Greenspring Advisors, LLC — 13F Holdings & Portfolio
CIK 1922200 · latest 13F-HR filed 2026-05-05
Greenspring Advisors, LLC manages $1.64B in 13F-reported U.S. long-equity assets across 318 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DFAC (31.65%), DFIC (9.67%), AGG (5.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 49 new positions, exited 12, added to 90, and trimmed 75.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.64B
Long-equity book
318
Distinct positions
2026-03-31
Filed 2026-05-05
+49 / −12 / ↑90 / ↓75
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$4.9M +5.6%
- DIMENSIONAL ETF TRUST$3.9M +5.1%
- VANGUARD INSTL INDEX FD$2.8M +75.0%
- VANGUARD SCOTTSDALE FDS$2.5M +12.4%
- VANGUARD SCOTTSDALE FDS$1.9M +12.0%
Top Trims
- LIFE360 INC-$15.0M -69.3%
- 2023 ETF SERIES TRUST-$6.2M -54.7%
- MICROSOFT CORP-$2.7M -22.9%
- DIMENSIONAL ETF TRUST-$2.1M -5.5%
- ISHARES TR-$1.1M -5.1%
New Positions
- CATERPILLAR INC$554.8K
- FLEXSHARES TR$545.0K
- CONOCOPHILLIPS$529.1K
- SANDISK CORP$507.6K
- SCHWAB STRATEGIC TR$452.8K
Exited Positions
- SALESFORCE INC$519.1K
- FIDELITY MERRIMACK STR TR$422.3K
- SAP SE$413.8K
- ABBOTT LABS$412.3K
- INVESCO EXCH TRADED FD TR II$372.3K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $519.3M | 31.65% | 13,364,540 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $158.7M | 9.67% | 4,466,470 | SH |
| 3 | ISHARES TR | AGG | 464287226 | $93.2M | 5.68% | 938,411 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $80.0M | 4.87% | 2,314,462 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $72.8M | 4.44% | 2,143,587 | SH |
| 6 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $42.1M | 2.57% | 1,145,612 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $36.5M | 2.23% | 515,346 | SH |
| 8 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $23.0M | 1.40% | 290,328 | SH |
| 9 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $21.4M | 1.30% | 192,256 | SH |
| 10 | VANGUARD BD INDEX FDS | BND | 921937835 | $20.9M | 1.27% | 283,302 | SH |
| 11 | ISHARES TR | IWV | 464287689 | $19.9M | 1.21% | 53,723 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $18.2M | 1.11% | 220,313 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $15.8M | 0.96% | 62,064 | SH |
| 14 | AMERICAN CENTY ETF TR | AVGE | 025072232 | $15.3M | 0.93% | 174,176 | SH |
| 15 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $14.6M | 0.89% | 304,674 | SH |
| 16 | VANGUARD INDEX FDS | VTI | 922908769 | $14.3M | 0.87% | 44,422 | SH |
| 17 | GLOBAL X FDS | MLPA | 37954Y343 | $13.4M | 0.82% | 248,283 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAW | 25434V617 | $12.0M | 0.73% | 162,731 | SH |
| 19 | ISHARES TR | IEFA | 46432F842 | $10.3M | 0.63% | 114,080 | SH |
| 20 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $9.7M | 0.59% | 199,911 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $9.1M | 0.55% | 24,530 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $9.0M | 0.55% | 212,964 | SH |
| 23 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $9.0M | 0.55% | 81,651 | SH |
| 24 | VANGUARD SCOTTSDALE FDS | VTHR | 92206C599 | $8.5M | 0.52% | 29,644 | SH |
| 25 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.0M | 0.49% | 46,045 | SH |
| 26 | ISHARES TR | IWF | 464287614 | $7.3M | 0.44% | 17,068 | SH |
| 27 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $6.7M | 0.41% | 78,756 | SH |
| 28 | LIFE360 INC | LIF | 532206109 | $6.7M | 0.41% | 163,582 | SH |
| 29 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $6.6M | 0.40% | 82,310 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $6.5M | 0.40% | 244,696 | SH |
| 31 | ISHARES TR | SGOV | 46436E718 | $6.5M | 0.40% | 64,477 | SH |
| 32 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $6.4M | 0.39% | 84,871 | SH |
| 33 | DIMENSIONAL ETF TRUST | DFSE | 25434V682 | $6.4M | 0.39% | 150,393 | SH |
| 34 | AMAZON COM INC | AMZN | 023135106 | $6.0M | 0.37% | 28,971 | SH |
| 35 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $5.9M | 0.36% | 59,457 | SH |
| 36 | ISHARES TR | SHY | 464287457 | $5.9M | 0.36% | 71,652 | SH |
| 37 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $5.7M | 0.35% | 91,887 | SH |
| 38 | FLEXSHARES TR | TILT | 33939L100 | $5.7M | 0.35% | 23,713 | SH |
| 39 | ISHARES INC | IEMG | 46434G103 | $5.7M | 0.35% | 81,616 | SH |
| 40 | ALPHABET INC | GOOGL | 02079K305 | $5.6M | 0.34% | 19,343 | SH |
| 41 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $5.4M | 0.33% | 204,167 | SH |
| 42 | ISHARES TR | MUB | 464288414 | $5.3M | 0.33% | 50,299 | SH |
| 43 | ISHARES TR | IAGG | 46435G672 | $5.2M | 0.32% | 104,806 | SH |
| 44 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.2M | 0.32% | 8,003 | SH |
| 45 | 2023 ETF SERIES TRUST | EAGL | 88339Y102 | $5.2M | 0.31% | 169,884 | SH |
| 46 | AMERICAN CENTY ETF TR | AVES | 025072372 | $4.7M | 0.29% | 78,157 | SH |
| 47 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $4.5M | 0.27% | 55,495 | SH |
| 48 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $4.4M | 0.27% | 69,313 | SH |
| 49 | ISHARES TR | SUB | 464288158 | $4.4M | 0.27% | 41,625 | SH |
| 50 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $4.4M | 0.27% | 87,741 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $1.64B | 318 | 0002085853-26-000561 |
| 2025-12-31 | 2026-02-10 | $1.63B | 281 | 0002085853-26-000234 |