Value ETF
$673,090 Holding
46432F842 - iShares Core MSCI EAFE ETF
$543,156 Holding
25434V815 - Dimensional US Small Cap Value ETF
$525,073 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$404,220 Holding
92204A702 - Vanguard Information Technology ETF
$355,396 Holding

Largest Purchases this Quarter

Dimensional U.S. Core Equity 2 ETF
913,535 shares (about $35.24M)
Dimensional World ex U.S. Core Equity 2 ETF
249,850 shares (about $7.84M)
Avantis U.S. Equity ETF
70,544 shares (about $7.67M)
iShares Core U.S. Aggregate Bond ETF
54,215 shares (about $5.44M)

Largest Sales this Quarter

Eli Lilly and Company
990 shares (about $755.37K)
iShares 0-3 Month Treasury Bond ETF
7,015 shares (about $706.42K)
Vanguard Total Stock Market ETF
1,693 shares (about $555.59K)
iShares 0-5 Year TIPS Bond ETF
2,782 shares (about $287.55K)
AbbVie
1,166 shares (about $269.98K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenspring Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$293,342,646$35,235,042 13.7%7,605,46251.9%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$63,281,351$7,840,293 14.1%2,016,61411.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$32,429,304$5,435,042 20.1%323,4855.7%Finance
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$25,482,557$1,840,995 7.8%777,1444.5%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$18,743,779$7,668,171 69.2%172,4353.3%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$13,516,148$2,330,718 20.8%421,4582.4%ETF
Apple Inc. stock logo
AAPL
Apple
$8,709,366$107,960 -1.2%34,2051.5%Computer and Technology
DFSI
Dimensional International Sustainability Core 1 ETF
$8,370,749$3,720,324 80.0%204,4131.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,230,306$555,592 -8.2%18,9851.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$5,774,375$682,269 13.4%77,6441.0%ETF
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$5,482,064$2,436,473 80.0%133,4161.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,641,547$172,988 5.0%7,0310.6%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$3,125,758$706,417 -18.4%31,0400.6%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$2,951,335$944,213 47.0%36,9240.5%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$2,884,899$1,031,935 55.7%28,9850.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,647,1260.0%5,6510.5%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$2,286,163$3,396 0.1%31,6380.4%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$2,072,066$512,330 32.8%19,4050.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,022,513$627,849 45.0%18,9930.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,987,834$42,733 2.2%3,9540.4%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,899,950$105,193 5.9%22,9020.3%Manufacturing
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,869,822$47,732 -2.5%16,9230.3%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$1,780,956$450,333 33.8%36,0080.3%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$1,726,221$225,278 15.0%21,5320.3%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,693,2000.0%6,0000.3%Medical
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,669,444$268,826 19.2%61,9460.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,617,940$978,704 153.1%19,2360.3%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$1,593,5600.0%31,1060.3%ETF
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$1,583,3250.0%15,4260.3%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,499,9020.0%2,2410.3%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$1,497,573$462,600 44.7%16,8210.3%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$1,422,202$148,783 11.7%30,8370.3%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$1,420,377$460,482 48.0%39,0750.3%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,408,2270.0%31,5110.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,264,770$207,594 19.6%5,8610.2%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$1,179,1790.0%46,1340.2%ETF
AVES
Avantis Emerging Markets Value ETF
$1,095,940$9,294 0.9%19,1030.2%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$1,047,917$355,680 51.4%14,4660.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,022,977$21,518 -2.1%4,6590.2%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$999,627$18,145 -1.8%3,0300.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$978,985$299,647 44.1%5,2470.2%Computer and Technology
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$970,9710.0%8,1980.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$969,435$337,769 53.5%3,4470.2%Computer and Technology
