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CIK: 0001891201
Total reported value
$312.0M
$312.0M
254 檔
41.3%
At the close of Q3 2025, Maryland Capital Advisors Inc. disclosed equity holdings valued at approximately $312.0M, spread across 254 reported holdings.
In Q3 2025, Maryland Capital Advisors Inc. displayed an active expansion posture, initiating 4 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IGSB, VCSH, VTI) accounted for 41.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
NVDA
市值: $1.4M
Top Position Liquidated / Trimmed
VCSH
前期市值: $23.1M
Showing top 200 holdings (of 254 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 20.92% | +0.84% | +18.64% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.06% | -1.13% | -1.08% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.66% | +0.04% | -1.25% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.88% | +0.33% | +13.55% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.62% | -0.07% | -0.72% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.49% | -0.36% | -31.48% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 3.75% | — | +4.65% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.70% | +0.54% | +19.19% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.97% | -0.23% | +11.16% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 2.77% | +0.04% | +0.62% | |
| 11 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.33% | -0.09% | +7.24% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.87% | -0.02% | -4.34% | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 1.58% | +0.20% | +19.16% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.51% | +0.19% | +4.68% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.40% | -0.01% | +12.21% | |
| 16 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.34% | +0.07% | +7.27% | |
| 17 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.25% | -0.14% | +4.11% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.11% | +0.15% | +9.21% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.10% | -0.01% | — | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.08% | +0.30% | +0.59% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.99% | +0.01% | -1.16% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.98% | +0.04% | — | |
| 23 | DISV | Dimensional International Sm | ETF-Other | 0.97% | -0.05% | +2.39% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | +0.05% | -1.68% | |
| 25 | DFSD | Dimensional Short Duration | ETF-Other | 0.93% | -0.15% | — | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | +0.01% | -0.65% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.68% | -0.04% | -9.63% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.65% | +0.06% | — | |
| 29 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.65% | +0.03% | +12.00% | |
| 30 | DFIS | Dimensional International Sm | ETF-Other | 0.64% | — | +2.76% | |
| 31 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.58% | +0.02% | +1.45% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.02% | -0.75% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.52% | -0.23% | -0.54% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.02% | -1.25% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | +0.09% | — | |
| 36 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.47% | +0.01% | -1.17% | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.45% | +0.01% | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.24% | +71.55% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.02% | — | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.01% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | — | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.24% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | -0.04% | +40.34% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | +0.01% | +0.20% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.23% | — | — | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.23% | -0.05% | -18.42% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.22% | -0.08% | — | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.22% | -0.03% | -10.20% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.21% | — | — | |
| 50 | DIHP | Dimensional International Hi | ETF-Other | 0.21% | — | +0.65% |
According to official SEC Form 13F filings, Maryland Capital Advisors Inc. reported a total U.S. public equity portfolio value of $312.0M across 254 disclosed positions in Q3 2025.
During Q3 2025, Maryland Capital Advisors Inc.'s top holdings by market value included IGSB (20.9%)、VCSH (8.1%)、VTI (6.7%). The largest single position, IGSB, represented 20.9% of total portfolio value.
In Q3 2025, Maryland Capital Advisors Inc. made 44 total portfolio adjustments, initiating 4 new buys, adding to 31 positions, trimming 9 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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