Maryland Capital Advisors Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Maryland Capital Advisors Inc. reported 233 stock positions worth $226.6 million. Its top holding was iShares 1-5Y Inv Grade (IGSB) at 20.4% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 10.2%) and Apple (AAPL, 7.0%). Compared with Q4 2024, it opened 7 new positions, sold out of 30, added to 31 and reduced 38. The biggest buy was iShares 1-5Y Inv Grade (IGSB, shares +22%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHESTER, MD
- CIK
- 0001891201
- Portfolio Value
- $226.6M (Q1 2025)
- SEC Filing
- 0001891201-25-000002 ↗ filed May 6, 2025
Holdings Value
Holdings 233 stocks · $226.6M
| IGSB iShares 1-5Y Inv Grade Corp. | 20.42% | 883,398 | $46.3M | Add +21.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 10.20% | 292,742 | $23.1M | Reduce -0.3% |
| AAPL Apple Inc. | 7.04% | 71,857 | $16.0M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 7.04% | 58,068 | $16.0M | Reduce -5.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.79% | 62,881 | $10.9M | Add +6.7% |
| DFAU Dimensional US Core Equity M | 4.37% | 257,710 | $9.9M | Add +18.9% |
| DFNM Dimensional National Muni BD | 3.84% | 182,970 | $8.7M | Reduce -3.3% |
| DFIV Dimensional International Va | 3.48% | 200,309 | $7.9M | Add +6.0% |
| DFLV Dim US Large Cap Value ETF | 2.83% | 209,944 | $6.4M | Add +32.3% |
| DFAI Dimensional International Co. | 2.60% | 188,390 | $5.9M | Add +12.4% |
| EFV iShares MSCI Eafe Value ETF | 2.12% | 81,606 | $4.8M | Reduce -1.5% |
| DFAR Dimensional US Real Est ETF | 1.49% | 142,152 | $3.4M | Add +4.8% |
| DFEV Dimensional Emrg MRKT Val | 1.46% | 122,260 | $3.3M | Add +11.8% |
| VTIP Vanguard Short-Term Tips | 1.42% | 64,566 | $3.2M | Add +9.6% |
| VNQI Vanguard GLBL Ex-US Real Est | 1.24% | 69,710 | $2.8M | Add +2.0% |
| DFSD Dimensional Short Duration | 1.13% | 53,842 | $2.6M | No change |
| DFAT Dimensional US Target Value | 1.10% | 48,618 | $2.5M | Add +10.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.06% | 12,886 | $2.4M | Add +4.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.06% | 43,551 | $2.4M | Add +4.9% |
| VEA Vanguard Ftse Developed ETF | 1.04% | 46,555 | $2.4M | Reduce -4.0% |
| IWF iShares Russell 1000 Growth | 1.04% | 6,543 | $2.4M | No change |
| DFUS Dimensional US Eq MKT ETF | 1.01% | 37,731 | $2.3M | No change |
| VNQ Vanguard Real Estate ETF | 0.95% | 23,769 | $2.2M | Reduce -7.3% |
| DISV Dimensional International SM | 0.90% | 69,951 | $2.0M | Add +12.8% |
| DFAS Dimensional US Small Cap ETF | 0.87% | 32,840 | $2.0M | Add +30.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.77% | 7,846 | $1.7M | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 0.74% | 8,964 | $1.7M | No change |
| DFIS Dimensional International SM | 0.58% | 51,214 | $1.3M | Add +3.7% |
| EWX State Street SPDR S&P Emergi | 0.57% | 22,910 | $1.3M | Add +4.9% |
| DUHP Dimensional US High Profi Et | 0.57% | 38,712 | $1.3M | Add +21.9% |
| IUSV iShares Core S&P U.S. Value | 0.54% | 13,201 | $1.2M | Add +0.1% |
| SUB iShares Short-Term National | 0.52% | 11,180 | $1.2M | Reduce -10.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 2,151 | $1.1M | Reduce -21.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.48% | 14,820 | $1.1M | No change |
| IYW iShares Ustechnology ETF | 0.41% | 6,680 | $938K | No change |
| VOO Vanguard S&P 500 ETF | 0.34% | 1,490 | $766K | No change |
| IEMG iShares Core MSCI Emerging | 0.29% | 12,057 | $651K | Reduce -9.0% |
| CVX Chevron Corp. | 0.28% | 3,856 | $645K | No change |
| ICSH iShares Ultra Short Duration | 0.27% | 12,213 | $619K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 1,101 | $616K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 2,996 | $581K | Reduce -6.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.24% | 22,816 | $552K | Add +27.9% |
| EDIV State Street SPDR S&P Emergi | 0.24% | 15,351 | $548K | Reduce -0.6% |
| IWP iShares Russell Mid-Cap Grow | 0.24% | 4,656 | $547K | No change |
| RWX State Street SPDR Dow Jones | 0.23% | 21,449 | $525K | Reduce -23.4% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 18,362 | $513K | Reduce -27.8% |
