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Greenspring Advisors, LLC Top Holdings and 13F Report (2026)

About Greenspring Advisors, LLC

Investment Activity

  • Greenspring Advisors, LLC has $1.64 billion in total holdings as of March 31, 2026.
  • Greenspring Advisors, LLC owns shares of 318 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
  • Approximately 3.24% of the portfolio was purchased this quarter.
  • About 1.48% of the portfolio was sold this quarter.
  • This quarter, Greenspring Advisors, LLC has purchased 281 new stocks and bought additional shares in 145 stocks.
  • Greenspring Advisors, LLC sold shares of 88 stocks and completely divested from 12 stocks this quarter.

Largest New Holdings this Quarter

149123101 - Caterpillar
$554,788 Holding
20825C104 - ConocoPhillips
$529,055 Holding
80004C200 - SANDISK CORP
$507,637 Holding
808524797 - Schwab US Dividend Equity ETF
$452,761 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
55,243 shares (about $5.48M)
Dimensional U.S. Core Equity 2 ETF
111,529 shares (about $4.33M)
VANGUARD INSTL INDEX FD
36,246 shares (about $2.74M)
Vanguard Short-Term Corporate Bond ETF
33,437 shares (about $2.65M)

Largest Sales this Quarter

LIFE360 INC
175,055 shares (about $7.15M)
2023 ETF SERIES TRUST
181,784 shares (about $5.53M)
Dimensional World ex U.S. Core Equity 2 ETF
19,060 shares (about $647.47K)
Dimensional International Core Equity 2 ETF
15,075 shares (about $535.61K)
Dimensional U.S. Equity ETF
6,136 shares (about $435.10K)

