Baltimore-Washington Financial Advisors, Inc.

CIK 0001555486 • 6 13F filings • May 14, 2025 – Aug 13, 2026

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Filer information

Filed by: Baltimore-Washington Financial Advisors, Inc., Chief Compliance Officer
Address: 10960 Grantchester Way, Suite 110, Columbia, MD, 21044
Phone: 410-461-3900
AUM: $2.40B

AUM over time

$2.67B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $2.40B176 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$337K	0.0%Prev: 0.0%	2,102 SH	Increased+17 SH
ABBVIE INC	COM	$423K	0.0%Prev: 0.0%	1,852 SH	Increased+62 SH
AIR PRODS & CHEMS INC	COM	$273K	0.0%Prev: 0.0%	1,104 SH	Decreased-1,061 SH
ALPHABET INC	CAP STK CL A	$16.0M	0.7%Prev: 0.5%	51,275 SH	Increased+526 SH
ALPHABET INC	CAP STK CL C	$66.8M	2.8%Prev: 2.3%	212,942 SH	Increased-8,449 SH
AMAZON COM INC	COM	$56.5M	2.4%Prev: 2.3%	244,874 SH	Increased+5,012 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$637K	0.0%	6,250 SH	New
AMERICAN EXPRESS CO	COM	$350K	0.0%Prev: 0.0%	945 SH	Increased
AMGEN INC	COM	$540K	0.0%Prev: 0.0%	1,649 SH	Increased+1 SH
APPLE INC	COM	$63.5M	2.6%Prev: 2.5%	233,508 SH	Increased+3,498 SH
ARES CAPITAL CORP	COM	$12.4M	0.5%Prev: 0.5%	613,371 SH	Increased+55,879 SH
ARISTA NETWORKS INC	COM SHS	$34.8M	1.4%Prev: 1.6%	265,376 SH	Decreased+4,085 SH
ASML HOLDING N V	N Y REGISTRY SHS	$11.2M	0.5%Prev: 0.4%	10,458 SH	Increased+1,282 SH
AT&T INC	COM	$1.4M	0.1%Prev: 0.0%	55,766 SH	Increased+16,534 SH
AUTOMATIC DATA PROCESSING IN	COM	$352K	0.0%Prev: 0.0%	1,368 SH	Decreased-55 SH
BANK AMERICA CORP	COM	$601K	0.0%Prev: 0.0%	10,930 SH	Increased+412 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$39.4M	1.6%Prev: 1.7%	78,427 SH	Increased+1,037 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$272K	0.0%	4,477 SH	New
BLACKROCK INC	COM	$20.8M	0.9%Prev: 0.9%	19,455 SH	Decreased+615 SH
BLACKSTONE INC	COM	$35.1M	1.5%Prev: 1.6%	227,877 SH	Decreased+4,525 SH
BOEING CO	COM	$252K	0.0%Prev: 0.0%	1,159 SH	Decreased-11 SH
BOOKING HOLDINGS INC	COM	$32.4M	1.3%Prev: 1.4%	6,041 SH	Increased+134 SH
BP PLC	SPONSORED ADR	$237K	0.0%	6,835 SH	New
BROADCOM INC	COM	$18.1M	0.8%Prev: 0.7%	52,204 SH	Increased+3,967 SH
CATERPILLAR INC	COM	$406K	0.0%Prev: 0.0%	708 SH	Increased+11 SH
CHEVRON CORP NEW	COM	$545K	0.0%Prev: 0.0%	3,578 SH	Increased+1,034 SH
CHIPOTLE MEXICAN GRILL INC	COM	$484K	0.0%Prev: 0.2%	13,090 SH	Decreased-109,869 SH
CISCO SYS INC	COM	$275K	0.0%Prev: 0.0%	3,567 SH	Increased+216 SH