| IFGL iShares International Develo | 0.22% | 24,989 | $493K | Reduce -27.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.21% | 1,570 | $485K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.20% | 5,463 | $450K | No change |
| DIHP Dimensional International Hi | 0.20% | 16,445 | $443K | Add +24.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.20% | 3,823 | $442K | Add +40.5% |
| WMT Walmart Inc. | 0.19% | 4,821 | $423K | Reduce -1.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 5,497 | $416K | No change |
| ADP Automatic Data Processing | 0.17% | 1,250 | $382K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.17% | 7,824 | $378K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 7,979 | $361K | Reduce -1.3% |
| MSFT Microsoft Corp. | 0.16% | 955 | $358K | No change |
| EEM iShares MSCI Emerging Market | 0.16% | 8,108 | $354K | Reduce -1.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.15% | 14,004 | $339K | Add +129.2% |
| AVGO Broadcom Inc. | 0.14% | 1,950 | $326K | No change |
| XOM Exxon Mobil Corp. | 0.14% | 2,720 | $323K | No change |
| PG The Procter & Gamble Co. | 0.14% | 1,837 | $313K | No change |
| DFAE Dimensional Emerging Core Eq | 0.12% | 10,710 | $277K | Reduce -9.9% |
| DFUV Dimensional US Marketwide Va | 0.12% | 6,714 | $277K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.11% | 2,028 | $255K | No change |
| MDY State Street SPDR S&P Midcap | 0.11% | 476 | $254K | No change |
| MRK Merck & Co. Inc. | 0.11% | 2,820 | $253K | No change |
| ACWI iShares MSCI Acwi ETF | 0.11% | 2,130 | $248K | No change |
| JNJ Johnson & Johnson | 0.11% | 1,454 | $241K | No change |
| DEHP Dimensional Emrg MRK Hi Prof | 0.10% | 9,335 | $235K | Add +351.2% |
| ITW Illinois Tool Works | 0.10% | 900 | $223K | No change |
| AMGN Amgen Inc. | 0.10% | 696 | $217K | No change |
| IJR iShares Core S&P Small-Cap E | 0.09% | 1,980 | $207K | No change |
| BLK BlackRock Inc. | 0.08% | 200 | $189K | No change |
| NSC Norfolk Southern Corp. | 0.08% | 789 | $187K | No change |
| IGLB iShares 10+ Year Inv GR Corp. | 0.08% | 3,472 | $174K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 1,848 | $173K | Reduce -1.0% |
| HD Home Depot Inc. | 0.07% | 460 | $169K | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 675 | $166K | No change |
| TLT iShares 20+ Year Treasury BD | 0.07% | 1,772 | $161K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 421 | $156K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.07% | 5,992 | $151K | Add +49.8% |
| DFEM Dimensional Emrg MRKT Core | 0.06% | 5,401 | $143K | No change |
| EFA iShares MSCI Eafe ETF | 0.06% | 1,744 | $143K | Reduce -0.5% |
| VT Vanguard Tot World STK ETF | 0.06% | 1,226 | $142K | No change |
| VGT Vanguard Info Tech ETF | 0.06% | 256 | $139K | Reduce -3.4% |
| CHH Choice Hotels Intl Inc. | 0.06% | 1,004 | $133K | No change |
| IYJ iShares U.S. Industrials ETF | 0.06% | 1,000 | $130K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 1,216 | $120K | No change |
| TXN Texas Instruments Inc. | 0.05% | 625 | $112K | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 561 | $112K | Add +15.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 450 | $112K | No change |
| USRT iShares Core US REIT ETF | 0.05% | 1,854 | $107K | No change |
| DFIC Dimensional International Co. | 0.05% | 3,811 | $106K | No change |
| FBND Fidelity Total Bond ETF | 0.05% | 2,312 | $106K | Reduce -80.4% |
| TRGP Targa Resources Corp. | 0.05% | 524 | $105K | No change |
| META Meta Platforms Inc. Class A | 0.05% | 178 | $103K | Reduce -0.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 345 | $89K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 1,085 | $85K | Reduce -8.8% |
| GPC Genuine Parts Co. | 0.04% | 700 | $83K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $692 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 25 | $692 | No change |
Lines left out (1) · $1 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| DELL Dell Technologies -C | CL C | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $226.6M.
