Maryland Capital Advisors Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 11, 2024), Maryland Capital Advisors Inc. reported 220 stock positions worth $161.1 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 15.0% of the portfolio, followed by iShares 1-5Y Inv Grade (IGSB, 8.3%) and VG Morningstar TS MKT ETF-US (VTI, 7.0%). Compared with Q4 2023, it opened 10 new positions, sold out of 16, added to 27 and reduced 51. The biggest buy was iShares 1-5Y Inv Grade (IGSB, shares +71%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CHESTER, MD
- CIK
- 0001891201
- Portfolio Value
- $161.1M (Q1 2024)
- SEC Filing
- 0001891201-24-000004 ↗ filed Apr 11, 2024
Holdings Value
Holdings 220 stocks · $161.1M
| VCSH Vanguard S/T Corp. Bond ETF | 15.00% | 312,613 | $24.2M | Reduce -2.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 8.28% | 260,145 | $13.3M | Add +70.5% |
| VTI VG Morningstar TS MKT ETF-US | 6.97% | 43,219 | $11.2M | Reduce -3.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.23% | 61,611 | $10.0M | Reduce -1.6% |
| DFNM Dimensional National Muni BD | 5.32% | 178,201 | $8.6M | Add +0.1% |
| DFAU Dimensional US Core Equity M | 4.31% | 190,052 | $6.9M | Add +6.0% |
| ISTB iShares Core 1-5 Year Usd Bo | 4.09% | 138,799 | $6.6M | Reduce -16.1% |
| DFIV Dimensional International Va | 2.96% | 129,755 | $4.8M | Add +3.7% |
| EFV iShares MSCI Eafe Value ETF | 2.87% | 85,076 | $4.6M | Reduce -2.0% |
| AAPL Apple Inc. | 2.80% | 26,300 | $4.5M | Reduce -0.4% |
| DFAI Dimensional International Co. | 2.43% | 129,353 | $3.9M | Add +0.7% |
| VNQI Vanguard GLBL Ex-US Real Est | 1.62% | 62,136 | $2.6M | Add +4.9% |
| VEA Vanguard Ftse Developed ETF | 1.62% | 51,882 | $2.6M | Reduce -0.6% |
| DFAR Dimensional US Real Est ETF | 1.60% | 115,463 | $2.6M | Add +5.6% |
| DFSD Dimensional Short Duration | 1.60% | 54,785 | $2.6M | Reduce 0.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.54% | 12,941 | $2.5M | Reduce -3.0% |
| DFEV Dimensional Emrg MRKT Val | 1.48% | 91,650 | $2.4M | Add +4.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.43% | 40,039 | $2.3M | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 1.39% | 25,984 | $2.2M | Reduce -3.3% |
| VTIP Vanguard Short-Term Tips | 1.37% | 46,250 | $2.2M | Add +7.2% |
| IWF iShares Russell 1000 Growth | 1.37% | 6,543 | $2.2M | No change |
| DFUS Dimensional US Eq MKT ETF | 1.33% | 37,731 | $2.1M | No change |
| DFLV Dim US Large Cap Value ETF | 1.19% | 64,189 | $1.9M | Add +11.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.15% | 8,117 | $1.9M | Reduce -2.3% |
| DFAT Dimensional US Target Value | 1.09% | 32,398 | $1.8M | Add +1.8% |
| IWD iShares Russell 1000 Value E | 1.00% | 9,003 | $1.6M | Reduce -0.1% |
| DISV Dimensional International SM | 0.88% | 52,148 | $1.4M | Add +4.6% |
| SUB iShares Short-Term National | 0.83% | 12,818 | $1.3M | Reduce -1.9% |
| DFAS Dimensional US Small Cap ETF | 0.79% | 20,508 | $1.3M | Add +1.9% |
| IUSV iShares Core S&P U.S. Value | 0.74% | 13,205 | $1.2M | Reduce -0.3% |
| EWX State Street SPDR S&P Emergi | 0.66% | 19,114 | $1.1M | Add +1.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.63% | 14,854 | $1.0M | No change |
| IYW iShares Ustechnology ETF | 0.56% | 6,680 | $902K | No change |
| DFIS Dimensional International SM | 0.53% | 33,896 | $849K | Add +8.0% |
| IFGL iShares International Develo | 0.49% | 37,393 | $796K | Reduce -6.8% |
| ICSH iShares Ultra Short Duration | 0.49% | 15,692 | $793K | No change |
