MARYLAND CAPITAL ADVISORS INC. — 13F Holdings & Portfolio
CIK 1891201 · latest 13F-HR filed 2026-01-20
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$295.5M
Long-equity book
Holdings
271
Distinct positions
Period
2025-12-31
Filed 2026-01-20
Q/Q Activity
+23 / −6 / ↑72 / ↓50
vs 2025-09-30
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$7.2M +12.3%
- DIMENSIONAL ETF TRUST$1.7M +16.1%
- DIMENSIONAL ETF TRUST$1.1M +6.8%
- DIMENSIONAL ETF TRUST$1.1M +10.7%
- APPLE INC$634.2K +5.1%
Top Trims
- VANGUARD INDEX FDS-$159.1K -8.4%
- AUTOMATIC DATA PROCESSING IN-$75.4K -12.4%
- HOME DEPOT INC-$48.2K -12.6%
- PROCTER AND GAMBLE CO-$42.3K -12.0%
- VANGUARD WORLD FD-$34.6K -20.4%
New Positions
- GLOBAL INDEMNITY GROUP LLC$330.0K
- ISHARES TR$43.8K
- SELECT SECTOR SPDR TR$28.8K
- ELI LILLY & CO$24.7K
- EATON VANCE TAX ADVT DIV INC$23.5K
Exited Positions
- ISHARES TR$133.3K
- MASCO CORP$114.0K
- VIVAKOR INC$10.4K
- KOPIN CORP$1.2K
- RIBBON COMMUNICATIONS INC$760
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IGSB | 464288646 | $65.7M | 22.22% | 1,241,553 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $22.4M | 7.57% | 280,664 | SH |
| 3 | VANGUARD INDEX FDS | VTI | 922908769 | $18.9M | 6.39% | 56,289 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $17.6M | 5.94% | 375,239 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $13.2M | 4.46% | 48,491 | SH |
| 6 | VANGUARD INDEX FDS | VTV | 922908744 | $13.2M | 4.46% | 68,943 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $12.0M | 4.07% | 351,235 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $11.6M | 3.92% | 232,118 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $8.3M | 2.79% | 216,531 | SH |
| 10 | ISHARES TR | ISTB | 46432F859 | $7.9M | 2.69% | 163,051 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $7.1M | 2.40% | 147,095 | SH |
| 12 | ISHARES TR | EFV | 464288877 | $5.4M | 1.83% | 75,742 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $5.0M | 1.69% | 83,791 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $4.5M | 1.52% | 133,218 | SH |
| 15 | VANGUARD MALVERN FDS | VTIP | 922020805 | $4.2M | 1.43% | 85,416 | SH |
| 16 | DIMENSIONAL ETF TRUST | DFAR | 25434V823 | $3.7M | 1.26% | 163,162 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $3.5M | 1.17% | 49,616 | SH |
| 18 | VANGUARD INTL EQUITY INDEX F | VNQI | 922042676 | $3.3M | 1.13% | 72,782 | SH |
| 19 | ISHARES INC | EMXC | 46434G764 | $3.3M | 1.10% | 44,735 | SH |
| 20 | ISHARES TR | IWF | 464287614 | $3.1M | 1.05% | 6,529 | SH |
| 21 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $2.9M | 0.99% | 77,065 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $2.8M | 0.95% | 37,731 | SH |
| 23 | VANGUARD INDEX FDS | VBR | 922908611 | $2.7M | 0.92% | 12,892 | SH |
| 24 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $2.7M | 0.92% | 43,581 | SH |
| 25 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $2.6M | 0.87% | 53,835 | SH |
| 26 | DIMENSIONAL ETF TRUST | DFIS | 25434V773 | $1.9M | 0.64% | 57,663 | SH |
| 27 | VANGUARD INDEX FDS | VB | 922908751 | $1.9M | 0.64% | 7,326 | SH |
| 28 | ISHARES TR | IWD | 464287598 | $1.9M | 0.64% | 8,964 | SH |
| 29 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $1.8M | 0.62% | 48,233 | SH |
| 30 | VANGUARD INDEX FDS | VNQ | 922908553 | $1.7M | 0.59% | 19,640 | SH |
| 31 | WALMART INC | WMT | 931142103 | $1.6M | 0.54% | 14,378 | SH |
| 32 | SPDR INDEX SHS FDS | EWX | 78463X756 | $1.6M | 0.54% | 24,141 | SH |
| 33 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.5M | 0.50% | 7,905 | SH |
| 34 | ISHARES TR | SUB | 464288158 | $1.4M | 0.49% | 13,433 | SH |
| 35 | ISHARES TR | IUSV | 464287663 | $1.3M | 0.45% | 13,061 | SH |
| 36 | ISHARES TR | IYW | 464287721 | $1.3M | 0.45% | 6,680 | SH |
| 37 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $1.3M | 0.44% | 14,608 | SH |
| 38 | MICROSOFT CORP | MSFT | 594918104 | $1.1M | 0.37% | 2,288 | SH |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.0M | 0.35% | 2,058 | SH |
| 40 | BROADCOM INC | AVGO | 11135F101 | $1.0M | 0.35% | 2,977 | SH |
| 41 | VANGUARD INDEX FDS | VOO | 922908363 | $919.4K | 0.31% | 1,466 | SH |
| 42 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $726.9K | 0.25% | 1,066 | SH |
| 43 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $694.3K | 0.23% | 21,927 | SH |
| 44 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $659.9K | 0.22% | 3,002 | SH |
| 45 | VANGUARD WORLD FD | MGK | 921910816 | $648.0K | 0.22% | 1,570 | SH |
| 46 | ISHARES TR | IWP | 464287481 | $637.6K | 0.22% | 4,656 | SH |
| 47 | ISHARES INC | IEMG | 46434G103 | $617.5K | 0.21% | 9,186 | SH |
| 48 | ISHARES TR | IBDR | 46435GAA0 | $602.5K | 0.20% | 24,864 | SH |
| 49 | CHEVRON CORP NEW | CVX | 166764100 | $587.7K | 0.20% | 3,856 | SH |
| 50 | ISHARES TR | ICSH | 46434V878 | $569.0K | 0.19% | 11,250 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-01-20 | $295.5M | 271 | 0001891201-26-000001 |
| 2025-09-30 | 2025-10-17 | $279.4M | 254 | 0001891201-25-000005 |