Institutional Manager · CIK 0001891201
MARYLAND CAPITAL ADVISORS INC.
CHESTER, MD · File #028-21551
Latest AUM
$295.5M
Positions
271
Top-10 Concentration
68.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025271 pos · $295.5M
- 13F HOLDINGS REPORTQ/E Sep 2025254 pos · $279.4M
- 13F HOLDINGS REPORTQ/E Jun 2025268 pos · $255.2M
- 13F HOLDINGS REPORTQ/E Mar 2025235 pos · $226.6M
- 13F HOLDINGS REPORTQ/E Dec 2024258 pos · $215.7M
- 13F HOLDINGS REPORTQ/E Sep 2024243 pos · $205.9M
- 13F HOLDINGS REPORTQ/E Jun 2024250 pos · $185.7M
- 13F HOLDINGS REPORTQ/E Mar 2024221 pos · $161.2M
- 13F HOLDINGS REPORTQ/E Dec 2023244 pos · $131.0M
- 13F HOLDINGS REPORTQ/E Sep 2023250 pos · $124.5M
- 13F HOLDINGS REPORTQ/E Jun 2023232 pos · $113.2M
- 13F HOLDINGS REPORTQ/E Mar 2023226 pos · $107.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288646 | 1,241,553 | $65.7M | 23.73% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 280,664 | $22.4M | 8.09% |
| 3 | VANGUARD INDEX FDS | 922908769 | 56,289 | $18.9M | 6.82% |
| 4 | DIMENSIONAL ETF TRUST | 25434V104 | 375,239 | $17.6M | 6.35% |
| 5 | APPLE INC | AAPL | 48,491 | $13.2M | 4.77% |
| 6 | VANGUARD INDEX FDS | 922908744 | 68,943 | $13.2M | 4.76% |
| 7 | DIMENSIONAL ETF TRUST | 25434V666 | 351,235 | $12.0M | 4.34% |
| 8 | DIMENSIONAL ETF TRUST | 25434V807 | 232,118 | $11.6M | 4.19% |
| 9 | DIMENSIONAL ETF TRUST | 25434V203 | 216,531 | $8.3M | 2.98% |
| 10 | ISHARES TR | 46432F859 | 163,051 | $7.9M | 2.87% |
| 11 | DIMENSIONAL ETF TRUST | 25434V849 | 147,095 | $7.1M | 2.56% |
| 12 | ISHARES TR | 464288877 | 75,742 | $5.4M | 1.96% |
| 13 | DIMENSIONAL ETF TRUST | 25434V609 | 83,791 | $5.0M | 1.80% |
| 14 | DIMENSIONAL ETF TRUST | 25434V740 | 133,218 | $4.5M | 1.62% |
| 15 | VANGUARD MALVERN FDS | 922020805 | 85,416 | $4.2M | 1.53% |
| 16 | DIMENSIONAL ETF TRUST | 25434V823 | 163,162 | $3.7M | 1.35% |
| 17 | DIMENSIONAL ETF TRUST | 25434V500 | 49,616 | $3.5M | 1.25% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042676 | 72,782 | $3.3M | 1.21% |
| 19 | ISHARES INC | 46434G764 | 44,735 | $3.3M | 1.18% |
| 20 | ISHARES TR | 464287614 | 6,529 | $3.1M | 1.12% |