CLEAR SECURE INC	COM CL A	$351K	0.0%Prev: 0.0%	10,001 SH	Increased
COCA COLA CO	COM	$328K	0.0%Prev: 0.0%	4,693 SH	Decreased-298 SH
COHERENT CORP	COM	$571K	0.0%Prev: 0.0%	3,093 SH	Increased+93 SH
CONSTELLATION ENERGY CORP	COM	$926K	0.0%Prev: 0.0%	2,620 SH	Increased+84 SH
COPART INC	COM	$238K	0.0%Prev: 0.5%	6,076 SH	Decreased-241,611 SH
COSTCO WHSL CORP NEW	COM	$38.4M	1.6%Prev: 1.7%	44,496 SH	Decreased+811 SH
CROWDSTRIKE HLDGS INC	CL A	$22.9M	1.0%Prev: 0.9%	48,933 SH	Increased+4,722 SH
CSX CORP	COM	$259K	0.0%Prev: 0.0%	7,142 SH	Increased+77 SH
DEERE & CO	COM	$264K	0.0%Prev: 0.0%	566 SH	Increased+15 SH
DISNEY WALT CO	COM	$1.4M	0.1%Prev: 0.1%	12,375 SH	Decreased-1,454 SH
DOMINION ENERGY INC	COM	$684K	0.0%Prev: 0.0%	11,682 SH	Decreased+100 SH
DOW INC	COM	$291K	0.0%	12,453 SH	New
DRAFTKINGS INC NEW	COM CL A	$1.2M	0.0%Prev: 0.0%	34,864 SH	Increased+11,588 SH
DTE ENERGY CO	COM	$284K	0.0%	2,200 SH	New
DUTCH BROS INC	CL A	$331K	0.0%Prev: 0.0%	5,400 SH	Increased
ELI LILLY & CO	COM	$3.6M	0.2%Prev: 0.1%	3,378 SH	Increased+7 SH
EXELON CORP	COM	$251K	0.0%Prev: 0.0%	5,768 SH	Increased+248 SH
EXXON MOBIL CORP	COM	$1.5M	0.1%Prev: 0.1%	12,536 SH	Increased+98 SH
FERRARI N V	COM	$5.9M	0.2%Prev: 0.3%	16,088 SH	Decreased+234 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$238K	0.0%Prev: 0.0%	884 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	GBL WND ENRG ETF	$255K	0.0%Prev: 0.0%	12,442 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SHS	$327K	0.0%Prev: 0.0%	1,419 SH	Increased
FORTINET INC	COM	$9.1M	0.4%Prev: 0.6%	115,145 SH	Decreased-54,691 SH
GALLAGHER ARTHUR J & CO	COM	$14.3M	0.6%Prev: 1.0%	55,166 SH	Decreased-20,568 SH
GE AEROSPACE	COM NEW	$324K	0.0%Prev: 0.0%	1,052 SH	Decreased-136 SH
GE VERNOVA INC	COM	$404K	0.0%Prev: 0.0%	618 SH	Increased+8 SH
GENERAL MLS INC	COM	$395K	0.0%	8,503 SH	New
HOME DEPOT INC	COM	$6.0M	0.3%Prev: 0.4%	17,562 SH	Decreased-4,938 SH
HONEYWELL INTL INC	COM	$431K	0.0%Prev: 0.0%	2,211 SH	Increased+928 SH
HOWMET AEROSPACE INC	COM	$221K	0.0%Prev: 0.0%	1,079 SH	Increased+24 SH
INTERCONTINENTAL EXCHANGE IN	COM	$23.4M	1.0%Prev: 1.0%	144,531 SH	Decreased+2,779 SH
INTERNATIONAL BUSINESS MACHS	COM	$472K	0.0%Prev: 0.0%	1,595 SH	Increased+105 SH
INTUITIVE MACHINES INC	CLASS A COM	$358K	0.0%Prev: 0.0%	22,056 SH	Increased-4,850 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$1.2M	0.0%Prev: 0.0%	20,569 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$75.4M	3.1%Prev: 2.7%	1,656,784 SH	Increased+264,285 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$68.0M	2.8%Prev: 2.8%	354,814 SH	Increased+9,036 SH
