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 (2026-06-30)

Baltimore-Washington Financial Advisors, Inc. (CIK 1555486) reported $2.67B across 206 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VV ($133.2M, 4.98%), QQQ ($133.1M, 4.97%), RSPT ($112.4M, 4.20%), NVDA ($110.5M, 4.13%), IVV ($82.6M, 3.09%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VVVANGUARD INDEX FDS$133.2M4.98%387,417Added
2QQQINVESCO QQQ TR$133.1M4.97%180,681Added
3RSPTINVESCO EXCHANGE TRADED FD T$112.4M4.20%1.7MAdded
4NVDANVIDIA CORPORATION$110.5M4.13%552,268Added
5IVVISHARES TR$82.6M3.09%110,359Added
6RSPINVESCO EXCHANGE TRADED FD T$80.3M3.00%377,237Added
7VIGVANGUARD SPECIALIZED FUNDS$79.7M2.98%336,751Added
8GOOGALPHABET INC$73.4M2.74%207,758Trimmed
9VONGVANGUARD SCOTTSDALE FDS$70.7M2.64%553,037Added
10VTVVANGUARD INDEX FDS$70.5M2.64%323,686Added
11SPTMSPDR SERIES TRUST$69.6M2.60%766,306Added
12AAPLAPPLE INC$68.5M2.56%236,655Trimmed
13VYMVANGUARD WHITEHALL FDS$67.2M2.51%425,390Added
14AMZNAMAZON COM INC$59.8M2.24%250,931Added
15SPYGSPDR SERIES TRUST$54.1M2.02%454,381Added
16MSFTMICROSOFT CORP$52.6M1.97%141,059Added
17XLCSELECT SECTOR SPDR TR$49.1M1.84%458,287Trimmed
18ANETARISTA NETWORKS INC$47.1M1.76%277,261Added
19JPMJPMORGAN CHASE & CO$46.8M1.75%142,989Added
20CRWDCROWDSTRIKE HLDGS INC$44.9M1.68%58,815Added
21SPMOINVESCO EXCH TRADED FD TR II$43.3M1.62%267,862New
22SPHQINVESCO EXCHANGE TRADED FD T$42.8M1.60%475,171New
23COSTCOSTCO WHOLESALE CORPORATION$42.6M1.59%45,501Added
24VVISA INC$36.7M1.37%106,828Added
25MARMARRIOTT INTL INC NEW$35.4M1.33%95,631Added

Source: SEC Form 13F filings · as of 2026-06-30