| IEMG iShares Core MSCI Emerging | 0.49% | 15,325 | $791K | Reduce -3.2% |
| RWX State Street SPDR Dow Jones | 0.46% | 28,378 | $740K | Reduce -3.7% |
| DUHP Dimensional US High Profi Et | 0.38% | 19,254 | $609K | Add +12.5% |
| CVX Chevron Corp. | 0.38% | 3,856 | $608K | No change |
| EDIV State Street SPDR S&P Emergi | 0.34% | 16,259 | $545K | Reduce -3.2% |
| IWP iShares Russell Mid-Cap Grow | 0.33% | 4,656 | $531K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.28% | 1,570 | $450K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.27% | 5,760 | $442K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 990 | $416K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 5,548 | $412K | Reduce -8.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 750 | $392K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.23% | 15,628 | $373K | Add +1302.9% |
| MRK Merck & Co. Inc. | 0.23% | 2,820 | $372K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 8,388 | $350K | Add +1.6% |
| EEM iShares MSCI Emerging Market | 0.21% | 8,194 | $337K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.21% | 2,845 | $332K | Reduce -2.8% |
| MSFT Microsoft Corp. | 0.21% | 789 | $332K | No change |
| XOM Exxon Mobil Corp. | 0.20% | 2,720 | $316K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 1,727 | $315K | No change |
| ADP Automatic Data Processing | 0.19% | 1,250 | $312K | No change |
| DFAE Dimensional Emerging Core Eq | 0.19% | 12,298 | $304K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.18% | 1,831 | $297K | No change |
| WMT Walmart Inc. | 0.18% | 4,821 | $290K | No change |
| MDY State Street SPDR S&P Midcap | 0.17% | 495 | $275K | No change |
| DFUV Dimensional US Marketwide Va | 0.17% | 6,714 | $275K | No change |
| AVGO Broadcom Inc. | 0.16% | 195 | $258K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.16% | 2,028 | $254K | No change |
| ITW Illinois Tool Works | 0.15% | 900 | $241K | No change |
| ACWI iShares MSCI Acwi ETF | 0.15% | 2,130 | $235K | No change |
| JNJ Johnson & Johnson | 0.14% | 1,454 | $230K | No change |
| IJR iShares Core S&P Small-Cap E | 0.14% | 1,986 | $219K | Reduce -16.2% |
| NSC Norfolk Southern Corp. | 0.13% | 800 | $204K | No change |
| AMGN Amgen Inc. | 0.12% | 696 | $198K | No change |
| EFA iShares MSCI Eafe ETF | 0.11% | 2,251 | $180K | Reduce -1.4% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.11% | 3,472 | $179K | Add +5.3% |
| HD Home Depot Inc. | 0.11% | 460 | $176K | No change |
| TLT iShares 20+ Year Treasury BD | 0.10% | 1,772 | $168K | No change |
| BLK BlackRock Finance Inc. | 0.10% | 200 | $167K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 1,216 | $149K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 425 | $146K | Add +11.0% |
| VT Vanguard Tot World STK ETF | 0.09% | 1,267 | $140K | No change |
| DFEM Dimensional Emrg MRKT Core | 0.09% | 5,401 | $138K | No change |
| JPM JPMorgan Chase & Co. | 0.08% | 678 | $136K | No change |
| VGT Vanguard Info Tech ETF | 0.08% | 256 | $134K | Reduce -9.9% |
| EVBG Everbridge Inc. | 0.08% | 3,790 | $132K | No change |
| IYJ iShares U.S. Industrials ETF | 0.08% | 1,000 | $126K | No change |
| REGN Regeneron Pharmaceuticals | 0.08% | 130 | $125K | No change |
| V Visa Inc. Class A | 0.07% | 415 | $116K | Add +176.7% |
| USRT iShares Core US REIT ETF | 0.07% | 2,127 | $114K | Reduce -3.1% |
| INTC Intel Corp. | 0.07% | 2,500 | $110K | No change |
| TXN Texas Instruments Inc. | 0.07% | 625 | $109K | No change |
