EdgeMarket › What Baltimore-Washington Financial Advisors, Inc. reported owning
What Baltimore-Washington Financial Advisors, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.3BPositions
186Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VV Vanguard Morningstar Large-Cap ETF | 115.1M | 5.0% | 385.0K | 352.60 | +19.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 101.7M | 4.4% | 176.2K | 713.44 | +26.1% |
| NVDA NVIDIA CORP | 96.0M | 4.1% | 550.4K | 214.72 | +22.4% |
| RSPT Invesco S&P 500 Equal Weight Technology ETF | 76.8M | 3.3% | 1.7M | 64.02 | +56.4% |
| VIG Vanguard Div Appreciation ETF | 70.2M | 3.0% | 326.4K | 243.91 | +16.2% |
| RSP Invesco S&P 500 Equal Weight ETF | 70.1M | 3.0% | 365.3K | 221.67 | +18.8% |
| IVV iShares Core S&P 500 ETF | 69.2M | 3.0% | 106.0K | 769.31 | +20.0% |
| VYM Vanguard High Dividend Yield ETF | 62.4M | 2.7% | 421.2K | 164.97 | +19.9% |
| AAPL Apple Inc. | 60.7M | 2.6% | 239.3K | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 60.0M | 2.6% | 209.1K | 341.75 | +70.7% |
| SPTM State Street SPDR Portfolio S&P 1500 Composite | 59.4M | 2.6% | 750.9K | 92.94 | +20.2% |
| VONG Vanguard Russell 1000 Growth ETF | 58.9M | 2.5% | 537.0K | 125.99 | +11.3% |
| VTV Vanguard Morningstar Value ETF | 58.7M | 2.5% | 299.4K | 226.40 | +24.6% |
| XLC State Street Communication Services Select Sec | 54.5M | 2.3% | 491.2K | 111.40 | +1.4% |
| LGLV State Street SPDR US Large Cap Low Volatility | 53.9M | 2.3% | 302.9K | 188.55 | +6.1% |
| AMZN AMAZON COM INC | 51.9M | 2.2% | 249.4K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 51.7M | 2.2% | 139.6K | 483.24 | -4.4% |
| COST COSTCO WHOLESALE CORP /NEW | 45.1M | 1.9% | 45.3K | 947.74 | -4.7% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 43.9M | 1.9% | 448.6K | 120.21 | +22.2% |
| JPM JPMORGAN CHASE & CO | 41.6M | 1.8% | 141.3K | 351.58 | +20.3% |
| unmapped CUSIP 084670702 | 35.9M | 1.6% | 75.0K | — | — |
| IYG iShares U.S. Financial Services ETF | 35.5M | 1.5% | 428.7K | 96.72 | +10.8% |
| META Meta Platforms, Inc. | 34.7M | 1.5% | 60.6K | 549.90 | -26.5% |
| ANET Arista Networks, Inc. | 33.7M | 1.5% | 274.4K | 188.65 | +43.5% |
| V VISA INC. | 31.7M | 1.4% | 105.0K | 371.04 | +7.9% |
| UBER Uber Technologies, Inc | 30.7M | 1.3% | 426.9K | 78.80 | -15.9% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 30.7M | 1.3% | 93.9K | 356.39 | +35.2% |
| TJX TJX COMPANIES INC /DE/ | 30.4M | 1.3% | 190.1K | 140.53 | +1.6% |
| IBHH iShares iBonds 2028 Term High Yield and Income | 29.4M | 1.3% | 1.3M | 23.43 | -1.1% |
| SYK STRYKER CORP | 26.9M | 1.2% | 81.9K | 329.45 | -15.9% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 26.7M | 1.2% | 1.1M | 25.19 | -0.9% |
| BKNG Booking Holdings Inc. | 25.9M | 1.1% | 6.1K | 209.62 | -7.1% |
| SPY SPDR S&P 500 ETF TRUST | 25.4M | 1.1% | 39.1K | 765.72 | +20.0% |
| VOO Vanguard S&P 500 ETF | 25.4M | 1.1% | 42.5K | 703.71 | +20.0% |
| EFIV State Street SPDR S&P 500 ESG ETF | 25.4M | 1.1% | 402.5K | 75.06 | +23.3% |
| ICE Intercontinental Exchange, Inc. | 23.1M | 1.0% | 147.1K | 161.25 | -11.1% |
| VUG Vanguard Morningstar Growth ETF | 22.6M | 1.0% | 51.9K | 87.50 | +15.9% |
| RCL ROYAL CARIBBEAN CRUISES LTD | 22.6M | 1.0% | 82.1K | 292.00 | -11.3% |
| CRWD CrowdStrike Holdings, Inc. | 22.1M | 1.0% | 56.7K | 191.95 | +83.2% |
| MMTM State Street SPDR S&P 1500 Momentum Tilt ETF | 21.7M | 0.9% | 77.3K | 305.17 | +12.0% |
| BLK BlackRock, Inc. | 19.1M | 0.8% | 19.8K | 1,156.55 | +2.5% |
| SDY State Street SPDR S&P Dividend ETF | 17.9M | 0.8% | 122.7K | 158.44 | +12.0% |
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | 17.6M | 0.8% | 791.7K | 22.11 | -1.0% |
| AVGO Broadcom Inc. | 17.1M | 0.7% | 55.3K | 368.45 | +26.5% |
| NDAQ NASDAQ, INC. | 16.5M | 0.7% | 194.7K | 98.22 | +3.9% |
| ASML ASML HOLDING NV | 15.9M | 0.7% | 12.0K | 1,763.76 | +135.3% |
| VEU Vanguard FTSE All World Ex US ETF | 15.7M | 0.7% | 208.4K | 85.69 | +23.3% |
| IGRO iShares International Dividend Growth ETF | 15.3M | 0.7% | 182.3K | 92.73 | +16.8% |
| IBHI iShares iBonds 2029 Term High Yield and Income | 15.2M | 0.7% | 652.3K | 23.32 | -1.1% |
| GOOGL Alphabet Inc. | 15.0M | 0.6% | 52.2K | 344.82 | +73.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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