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
$519,346,048$4,334,017 0.8%13,364,54031.6%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$158,693,656$535,615 -0.3%4,466,4709.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$93,156,031$5,483,971 6.3%938,4115.7%Finance
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$79,964,692$473,577 0.6%2,314,4624.9%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$72,817,648$647,468 -0.9%2,143,5874.4%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$42,112,711$1,331,595 3.3%1,145,6122.6%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$36,543,177$435,104 -1.2%515,3462.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$23,014,263$2,650,547 13.0%290,3281.4%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$21,375,063$205,127 -1.0%192,2561.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$20,862,354$1,633,040 8.5%283,3021.3%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$19,914,058$194,236 -1.0%53,7231.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$18,230,916$2,141,986 13.3%220,3131.1%ETF
Apple Inc. stock logo
AAPL
Apple
$15,751,203$581,178 3.8%62,0641.0%Computer and Technology
AVGE
Avantis All Equity Markets ETF
$15,330,968$8,802 -0.1%174,1760.9%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$14,639,597$1,748,108 13.6%304,6740.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$14,251,236$718,625 5.3%44,4220.9%ETF
Global X MLP ETF stock logo
MLPA
Global X MLP ETF
$13,375,026$615,412 4.8%248,2830.8%ETF
DIMENSIONAL ETF TRUST
$12,006,291$1,146,689 10.6%162,7310.7%WORLD EQUITY ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$10,327,656$30,690 -0.3%114,0800.6%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$9,687,678$188,509 -1.9%199,9110.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$9,080,562$59,969 0.7%24,5300.6%Computer and Technology
DFSI
Dimensional International Sustainability Core 1 ETF
$9,029,700$58,258 0.6%212,9640.6%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$9,019,992$452,706 5.3%81,6510.5%ETF
Vanguard Russell 3000 ETF stock logo
VTHR
Vanguard Russell 3000 ETF
$8,524,812$258,528 -2.9%29,6440.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,030,299$378,974 5.0%46,0450.5%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$7,277,607$139,003 -1.9%17,0680.4%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$6,681,661$34,191 0.5%78,7560.4%ETF
LIFE360 INC
$6,677,417$7,145,745 -51.7%163,5820.4%COM
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$6,632,535$141,095 -2.1%82,3100.4%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$6,511,367$612,243 10.4%244,6960.4%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$6,490,285$574,771 9.7%64,4770.4%ETF
VANGUARD INSTL INDEX FD
$6,420,470$2,742,001 74.5%84,8710.4%0-3 MO TREAS BIL
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$6,372,110$25,549 0.4%150,3930.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,033,897$213,689 -3.4%28,9710.4%Retail/Wholesale
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$5,937,326$123,626 -2.0%59,4570.4%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$5,916,285$98,919 1.7%71,6520.4%Manufacturing
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$5,738,355$49,086 -0.8%91,8870.3%ETF
FlexShares Morningstar US Market Factor Tilt Index Fund stock logo
TILT
FlexShares Morningstar US Market Factor Tilt Index Fund
$5,723,547$264,539 -4.4%23,7130.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$5,692,710$83,281 -1.4%81,6160.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,562,335$29,907 -0.5%19,3430.3%Computer and Technology
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$5,426,774$427,567 8.6%204,1670.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$5,339,224$180,136 3.5%50,2990.3%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$5,244,499$338,571 6.9%104,8060.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,204,773$15,608 -0.3%8,0030.3%Finance
2023 ETF SERIES TRUST
$5,167,877$5,529,875 -51.7%169,8840.3%EAGLE CAPITAL SE
AVES
Avantis Emerging Markets Value ETF
$4,687,857$174,842 3.9%78,1570.3%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$4,473,452$151,466 -3.3%55,4950.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$4,441,601$89,969 -2.0%69,3130.3%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$4,433,094$80,834 1.9%41,6250.3%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$4,368,192$1,166,265 36.4%87,7410.3%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$4,298,123$427,815 11.1%101,8030.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,282,649$11,828 0.3%19,9140.3%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$4,197,758$135,909 3.3%40,5850.3%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$4,190,921$321,746 8.3%70,3770.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,096,861$341,803 -7.7%6,8560.2%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$4,091,053$68,663 -1.7%37,0600.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,059,782$184,492 4.8%8,4720.2%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$4,011,867$572,478 16.6%45,2290.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,889,940$303,198 8.5%13,5610.2%Computer and Technology
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$3,831,275$239,210 -5.9%53,8630.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$3,691,320$221,725 6.4%26,6870.2%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$3,576,791$187,724 5.5%32,4100.2%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$3,421,409$48,219 -1.4%40,9410.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,366,298$176,198 5.5%11,4440.2%Finance
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$3,305,154$277 0.0%131,4180.2%ETF
AVSU
Avantis Responsible U.S. Equity ETF
$3,193,163$74,811 2.4%43,1950.2%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$3,152,204$226,696 7.7%47,9860.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,003,020$6,552 -0.2%6,8750.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,983,489$119,568 4.2%5,2150.2%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,858,218$60,715 2.2%3,1070.2%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,828,364$228,459 8.8%8,3690.2%Computer and Technology
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$2,797,377$31,168 1.1%71,8010.2%ETF
EA SERIES TRUST
$2,678,7260.0%53,1210.2%CAMBRIA GLOBAL
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,652,596$30,266 1.2%33,8300.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,547,422$31,673 1.3%47,1310.2%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$2,408,140$16,467 0.7%45,6260.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,379,521$69,751 3.0%2,3880.1%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$2,365,115$211,812 9.8%6,7220.1%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,312,980$67,933 -2.9%3,5410.1%ETF
AVSD
Avantis Responsible International Equity ETF
$2,273,841$73,868 -3.1%30,8750.1%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$2,248,644$443,505 24.6%45,0180.1%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,248,484$53,619 -2.3%33,2960.1%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$2,133,072$97,503 4.8%47,2760.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$2,020,3820.0%6,7610.1%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$2,008,829$141,707 7.6%45,1930.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,008,456$38,670 -1.9%9,2450.1%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$1,957,895$157,785 8.8%55,8760.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,920,673$195,422 -9.2%9,7890.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,859,657$85,430 4.8%6,0080.1%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,852,323$54,998 3.1%7,5780.1%Medical
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$1,786,554$28,952 -1.6%33,9390.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$1,767,791$10,215 0.6%6,2300.1%Aerospace
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$1,740,6960.0%5,2960.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,701,504$9,984 -0.6%4,7720.1%ETF
GE VERNOVA INC
$1,658,561$11,348 0.7%1,9000.1%COM
Tesla, Inc. stock logo
TSLA
Tesla
$1,637,910$59,479 3.8%4,4060.1%Auto/Tires/Trucks
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$1,593,126$475,656 42.6%33,9320.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,539,357$107,736 7.5%9,0730.1%Energy
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$1,510,371$30,836 2.1%12,7350.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,496,128$12,820 0.9%7,0020.1%ETF

Showing largest 100 holdings. View all holdings.
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