Maryland Capital Advisors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Maryland Capital Advisors Inc. reported 267 stock positions worth $255.2 million. Its top holding was iShares 1-5Y Inv Grade (IGSB) at 19.2% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 8.9%) and VG Morningstar TS MKT ETF-US (VTI, 6.8%). Compared with Q1 2025, it opened 42 new positions, sold out of 8, added to 54 and reduced 39. The biggest buy was iShares Core 1-5 Year Usd Bo (ISTB, shares +1851%) and the biggest sale Dimensional National Muni BD (DFNM, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- CHESTER, MD
- CIK
- 0001891201
- Portfolio Value
- $255.2M (Q2 2025)
- SEC Filing
- 0001891201-25-000004 ↗ filed Jul 14, 2025
Holdings Value
Holdings 267 stocks · $255.2M
| IGSB iShares 1-5Y Inv Grade Corp. | 19.20% | 928,958 | $49.0M | Add +5.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.87% | 284,791 | $22.6M | Reduce -2.7% |
| VTI VG Morningstar TS MKT ETF-US | 6.84% | 57,425 | $17.5M | Reduce -1.1% |
| AAPL Apple Inc. | 5.78% | 71,920 | $14.8M | Add +0.1% |
| DFAU Dimensional US Core Equity M | 5.25% | 316,413 | $13.4M | Add +22.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.83% | 69,697 | $12.3M | Add +10.8% |
| DFIV Dimensional International Va | 3.64% | 216,856 | $9.3M | Add +8.3% |
| DFLV Dim US Large Cap Value ETF | 3.21% | 263,953 | $8.2M | Add +25.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.91% | 152,644 | $7.4M | Add +1851.0% |
| DFAI Dimensional International Co. | 2.86% | 211,310 | $7.3M | Add +12.2% |
| DFNM Dimensional National Muni BD | 2.36% | 126,773 | $6.0M | Reduce -30.7% |
| EFV iShares MSCI Eafe Value ETF | 2.00% | 80,490 | $5.1M | Reduce -1.4% |
| DFEV Dimensional Emrg MRKT Val | 1.49% | 126,576 | $3.8M | Add +3.5% |
| VTIP Vanguard Short-Term Tips | 1.36% | 68,950 | $3.5M | Add +6.8% |
| DFAT Dimensional US Target Value | 1.35% | 63,638 | $3.4M | Add +30.9% |
| DFAR Dimensional US Real Est ETF | 1.34% | 146,202 | $3.4M | Add +2.9% |
| VNQI Vanguard GLBL Ex-US Real Est | 1.27% | 70,384 | $3.2M | Add +1.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.09% | 44,247 | $2.8M | Add +1.6% |
| IWF iShares Russell 1000 Growth | 1.09% | 6,543 | $2.8M | No change |
| DFAS Dimensional US Small Cap ETF | 1.03% | 41,338 | $2.6M | Add +25.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.02% | 13,388 | $2.6M | Add +3.9% |
| VEA Vanguard Ftse Developed ETF | 1.01% | 45,346 | $2.6M | Reduce -2.6% |
| DFSD Dimensional Short Duration | 1.01% | 53,835 | $2.6M | Reduce -0.0% |
| DFUS Dimensional US Eq MKT ETF | 0.99% | 37,731 | $2.5M | No change |
| DISV Dimensional International SM | 0.95% | 73,920 | $2.4M | Add +5.7% |
| VNQ Vanguard Real Estate ETF | 0.80% | 22,963 | $2.0M | Reduce -3.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.70% | 7,579 | $1.8M | Reduce -3.4% |
| IWD iShares Russell 1000 Value E | 0.68% | 8,964 | $1.7M | No change |
| DFIS Dimensional International SM | 0.65% | 55,349 | $1.7M | Add +8.1% |
| DUHP Dimensional US High Profi Et | 0.59% | 42,684 | $1.5M | Add +10.3% |
| EWX State Street SPDR S&P Emergi | 0.58% | 23,688 | $1.5M | Add +3.4% |
| SUB iShares Short-Term National | 0.57% | 13,637 | $1.5M | Add +22.0% |
| WMT Walmart Inc. | 0.56% | 14,487 | $1.4M | Add +200.5% |
| IUSV iShares Core S&P U.S. Value | 0.49% | 13,208 | $1.2M | Add +0.1% |
| NVDA Nvidia Corp. | 0.48% | 7,835 | $1.2M | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.47% | 14,820 | $1.2M | No change |
| IYW iShares Ustechnology ETF | 0.45% | 6,680 | $1.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 2,158 | $1.0M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.33% | 1,466 | $833K | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.32% | 2,977 | $821K | Add +52.7% |
| IEMG iShares Core MSCI Emerging | 0.28% | 11,698 | $702K | Reduce -3.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.26% | 27,689 | $671K | Add +21.4% |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 4,656 | $646K | No change |
| ADP Automatic Data Processing | 0.25% | 2,080 | $641K | Add +66.4% |
