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CIK: 0001891201
Total reported value
$319.4M
$319.4M
1043 檔
45.7%
According to the latest 13F quarterly dataset, Maryland Capital Advisors Inc. managed an equity portfolio of $319.4M at the end of Q2 2026, spanning 1043 distinct U.S. exchange-listed positions.
Maryland Capital Advisors Inc. executed strategic sector rebalancing during Q2 2026, establishing 8 new positions while fully exiting 4 holdings and trimming 77 positions.
Showing top 200 holdings (of 1043 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 23.06% | +0.93% | +10.60% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.44% | -0.30% | -9.36% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.43% | -0.06% | -3.66% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.27% | +0.24% | +0.90% | |
| 5 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.61% | +0.12% | +3.49% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.39% | -0.21% | -8.80% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.10% | +0.22% | -8.72% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.92% | +0.08% | -2.42% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 2.83% | -0.04% | -1.18% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.46% | +0.14% | -2.40% | |
| 11 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.31% | -0.16% | +1.47% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 1.89% | -0.11% | +0.73% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.81% | -0.03% | -2.84% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.71% | -0.04% | -6.09% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.42% | -0.02% | +3.34% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.40% | -0.11% | -4.86% | |
| 17 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.33% | -1.33% | EXIT | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.32% | -0.07% | +0.70% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.04% | -0.02% | +300.00% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.99% | -0.05% | -5.07% | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.99% | -0.01% | — | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.97% | -0.05% | -2.90% | |
| 23 | DISV | Dimensional International Sm | ETF-Other | 0.94% | +0.06% | -4.91% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.93% | -0.06% | -6.93% | |
| 25 | DFSD | Dimensional Short Duration | ETF-Other | 0.72% | -0.04% | -12.77% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.70% | — | -0.08% | |
| 27 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.65% | -0.65% | EXIT | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.65% | -0.06% | -8.16% | |
| 29 | DFIS | Dimensional International Sm | ETF-Other | 0.64% | +0.01% | -1.75% | |
| 30 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.56% | -0.03% | -2.45% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.55% | -0.06% | -9.95% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.54% | +0.01% | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.05% | +0.06% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.06% | +1.88% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.46% | -0.01% | +0.09% | |
| 36 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.45% | — | -2.81% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | -0.03% | +0.17% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.01% | +0.19% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | — | -0.34% | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.26% | -0.01% | -42.63% | |
| 41 | DIHP | Dimensional International Hi | ETF-Other | 0.24% | +0.01% | -0.26% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | -0.01% | — | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.22% | +0.01% | +400.00% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.22% | -0.02% | -0.13% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.10% | -19.42% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.20% | +0.05% | +0.08% | |
| 47 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.18% | — | — | |
| 48 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.18% | -0.01% | -3.06% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.17% | -0.04% | -12.29% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.16% | — | — |
According to official SEC Form 13F filings, Maryland Capital Advisors Inc. reported a total U.S. public equity portfolio value of $319.4M across 1043 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IGSB, VCSH, VTI) accounted for 45.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
ASTS
市值: $43.9K
Top Position Liquidated / Trimmed
JETS
前期市值: $293.6K
During Q2 2026, Maryland Capital Advisors Inc.'s top holdings by market value included IGSB (23.1%)、VCSH (6.4%)、VTI (6.4%). The largest single position, IGSB, represented 23.1% of total portfolio value.
In Q2 2026, Maryland Capital Advisors Inc. made 168 total portfolio adjustments, initiating 8 new buys, adding to 79 positions, trimming 77 holdings, and fully liquidating 4 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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