| GPC Genuine Parts Co. | 0.07% | 700 | $108K | No change |
| DFIC Dimensional International Co. | 0.06% | 3,811 | $102K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.06% | 3,999 | $95K | New |
| EEMS iShares MSCI Emerging MKT SM | 0.06% | 1,602 | $94K | Reduce -0.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.06% | 3,709 | $92K | Add +37.4% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 1,189 | $91K | Reduce -0.8% |
| DFAC Dimensional US Core Equity 2 | 0.06% | 2,813 | $90K | Reduce -9.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 450 | $86K | No change |
| GE General Electric | 0.05% | 487 | $85K | No change |
| META Meta Platforms Inc. Class A | 0.05% | 172 | $84K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 316 | $79K | Add +6.4% |
| GIS General Mills Inc. | 0.05% | 1,100 | $77K | Reduce -15.4% |
| NKE Nike Inc. Class B | 0.05% | 800 | $75K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 25 | $1K | No change |
Total filed on the 13F, all lines: $161.2M.
Portfolio Sells Q4 2023 → Q1 2024
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.0% | 15.00% | −1.31 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -16.1% | 4.09% | −1.11 |
| AAPL Apple Inc. | Reduce -0.4% | 2.80% | −0.56 |
| VNQ Vanguard Real Estate ETF | Reduce -3.3% | 1.39% | −0.17 |
| EFV iShares MSCI Eafe Value ETF | Reduce -2.0% | 2.87% | −0.12 |
| DFSD Dimensional Short Duration | Reduce 0.0% | 1.60% | −0.10 |
| IFGL iShares International Develo | Reduce -6.8% | 0.49% | −0.08 |
| SUB iShares Short-Term National | Reduce -1.9% | 0.83% | −0.08 |
| RWX State Street SPDR Dow Jones | Reduce -3.7% | 0.46% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.0% | 1.54% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -3.2% | 0.49% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 1.62% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.3% | 6.97% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -16.2% | 0.14% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.4% | 0.26% | −0.03 |
| EDIV State Street SPDR S&P Emergi | Reduce -3.2% | 0.34% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.3% | 1.15% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -2.8% | 0.21% | −0.02 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -74.0% | 0.00% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -22.4% | 0.03% | −0.01 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.01 |
| IRBTQ Irobot Corp. | Sold out | 0.00% | −0.01 |
| STT State Street Corp. | Sold out | 0.00% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -12.0% | 0.04% | −0.01 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -16.1% | 0.03% | −0.01 |
| GIS General Mills Inc. | Reduce -15.4% | 0.05% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -3.1% | 0.07% | −0.01 |
| UL Unilever PLC | Reduce -57.2% | 0.01% | −0.01 |
| ADM Archer-Daniels-Midland Co. | Reduce -75.0% | 0.00% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -9.9% | 0.08% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -62.0% | 0.00% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -60.0% | 0.00% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -52.5% | 0.01% | −0.01 |
| B Barrick Gold Corp. | Sold out | 0.00% | −0.01 |
| LUNA Luna Innovations Inc. | Reduce -28.4% | 0.00% | −0.01 |
| JXI iShares Global Utilities ETF | Sold out | 0.00% | −0.01 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -58.0% | 0.00% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -22.1% | 0.01% | −0.01 |