| MSFT Microsoft Corp. | 0.25% | 1,283 | $638K | Add +34.4% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 2,996 | $613K | No change |
| EDIV State Street SPDR S&P Emergi | 0.23% | 15,320 | $584K | Reduce -0.2% |
| DIHP Dimensional International Hi | 0.23% | 19,558 | $577K | Add +18.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.23% | 1,570 | $575K | No change |
| ICSH iShares Ultra Short Duration | 0.22% | 11,250 | $570K | Reduce -7.9% |
| CVX Chevron Corp. | 0.22% | 3,856 | $552K | No change |
| IFGL iShares International Develo | 0.22% | 24,246 | $551K | Reduce -3.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.19% | 3,628 | $488K | Reduce -5.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 5,497 | $459K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 704 | $435K | Reduce -36.1% |
| RWX State Street SPDR Dow Jones | 0.16% | 15,040 | $412K | Reduce -29.9% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 7,979 | $395K | No change |
| EEM iShares MSCI Emerging Market | 0.15% | 8,108 | $391K | No change |
| PG The Procter & Gamble Co. | 0.15% | 2,377 | $379K | Add +29.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.15% | 4,883 | $370K | Reduce -10.6% |
| ITW Illinois Tool Works | 0.14% | 1,440 | $356K | Add +60.0% |
| HD Home Depot Inc. | 0.14% | 947 | $347K | Add +105.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.13% | 14,004 | $340K | No change |
| DEHP Dimensional Emrg MRK Hi Prof | 0.12% | 11,273 | $316K | Add +20.8% |
| XOM Exxon Mobil Corp. | 0.11% | 2,720 | $293K | No change |
| DFUV Dimensional US Marketwide Va | 0.11% | 6,714 | $284K | No change |
| DFAE Dimensional Emerging Core Eq | 0.11% | 9,693 | $281K | Reduce -9.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 944 | $278K | Add +109.8% |
| ACWI iShares MSCI Acwi ETF | 0.11% | 2,130 | $274K | No change |
| MDY State Street SPDR S&P Midcap | 0.11% | 476 | $270K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.10% | 2,028 | $268K | No change |
| BLK BlackRock Inc. | 0.10% | 238 | $250K | Add +19.0% |
| JPM JPMorgan Chase & Co. | 0.10% | 855 | $248K | Add +26.7% |
| SYY Sysco Corp. | 0.09% | 2,999 | $227K | New |
| MRK Merck & Co. Inc. | 0.09% | 2,820 | $223K | No change |
| JNJ Johnson & Johnson | 0.09% | 1,445 | $221K | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 0.08% | 1,980 | $216K | No change |
| AMGN Amgen Inc. | 0.08% | 732 | $204K | Add +5.2% |
| NSC Norfolk Southern Corp. | 0.08% | 789 | $202K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 421 | $185K | No change |
| ABBV Abbvie Inc. | 0.07% | 961 | $178K | Add +220.3% |
| SCHD Schwab US DVD Equity ETF | 0.07% | 6,660 | $176K | Reduce -63.7% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.07% | 3,472 | $174K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.07% | 1,848 | $173K | No change |
| META Meta Platforms Inc. Class A | 0.06% | 222 | $164K | Add +24.7% |
| DFEM Dimensional Emrg MRKT Core | 0.06% | 5,401 | $160K | No change |
| VT Vanguard Tot World STK ETF | 0.06% | 1,226 | $158K | No change |
| TLT iShares 20+ Year Treasury BD | 0.06% | 1,772 | $156K | No change |
| EFA iShares MSCI Eafe ETF | 0.06% | 1,744 | $156K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.06% | 5,992 | $151K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 1,216 | $151K | No change |
| VGT Vanguard Info Tech ETF | 0.06% | 227 | $151K | Reduce -11.3% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 574 | $148K | Add +2.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.06% | 139 | $145K | New |
| IYJ iShares U.S. Industrials ETF | 0.06% | 1,000 | $142K | No change |
| CSCO Cisco Systems Inc. | 0.06% | 2,034 | $141K | Add +113.2% |
| MCD McDonald's Corp. | 0.05% | 479 | $140K | New |
| TXN Texas Instruments Inc. | 0.05% | 625 | $130K | No change |
| CHH Choice Hotels Intl Inc. | 0.05% | 1,004 | $127K | No change |
| DFIC Dimensional International Co. | 0.05% | 3,808 | $118K | Reduce -0.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $518 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 25 | $518 | No change |
Total filed on the 13F, all lines: $255.2M.
