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CIK: 0001891201
Total reported value
$312.0M
$312.0M
268 檔
37.6%
As reported in its official Q2 2025 Form 13F filing, Maryland Capital Advisors Inc.'s tracked investment portfolio stood at $312.0M with 268 total positions.
During Q2 2025, Maryland Capital Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IGSB, VCSH, VTI) accounted for 37.6% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 268 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 19.20% | +0.84% | +5.16% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.87% | -1.13% | -2.72% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.84% | +0.04% | -1.11% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.78% | -0.36% | +0.09% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.25% | +0.33% | +22.78% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.83% | -0.07% | +10.84% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 3.64% | — | +8.26% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.21% | +0.54% | +25.73% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.91% | -0.23% | +1850.97% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 2.86% | +0.04% | +12.17% | |
| 11 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.36% | -0.09% | -30.71% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.00% | -0.02% | -1.37% | |
| 13 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.49% | +0.19% | +3.53% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.36% | -0.01% | +6.79% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 1.35% | +0.20% | +30.89% | |
| 16 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.34% | +0.07% | +2.85% | |
| 17 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.27% | -0.14% | +0.97% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.09% | +0.30% | +1.60% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.09% | -0.01% | — | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.03% | +0.15% | +25.88% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.02% | +0.01% | +3.90% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.01% | +0.05% | -2.60% | |
| 23 | DFSD | Dimensional Short Duration | ETF-Other | 1.01% | -0.15% | -0.01% | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.99% | +0.04% | — | |
| 25 | DISV | Dimensional International Sm | ETF-Other | 0.95% | -0.05% | +5.67% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.80% | -0.04% | -3.39% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | +0.01% | -3.40% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.68% | +0.06% | — | |
| 29 | DFIS | Dimensional International Sm | ETF-Other | 0.65% | — | +8.07% | |
| 30 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.59% | +0.03% | +10.26% | |
| 31 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.58% | +0.02% | +3.40% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.57% | -0.23% | +21.98% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.02% | +200.50% | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.49% | +0.01% | +0.05% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.02% | — | |
| 36 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.47% | +0.01% | — | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.45% | +0.09% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.02% | +0.33% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | -1.61% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.01% | +52.67% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.28% | -0.05% | -2.98% | |
| 42 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.26% | -0.03% | +21.36% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.25% | — | — | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.25% | -0.08% | +66.40% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.24% | +34.35% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | +0.01% | — | |
| 47 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.23% | -0.01% | -0.20% | |
| 48 | DIHP | Dimensional International Hi | ETF-Other | 0.23% | — | +18.93% | |
| 49 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.23% | — | — | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.22% | -0.01% | -7.88% |
According to official SEC Form 13F filings, Maryland Capital Advisors Inc. reported a total U.S. public equity portfolio value of $312.0M across 268 disclosed positions in Q2 2025.
During Q2 2025, Maryland Capital Advisors Inc.'s top holdings by market value included IGSB (19.2%)、VCSH (8.9%)、VTI (6.8%). The largest single position, IGSB, represented 19.2% of total portfolio value.
In Q2 2025, Maryland Capital Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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