Baltimore-Washington Financial Advisors

$2.7B 13F equity value
211 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Baltimore-Washington Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
VVVANGUARD INDEX FDS387,417$133M5.0%
QQQINVESCO QQQ TR180,681$133M5.0%
RSPTINVESCO EXCHANGE TRADED FD T1,742,550$112M4.2%
NVDANVIDIA CORPORATION552,268$111M4.1%
IVVISHARES TR110,359$83M3.1%
RSPINVESCO EXCHANGE TRADED FD T377,237$80M3.0%
VIGVANGUARD SPECIALIZED FUNDS336,751$80M3.0%
GOOGALPHABET INC207,758$73M2.7%
VONGVANGUARD SCOTTSDALE FDS553,037$71M2.6%
VTVVANGUARD INDEX FDS323,686$71M2.6%

Track Baltimore-Washington Financial Advisors's 13F portfolio: $2.7B in reported holdings, 211 positions. Top holdings and quarterly changes on SentiSense.

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