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$960,355$704,080 274.7%12,7860.2%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$888,730$584,334 192.0%11,2640.2%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$811,867$46,553 6.1%11,8590.1%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$789,559$27,310 -3.3%28,9110.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$754,2000.0%10.1%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$718,289$37,025 5.4%7760.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$713,012$50,808 7.7%2,9330.1%Computer and Technology
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$687,589$274,148 66.3%15,0260.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$673,090$673,090 New Holding3,2250.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$610,7940.0%1,9840.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$596,0980.0%9,9300.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$581,397$269,976 -31.7%2,5110.1%Medical
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$543,156$543,156 New Holding6,2210.1%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$542,2520.0%12,7670.1%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$525,073$525,073 New Holding16,4910.1%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$497,6370.0%8,5490.1%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$492,111$219,072 80.2%4,4500.1%ETF
Invesco CurrencyShares Euro Trust stock logo
FXE
Invesco CurrencyShares Euro Trust
$484,1970.0%4,4680.1%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$479,4870.0%7,2300.1%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$460,212$36,905 8.7%1,4590.1%Finance
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$453,605$31,047 7.3%9,0730.1%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$452,824$234,957 107.8%3,7890.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$431,6600.0%9000.1%ETF
Capital One Financial Corporation stock logo
COF
Capital One Financial
$428,9860.0%2,0180.1%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$415,3240.0%2,0400.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$404,220$404,220 New Holding6,7460.1%ETF
Visa Inc. stock logo
V
Visa
$398,049$39,941 11.2%1,1660.1%Business Services
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$384,131$38,402 11.1%10,7630.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$381,500$755,370 -66.4%5000.1%Medical
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$368,375$287,547 -43.8%3,5640.1%ETF
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$365,5320.0%1,9180.1%Medical
Trane Technologies plc stock logo
TT
Trane Technologies
$357,822$85,236 -19.2%8480.1%Construction
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$355,396$355,396 New Holding4760.1%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$354,927$354,927 New Holding2,8180.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$352,744$352,744 New Holding1,8010.1%Manufacturing
Corning Incorporated stock logo
GLW
Corning
$352,729$352,729 New Holding4,3000.1%Computer and Technology
iShares U.S. Telecommunications ETF stock logo
IYZ
iShares U.S. Telecommunications ETF
$350,376$350,376 New Holding10,8610.1%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$337,876$337,876 New Holding2,6680.1%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$337,209$337,209 New Holding2,9320.1%ETF
iShares U.S. Utilities ETF stock logo
IDU
iShares U.S. Utilities ETF
$324,161$324,161 New Holding2,9230.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$323,3630.0%4,9550.1%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$311,5510.0%6,5260.1%ETF
Aon plc stock logo
AON
AON
$310,2250.0%8700.1%Finance
ACNB Corporation stock logo
ACNB
ACNB
$309,2490.0%7,0220.1%Finance
Walmart Inc. stock logo
WMT
Walmart
$309,1800.0%3,0000.1%Retail/Wholesale
DIMENSIONAL ETF TRUST
$299,287$9,701 3.3%4,1650.1%WORLD EQUITY ETF
VANGUARD INSTL INDEX FD
$294,369$294,369 New Holding3,8930.1%0-3 MO TREAS BIL
Tesla, Inc. stock logo
TSLA
Tesla
$280,174$280,174 New Holding6300.0%Auto/Tires/Trucks
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$273,1130.0%8,6620.0%ETF
SPDR S&P Emerging Markets SmallCap ETF stock logo
EWX
SPDR S&P Emerging Markets SmallCap ETF
$267,007$142,924 -34.9%3,9680.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$263,374$160,861 -37.9%6500.0%Retail/Wholesale
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$260,922$203,421 -43.8%2,3460.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$258,4750.0%1,3860.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$256,4350.0%8730.0%ETF
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$249,756$20,732 -7.7%6,1320.0%ETF
DFSB
Dimensional Global Sustainability Fixed Income ETF
$248,3040.0%4,6610.0%ETF
Lightwave Logic Inc. stock logo
LWLG
Lightwave Logic
$247,5500.0%66,7250.0%Basic Materials

Showing largest 100 holdings. View all holdings.
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