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CIK: 0001555486
Total reported value
$2.7B
$2.7B
186 檔
17.2%
During the Q1 2026 filing period, Baltimore-Washington Financial Advisors, Inc. (CIK: 0001555486) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.7B across 186 reported positions.
In Q1 2026, Baltimore-Washington Financial Advisors, Inc. displayed an active expansion posture, initiating 18 new positions and adding to 86 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 4.96% | +0.02% | +1.29% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.39% | +0.58% | +1.18% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.14% | -0.01% | +2.24% | |
| 4 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.31% | +0.89% | +2.39% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.03% | -0.05% | +2.70% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.03% | -0.03% | +2.96% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.99% | +0.10% | +4.04% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.69% | -0.18% | +32.05% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.62% | -0.06% | +2.47% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.59% | +0.15% | -1.79% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.56% | +0.04% | +2.45% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.54% | +0.10% | +5.15% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.53% | +0.11% | +5.52% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.35% | -0.51% | +26.91% | |
| 15 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 2.33% | -1.77% | +2.53% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | — | +1.84% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.26% | +0.62% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.95% | -0.36% | +1.70% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.90% | +0.12% | +3.15% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.04% | +2.37% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | -0.24% | -4.35% | |
| 22 | IYG | Ishares U.s. Financial Servi | ETF-Other | 1.53% | -1.14% | +2.91% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.50% | -0.20% | +6.17% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 1.45% | +0.31% | +3.40% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | — | +3.53% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 1.32% | -0.15% | +4.47% | |
| 27 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.32% | — | +2.03% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.31% | -0.22% | +0.43% | |
| 29 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 1.27% | -0.13% | +4.09% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 1.16% | -0.81% | +2.61% | |
| 31 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.15% | -0.12% | +6.18% | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.12% | -0.13% | +1.72% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | -0.03% | -1.47% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | -0.02% | -2.38% | |
| 35 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 1.10% | — | +2.07% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 1.00% | -0.36% | +1.78% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.98% | +0.05% | +4.74% | |
| 38 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.97% | +0.01% | +2.18% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.95% | +0.72% | +15.85% | |
| 40 | MMTM | Ss Spdr S&p 1500 Mom Tilt | ETF-Other | 0.93% | +0.01% | +6.67% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.82% | -0.12% | +1.99% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.77% | -0.77% | EXIT | |
| 43 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.76% | -0.07% | +10.57% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.06% | +5.85% | |
| 45 | NDAQ | Nasdaq Inc | Stock-Financials | 0.71% | -0.21% | +0.44% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.69% | +0.26% | +15.07% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.68% | — | +7.97% | |
| 48 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.66% | -0.02% | +8.62% | |
| 49 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 0.66% | -0.04% | +29.77% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.06% | +1.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +0.8% | +32.05% | Add |
| 2 | SDY | Ss Spdr S&p Dividend ETF | +0.6% | +341.24% | Add |
| 3 | WMT | Walmart Inc | +0.5% | +1906.54% | Add |
| 4 | XLC | Ss Comm Select Sector Spdr | +0.5% | +26.91% | Add |
| 5 | COST | Costco Wholesale CORP | +0.4% | +1.70% | Add |
| 6 | VTV | Vanguard Value ETF | +0.3% | +5.52% | Add |
| 7 | ASML | ASML Holding N.V. | +0.2% | +15.07% | Add |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +2.96% | Add |
| 9 | IBHI | Ishares Ibonds 2029 Tm Hy In | +0.2% | +29.77% | Add |
| 10 | LGLV | Spdr US Lc Low Vol Idx | +0.2% | +2.53% | Add |
| 11 | RSPT | Invesco S&p 500 Equal Weight | +0.2% | +2.39% | Add |
| 12 | MAR | Marriott International -cl A | +0.1% | +2.03% | Add |
| 13 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +2.70% | Add |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +22.74% | Add |
| 15 | SO | Southern Co/the | +0.1% | +7.07% | Add |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +6.18% | Add |
| 17 | TJX | Tjx Companies Inc | +0.1% | +0.43% | Add |
| 18 | IBTI | Ishares Ibonds Dec 2028 Term | +0.1% | +10.57% | Add |
| 19 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +7.97% | Add |
| 20 | IBHH | Ishares Ibonds 2028 Tm Hy In | +0.1% | +4.09% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.04% | Add |
| 22 | IGRO | Ishares Intl Div Growth ETF | +0.1% | +8.62% | Add |
| 23 | DGT | Ss Spdr Global Dow ETF | +0.1% | +6.17% | Add |
| 24 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.1% | +32.42% | Add |
| 25 | VBR | Vanguard Small-cap Value ETF | +0.1% | +5.54% | Add |
| 26 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +6.01% | Add |
| 27 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | +7.43% | Add |
| 28 | MMTM | Ss Spdr S&p 1500 Mom Tilt | +0.1% | +6.67% | Add |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +2.45% | Add |
| 30 | RCL | Royal Caribbean Cruises Ltd. | 0% | +2.18% | Add |
| 31 | XOM | Exxon Mobil CORP | 0% | +1.92% | Add |
| 32 | ICE | Intercontinental Exchange In | 0% | +1.78% | Add |
| 33 | EFIV | Ss Spdr S&p 500 Esg ETF | 0% | +2.07% | Add |
| 34 | NFLX | Netflix Inc | 0% | +149.42% | Add |
| 35 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 36 | CRWD | Crowdstrike Holdings Inc - A | 0% | +15.85% | Add |
| 37 | PEP | Pepsico Inc | 0% | +98.17% | Add |
| 38 | UNP | Union Pacific CORP | 0% | +45.83% | Add |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +2.06% | Add |
| 40 | GEV | GE Vernova Inc | 0% | +11.16% | Add |
| 41 | BA | Boeing Co/the | 0% | +83.18% | Add |
| 42 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | -1.43% | Trim |
| 43 | IJH | Ishares Core S&p Midcap ETF | 0% | +67.81% | Add |
| 44 | COHR | Coherent CORP | 0% | -3.01% | Trim |
| 45 | YOU | Clear Secure Inc -class A | 0% | -0.01% | Trim |
| 46 | XLE | Ss Energy Select Sector | 0% | -3.73% | Trim |
| 47 | BAC | Bank Of America CORP | 0% | +32.30% | Add |
| 48 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.31% | Add |
| 49 | CVX | Chevron CORP | 0% | -12.97% | Trim |
| 50 | GE | General Electric | 0% | +38.97% | Add |
According to official SEC Form 13F filings, Baltimore-Washington Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $2.7B across 186 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, QQQ, NVDA) accounted for 17.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
COF
市值: $7.2M
Top Position Liquidated / Trimmed
AJG
前期市值: $14.3M
During Q1 2026, Baltimore-Washington Financial Advisors, Inc.'s top holdings by market value included VV (5.0%)、QQQ (4.4%)、NVDA (4.1%). The largest single position, VV, represented 5.0% of total portfolio value.
In Q1 2026, Baltimore-Washington Financial Advisors, Inc. made 175 total portfolio adjustments, initiating 18 new buys, adding to 86 positions, trimming 51 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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