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MARYLAND CAPITAL ADVISORS INC. — 13F Holdings & Portfolio

CIK 1891201 · latest 13F-HR filed 2026-07-17

Backtest portfolio

MARYLAND CAPITAL ADVISORS INC. manages $312.0M in 13F-reported U.S. long-equity assets across 1,145 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IGSB (23.06%), VCSH (6.44%), VTI (6.43%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 783 new positions, exited 11, added to 145, and trimmed 63.

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.

Filer Information
Address
7 CHESTER PLAZA
CHESTER, MD 21619
Phone
(410) 604-2741
Filing Manager
MARYLAND CAPITAL ADVISORS INC.
CHESTER, MD
Signatory
MIKE DAMAS
PRESIDENT AND CHIEF COMPLIANCE OFFICER
Loading holdings…
AUM

$312.0M

Long-equity book

Holdings

1,145

Distinct positions

Period

2026-06-30

Filed 2026-07-17

Q/Q Activity

+783 / −11 / ↑145 / ↓63

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$6.3M +9.6%
  • DIMENSIONAL ETF TRUST$2.4M +19.6%
  • DIMENSIONAL ETF TRUST$2.0M +11.4%
  • VANGUARD INDEX FDS$1.2M +6.3%
  • ISHARES INC$1.1M +33.9%
Show all 145 →

Top Trims

  • VANGUARD SCOTTSDALE FDS-$2.3M -10.2%
  • MICROSOFT CORP-$697.5K -63.0%
  • ISHARES TR-$612.7K -42.8%
  • DIMENSIONAL ETF TRUST-$339.0K -13.1%
  • AUTOMATIC DATA PROCESSING IN-$238.3K -44.5%
Show all 63 →

New Positions

  • AST SPACEMOBILE INC$43.9K
  • BLACKSKY TECHNOLOGY INC$26.4K
  • PLANET LABS PBC$12.1K
  • MICRON TECHNOLOGY INC$11.5K
  • ASTRAZENECA PLC$7.2K
Show all 783 →

Exited Positions

  • ETF SER SOLUTIONS$293.6K
  • CONSTELLATION ENERGY CORP$9.5K
  • ASTRAZENECA PLC$7.1K
  • DIMENSIONAL ETF TRUST$3.4K
  • BRANCHOUT FOOD INC$1.6K
Show all 11 →
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 $72.0M 23.06% 1,373,167 SH
2 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $20.1M 6.44% 254,385 SH
3 VANGUARD INDEX FDS VTI 922908769 $20.1M 6.43% 54,228 SH
4 DIMENSIONAL ETF TRUST DFAU 25434V104 $19.6M 6.27% 378,629 SH
5 DIMENSIONAL ETF TRUST DFLV 25434V666 $14.4M 4.61% 363,491 SH
6 VANGUARD INDEX FDS VTV 922908744 $13.7M 4.39% 62,873 SH
7 APPLE INC AAPL 037833100 $12.8M 4.10% 44,222 SH
8 DIMENSIONAL ETF TRUST DFIV 25434V807 $12.2M 3.92% 226,507 SH
9 DIMENSIONAL ETF TRUST DFAI 25434V203 $8.8M 2.83% 213,904 SH
10 ISHARES TR ISTB 46432F859 $7.7M 2.46% 159,137 SH
11 DIMENSIONAL ETF TRUST DFNM 25434V849 $7.2M 2.31% 149,261 SH
12 DIMENSIONAL ETF TRUST DFAT 25434V609 $5.9M 1.89% 84,406 SH
13 ISHARES TR EFV 464288877 $5.6M 1.81% 73,593 SH
14 DIMENSIONAL ETF TRUST DFEV 25434V740 $5.3M 1.71% 125,110 SH
15 VANGUARD MALVERN FDS VTIP 922020805 $4.4M 1.42% 88,269 SH
16 ISHARES INC EMXC 46434G764 $4.4M 1.40% 42,562 SH
17 DIMENSIONAL ETF TRUST DFAR 25434V823 $4.1M 1.33% 158,322 SH
18 DIMENSIONAL ETF TRUST DFAS 25434V500 $4.1M 1.32% 49,964 SH
19 ISHARES TR IWF 464287614 $3.2M 1.04% 26,116 SH
20 VANGUARD INTL EQUITY INDEX F VNQI 922042676 $3.1M 0.99% 69,091 SH
21 DIMENSIONAL ETF TRUST DFUS 25434V401 $3.1M 0.99% 37,731 SH
22 VANGUARD TAX-MANAGED FDS VEA 921943858 $3.0M 0.97% 42,318 SH
23 DIMENSIONAL ETF TRUST DISV 25434V781 $2.9M 0.94% 73,278 SH
24 VANGUARD INDEX FDS VBR 922908611 $2.9M 0.93% 11,998 SH
25 DIMENSIONAL ETF TRUST DFSD 25434V864 $2.2M 0.72% 46,962 SH
26 ISHARES TR IWD 464287598 $2.2M 0.70% 8,957 SH
27 DIMENSIONAL ETF TRUST DUHP 25434V831 $2.0M 0.65% 48,974 SH
28 VANGUARD INDEX FDS VB 922908751 $2.0M 0.65% 6,728 SH
29 DIMENSIONAL ETF TRUST DFIS 25434V773 $2.0M 0.64% 56,656 SH
30 SPDR INDEX SHS FDS EWX 78463X756 $1.7M 0.56% 23,550 SH
31 VANGUARD INDEX FDS VNQ 922908553 $1.7M 0.55% 17,685 SH
32 ISHARES TR IYW 464287721 $1.7M 0.54% 6,680 SH
33 WALMART INC WMT 931142103 $1.6M 0.52% 14,378 SH
34 NVIDIA CORPORATION NVDA 67066G104 $1.6M 0.51% 7,992 SH
35 ISHARES TR IUSV 464287663 $1.4M 0.46% 13,073 SH
36 VANGUARD WHITEHALL FDS VYMI 921946794 $1.4M 0.45% 14,197 SH
37 BROADCOM INC AVGO 11135F101 $1.1M 0.36% 2,977 SH
38 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.0M 0.33% 2,058 SH
39 VANGUARD INDEX FDS VOO 922908363 $1.0M 0.32% 1,461 SH
40 ISHARES TR SUB 464288158 $820.6K 0.26% 7,707 SH
41 DIMENSIONAL ETF TRUST DIHP 25434V765 $746.3K 0.24% 21,871 SH
42 VANGUARD SPECIALIZED FUNDS VIG 921908844 $710.4K 0.23% 3,002 SH
43 VANGUARD WORLD FD MGK 921910816 $690.1K 0.22% 7,850 SH
44 ISHARES TR IWP 464287481 $680.8K 0.22% 4,650 SH
45 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $641.5K 0.21% 859 SH
46 CHEVRON CORPORATION CVX 166764100 $639.2K 0.20% 3,856 SH
47 ISHARES TR ICSH 46434V878 $569.0K 0.18% 11,250 SH
48 DIMENSIONAL ETF TRUST DEHP 25434V757 $551.9K 0.18% 12,903 SH
49 ISHARES TR IBDR 46435GAA0 $528.4K 0.17% 21,808 SH
50 ISHARES TR EEM 464287234 $509.3K 0.16% 7,445 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-17 $312.0M 1,145 0001891201-26-000003
2025-12-31 2026-01-20 $295.5M 271 0001891201-26-000001
2025-09-30 2025-10-17 $279.4M 254 0001891201-25-000005