MARYLAND CAPITAL ADVISORS INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, MARYLAND CAPITAL ADVISORS INC. held in its portfolio 267 assets valued at $295,485,663 (i.e. $295.49M).
The most valuable assets in the portfolio included: ISHARES TR ($65.65M), VANGUARD SCOTTSDALE FDS ($22.38M), and VANGUARD INDEX FDS ($18.87M).
The chart below shows the top 10 valuable assets, and the table below shows the top 267 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MARYLAND CAPITAL ADVISORS INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 1241553 | 65653347 | ISHS 1-5YR INVS |
| VANGUARD SCOTTSDALE FDS | 280664 | 22377341 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 56289 | 18872138 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 375239 | 17561168 | US CORE EQT MKT |
| APPLE INC | 48491 | 13182673 | COM |
| VANGUARD INDEX FDS | 68943 | 13167461 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 351235 | 12015753 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 232118 | 11582682 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 216531 | 8251988 | INTL CORE EQT MK |
| ISHARES TR | 163051 | 7948745 | CORE 1 5 YR USD |
| DIMENSIONAL ETF TRUST | 147095 | 7085567 | NATL MUN BD ETF |
| ISHARES TR | 75742 | 5408762 | EAFE VALUE ETF |
| DIMENSIONAL ETF TRUST | 83791 | 4988931 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 133218 | 4494780 | EMERGING MKTS VA |
| VANGUARD MALVERN FDS | 85416 | 4224680 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 163162 | 3736599 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 49616 | 3456769 | US SMALL CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 72782 | 3336326 | GLB EX US ETF |
| ISHARES INC | 44735 | 3251368 | MSCI EMRG CHN |
| ISHARES TR | 6529 | 3090176 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 77065 | 2928454 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 37731 | 2798509 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 12892 | 2730397 | SM CP VAL ETF |
| VANGUARD TAX-MANAGED FDS | 43581 | 2722486 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 53835 | 2581389 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 57663 | 1899420 | INTL SMALL CAP E |
| VANGUARD INDEX FDS | 7326 | 1889757 | SMALL CP ETF |
| ISHARES TR | 8964 | 1885488 | RUS 1000 VAL ETF |
| DIMENSIONAL ETF TRUST | 48233 | 1834301 | US HIGH PROFITAB |
| VANGUARD INDEX FDS | 19640 | 1737974 | REAL ESTATE ETF |
| WALMART INC | 14378 | 1601853 | COM |
| SPDR INDEX SHS FDS | 24141 | 1585025 | S&P EMKTSC ETF |
| NVIDIA CORPORATION | 7905 | 1474283 | COM |
| ISHARES TR | 13433 | 1433302 | SHRT NAT MUN ETF |
| ISHARES TR | 13061 | 1339292 | CORE S&P US VLU |
| ISHARES TR | 6680 | 1333863 | U.S. TECH ETF |
| VANGUARD WHITEHALL FDS | 14608 | 1314720 | INTL HIGH ETF |
| MICROSOFT CORP | 2288 | 1106318 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2058 | 1034454 | CL B NEW |
| BROADCOM INC | 2977 | 1030340 | COM |
| VANGUARD INDEX FDS | 1466 | 919373 | S&P 500 ETF SHS |
| SPDR S&P 500 ETF TR | 1066 | 726875 | TR UNIT |
| DIMENSIONAL ETF TRUST | 21927 | 694319 | INTL HIGH PROFIT |
| VANGUARD SPECIALIZED FUNDS | 3002 | 659881 | DIV APP ETF |
| VANGUARD WORLD FD | 1570 | 648049 | MEGA GRWTH IND |
| ISHARES TR | 4656 | 637593 | RUS MD CP GR ETF |
| ISHARES INC | 9186 | 617483 | CORE MSCI EMKT |
| ISHARES TR | 24864 | 602455 | IBONDS DEC2026 |
| CHEVRON CORP NEW | 3856 | 587693 | COM |
| ISHARES TR | 11250 | 569025 | ULTRA SHORT DUR |
| ISHARES TR | 23987 | 553860 | INTL DEV RE ETF |
| AUTOMATIC DATA PROCESSING IN | 2080 | 535039 | COM |
| SPDR INDEX SHS FDS | 12726 | 498223 | S&P EM MKT DIV |
| VANGUARD INTL EQUITY INDEX F | 3328 | 476963 | FTSE SMCAP ETF |
| JPMORGAN CHASE & CO. | 1409 | 453950 | COM |
| DIMENSIONAL ETF TRUST | 13349 | 430493 | EMERGING MKTS HI |
| VANGUARD INTL EQUITY INDEX F | 7965 | 428199 | FTSE EMR MKT ETF |
| SPDR INDEX SHS FDS | 14837 | 415436 | DJ INTL RL ETF |
| ISHARES TR | 7445 | 407316 | MSCI EMG MKT ETF |
| ISHARES TR | 4046 | 361956 | CORE MSCI EAFE |
| ILLINOIS TOOL WKS INC | 1440 | 354672 | COM |
| HOME DEPOT INC | 975 | 335498 | COM |
| MCCORMICK & CO INC | 4883 | 332582 | COM NON VTG |
| GLOBAL INDEMNITY GROUP LLC | 11629 | 330032 | COM CL A |
| EXXON MOBIL CORP | 2720 | 327325 | COM |
| DIMENSIONAL ETF TRUST | 6714 | 312806 | US MKTWIDE VALUE |
| PROCTER AND GAMBLE CO | 2171 | 311127 | COM |
| ISHARES TR | 12429 | 301777 | IBONDS 27 ETF |
| ISHARES TR | 2130 | 301374 | MSCI ACWI ETF |
| JOHNSON & JOHNSON | 1445 | 299043 | COM |
| DIMENSIONAL ETF TRUST | 9154 | 298146 | EMGR CRE EQT MNG |
| ETF SER SOLUTIONS | 10461 | 293645 | US GLB JETS |
| MERCK & CO INC | 2777 | 292308 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 476 | 287162 | UTSER1 S&PDCRP |
| ISHARES TR | 2028 | 286050 | RUS MDCP VAL ETF |
| INTERNATIONAL BUSINESS MACHS | 944 | 279623 | COM |
| BLACKROCK INC | 238 | 254741 | COM |
| ISHARES TR | 1964 | 236034 | CORE S&P SCP ETF |
| AMGEN INC | 696 | 227808 | COM |
| NORFOLK SOUTHN CORP | 789 | 227801 | COM |
| ABBVIE INC | 987 | 225520 | COM |
| SYSCO CORP | 2999 | 220997 | COM |
| VANGUARD INDEX FDS | 421 | 205390 | GROWTH ETF |
| META PLATFORMS INC | 289 | 190767 | CL A |
| GE AEROSPACE | 617 | 190055 | COM NEW |
| SCHWAB STRATEGIC TR | 6581 | 180517 | US DIVIDEND EQ |
| DIMENSIONAL ETF TRUST | 5401 | 178666 | EMERGING MKTS CO |
| ISHARES TR | 3472 | 175163 | 10+ YR INVST GRD |
| ISHARES TR | 1848 | 174008 | MSCI USA MIN VOL |
| ISHARES TR | 1744 | 167477 | MSCI EAFE ETF |
