Arkolith/Funds/Baltimore-Washington Financial Advisors, Inc.

Baltimore-Washington Financial Advisors, Inc.

CIK 1555486Wealth platform
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Baltimore-Washington Financial Advisors, Inc. holds a diversified book of 186 stocks worth $2.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Capital One Financial Corp and trimmed Alphabet Inc-CL C. Their largest long position is Vanguard Large-Cap ETF at 5% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
18
new positions
Added to
88
existing
Trimmed
55
reduced
Sold out
14
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
34%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

41% mapped to company sectors

ETF / fund or unclassified
59%
Information Technology
18%
Financials
8%
Consumer Discretionary
8%
Industrials
4%
Health Care
1%
Utilities
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

186 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
LARGE CAP ETF
$115.1M385.0K
5.0%
+1.3%
Added · +5K sh
2Invesco QQQ TR
UNIT SER 1
$101.7M176.2K
4.4%
+1.2%
Added · +2K sh
3Nvidia Corporation
COM
$96.0M550.4K
4.1%
+2.2%
Added · +12K sh
4Invesco Exchange Traded FD T
S&P500 EQL TEC
$76.8M1.70M
3.3%
+2.4%
Added · +40K sh
5Vanguard Specialized Funds
DIV APP ETF
$70.2M326.4K
3.0%
+2.7%
Added · +9K sh
6Invesco Exchange Traded FD T
S&P500 EQL WGT
$70.1M365.3K
3.0%
+3.0%
Added · +11K sh
7Ishares TR
CORE S&P500 ETF
$69.2M106.0K
3.0%
+4.0%
Added · +4K sh
8Vanguard Whitehall FDS
HIGH DIV YLD
$62.4M421.2K
2.7%
+32%
Added · +102K sh
9Apple Inc
COM
$60.7M239.3K
2.6%
+2.5%
Added · +6K sh
10Alphabet Inc
CAP STK CL C
$60.0M209.1K
2.6%
−1.8%
Reduced · −4K sh
11SPDR Series Trust
STATE STREET SPD
$59.4M750.9K
2.6%
+2.4%
Added · +18K sh
12Vanguard Scottsdale FDS
VNG RUS1000GRW
$58.9M537.0K
2.5%
+5.2%
Added · +26K sh
13Vanguard Index FDS
VALUE ETF
$58.7M299.4K
2.5%
+5.5%
Added · +16K sh
14Select Sector SPDR TR
STATE STREET COM
$54.5M491.2K
2.3%
+27%
Added · +104K sh
15SPDR Series Trust
STATE STREET SPD
$53.9M302.9K
2.3%
+2.5%
Added · +7K sh
16Amazon Com Inc
COM
$51.9M249.4K
2.2%
+1.8%
Added · +5K sh
17Microsoft Corp
COM
$51.7M139.6K
2.2%
+0.6%
Added · +860 sh
18Costco Wholesale Corporation
COM
$45.1M45.3K
1.9%
+1.7%
Added · +758 sh
19SPDR Series Trust
STATE STREET SPD
$43.9M448.6K
1.9%
+3.1%
Added · +14K sh
20JPMorgan Chase & Co
COM
$41.6M141.3K
1.8%
+2.4%
Added · +3K sh
21Berkshire Hathaway Inc Del
CL B NEW
$35.9M75.0K
1.6%
−4.3%
Reduced · −3K sh
22Ishares TR
U.S. FIN SVC ETF
$35.5M428.7K
1.5%
+2.9%
Added · +12K sh
23Meta Platforms Inc
CL A
$34.7M60.6K
1.5%
+6.2%
Added · +4K sh
24Arista Networks Inc
COM SHS
$33.7M274.4K
1.5%
+3.4%
Added · +9K sh
25Visa Inc
COM CL A
$31.7M105.0K
1.4%
+3.5%
Added · +4K sh
26Uber Technologies Inc
COM
$30.7M426.9K
1.3%
+4.5%
Added · +18K sh
27Marriott Intl Inc New
CL A
$30.7M93.9K
1.3%
+2.0%
Added · +2K sh
