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CIK: 0001891201
Total reported value
$312.0M
$312.0M
271 檔
44.1%
In Q4 2025, Maryland Capital Advisors Inc.'s U.S. equity holdings reached a combined market value of $312.0M, distributed across 271 disclosed stock positions.
In Q4 2025, Maryland Capital Advisors Inc. displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 22.22% | +0.84% | +12.66% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.57% | -1.13% | -0.37% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.39% | +0.04% | -0.73% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.94% | +0.33% | +4.44% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.46% | -0.36% | -1.60% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.46% | -0.07% | -0.37% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.07% | +0.54% | +11.64% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.92% | — | +2.28% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 2.79% | +0.04% | +1.84% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.69% | -0.23% | -3.91% | |
| 11 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.40% | -0.09% | +8.20% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.83% | -0.02% | -1.63% | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 1.69% | +0.20% | +10.49% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.52% | +0.19% | +0.54% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.43% | -0.01% | +10.40% | |
| 16 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.26% | +0.07% | +4.03% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.17% | +0.15% | +9.90% | |
| 18 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.13% | -0.14% | -0.68% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.10% | +0.30% | +0.51% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.05% | -0.01% | -0.21% | |
| 21 | DISV | Dimensional International Sm | ETF-Other | 0.99% | -0.05% | +1.82% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.95% | +0.04% | — | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.92% | +0.01% | -2.58% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.92% | +0.05% | -2.25% | |
| 25 | DFSD | Dimensional Short Duration | ETF-Other | 0.87% | -0.15% | — | |
| 26 | DFIS | Dimensional International Sm | ETF-Other | 0.64% | — | +1.38% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | +0.01% | -2.71% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.64% | +0.06% | — | |
| 29 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.62% | +0.03% | +0.90% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.59% | -0.04% | -5.35% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.02% | — | |
| 32 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.54% | +0.02% | +0.46% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.02% | +2.17% | |
| 34 | SUB | Ishares Short-term National | ETF-Other | 0.49% | -0.23% | -0.97% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.45% | +0.01% | +0.06% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.45% | +0.09% | — | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.44% | +0.01% | -1.43% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.24% | +3.95% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.02% | -4.63% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.01% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | -0.04% | +7.89% | |
| 43 | DIHP | Dimensional International Hi | ETF-Other | 0.23% | — | +11.38% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | +0.01% | — | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.22% | — | — | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.22% | — | — | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.21% | -0.05% | -3.74% | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.20% | -0.03% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.20% | — | — | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.19% | -0.01% | — |
According to official SEC Form 13F filings, Maryland Capital Advisors Inc. reported a total U.S. public equity portfolio value of $312.0M across 271 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IGSB, VCSH, VTI) accounted for 44.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
GBLI
市值: $330.0K
Top Position Liquidated / Trimmed
IBDQ
前期市值: $133.3K
During Q4 2025, Maryland Capital Advisors Inc.'s top holdings by market value included IGSB (22.2%)、VCSH (7.6%)、VTI (6.4%). The largest single position, IGSB, represented 22.2% of total portfolio value.
In Q4 2025, Maryland Capital Advisors Inc. made 45 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 14 holdings, and fully liquidating 2 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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