Maryland Capital Advisors Inc. holds a focused book of 1043 stocks worth $312.0M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened Ast Spacemobile Inc and trimmed Vanguard S/T Corp Bond ETF. Their largest long position is Ishares 1-5Y Inv Grade Corp at 23% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Maryland Capital Advisors Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 80 / 80 | $428.6B |
| JPMorgan Chase & Co | 80 / 80 | $349.6B |
| Osaic Holdings, Inc. | 80 / 80 | $14.4B |
| LPL Financial LLC | 79 / 80 | $71.2B |
| Bank Of America Corp | 78 / 80 | $376.2B |
| Wells Fargo & Company | 78 / 80 | $128.9B |
| Royal Bank Of Canada | 78 / 80 | $111.4B |
| Northwestern Mutual Wealth Management Co | 78 / 80 | $36.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Maryland Capital Advisors Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR ISHS 1-5YR INVS | $72.0M | 1.37M | 23.1% | ▲+11% Added · +132K sh | |
| 2 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $20.1M | 254.4K | 6.4% | ▼−9.4% Reduced · −26K sh | |
| 3 | Vanguard Index FDS TOTAL STK MKT | $20.1M | 54.2K | 6.4% | ▼−3.7% Reduced · −2K sh | |
| 4 | Dimensional ETF Trust US CORE EQT MKT | $19.6M | 378.6K | 6.3% | ▲+0.9% Added · +3K sh | |
| 5 | Dimensional ETF Trust US LARG VALU ETF | $14.4M | 363.5K | 4.6% | ▲+3.5% Added · +12K sh | |
| 6 | Vanguard Index FDS VALUE ETF | $13.7M | 62.9K | 4.4% | ▼−8.8% Reduced · −6K sh | |
| 7 | Apple Inc COM | $12.8M | 44.3K | 4.1% | ▼−8.7% Reduced · −4K sh | |
| 8 | Dimensional ETF Trust INTERNATNAL VAL | $12.2M | 226.5K | 3.9% | ▼−2.4% Reduced · −6K sh | |
| 9 | Dimensional ETF Trust INTL CORE EQT MK | $8.8M | 214.0K | 2.8% | ▼−1.2% Reduced · −3K sh | |
| 10 | Ishares TR CORE 1 5 YR USD | $7.7M | 159.1K | 2.5% | ▼−2.4% Reduced · −4K sh | |
| 11 | Dimensional ETF Trust NATL MUN BD ETF | $7.2M | 149.3K | 2.3% | ▲+1.5% Added · +2K sh | |
| 12 | Dimensional ETF Trust US TARGETED VLU | $5.9M | 84.4K | 1.9% | ▲+0.7% Added · +615 sh | |
| 13 | Ishares TR EAFE VALUE ETF | $5.6M | 73.6K | 1.8% | ▼−2.8% Reduced · −2K sh | |
| 14 | Dimensional ETF Trust EMERGING MKTS VA | $5.3M | 125.1K | 1.7% | ▼−6.1% Reduced · −8K sh | |
| 15 | Vanguard Malvern FDS STRM INFPROIDX | $4.4M | 88.3K | 1.4% | ▲+3.3% Added · +3K sh | |
| 16 | Ishares Inc MSCI EMRG CHN | $4.4M | 42.6K | 1.4% | ▼−4.8% Reduced · −2K sh | |
| 17 | Dimensional ETF Trust US REAL ESTA ETF | $4.1M | 158.3K | 1.3% | ▼−3.0% Reduced · −5K sh | |
| 18 | Dimensional ETF Trust US SMALL CAP ETF | $4.1M | 50.0K | 1.3% | ▲+0.7% Added · +348 sh | |
| 19 | Ishares TR RUS 1000 GRW ETF | $3.2M | 26.1K | 1.0% | ▲+300% Added · +20K sh | |
| 20 | Vanguard Intl Equity Index F GLB EX US ETF | $3.1M | 69.1K | 1.0% | ▼−5.1% Reduced · −4K sh | |
| 21 | Dimensional ETF Trust US EQUI MARK ETF | $3.1M | 37.7K | 1.0% | —Held | |
| 22 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.0M | 42.3K | 1.0% | ▼−2.9% Reduced · −1K sh | |
| 23 | Dimensional ETF Trust INTL SMALL CAP V | $2.9M | 73.3K | 0.9% | ▼−4.9% Reduced · −4K sh | |