28TJX Cos Inc New
COM
$30.4M190.1K
1.3%
+0.4%
Added · +822 sh
29Ishares TR
IBONDS 28 TR HI
$29.4M1.25M
1.3%
+4.1%
Added · +49K sh
30Stryker Corporation
COM
$26.9M81.9K
1.2%
+2.6%
Added · +2K sh
31Ishares TR
IBDS DEC28 ETF
$26.7M1.05M
1.2%
+6.2%
Added · +61K sh
32Booking Holdings Inc
COM
$25.9M6.1K
1.1%
+1.7%
Added · +104 sh
33State STR SPDR S&P 500 ETF T
TR UNIT
$25.4M39.1K
1.1%
−1.5%
Reduced · −582 sh
34Vanguard Index FDS
S&P 500 ETF SHS
$25.4M42.5K
1.1%
−2.4%
Reduced · −1K sh
35SPDR Series Trust
STATE STREET SPD
$25.4M402.5K
1.1%
+2.1%
Added · +8K sh
36Intercontinental Exchange In
COM
$23.1M147.1K
1.0%
+1.8%
Added · +3K sh
37Vanguard Index FDS
GROWTH ETF
$22.6M51.9K
1.0%
+4.7%
Added · +2K sh
38Royal Caribbean Group
COM
$22.6M82.1K
1.0%
+2.2%
Added · +2K sh
39Crowdstrike Hldgs Inc
CL A
$22.1M56.7K
1.0%
+16%
Added · +8K sh
40SPDR Series Trust
STATE STREET SPD
$21.7M77.3K
0.9%
+6.7%
Added · +5K sh
41BlackRock Inc
COM
$19.1M19.8K
0.8%
+2.0%
Added · +387 sh
42SPDR Series Trust
STATE STREET SPD
$17.9M122.7K
0.8%
+341%
Added · +95K sh
43Ishares TR
IBONDS 28 TRM TS
$17.6M791.7K
0.8%
+11%
Added · +76K sh
44Broadcom Inc
COM
$17.1M55.3K
0.7%
+5.8%
Added · +3K sh
45Nasdaq Inc
COM
$16.5M194.7K
0.7%
+0.4%
Added · +855 sh
46ASML Hldg NV
N Y REGISTRY SHS
$15.9M12.0K
0.7%
+15%
Added · +2K sh
47Vanguard Intl Equity Index F
ALLWRLD EX US
$15.7M208.4K
0.7%
+8.0%
Added · +15K sh
48Ishares TR
INTL DIV GRWTH
$15.3M182.3K
0.7%
+8.6%
Added · +14K sh
49Ishares TR
IBONDS 29 TR HI
$15.2M652.3K
0.7%
+30%
Added · +150K sh
50Alphabet Inc
CAP STK CL A
$15.0M52.2K
0.6%
+1.7%
Added · +876 sh
Showing 50 of 186 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026186$2.3B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026188$2.4B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025177$2.3B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025171$2.1B13F-HR
Q1 2025Mar 31, 2025May 14, 2025154$1.9B13F-HR
Q4 2024Dec 31, 2024Jan 24, 2025153$1.9B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024148$1.9B13F-HR
Q2 2024Jun 30, 2024Jul 30, 2024140$1.7B13F-HR
Q1 2024Mar 31, 2024May 8, 2024126$1.6B13F-HR
Q4 2023Dec 31, 2023Feb 12, 2024144$1.4B13F-HR
Q3 2023Sep 30, 2023Nov 8, 2023145$1.2B13F-HR
Q2 2023Jun 30, 2023Aug 9, 2023137$1.3B13F-HR
Q1 2023Mar 31, 2023May 10, 2023142$1.1B13F-HR
Q4 2022Dec 31, 2022Feb 9, 2023161$1.0B13F-HR
Q3 2022Sep 30, 2022Oct 31, 2022162$1.2B13F-HR
Q2 2022Jun 30, 2022Aug 5, 2022125$934.4M13F-HR
Q1 2022Mar 31, 2022May 13, 2022145$1.0M13F-HR
Q4 2021Dec 31, 2021Apr 8, 2022135$1.2B13F-HR/A
Q3 2021Sep 30, 2021Oct 20, 2021127$1.1B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021124$1.1B13F-HR
Q1 2021Mar 31, 2021May 6, 2021122$981.7M13F-HR
Q4 2020Dec 31, 2020Feb 1, 2021121$917.2M13F-HR
Q3 2020Sep 30, 2020Nov 3, 2020113$772.3M13F-HR
Amended / restated
  • Q4 2021 · filed Feb 14, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.