| LAND Gladstone Land Corp. | Reduce -52.2% | 0.00% | −0.01 |
| PEP Pepsico Inc. | Reduce -26.2% | 0.01% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.8% | 0.06% | −0.00 |
| ALC Alcon Inc. | Reduce -56.0% | 0.00% | −0.00 |
| BG Bunge Global SA | Sold out | 0.00% | −0.00 |
| DFAC Dimensional US Core Equity 2 | Reduce -9.0% | 0.06% | −0.00 |
| ABT Abbott Laboratories | Reduce -51.0% | 0.00% | −0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.0% | 0.04% | −0.00 |
| CWEN Clearway Energy Inc. Class C | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| IGSB iShares 1-5Y Inv Grade Corp. | Add +70.5% | 8.28% | +3.11 |
| DFAU Dimensional US Core Equity M | Add +6.0% | 4.31% | +0.37 |
| IBDR iShares Ibonds Dec 2026 Term | Add +1302.9% | 0.23% | +0.21 |
| DFLV Dim US Large Cap Value ETF | Add +11.0% | 1.19% | +0.16 |
| DFIV Dimensional International Va | Add +3.7% | 2.96% | +0.12 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.06% | +0.06 |
| DUHP Dimensional US High Profi Et | Add +12.5% | 0.38% | +0.05 |
| V Visa Inc. Class A | Add +176.7% | 0.07% | +0.05 |
| DISV Dimensional International SM | Add +4.6% | 0.88% | +0.03 |
| DFIS Dimensional International SM | Add +8.0% | 0.53% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | New | 0.02% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +7.2% | 1.37% | +0.02 |
| VHT Vanguard Health Care ETF | New | 0.02% | +0.02 |
| DO Diamond Offshore Drilling Inc. | New | 0.02% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.02% | +0.02 |
| IBDP iShares Ibonds Dec 2024 Term | New | 0.02% | +0.02 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +37.4% | 0.06% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.0% | 0.09% | +0.01 |
| DFEV Dimensional Emrg MRKT Val | Add +4.0% | 1.48% | +0.01 |
| DIHP Dimensional International Hi | Add +661.1% | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +154.4% | 0.02% | +0.01 |
| MPC Marathon Petroleum Corp. | New | 0.01% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.00% | +0.00 |
| DEHP Dimensional Emrg MRK Hi Prof | New | 0.00% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.4% | 0.05% | +0.00 |
| DFAS Dimensional US Small Cap ETF | Add +1.9% | 0.79% | +0.00 |
| LODE Comstock Inc. | New | 0.00% | +0.00 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +5.3% | 0.11% | −0.00 |
| DFAI Dimensional International Co. | Add +0.7% | 2.43% | −0.01 |
| DFAT Dimensional US Target Value | Add +1.8% | 1.09% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 0.22% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Add +0.1% | 0.19% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +0.6% | 1.43% | −0.03 |
| DFAR Dimensional US Real Est ETF | Add +5.6% | 1.60% | −0.04 |
| EWX State Street SPDR S&P Emergi | Add +1.6% | 0.66% | −0.04 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +4.9% | 1.62% | −0.04 |
| DFNM Dimensional National Muni BD | Add +0.1% | 5.32% | −0.38 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,042 | $312.0M | IGSB, VCSH, VTI, DFAU, DFLV |
| Q4 2025 | 270 | $295.5M | IGSB, VCSH, VTI, DFAU, AAPL |
| Q3 2025 | 253 | $279.4M | IGSB, VCSH, VTI, DFAU, VTV |
| Q2 2025 | 267 | $255.2M | IGSB, VCSH, VTI, AAPL, DFAU |
| Q1 2025 | 233 | $226.6M | IGSB, VCSH, AAPL, VTI, VTV |
| Q4 2024 | 256 | $215.7M | IGSB, VCSH, AAPL, VTI, VTV |
| Q3 2024 | 242 | $205.9M | IGSB, AAPL, VCSH, VTI, VTV |
| Q2 2024 | 249 | $185.7M | AAPL, VCSH, IGSB, VTI, VTV |
| Q1 2024 | 220 | $161.1M | VCSH, IGSB, VTI, VTV, DFNM |