Institutions / Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc.
CIK 1555486 · Institution · as of Dec 31, 2025
Portfolio value
$2.40B
Positions
188
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 188 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $119.66M | 5.0% |
| Invesco Qqq Tr | $106.95M | 4.4% |
| NVIDIA Corp | $100.40M | 4.2% |
| Invesco Exchange Traded Fd T | $75.40M | 3.1% |
| Vanguard Specialized Funds | $69.85M | 2.9% |
| iShares Tr | $69.79M | 2.9% |
| Invesco Exchange Traded Fd T | $67.97M | 2.8% |
| Microsoft Corp | $67.09M | 2.8% |
| Alphabet Inc. | $66.82M | 2.8% |
| Apple Inc. | $63.48M | 2.6% |
| Vanguard Scottsdale Fds | $62.18M | 2.6% |
| SPDR Series Trust | $60.47M | 2.5% |
| Amazon.com Inc | $56.52M | 2.4% |
| Vanguard Index Fds | $54.19M | 2.3% |
| SPDR Series Trust | $51.87M | 2.2% |
| SPDR Series Trust | $46.41M | 1.9% |
| Vanguard Whitehall Fds | $45.78M | 1.9% |
| Select Sector SPDR Tr | $45.56M | 1.9% |
| JPMorgan Chase & Co | $44.47M | 1.8% |
| Warren E. Buffett | $39.42M | 1.6% |
| iShares Tr | $38.43M | 1.6% |
| Costco Wholesale Corp /New | $38.37M | 1.6% |
| Meta Platforms Inc | $37.69M | 1.6% |
| Visa Inc | $35.57M | 1.5% |
| Blackstone Inc | $35.12M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.