Universe · entity
Baltimore-Washington Financial Advisors, Inc.
Institutional manager (13F) · CIK 1555486
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $115M | 385,016 |
| 2 | INVESCO QQQ TR | $102M | 176,153 |
| 3 | NVIDIA CORPORATION | $96M | 550,409 |
| 4 | INVESCO EXCHANGE TRADED FD T | $77M | 1,696,302 |
| 5 | VANGUARD SPECIALIZED FUNDS | $70M | 326,377 |
| 6 | INVESCO EXCHANGE TRADED FD T | $70M | 365,327 |
| 7 | ISHARES TR | $69M | 106,010 |
| 8 | VANGUARD WHITEHALL FDS | $62M | 421,193 |
| 9 | APPLE INC | $61M | 239,283 |
| 10 | ALPHABET INC | $60M | 209,133 |
| 11 | SPDR SERIES TRUST | $59M | 750,934 |
| 12 | VANGUARD SCOTTSDALE FDS | $59M | 537,037 |
| 13 | VANGUARD INDEX FDS | $59M | 299,357 |
| 14 | SELECT SECTOR SPDR TR | $54M | 491,217 |
| 15 | SPDR SERIES TRUST | $54M | 302,891 |
| 16 | AMAZON COM INC | $52M | 249,376 |
| 17 | MICROSOFT CORP | $52M | 139,575 |
| 18 | COSTCO WHOLESALE CORPORATION | $45M | 45,254 |
| 19 | SPDR SERIES TRUST | $44M | 448,627 |
| 20 | JPMORGAN CHASE & CO | $42M | 141,275 |
| 21 | BERKSHIRE HATHAWAY INC DEL | $36M | 75,014 |
| 22 | ISHARES TR | $36M | 428,700 |
| 23 | META PLATFORMS INC | $35M | 60,628 |
| 24 | ARISTA NETWORKS INC | $34M | 274,390 |
| 25 | VISA INC | $32M | 105,009 |
| 26 | UBER TECHNOLOGIES INC | $31M | 426,893 |
| 27 | MARRIOTT INTL INC NEW | $31M | 93,863 |
| 28 | TJX COS INC NEW | $30M | 190,110 |
| 29 | ISHARES TR | $29M | 1,250,806 |
| 30 | STRYKER CORPORATION | $27M | 81,865 |
| 31 | ISHARES TR | $27M | 1,054,382 |
| 32 | BOOKING HOLDINGS INC | $26M | 6,145 |
| 33 | STATE STR SPDR S&P 500 ETF T | $25M | 39,108 |
| 34 | VANGUARD INDEX FDS | $25M | 42,492 |
| 35 | SPDR SERIES TRUST | $25M | 402,455 |
| 36 | INTERCONTINENTAL EXCHANGE IN | $23M | 147,103 |
| 37 | VANGUARD INDEX FDS | $23M | 51,851 |
| 38 | ROYAL CARIBBEAN GROUP | $23M | 82,067 |
| 39 | CROWDSTRIKE HLDGS INC | $22M | 56,691 |
| 40 | SPDR SERIES TRUST | $22M | 77,330 |
| 41 | BLACKROCK INC | $19M | 19,842 |
| 42 | SPDR SERIES TRUST | $18M | 122,734 |
| 43 | ISHARES TR | $18M | 791,726 |
| 44 | BROADCOM INC | $17M | 55,257 |
| 45 | NASDAQ INC | $17M | 194,729 |
| 46 | ASML HLDG NV | $16M | 12,034 |
| 47 | VANGUARD INTL EQUITY INDEX F | $16M | 208,402 |
| 48 | ISHARES TR | $15M | 182,319 |
| 49 | ISHARES TR | $15M | 652,314 |
| 50 | ALPHABET INC | $15M | 52,151 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.