Greenspring Advisors, LLC

CIK

1922200

Location

Towson, MD

Portfolio Value

Small $236,889,874

Diversification

Diversified

Filing Date

Global Rank

#4,219 / 8,700 ▼ 2577

Top Industry

Semiconductors 12.1%

Period ended 2 months ago

Filed Aug 11, 2026 · 33d

18 quarters · since Dec 2021

Portfolio Concentration

196 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.2%

−51.9 pts

Top 5

27.8%

−54.9 pts

Top 10

42.3%

−45.2 pts

HHI

253

Diversified−3,560

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.8%	$79,984,613	39
Unclassified	20.4%	$48,354,328	14
Financial Services	13.6%	$32,203,140	48
Communication Services	7.5%	$17,862,625	8
Healthcare	7.0%	$16,652,212	19
Consumer Cyclical	6.3%	$14,943,469	14
Industrials	5.3%	$12,607,831	22
Consumer Defensive	3.0%	$7,084,558	7
Energy	1.5%	$3,669,103	6
Basic Materials	0.9%	$2,105,532	9
Utilities	0.5%	$1,110,778	7
Real Estate	0.1%	$311,685	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LPL	LG Display Co., Ltd.	+27,789	85,716	$333,435
KEP	Korea Electric Power Corp	+11,067	25,413	$307,497
LIF	Life360, Inc.	+9,689	173,271	$9,592,282
AAPL	Apple Inc.	+4,665	66,729	$19,308,703
INFY	Infosys Ltd	+3,275	14,862	$155,902
KLAC	Kla Corp	+3,238	3,401	$1,026,115
LYG	Lloyds Banking Group plc	+2,738	61,884	$360,783
GOOGL	Alphabet Inc.	+2,445	35,349	$12,574,806
LRCX	Lam Research Corp	+2,404	4,139	$1,793,552
HLN	Haleon plc	+2,373	14,121	$131,748
COF	Capital One Financial Corp	+2,262	8,303	$1,665,747
PKX	Posco Holdings Inc.	+2,081	5,631	$289,320
SHG	Shinhan Financial Group Co Ltd	+1,634	7,144	$451,858
SAN	Banco Santander, S.A.	+1,622	43,843	$605,033
UBS	UBS Group AG	+1,565	8,881	$440,142
V	Visa Inc.	+1,464	5,265	$1,806,368
MSFT	Microsoft Corp	+1,444	25,974	$9,688,821
ENIC	Enel Chile S.A.	+1,434	23,935	$107,707
ORCL	Oracle Corp	+1,324	8,623	$1,263,700
IBN	Icici Bank Ltd	+1,275	14,162	$411,122
GLW	Corning Inc /Ny	+1,219	6,257	$1,598,225
NVDA	Nvidia Corp	+1,201	47,246	$9,453,452
DHR	Danaher Corp /De/	+1,153	2,373	$452,009
KB	KB Financial Group Inc.	+1,113	4,430	$464,972
TKC	Turkcell Iletisim Hizmetleri A S	+1,071	14,435	$84,877
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−25,481,915	7,175	$588,206
VB	Vanguard Morningstar Small-Cap ETF	−89,599	2,241	$679,291
VIG	Vanguard Dividend Appreciation ETF	−44,630	20,513	$4,853,786
T	At&T Inc.	−8,608	12,364	$255,934
WIT	Wipro Ltd	−7,108	107,284	$241,389
VEA	Vanguard FTSE Developed Markets ETF	−3,686	65,627	$4,675,923
RDY	Dr Reddys Laboratories Ltd	−3,304	23,976	$347,412
VBIL	Vanguard 0-3 Month Treasury Bill ETF	−1,924	82,947	$6,277,428
IAU	Ishares Gold Trust	−1,250	13,634	$1,029,503
PPL	PPL Corp	−1,129	5,668	$206,031
UMC	United Microelectronics Corp	−1,026	26,230	$713,718
PL	Planet Labs PBC	−1,000	10,662	$353,232
GE	General Electric Co	−806	5,424	$2,027,111
NFLX	Netflix Inc	−733	11,625	$830,025
BNDX	Vanguard Total International Bond ETF	−569	304,105	$14,727,805
NVS	Novartis AG	−560	4,173	$653,992