Portfolio Sells Q1 2025 → Q2 2025
| DFNM Dimensional National Muni BD | Reduce -30.7% | 2.36% | −1.49 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.7% | 8.87% | −1.33 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.1% | 6.84% | −0.20 |
| SCHD Schwab US DVD Equity ETF | Reduce -63.7% | 0.07% | −0.16 |
| VNQ Vanguard Real Estate ETF | Reduce -3.4% | 0.80% | −0.15 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.4% | 2.00% | −0.12 |
| DFSD Dimensional Short Duration | Reduce -0.0% | 1.01% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -36.1% | 0.17% | −0.10 |
| RWX State Street SPDR Dow Jones | Reduce -29.9% | 0.16% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.4% | 0.70% | −0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -10.6% | 0.15% | −0.05 |
| ICSH iShares Ultra Short Duration | Reduce -7.9% | 0.22% | −0.05 |
| FBND Fidelity Total Bond ETF | Reduce -92.6% | 0.00% | −0.04 |
| FFA First Trust Enhan Eqty Inc. | Sold out | 0.00% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.6% | 1.01% | −0.03 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.09% | −0.02 |
| CSQ Calamos Strat TTL RTRN FND | Sold out | 0.00% | −0.02 |
| EDIV State Street SPDR S&P Emergi | Reduce -0.2% | 0.23% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -9.5% | 0.11% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -3.0% | 0.28% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 0.33% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -74.6% | 0.00% | −0.01 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -12.8% | 0.03% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -23.3% | 0.02% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -11.1% | 0.01% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -78.8% | 0.00% | −0.00 |
| RMBS Rambus Inc. | Reduce -47.0% | 0.01% | −0.00 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -5.1% | 0.19% | −0.00 |
| WEC WEC Energy Group Inc. | Reduce -4.8% | 0.02% | −0.00 |
| VGT Vanguard Info Tech ETF | Reduce -11.3% | 0.06% | −0.00 |
| DFAC Dimensional US Core Equity 2 | Reduce -3.6% | 0.03% | −0.00 |
| IFGL iShares International Develo | Reduce -3.0% | 0.22% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -6.5% | 0.01% | −0.00 |
| USIG iShares Broad Usd Investment | Sold out | 0.00% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -15.2% | 0.00% | −0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -5.1% | 0.03% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.2% | 0.04% | −0.00 |
| PHX PHX Minerals Inc. | Sold out | 0.00% | −0.00 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.00 |
| MNDO Mind Cti Ltd. | Sold out | 0.00% | −0.00 |
| TSLA Tesla Inc. | Reduce -12.3% | 0.01% | −0.00 |
| BDSX Biodesix Inc. | Sold out | 0.00% | −0.00 |
| DFIC Dimensional International Co. | Reduce -0.1% | 0.05% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -11.1% | 0.00% | −0.00 |
| AA Alcoa Corp. | Reduce -16.7% | 0.00% | 0.00 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -1.6% | 0.04% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| ISTB iShares Core 1-5 Year Usd Bo | Add +1851.0% | 2.91% | +2.74 |