| CISCO SYS INC | 2034 | 156680 | COM |
| VANGUARD INTL EQUITY INDEX F | 1098 | 154884 | TT WRLD ST ETF |
| ISHARES TR | 1772 | 154448 | 20 YR TR BD ETF |
| ISHARES TR | 1000 | 148170 | US INDUSTRIALS |
| MCDONALDS CORP | 479 | 146397 | COM |
| WW GRAINGER INC | 139 | 140258 | COM |
| DISNEY WALT CO | 1216 | 138345 | COM |
| VANGUARD WORLD FD | 179 | 134927 | INF TECH ETF |
| DIMENSIONAL ETF TRUST | 3801 | 130983 | INTL CORE EQUITY |
| VANGUARD SCOTTSDALE FDS | 898 | 109332 | VNG RUS1000GRW |
| TEXAS INSTRS INC | 625 | 108432 | COM |
| VANGUARD INDEX FDS | 341 | 107347 | LARGE CAP ETF |
| ISHARES TR | 1828 | 104123 | CRE U S REIT ETF |
| ISHARES TR | 261 | 97468 | RUS 1000 ETF |
| TARGA RES CORP | 524 | 96678 | COM |
| CHOICE HOTELS INTL INC | 1004 | 95642 | COM |
| GE VERNOVA INC | 146 | 95422 | COM |
| ISHARES INC | 1382 | 93258 | EM MKT SM-CP ETF |
| FLAHERTY & CRUMRINE PFD SECS | 5600 | 92456 | COM |
| INTEL CORP | 2500 | 92250 | COM |
| VISA INC | 263 | 92237 | COM CL A |
| VANGUARD INDEX FDS | 316 | 91710 | MID CAP ETF |
| ABBOTT LABS | 699 | 87578 | COM |
| GENUINE PARTS CO | 700 | 86072 | COM |
| VANGUARD BD INDEX FDS | 1085 | 85509 | SHORT TRM BOND |
| AMAZON COM INC | 366 | 84481 | COM |
| NETFLIX INC | 900 | 84384 | COM |
| ALPHABET INC | 266 | 83471 | CAP STK CL C |
| VERIZON COMMUNICATIONS INC | 2019 | 82248 | COM |
| NUVEEN PFD & INCOME OPPORTUN | 10005 | 81141 | COM |
| CITIGROUP INC | 676 | 78861 | COM NEW |
| ALPHABET INC | 250 | 78250 | CAP STK CL A |
| ISHARES TR | 548 | 77345 | SELECT DIVID ETF |
| VANECK ETF TRUST | 714 | 73942 | MRNGSTR WDE MOAT |
| INTUITIVE SURGICAL INC | 125 | 70795 | COM NEW |
| SELECT SECTOR SPDR TR | 900 | 69912 | STATE STREET CON |
| COCA COLA CO | 1000 | 69910 | COM |
| TESLA INC | 154 | 69464 | COM |
| MARKEL GROUP INC | 32 | 68789 | COM |
| DIMENSIONAL ETF TRUST | 1616 | 63978 | US CORE EQUITY 2 |
| PEPSICO INC | 429 | 61571 | COM |
| MASTERCARD INCORPORATED | 107 | 61085 | CL A |
| ISHARES TR | 782 | 60629 | EAFE SML CP ETF |
| STRYKER CORPORATION | 171 | 60102 | COM |
| AT&T INC | 2415 | 59989 | COM |
| NORTHROP GRUMMAN CORP | 104 | 59302 | COM |
| ISHARES TR | 86 | 58905 | CORE S&P500 ETF |
| ISHARES TR | 580 | 54457 | U.S. REAL ES ETF |
| MORGAN STANLEY | 300 | 53259 | COM NEW |
| VANGUARD INDEX FDS | 295 | 52325 | MCAP VL IDXVIP |
| GENERAL MLS INC | 1100 | 51150 | COM |
| NIKE INC | 800 | 50968 | CL B |
| REGENERON PHARMACEUTICALS | 65 | 50172 | COM |
| MARVELL TECHNOLOGY INC | 584 | 49629 | COM |
| SELECT SECTOR SPDR TR | 1088 | 48645 | STATE STREET ENE |
| PALO ALTO NETWORKS INC | 262 | 48261 | COM |
| MOODYS CORP | 94 | 48020 | COM |
| SPDR SERIES TRUST | 580 | 47916 | STATE STREET SPD |
| ISHARES TR | 471 | 47312 | 0-3 MNTH TREASRY |