AER	AerCap Holdings N.V.	−507	5,058	$737,355
COP	Conocophillips	−331	3,677	$382,260
MFG	Mizuho Financial Group Inc	−299	35,103	$336,286
MPT	Medical Properties Trust Inc	−255	11,667	$53,901
BRK-B	Berkshire Hathaway Inc	−222	8,251	$4,877,067
SNDK	Sandisk Corp	−219	580	$1,318,763
GEV	GE Vernova Inc.	−195	1,705	$2,003,136
VZ	Verizon Communications Inc	−188	9,305	$393,973
BABA	Alibaba Group Holding Ltd	−172	2,158	$207,124
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	6,051	$844,901
APH	Amphenol Corp /De/	2,226	$784,976
PANW	Palo Alto Networks Inc	1,599	$545,290
STX	Seagate Technology Holdings plc	553	$533,645
ETN	Eaton Corp plc	995	$423,989
TD	Toronto Dominion Bank	3,463	$420,512
TOL	Toll Brothers, Inc.	2,512	$413,852
FLEX	Flex Ltd.	2,428	$393,505
PEP	Pepsico Inc	2,635	$356,779
ADI	Analog Devices Inc	762	$302,643
CPNG	Coupang, Inc.	15,737	$273,351
CRS	Carpenter Technology Corp	439	$270,792
ILMN	Illumina, Inc.	1,504	$264,448
DB	Deutsche Bank Aktiengesellschaft	7,707	$260,188
C	Citigroup Inc	1,859	$260,185
CVS	CVS HEALTH Corp	2,455	$253,969
CNI	Canadian National Railway Co	2,129	$253,861
MTSI	MACOM Technology Solutions Holdings, Inc.	655	$249,142
BHP	BHP Group Ltd	2,946	$245,431
ATI	Ati Inc	1,172	$231,001
BX	Blackstone Inc.	1,939	$228,162
PYPL	PayPal Holdings, Inc.	5,196	$224,363
NVT	nVent Electric plc	1,309	$222,019
TRV	Travelers Companies, Inc.	659	$217,549
PWR	Quanta Services, Inc.	302	$217,452
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	2,093,792	$203,956,113
ACSG	American Century Small Cap Growth Insights ETF	885,484	$80,215,405
BNDW	Vanguard Total World Bond ETF	666,482	$56,933,548
BIV	Vanguard Intermediate-Term Bond ETF	404,873	$27,883,154
AGNG	Global X Funds Global X Aging Population ETF	248,283	$13,375,005
VEU	Vanguard FTSE All-World Ex-US ETF	121,190	$8,565,279
FNDA	Schwab Fundamental U.S. Small Company ETF	309,306	$8,215,420
BNDC	FlexShares Core Select Bond Fund	48,502	$7,352,527
VIGI	Vanguard International Dividend Appreciation ETF	49,788	$3,419,076
AAAA	Amplius Aggressive Asset Allocation ETF	53,121	$2,678,732
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	45,018	$2,248,649
BKF	iShares MSCI BIC ETF	16,925	$1,943,151
ACES	ALPS Clean Energy ETF	33,939	$1,786,548
EDV	Vanguard World Funds Extended Duration ETF	16,132	$1,625,629
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	19,308	$1,471,144
VCRM	Vanguard Core Tax-Exempt Bond ETF	29,150	$1,454,293
—		6,737	$1,277,267
CWI	State Street SPDR MSCI ACWI ex-US ETF	16,822	$1,112,270
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	2,765	$647,092
—		9,376	$635,555
ANEW	ProShares MSCI Transformational Changes ETF	9,440	$489,747
BTC	Grayscale Bitcoin Mini Trust ETF	15,075	$452,099
ABI	VictoryShares Pioneer Asset-Based Income ETF	5,700	$330,942
IVZ	Invesco Ltd.	4,234	$270,721
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	6,132	$264,902
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

