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GA

Greenspring Advisors Portfolio holdings

AUM $1.64B
This Fund
S&P 500
This Quarter Est. Return
+7.06%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$565M
AUM Growth
Cap. Flow
+$548M
Cap. Flow %
96.9%
Top 10 Hldgs %
84.15%
Holding
115
New
115
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 2.81%
2 Financials 1.14%
3 Healthcare 0.53%
4 Consumer Staples 0.31%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VGT icon
76
Vanguard Information Technology ETF
VGT
$133B
$355K 0.06%
+3,808
New +$333K
IGM icon
77
iShares Expanded Tech Sector ETF
IGM
$9.57B
$355K 0.06%
+2,818
New +$332K
IYW icon
78
iShares US Technology ETF
IYW
$22.6B
$353K 0.06%
+1,801
New +$329K
GLW icon
79
Corning
GLW
$107B
$353K 0.06%
+4,300
New +$281K
IYZ icon
80
iShares US Telecommunications ETF
IYZ
$1.16B
$350K 0.06%
+10,861
New +$334K
IYF icon
81
iShares US Financials ETF
IYF
$4.65B
$338K 0.06%
+2,668
New +$330K
IGV icon
82
iShares Expanded Tech-Software Sector ETF
IGV
$12.4B
$337K 0.06%
+2,932
New +$325K
IDU icon
83
iShares US Utilities ETF
IDU
$1.37B
$324K 0.06%
+2,923
New +$315K
IJH icon
84
iShares Core S&P Mid-Cap ETF
IJH
$121B
$323K 0.06%
+4,955
New +$318K
VNQI icon
85
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$312K 0.06%
+6,526
New +$306K
AON icon
86
Aon
AON
$80.6B
$310K 0.05%
+870
New +$315K
ACNB icon
87
ACNB Corp
ACNB
$649M
$309K 0.05%
+7,022
New +$309K
WMT icon
88
Walmart Inc
WMT
$909B
$309K 0.05%
+3,000
New +$299K
DFAW icon
89
Dimensional World Equity ETF
DFAW
$1.54B
$299K 0.05%
+4,165
New +$290K
VBIL
90
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.39B
$294K 0.05%
+3,893
New +$294K
TSLA icon
91
Tesla
TSLA
$1.18T
$280K 0.05%
+630
New +$219K
DFAE icon
92
Dimensional Emerging Core Equity Market ETF
DFAE
$8.91B
$273K 0.05%
+8,662
New +$261K
EWX icon
93
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$642M
$267K 0.05%
+3,968
New +$258K
HD icon
94
Home Depot
HD
$337B
$263K 0.05%
+650
New +$256K
TIP icon
95
iShares TIPS Bond ETF
TIP
$14.5B
$261K 0.05%
+2,346
New +$259K
VTV icon
96
Vanguard Value ETF
VTV
$188B
$258K 0.05%
+1,386
New +$251K
VO icon
97
Vanguard Mid-Cap ETF
VO
$106B
$256K 0.05%
+3,492
New +$251K
GEM icon
98
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.6B
$250K 0.04%
+6,132
New +$237K
DFSB icon
99
Dimensional Global Sustainability Fixed Income ETF
DFSB
$716M
$248K 0.04%
+4,661
New +$245K
LWLG icon
100
Lightwave Logic
LWLG
$823M
$248K 0.04%
+66,725
New +$172K

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Greenspring Advisors's Q3 2025 Portfolio in Review

Q3 2025 is the first quarter with a 13F filing on record for Greenspring Advisors, which disclosed 115 positions worth $565M. Its ten largest holdings account for 84% of the portfolio.

Its largest position is Dimensional US Core Equity 2 ETF: 7,605,462 shares worth $293M.

By sector, the portfolio is most concentrated in Technology at 2.8% of assets, followed by Financials and Healthcare.

  • Greenspring Advisors's largest Q3 2025 buy was Dimensional US Core Equity 2 ETF: 7,605,462 shares worth $293M.
  • Greenspring Advisors's ten largest holdings make up 84% of its $565M portfolio in Q3 2025.
  • Greenspring Advisors disclosed 115 positions in Q3 2025, its first 13F filing on record.

Based on Greenspring Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.