Baltimore-Washington Financial Advisors, Inc.

Est. AUM

$2.32B

13F long equity, this entity only

Positions

186

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	LARGE CAP ETF	$115.1M	385016	4.96%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$101.7M	176153	4.39%	SOLE
3	NVIDIA CORPORATION	COM	$96.0M	550409	4.14%	SOLE
4	INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$76.8M	1696302	3.31%	SOLE
5	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$70.2M	326377	3.03%	SOLE
6	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$70.1M	365327	3.03%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$69.2M	106010	2.99%	SOLE
8	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$62.4M	421193	2.69%	SOLE
9	APPLE INC	COM	$60.7M	239283	2.62%	SOLE
10	ALPHABET INC	CAP STK CL C	$60.0M	209133	2.59%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$59.4M	750934	2.56%	SOLE
12	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$58.9M	537037	2.54%	SOLE
13	VANGUARD INDEX FDS	VALUE ETF	$58.7M	299357	2.53%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET COM	$54.5M	491217	2.35%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$53.9M	302891	2.33%	SOLE
16	AMAZON COM INC	COM	$51.9M	249376	2.24%	SOLE
17	MICROSOFT CORP	COM	$51.7M	139575	2.23%	SOLE
18	COSTCO WHOLESALE CORPORATION	COM	$45.1M	45254	1.95%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$43.9M	448627	1.90%	SOLE
20	JPMORGAN CHASE & CO	COM	$41.6M	141275	1.79%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$35.9M	75014	1.55%	SOLE
22	ISHARES TR	U.S. FIN SVC ETF	$35.5M	428700	1.53%	SOLE
23	META PLATFORMS INC	CL A	$34.7M	60628	1.50%	SOLE
24	ARISTA NETWORKS INC	COM SHS	$33.7M	274390	1.45%	SOLE
25	VISA INC	COM CL A	$31.7M	105009	1.37%	SOLE
26	UBER TECHNOLOGIES INC	COM	$30.7M	426893	1.32%	SOLE
27	MARRIOTT INTL INC NEW	CL A	$30.7M	93863	1.32%	SOLE
28	TJX COS INC NEW	COM	$30.4M	190110	1.31%	SOLE
29	ISHARES TR	IBONDS 28 TR HI	$29.4M	1250806	1.27%	SOLE
30	STRYKER CORPORATION	COM	$26.9M	81865	1.16%	SOLE
31	ISHARES TR	IBDS DEC28 ETF	$26.7M	1054382	1.15%	SOLE
32	BOOKING HOLDINGS INC	COM	$25.9M	6145	1.12%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$25.4M	39108	1.10%	SOLE
34	VANGUARD INDEX FDS	S&P 500 ETF SHS	$25.4M	42492	1.10%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$25.4M	402455	1.10%	SOLE
36	INTERCONTINENTAL EXCHANGE IN	COM	$23.1M	147103	1.00%	SOLE
37	VANGUARD INDEX FDS	GROWTH ETF	$22.6M	51851	0.98%	SOLE
38	ROYAL CARIBBEAN GROUP	COM	$22.6M	82067	0.97%	SOLE
39	CROWDSTRIKE HLDGS INC	CL A	$22.1M	56691	0.95%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$21.7M	77330	0.93%	SOLE
41	BLACKROCK INC	COM	$19.1M	19842	0.82%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$17.9M	122734	0.77%	SOLE
43	ISHARES TR	IBONDS 28 TRM TS	$17.6M	791726	0.76%	SOLE
44	BROADCOM INC	COM	$17.1M	55257	0.74%	SOLE
45	NASDAQ INC	COM	$16.5M	194729	0.71%	SOLE
46	ASML HLDG NV	N Y REGISTRY SHS	$15.9M	12034	0.69%	SOLE
47	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$15.7M	208402	0.68%	SOLE
48	ISHARES TR	INTL DIV GRWTH	$15.3M	182319	0.66%	SOLE
49	ISHARES TR	IBONDS 29 TR HI	$15.2M	652314	0.66%	SOLE
50	ALPHABET INC	CAP STK CL A	$15.0M	52151	0.65%	SOLE

1–50 of 186

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.