Baltimore-Washington Financial Advisors
$2.3B Assets Reported
206 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 385,016 | $115M | 5.0% |
| QQQ | INVESCO QQQ TR | 176,153 | $102M | 4.4% |
| NVDA | NVIDIA CORPORATION | 550,409 | $96M | 4.1% |
| RSPT | INVESCO EXCHANGE TRADED FD T | 1,696,302 | $77M | 3.3% |
| VIG | VANGUARD SPECIALIZED FUNDS | 326,377 | $70M | 3.0% |
| RSP | INVESCO EXCHANGE TRADED FD T | 365,327 | $70M | 3.0% |
| IVV | ISHARES TR | 106,010 | $69M | 3.0% |
| VYM | VANGUARD WHITEHALL FDS | 421,193 | $62M | 2.7% |
| AAPL | APPLE INC | 239,283 | $61M | 2.6% |
| GOOG | ALPHABET INC | 209,133 | $60M | 2.6% |
Track Baltimore-Washington Financial Advisors's 13F portfolio: $2.3B in reported holdings, 206 positions. Top holdings, AUM, and quarterly changes on SentiSense.