196 tracked positions · $236,889,874 total · filing declares 355 positions · $1,804,939,817 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 196 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	66,729	+4,665	$19,308,703	+22.6%	8.15%
BNDX	Vanguard Total International Bond ETF	Reduced	304,105	-569	$14,727,805	+0.6%	6.22%
GOOGL	Alphabet Inc. Communication Services	Added	35,349	+2,445	$12,574,806	+33.0%	5.31%
MSFT	Microsoft Corp Technology	Added	25,974	+1,444	$9,688,821	+6.7%	4.09%
LIF	Life360, Inc. Technology	Added	173,271	+9,689	$9,592,282	+43.7%	4.05%
NVDA	Nvidia Corp Technology	Added	47,246	+1,201	$9,453,452	+17.7%	3.99%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,893	+922	$7,124,697	+18.1%	3.01%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Reduced	82,947	-1,924	$6,277,428	−2.2%	2.65%
SPY	Spdr S&P 500 ETF Trust	Added	8,167	+164	$6,098,870	+17.2%	2.57%
		Held	169,884	0	$5,465,168	+5.8%	2.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,251	-222	$4,877,067	+2.1%	2.06%
VIG	Vanguard Dividend Appreciation ETF	Reduced	20,513	-44,630	$4,853,786	−41.5%	2.05%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	65,627	-3,686	$4,675,923	+5.3%	1.97%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,767	+398	$4,186,856	+48.0%	1.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,236	+792	$4,005,209	+19.0%	1.69%
LLY	ELI LILLY & Co Healthcare	Added	3,171	+64	$3,803,392	+33.1%	1.61%
META	Meta Platforms, Inc. Communication Services	Added	5,411	+196	$3,047,962	+2.2%	1.29%
AVGO	Broadcom Inc. Technology	Added	6,678	+670	$2,522,614	+35.7%	1.06%
AMGN	Amgen Inc Healthcare	Added	6,730	+8	$2,437,067	+3.0%	1.03%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,444	+56	$2,286,288	−3.9%	0.97%
JNJ	Johnson & Johnson Healthcare	Added	8,433	+855	$2,141,729	+15.6%	0.90%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,865	+459	$2,046,219	+24.9%	0.86%
GE	General Electric Co Industrials	Reduced	5,424	-806	$2,027,111	+14.7%	0.86%
GEV	GE Vernova Inc. Industrials	Reduced	1,705	-195	$2,003,136	+20.8%	0.85%
GS	Goldman Sachs Group Inc Financial Services	Added	1,796	+57	$1,816,420	+23.5%	0.77%
V	Visa Inc. Financial Services	Added	5,265	+1,464	$1,806,368	+57.2%	0.76%
LRCX	Lam Research Corp Technology	Added	4,139	+2,404	$1,793,552	+383.8%	0.76%
TROW	Price T Rowe Group Inc Financial Services	Added	15,455	+14	$1,757,078	+26.2%	0.74%
ASML	Asml Holding NV Technology	Added	855	+82	$1,700,971	+66.6%	0.72%
COF	Capital One Financial Corp Financial Services	Added	8,303	+2,262	$1,665,747	+51.1%	0.70%
GLW	Corning Inc /Ny Technology	Added	6,257	+1,219	$1,598,225	+133.3%	0.67%
ABBV	AbbVie Inc. Healthcare	Added	6,143	+21	$1,545,824	+16.1%	0.65%
AMAT	Applied Materials Inc /De Technology	Added	1,981	+240	$1,432,263	+140.7%	0.60%
KO	Coca Cola Co Consumer Defensive	Added	17,533	+950	$1,424,906	+13.0%	0.60%
MU	Micron Technology Inc Technology	Added	1,199	+115	$1,383,993	+277.9%	0.58%
UNH	Unitedhealth Group Inc Healthcare	Added	3,329	+132	$1,383,632	+59.9%	0.58%
WMT	Walmart Inc. Consumer Defensive	Added	11,744	+279	$1,330,125	−6.6%	0.56%
SNDK	Sandisk Corp Technology	Reduced	580	-219	$1,318,763	+159.8%	0.56%
QQQ	Invesco Qqq Trust, Series 1	Added	1,776	+86	$1,307,846	+34.1%	0.55%
ORCL	Oracle Corp Technology	Added	8,623	+1,324	$1,263,700	+17.7%	0.53%
XOM	ExxonMobil Holdings Corp Energy	Reduced	8,981	-92	$1,227,882	−20.2%	0.52%
IBM	International Business Machines Corp Technology	Added	4,172	+68	$1,173,208	+17.9%	0.50%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,255	+173	$1,147,973	+13.3%	0.48%
AMD	Advanced Micro Devices Inc Technology	Added	1,969	+188	$1,143,811	+215.7%	0.48%
		Held	4,245	0	$1,045,161	+19.6%	0.44%
IAU	Ishares Gold Trust	Reduced	13,634	-1,250	$1,029,503	−21.5%	0.43%
KLAC	Kla Corp Technology	Added	3,401	+3,238	$1,026,115	+327.5%	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,991	+437	$1,025,160	+8.3%	0.43%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	12,305	-58	$1,016,885	+3.3%	0.43%
MRK	Merck & Co., Inc. Healthcare	Reduced	7,857	-8	$1,009,624	+6.7%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.