| MONDELEZ INTL INC | 873 | 46994 | CL A |
| SCHWAB STRATEGIC TR | 972 | 44256 | INTL SCEQT ETF |
| VANGUARD WORLD FD | 154 | 44234 | HEALTH CAR ETF |
| ISHARES TR | 178 | 43817 | RUSSELL 2000 ETF |
| ROCKWELL AUTOMATION INC | 111 | 43187 | COM |
| WEC ENERGY GROUP INC | 398 | 41974 | COM |
| KIMBERLY-CLARK CORP | 400 | 40356 | COM |
| VANGUARD STAR FDS | 521 | 39305 | VG TL INTL STK F |
| PHILIP MORRIS INTL INC | 239 | 38336 | COM |
| FIDELITY MERRIMACK STR TR | 823 | 37891 | TOTAL BD ETF |
| ISHARES TR | 552 | 36432 | CORE S&P MCP ETF |
| ALTRIA GROUP INC | 625 | 36018 | COM |
| VANGUARD SCOTTSDALE FDS | 350 | 32305 | VNG RUS1000VAL |
| TRANE TECHNOLOGIES PLC | 80 | 31136 | SHS |
| SCHWAB STRATEGIC TR | 1130 | 29640 | US BRD MKT ETF |
| SELECT SECTOR SPDR TR | 200 | 28794 | STATE STREET TEC |
| SLB LIMITED | 750 | 28785 | COM STK |
| GENERAL DYNAMICS CORP | 80 | 26933 | COM |
| CORTEVA INC | 388 | 26008 | COM |
| VANGUARD CHARLOTTE FDS | 536 | 25900 | TOTAL INT BD ETF |
| NUVEEN CR STRATEGIES INCOME | 5000 | 25100 | COM SHS |
| ELI LILLY & CO | 23 | 24718 | COM |
| VANGUARD MUN BD FDS | 470 | 23637 | TAX EXEMPT BD |
| RAMBUS INC DEL | 256 | 23524 | COM |
| EATON VANCE TAX ADVT DIV INC | 933 | 23493 | COM |
| WEYERHAEUSER CO MTN BE | 979 | 23193 | COM NEW |
| CONSOLIDATED EDISON INC | 229 | 22745 | COM |
| VANGUARD SCOTTSDALE FDS | 381 | 22377 | SHORT TERM TREAS |
| SCHWAB STRATEGIC TR | 773 | 22016 | US SML CAP ETF |
| ISHARES TR | 191 | 21759 | EAFE GRWTH ETF |
| XYLEM INC | 150 | 20427 | COM |
| DANAHER CORPORATION | 85 | 19459 | COM |
| UBER TECHNOLOGIES INC | 231 | 18876 | COM |
| ISHARES TR | 735 | 18710 | IBDS DEC28 ETF |
| TRUIST FINL CORP | 372 | 18307 | COM |
| WASTE MGMT INC DEL | 80 | 17577 | COM |
| HOWMET AEROSPACE INC | 73 | 14967 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 174 | 14272 | COMMON STOCK |
| RTX CORPORATION | 75 | 13755 | COM |
| NOBLE CORP PLC | 486 | 13725 | ORD SHS A |
| COMCAST CORP NEW | 426 | 12734 | CL A |
| SCHWAB STRATEGIC TR | 459 | 12490 | FUNDAMENTAL US L |
| FREEPORT-MCMORAN INC | 243 | 12342 | CL B |
| CVS HEALTH CORP | 155 | 12301 | COM |
| VERTIV HOLDINGS CO | 74 | 11989 | COM CL A |
| BOEING CO | 55 | 11942 | COM |
| APPLOVIN CORP | 17 | 11455 | COM CL A |
| ISHARES TR | 154 | 11321 | MSCI IRELAND ETF |
| SCHWAB STRATEGIC TR | 417 | 11222 | US LRG CAP ETF |
| L3HARRIS TECHNOLOGIES INC | 38 | 11156 | COM |
| DIMENSIONAL ETF TRUST | 146 | 10802 | WORLD EQUITY ETF |
| SPDR INDEX SHS FDS | 253 | 10338 | S&P INTL SMLCP |
| CONSTELLATION ENERGY CORP | 27 | 9539 | COM |
| HARTFORD INSURANCE GROUP INC | 69 | 9509 | COM |
| STARBUCKS CORP | 100 | 8421 | COM |
| SCHWAB STRATEGIC TR | 231 | 8330 | FUNDAMENTAL EMER |
| CORNING INC | 95 | 8319 | COM |
| OCCIDENTAL PETE CORP | 200 | 8224 | COM |
