Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Baltimore-Washington Financial Advisors, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Baltimore-Washington Financial Advisors, Inc. (CIK 1555486) reported $2.32B across 186 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($115.1M, 4.96%), QQQ ($101.7M, 4.39%), NVDA ($96.0M, 4.14%), RYT ($76.8M, 3.31%), VIG ($70.2M, 3.03%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VVVANGUARD INDEX FDS$115.1M4.96%385,016Added
2QQQINVESCO QQQ TR$101.7M4.39%176,153Added
3NVDANVIDIA CORPORATION$96.0M4.14%550,409Added
4RYTINVESCO EXCHANGE TRADED FD T$76.8M3.31%1.7MAdded
5VIGVANGUARD SPECIALIZED FUNDS$70.2M3.03%326,377Added
6RSPINVESCO EXCHANGE TRADED FD T$70.1M3.03%365,327Added
7IVVISHARES TR$69.2M2.99%106,010Added
8VYMVANGUARD WHITEHALL FDS$62.4M2.69%421,193Added
9AAPLAPPLE INC$60.7M2.62%239,283Added
10GOOGALPHABET INC$60.0M2.59%209,133Trimmed
11SPTMSPDR SERIES TRUST$59.4M2.56%750,934Added
12VONGVANGUARD SCOTTSDALE FDS$58.9M2.54%537,037Added
13VTVVANGUARD INDEX FDS$58.7M2.53%299,357Added
14XLCSELECT SECTOR SPDR TR$54.5M2.35%491,217Added
15LGLVSPDR SERIES TRUST$53.9M2.33%302,891Added
16AMZNAMAZON COM INC$51.9M2.24%249,376Added
17MSFTMICROSOFT CORP$51.7M2.23%139,575Added
18COSTCOSTCO WHOLESALE CORPORATION$45.1M1.95%45,254Added
19SPYGSPDR SERIES TRUST$43.9M1.90%448,627Added
20JPMJPMORGAN CHASE & CO$41.6M1.79%141,275Added
21BRK/BBERKSHIRE HATHAWAY INC DEL$35.9M1.55%75,014Trimmed
22IYGISHARES TR$35.5M1.53%428,700Added
23METAMETA PLATFORMS INC$34.7M1.50%60,628Added
24ANETARISTA NETWORKS INC$33.7M1.45%274,390Added
25VVISA INC$31.7M1.37%105,009Added

Source: SEC Form 13F filings · as of 2026-03-31