Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dimensional Etf TrustCUSIP 25434V708 | $560.7M | 31.1% | −5.4% |
| DFICDimensional Etf Trust | $167.5M | 9.3% | |
| AGGIshares Tr | $97.7M | 5.4% | +5.1% |
| DFEMDimensional Etf Trust | $92.5M | 5.1% | −1.7% |
| DFAXDimensional Etf Trust | $69.8M | 3.9% | −11.6% |
| Dimensional Etf TrustCUSIP 25434V831 | $48.9M | 2.7% | +2.2% |
| DFUSDimensional Etf Trust | $41.7M | 2.3% | −1.2% |
| VCSHVanguard Scottsdale Fds | $24.5M | 1.4% | +7.0% |
| AVUSAmerican Centy Etf Tr | $23.2M | 1.3% | −5.8% |
| IWVIshares Tr | $22.8M | 1.3% | |
| BNDVanguard Bd Index Fds | $20.9M | 1.2% | |
| VCITVanguard Scottsdale Fds | $19.9M | 1.1% | +9.0% |
| AAPLApple Inc | $19.3M | 1.1% | +7.5% |
| AVGEAmerican Centy Etf Tr | $16.4M | 0.9% | −5.0% |
| VTIVanguard Index Fds | $16.0M | 0.9% | −2.4% |
| BNDXVanguard Charlotte Fds | $14.7M | 0.8% | |
| DFAWDimensional Etf Trust | $14.5M | 0.8% | +7.6% |
| MLPAGlobal X Fds | $13.3M | 0.7% | |
| IEFAIshares Tr | $11.0M | 0.6% | |
| DFUVDimensional Etf Trust | $10.0M | 0.6% | −9.0% |
| AVUVAmerican Centy Etf Tr | $9.8M | 0.5% | −4.0% |
| VTHRVanguard Scottsdale Fds | $9.7M | 0.5% | −1.0% |
| MSFTMicrosoft Corp | $9.7M | 0.5% | +5.9% |
| LIFLife360 Inc | $9.6M | 0.5% | +5.9% |
| NVDANvidia Corporation | $9.5M | 0.5% | +2.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | September 30, 2025 | +47.0% | $7.5M |
| AVEMAmerican Centy Etf Tr | September 30, 2025 | +28.5% | $7.9M |
| DFEMDimensional Etf Trust | September 30, 2025 | +26.7% | $92.5M |
| AVUVAmerican Centy Etf Tr | September 30, 2025 | +25.3% | $9.8M |
| IEMGIshares Inc | December 31, 2025 | +23.2% | $6.7M |
| DFUVDimensional Etf Trust | September 30, 2025 | +23.1% | $10.0M |
| Dimensional Etf TrustCUSIP 25434V609 | September 30, 2025 | +20.1% | $6.3M |
| AVUSAmerican Centy Etf Tr | September 30, 2025 | +17.8% | $23.2M |
| DFAXDimensional Etf Trust | September 30, 2025 | +17.4% | $69.8M |
| AVDVAmerican Centy Etf Tr | September 30, 2025 | +15.7% | $6.0M |
Sold off last quarter
- BTCGrayscale Bitcoin Mini Tr Et was $452K
- PFEPfizer Inc was $260K
- CTASCintas Corp was $259K
- HDBHdfc Bank Ltd was $249K
- XOPSpdr Series Trust was $249K
- PEGPublic Svc Enterprise Group was $240K
- TMToyota Motor Corp was $226K
- VFHVanguard World Fd was $216K
- Totalenergies SeCUSIP F92124100 was $212K
- Accenture PLC IrelandCUSIP G1151C101 was $211K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | −1.4% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −13.6% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Greenspring Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1922200&type=13F-HR&dateb=&owner=include&count=40CIK 1922200
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1922200/000208585326000985/Filed August 11, 2026 · accession 0002085853-26-000985