Greenspring Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Towson, MD
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
281
Total value ($000)
$1,630,011
Net value change ($000)
+1,064,514 (188.2%)
New positions
166
Sold out positions
1
Turnover %
15.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 231,344 78.9%
DFIC 128,951 506.0%
DFEM 62,593 463.1%
AGG 55,782 172.0%
DUHP 42,190 NEW
DFUS 37,630 3590.6%
LIF 21,720 NEW
IWV 20,985 NEW
VCSH 17,531 594.1%
AVGE 14,972 NEW
Top Reduces (Value $000, Stocks/ETFs)
FISV -232 -100.0%
IDU -44 -13.6%
IYF -42 -12.4%
TT -21 -5.9%
LWLG -16 -6.5%
TROW -2 -0.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type