| 24 | Vanguard Index FDS SM CP VAL ETF | $2.9M | 12.0K | 0.9% | ▼−6.9% Reduced · −894 sh | |
| 25 | Dimensional ETF Trust SHOR DUR FIX ETF | $2.2M | 47.0K | 0.7% | ▼−13% Reduced · −7K sh | |
| 26 | Ishares TR RUS 1000 VAL ETF | $2.2M | 9.0K | 0.7% | ▼−0.1% Reduced · −7 sh | |
| 27 | Dimensional ETF Trust US HIGH PROF ETF | $2.0M | 49.0K | 0.7% | ▲+1.5% Added · +741 sh | |
| 28 | Vanguard Index FDS SMALL CP ETF | $2.0M | 6.7K | 0.7% | ▼−8.2% Reduced · −598 sh | |
| 29 | Dimensional ETF Trust INTL SMALL CAP E | $2.0M | 56.7K | 0.6% | ▼−1.7% Reduced · −1K sh | |
| 30 | SPDR Index SHS FDS ST MARKE CAP ETF | $1.7M | 23.6K | 0.6% | ▼−2.4% Reduced · −591 sh | |
| 31 | Vanguard Index FDS REAL ESTATE ETF | $1.7M | 17.7K | 0.5% | ▼−9.9% Reduced · −2K sh | |
| 32 | Ishares TR U.S. TECH ETF | $1.7M | 6.7K | 0.5% | —Held | |
| 33 | Walmart Inc COM | $1.6M | 14.4K | 0.5% | ▲+0.1% Added · +8 sh | |
| 34 | Nvidia Corporation COM | $1.6M | 8.1K | 0.5% | ▲+1.9% Added · +149 sh | |
| 35 | Ishares TR CORE S&P US VLU | $1.4M | 13.1K | 0.5% | ▲+0.1% Added · +12 sh | |
| 36 | Vanguard Whitehall FDS INTL HIGH ETF | $1.4M | 14.2K | 0.4% | ▼−2.8% Reduced · −411 sh | |
| 37 | Broadcom Inc COM | $1.1M | 3.0K | 0.4% | ▲+0.2% Added · +5 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $1.0M | 2.1K | 0.3% | ▲+0.2% Added · +4 sh | |
| 39 | Vanguard Index FDS S&P 500 ETF SHS | $1.0M | 1.5K | 0.3% | ▼−0.3% Reduced · −5 sh | |
| 40 | Ishares TR SHRT NAT MUN ETF | $821K | 7.7K | 0.3% | ▼−43% Reduced · −6K sh | |
| 41 | Dimensional ETF Trust INTL HIGH PROFIT | $746K | 21.9K | 0.2% | ▼−0.3% Reduced · −56 sh | |
| 42 | Vanguard Specialized Funds DIV APP ETF | $710K | 3.0K | 0.2% | —Held | |
| 43 | Vanguard World FD MEGA GRWTH IND | $690K | 7.8K | 0.2% | ▲+400% Added · +6K sh | |
| 44 | Ishares TR RUS MD CP GR ETF | $681K | 4.7K | 0.2% | ▼−0.1% Reduced · −6 sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $641K | 859 | 0.2% | ▼−19% Reduced · −207 sh | |
| 46 | Chevron Corporation COM | $640K | 3.9K | 0.2% | ▲+0.1% Added · +3 sh | |
| 47 | Ishares TR ULTRA SHORT DUR | $569K | 11.3K | 0.2% | —Held | |
| 48 | Dimensional ETF Trust EMERGING MKTS HI | $553K | 12.9K | 0.2% | ▼−3.0% Reduced · −408 sh | |
| 49 | Ishares TR IBONDS DEC2026 | $528K | 21.8K | 0.2% | ▼−12% Reduced · −3K sh | |
| 50 | Ishares TR MSCI EMG MKT ETF | $509K | 7.4K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1891201/holdings"
Use Arkolith to show MARYLAND CAPITAL ADVISORS INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 17, 2026 | 1,145 | $312.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 271 | $295.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 254 | $279.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 268 | $255.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 235 | $226.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 258 | $215.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 243 | $205.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 25, 2024 | 250 | $185.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.