Institutional Fund
Baltimore-Washington Financial Advisors, Inc.
Columbia, MDCIK 15554865 filings on record
Portfolio Value
$2.31B
Q1 2026
Holdings
185
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-3.6%
from $2.39B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds5.0%
- Invesco Qqq Tr4.4%
- Nvidia Corporation4.2%
- Invesco Exchange Traded Fd T3.3%
- Vanguard Specialized Funds3.0%
- Invesco Exchange Traded Fd T3.0%
- Other77.0%
Portfolio Holdings
185 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 385.0K | $115.06M | 5.0% | +4.9K | Added |
| 2 | Invesco Qqq Tr | 176.2K | $101.67M | 4.4% | +2.1K | Added |
| 3 | Nvidia Corporation | 550.4K | $95.99M | 4.2% | +12.1K | Added |
| 4 | Invesco Exchange Traded Fd T | 1.70M | $76.77M | 3.3% | +39.5K | Added |
| 5 | Vanguard Specialized Funds | 326.4K | $70.19M | 3.0% | +8.6K | Added |
| 6 | Invesco Exchange Traded Fd T | 365.3K | $70.11M | 3.0% | +10.5K | Added |
| 7 | Ishares Tr | 106.0K | $69.25M | 3.0% | +4.1K | Added |
| 8 | Vanguard Whitehall Fds | 421.2K | $62.38M | 2.7% | +102.2K | Added |
| 9 | Apple Inc | 239.3K | $60.73M | 2.6% | +5.8K | Added |
| 10 | Alphabet Inc | 209.1K | $59.99M | 2.6% | −3.8K | Reduced |
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