| CONOCOPHILLIPS | 85 | 7957 | COM |
| UNITEDHEALTH GROUP INC | 23 | 7593 | COM |
| SCHWAB STRATEGIC TR | 314 | 7549 | INTL EQTY ETF |
| COPART INC | 182 | 7126 | COM |
| ASTRAZENECA PLC | 77 | 7079 | SPONSORED ADR |
| NEW YORK TIMES CO | 100 | 6942 | CL A |
| OREILLY AUTOMOTIVE INC | 73 | 6659 | COM |
| ISHARES TR | 65 | 6656 | 0-5 YR TIPS ETF |
| THE CIGNA GROUP | 24 | 6606 | COM |
| WARNER BROS DISCOVERY INC | 219 | 6312 | COM SER A |
| LOCKHEED MARTIN CORP | 13 | 6288 | COM |
| SR BANCORP INC | 399 | 6281 | COM |
| INVESCO EXCH TRADED FD TR II | 95 | 6227 | RAFI DVLPD MRKTS |
| VANGUARD WORLD FD | 28 | 5915 | CONSUM STP ETF |
| INVESCO EXCHANGE TRADED FD T | 124 | 5691 | RAFI US 1500 |
| PHILLIPS 66 | 42 | 5420 | COM |
| NOVARTIS AG | 39 | 5377 | SPONSORED ADR |
| SPDR INDEX SHS FDS | 114 | 5337 | PORTFOLIO EMG MK |
| SPDR INDEX SHS FDS | 117 | 5196 | PORTFOLIO DEVLPD |
| J P MORGAN EXCHANGE TRADED F | 94 | 4756 | ULTRA SHRT ETF |
| VISTRA CORP | 28 | 4518 | COM |
| NUVEEN MUN HIGH INCOME OPPOR | 427 | 4352 | COM |
| ROYAL BK CDA | 25 | 4263 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 175 | 4081 | COM |
| ZIMMER BIOMET HOLDINGS INC | 40 | 3597 | COM |
| SCHWAB STRATEGIC TR | 139 | 3581 | MUN BD ETF |
| ALCON AG | 45 | 3547 | ORD SHS |
| DIMENSIONAL ETF TRUST | 67 | 3394 | ULTRASHORT FIXED |
| GLADSTONE LD CORP | 343 | 3139 | COM |
| SCHWAB STRATEGIC TR | 69 | 3096 | FUNDAMENTAL INTL |
| ICON PLC | 16 | 2916 | SHS |
| ARCHER DANIELS MIDLAND CO | 50 | 2875 | COM |
| KYNDRYL HLDGS INC | 90 | 2391 | COMMON STOCK |
| ISHARES TR | 6 | 1939 | RUS 2000 GRW ETF |
| SCHWAB STRATEGIC TR | 55 | 1795 | US LCAP GR ETF |
| ORGANON & CO | 250 | 1793 | COMMON STOCK |
| BRANCHOUT FOOD INC | 500 | 1590 | COM |
| MICROVAST HOLDINGS INC | 500 | 1400 | COM |
| SCHWAB STRATEGIC TR | 39 | 1278 | EMRG MKTEQ ETF |
| ISHARES TR | 7 | 1269 | RUS 2000 VAL ETF |
| ROADZEN INC | 500 | 1205 | ORD SHS |
| FORD MTR CO | 90 | 1181 | COM |
| NOVAVAX INC | 173 | 1163 | COM NEW |
| SIFCO INDS INC | 200 | 1116 | COM |
| PINNACLE WEST CAP CORP | 11 | 976 | COM |
| AWARE INC MASS | 500 | 930 | COM |
| CHARTER COMMUNICATIONS INC N | 4 | 835 | CL A |
| IMPERIAL PETE INC | 200 | 724 | COM NEW |
| LIBERTY GLOBAL LTD | 63 | 696 | COM CL C |
| AMPLITECH GROUP INC | 200 | 598 | COM NEW |
| ALCOA CORP | 10 | 532 | COM |
| OCCIDENTAL PETE CORP | 25 | 482 | *W EXP 08/03/202 |
| HEWLETT PACKARD ENTERPRISE C | 19 | 457 | COM |
| HP INC | 20 | 446 | COM |
| LIBERTY GLOBAL LTD | 21 | 234 | COM CL A |
| PLUG POWER INC | 83 | 164 | COM NEW |
| SCHWAB STRATEGIC TR | 6 | 126 | US REIT ETF |
| DIMENSIONAL ETF TRUST | 3 | 99 | US SMALL CAP VAL |
| LIBERTY LATIN AMERICA LTD | 10 | 75 | COM CL C |
| LIBERTY LATIN AMERICA LTD | 3 | 23 | COM CL A |