Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MARYLAND CAPITAL ADVISORS INC. (CIK 1891201) reported $295.5M across 271 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: IGSB ($65.7M, 22.22%), VCSH ($22.4M, 7.57%), VTI ($18.9M, 6.39%), DFAU ($17.6M, 5.94%), VTV ($13.2M, 4.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IGSB | ISHARES TR | $65.7M | 22.22% | 1.2M | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $22.4M | 7.57% | 280,664 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $18.9M | 6.39% | 56,289 | Trimmed |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $17.6M | 5.94% | 375,239 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $13.2M | 4.46% | 68,943 | Trimmed |
| 6 | AAPL | APPLE INC | $13.2M | 4.46% | 48,491 | Trimmed |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $12.0M | 4.07% | 351,235 | Added |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $11.6M | 3.92% | 232,118 | Added |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $8.3M | 2.79% | 216,531 | Added |
| 10 | ISTB | ISHARES TR | $7.9M | 2.69% | 163,051 | Trimmed |
| 11 | DFNM | DIMENSIONAL ETF TRUST | $7.1M | 2.40% | 147,095 | Added |
| 12 | EFV | ISHARES TR | $5.4M | 1.83% | 75,742 | Trimmed |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $5.0M | 1.69% | 83,791 | Added |
| 14 | DFEV | DIMENSIONAL ETF TRUST | $4.5M | 1.52% | 133,218 | Added |
| 15 | VTIP | VANGUARD MALVERN FDS | $4.2M | 1.43% | 85,416 | Added |
| 16 | DFAR | DIMENSIONAL ETF TRUST | $3.7M | 1.26% | 163,162 | Added |
| 17 | DFAS | DIMENSIONAL ETF TRUST | $3.5M | 1.17% | 49,616 | Added |
| 18 | VNQI | VANGUARD INTL EQUITY INDEX F | $3.3M | 1.13% | 72,782 | Trimmed |
| 19 | EMXC | ISHARES INC | $3.3M | 1.10% | 44,735 | Added |
| 20 | IWF | ISHARES TR | $3.1M | 1.05% | 6,529 | Trimmed |
| 21 | DISV | DIMENSIONAL ETF TRUST | $2.9M | 0.99% | 77,065 | Added |
| 22 | DFUS | DIMENSIONAL ETF TRUST | $2.8M | 0.95% | 37,731 | Hold |
| 23 | VBR | VANGUARD INDEX FDS | $2.7M | 0.92% | 12,892 | Trimmed |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $2.7M | 0.92% | 43,581 | Trimmed |
| 25 | DFSD | DIMENSIONAL ETF TRUST | $2.6M | 0.87% | 53,835 | Hold |
Source: SEC Form 13F filings · as of 2025-12-31