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.7% | 7.04% | −1.36 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.9% | 7.04% | −1.25 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.3% | 10.20% | −0.42 |
| DFNM Dimensional National Muni BD | Reduce -3.3% | 3.84% | −0.35 |
| FBND Fidelity Total Bond ETF | Reduce -80.4% | 0.05% | −0.20 |
| MINT PIMCO Enhanced Short Maturit | Reduce -93.2% | 0.01% | −0.18 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 0.77% | −0.11 |
| VNQ Vanguard Real Estate ETF | Reduce -7.3% | 0.95% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Reduce -27.8% | 0.23% | −0.10 |
| IFGL iShares International Develo | Reduce -27.9% | 0.22% | −0.09 |
| SUB iShares Short-Term National | Reduce -10.8% | 0.52% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -21.7% | 0.51% | −0.07 |
| RWX State Street SPDR Dow Jones | Reduce -23.4% | 0.23% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -79.5% | 0.01% | −0.04 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -9.0% | 0.29% | −0.03 |
| TSLA Tesla Inc. | Reduce -67.3% | 0.01% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.0% | 0.26% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.0% | 1.04% | −0.03 |
| WMT Walmart Inc. | Reduce -1.8% | 0.19% | −0.02 |
| DFAE Dimensional Emerging Core Eq | Reduce -9.9% | 0.12% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -3.4% | 0.06% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.01 |
| VIOO Vanguard S&P Small-Cap 600 E | Sold out | 0.00% | −0.01 |
| EDIV State Street SPDR S&P Emergi | Reduce -0.6% | 0.24% | −0.01 |
| MAC The Macerich Co. | Sold out | 0.00% | −0.01 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.01 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -9.6% | 0.03% | −0.01 |
| COLD Americold Realty Trust Inc. | Sold out | 0.00% | −0.01 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -7.1% | 0.04% | −0.01 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.01 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.01 |
| VMRK Vivmark Residential | Sold out | 0.00% | −0.01 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.01 |
| IVT Inventrust Properties Corp. | Sold out | 0.00% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.3% | 0.16% | −0.01 |
| EPRT Essential Properties Realty | Sold out | 0.00% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -8.8% | 0.04% | −0.01 |
| GLPI Gaming and Leisure Propertie | Sold out | 0.00% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -18.1% | 0.01% | −0.01 |
| ELS Equity Lifestyle Properties | Sold out | 0.00% | −0.00 |
| INVH Invitation Homes Inc. | Sold out | 0.00% | −0.00 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.00 |
| SAFE Safehold Inc. | Sold out | 0.00% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -15.8% | 0.02% | −0.00 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.00 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.7% | 0.03% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 0.05% | −0.00 |
| OHI Omega Healthcare Investors | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IGSB iShares 1-5Y Inv Grade Corp. | Add +21.5% | 20.42% | +2.99 |
| DFLV Dim US Large Cap Value ETF | Add +32.3% | 2.83% | +0.62 |
| DFIV Dimensional International Va | Add +6.0% | 3.48% | +0.37 |
| DFAI Dimensional International Co. | Add +12.4% | 2.60% | +0.33 |
| DFAU Dimensional US Core Equity M | Add +18.9% | 4.37% | +0.31 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.7% | 4.79% | +0.17 |
| DISV Dimensional International SM | Add +12.8% | 0.90% | +0.14 |
| DFEV Dimensional Emrg MRKT Val | Add +11.8% | 1.46% | +0.13 |
| DFAS Dimensional US Small Cap ETF | Add +30.1% | 0.87% | +0.10 |
| VTIP Vanguard Short-Term Tips | Add +9.6% | 1.42% | +0.10 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +129.2% | 0.15% | +0.08 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +351.2% | 0.10% | +0.08 |
| DUHP Dimensional US High Profi Et | Add +21.9% | 0.57% | +0.07 |
| VSS Vanguard Ftse All Wo X-US SC | Add +40.5% | 0.20% | +0.05 |
| IBDR iShares Ibonds Dec 2026 Term | Add +27.9% | 0.24% | +0.04 |
| DIHP Dimensional International Hi | Add +24.0% | 0.20% | +0.04 |
| DFAR Dimensional US Real Est ETF | Add +4.8% | 1.49% | +0.03 |
| DFIS Dimensional International SM | Add +3.7% | 0.58% | +0.02 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +49.8% | 0.07% | +0.02 |
| GE General Electric | Add +15.2% | 0.05% | +0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +1.2% | 0.02% | +0.00 |
| DUSB Dimension Ultrashort Fi ETF | New | 0.00% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +41.5% | 0.00% | +0.00 |
| GEHC GE Healthcare Technology | Add +14.8% | 0.01% | +0.00 |
| PL Planet Labs PBC | New | 0.00% | +0.00 |
| BDSX Biodesix Inc. | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | Add +14.9% | 0.02% | +0.00 |
| RBBN Ribbon Communications Inc. | New | 0.00% | +0.00 |
| BBAI Bigbear.ai Holdings Inc. | New | 0.00% | +0.00 |
| DFSV Dimensional US Small Cap Val | New | 0.00% | 0.00 |
| SGOV iShares 0-3 Month Treasury B | Add +0.8% | 0.02% | −0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +4.9% | 1.06% | −0.01 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +2.0% | 1.24% | −0.01 |
| EWX State Street SPDR S&P Emergi | Add +4.9% | 0.57% | −0.02 |
| IUSV iShares Core S&P U.S. Value | Add +0.1% | 0.54% | −0.03 |
| DFAT Dimensional US Target Value | Add +10.0% | 1.10% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.4% | 1.06% | −0.07 |
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 |