| DFAU Dimensional US Core Equity M | Add +22.8% | 5.25% | +0.88 |
| NVDA Nvidia Corp. | New | 0.48% | +0.48 |
| DFLV Dim US Large Cap Value ETF | Add +25.7% | 3.21% | +0.38 |
| WMT Walmart Inc. | Add +200.5% | 0.56% | +0.37 |
| DFAI Dimensional International Co. | Add +12.2% | 2.86% | +0.27 |
| DFAT Dimensional US Target Value | Add +30.9% | 1.35% | +0.24 |
| AVGO Broadcom Inc. | Add +52.7% | 0.32% | +0.18 |
| DFAS Dimensional US Small Cap ETF | Add +25.9% | 1.03% | +0.17 |
| DFIV Dimensional International Va | Add +8.3% | 3.64% | +0.16 |
| MSFT Microsoft Corp. | Add +34.4% | 0.25% | +0.09 |
| SYY Sysco Corp. | New | 0.09% | +0.09 |
| ADP Automatic Data Processing | Add +66.4% | 0.25% | +0.08 |
| DFIS Dimensional International SM | Add +8.1% | 0.65% | +0.06 |
| HD Home Depot Inc. | Add +105.9% | 0.14% | +0.06 |
| IBM Intl Business Machines Corp. | Add +109.8% | 0.11% | +0.06 |
| GWW WW Grainger Inc. | New | 0.06% | +0.06 |
| MCD McDonald's Corp. | New | 0.05% | +0.05 |
| DISV Dimensional International SM | Add +5.7% | 0.95% | +0.05 |
| SUB iShares Short-Term National | Add +22.0% | 0.57% | +0.05 |
| ABBV Abbvie Inc. | Add +220.3% | 0.07% | +0.04 |
| ITW Illinois Tool Works | Add +60.0% | 0.14% | +0.04 |
| MAS Masco Corp. | New | 0.04% | +0.04 |
| V Visa Inc. Class A | New | 0.04% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +1.6% | 1.09% | +0.04 |
| XFFCX Flaherty & Crumrine Pref Inc. | New | 0.04% | +0.04 |
| ABT Abbott Laboratories | Add +1739.5% | 0.04% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.8% | 4.83% | +0.03 |
| JPC Nuveen Prefered & Income Opp | New | 0.03% | +0.03 |
| DIHP Dimensional International Hi | Add +18.9% | 0.23% | +0.03 |
| CSCO Cisco Systems Inc. | Add +113.2% | 0.06% | +0.03 |
| DUHP Dimensional US High Profi Et | Add +10.3% | 0.59% | +0.03 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +1.0% | 1.27% | +0.03 |
| DFEV Dimensional Emrg MRKT Val | Add +3.5% | 1.49% | +0.03 |
| PANW Palo Alto Networks Inc. | New | 0.02% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +26.7% | 0.10% | +0.02 |
| SYK Stryker Corp. | New | 0.02% | +0.02 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +20.8% | 0.12% | +0.02 |
| IBDR iShares Ibonds Dec 2026 Term | Add +21.4% | 0.26% | +0.02 |
| META Meta Platforms Inc. Class A | Add +24.7% | 0.06% | +0.02 |
| MCO Moody's Corp. | New | 0.02% | +0.02 |
| ROK Rockwell Automation Inc. | Add +862.5% | 0.02% | +0.02 |
| BLK BlackRock Inc. | Add +19.0% | 0.10% | +0.01 |
| NFLX Netflix Inc. | Add +15.4% | 0.04% | +0.01 |
| GEV GE Vernova Inc. | Add +5.0% | 0.03% | +0.01 |
| CTVA Corteva Inc. | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +59.8% | 0.03% | +0.01 |
| XJQCX Nuveen Credit Strategies Inc. | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | Add +29.4% | 0.15% | +0.01 |
| AMZN Amazon.com Inc. | Add +81.9% | 0.02% | +0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| DELL Dell Technologies -C | CL C | Sold out | 0 | $1before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |