Greenspring Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Towson, MD
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
372
Total value ($000)
$2,222,216
Net value change ($000)
+417,276 (23.1%)
New positions
41
Sold out positions
25
Turnover %
10.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
VCRB 100,115 NEW
DFA INVT DIMENSIONS GROUP IN 49,849 NEW
VTIP 41,858 1831.9%
VCSH 31,478 128.3%
VCIT 30,238 152.3%
IWV 23,379 102.5%
BND 20,315 97.3%
VTI 20,207 126.0%
MSFT 18,505 191.0%
IWF 8,314 100.1%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -48,868 -100.0%
AGG -3,106 -3.2%
LIF -2,616 -27.3%
DFSV -2,304 -100.0%
MUB -1,868 -34.5%
XOM -1,228 -100.0%
DFEM -969 -1.0%
TIP -915 -25.8%
GLW -826 -51.7%
DFAR -726 -100.0%
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