INVESCO QQQ TR	UNIT SER 1	$106.9M	4.4%Prev: 4.4%	174,093 SH	Increased+2,931 SH
ISHARES INC	CORE MSCI EMKT	$280K	0.0%	4,170 SH	New
ISHARES TR	CORE MSCI INTL	$11.5M	0.5%Prev: 0.5%	138,885 SH	Increased+5,118 SH
ISHARES TR	CORE S&P MCP ETF	$208K	0.0%	3,147 SH	New
ISHARES TR	CORE S&P SCP ETF	$912K	0.0%Prev: 0.0%	7,592 SH	Decreased-440 SH
ISHARES TR	CORE S&P TTL STK	$214K	0.0%Prev: 0.0%	1,442 SH	Increased-2 SH
ISHARES TR	CORE S&P500 ETF	$69.8M	2.9%Prev: 2.9%	101,896 SH	Increased+1,770 SH
ISHARES TR	CORE UNIVRSL USD	$464K	0.0%	9,962 SH	New
ISHARES TR	ESG AWARE MSCI	$241K	0.0%Prev: 0.0%	5,242 SH	Increased
ISHARES TR	IBDS DEC28 ETF	$25.3M	1.1%Prev: 1.0%	992,996 SH	Increased+38,869 SH
ISHARES TR	IBONDS 2026 TERM	$11.0M	0.5%Prev: 0.5%	477,694 SH	Increased+22,002 SH
ISHARES TR	IBONDS 26 TRM TS	$10.3M	0.4%Prev: 0.4%	451,747 SH	Increased+21,240 SH
ISHARES TR	IBONDS 28 TR HI	$28.4M	1.2%Prev: 1.2%	1,201,619 SH	Increased+74,959 SH
ISHARES TR	IBONDS 28 TRM TS	$16.0M	0.7%Prev: 0.6%	716,024 SH	Increased+46,214 SH
ISHARES TR	IBONDS 29 TR HI	$11.9M	0.5%Prev: 0.2%	502,656 SH	Increased+283,979 SH
ISHARES TR	IBONDS 29 TRM TS	$3.7M	0.2%	168,262 SH	New
ISHARES TR	IBONDS DEC 29	$9.6M	0.4%Prev: 0.1%	410,573 SH	Increased+277,369 SH
ISHARES TR	IBONDS DEC2026	$11.9M	0.5%Prev: 0.5%	489,849 PRN	Decreased-747 PRN
ISHARES TR	INTL DIV GRWTH	$13.9M	0.6%Prev: 0.5%	167,855 SH	Increased+11,973 SH
ISHARES TR	ISHARES BIOTECH	$1.1M	0.0%Prev: 0.0%	6,557 SH	Increased-212 SH
ISHARES TR	MSCI USA QLT FCT	$216K	0.0%	1,088 SH	New
ISHARES TR	RUS 1000 GRW ETF	$1.5M	0.1%Prev: 0.1%	3,158 SH	Increased+42 SH
ISHARES TR	RUS 1000 VAL ETF	$641K	0.0%Prev: 0.0%	3,047 SH	Increased+2,006 SH
ISHARES TR	RUS MDCP VAL ETF	$974K	0.0%Prev: 0.0%	6,903 SH	Decreased-234 SH
ISHARES TR	RUS MID CAP ETF	$7.1M	0.3%Prev: 0.3%	74,075 SH	Decreased-5,886 SH
ISHARES TR	RUS TP200 GR ETF	$608K	0.0%Prev: 0.0%	2,196 SH	Decreased-103 SH
ISHARES TR	RUSSELL 2000 ETF	$1.4M	0.1%Prev: 0.1%	5,592 SH	Decreased-144 SH
ISHARES TR	S&P 100 ETF	$466K	0.0%	1,359 SH	New
ISHARES TR	S&P 500 GRWT ETF	$335K	0.0%Prev: 0.0%	2,720 SH	Increased+444 SH
ISHARES TR	S&P 500 VAL ETF	$377K	0.0%Prev: 0.0%	1,779 SH	Increased+799 SH
ISHARES TR	S&P SML 600 GWT	$5.8M	0.2%Prev: 0.3%	41,089 SH	Decreased-2,462 SH
ISHARES TR	U.S. FIN SVC ETF	$38.4M	1.6%Prev: 1.6%	416,568 SH	Increased+11,741 SH
JOHNSON & JOHNSON	COM	$798K	0.0%Prev: 0.0%	3,856 SH	Increased+309 SH
JPMORGAN CHASE & CO.	COM	$44.5M	1.8%Prev: 1.7%	138,007 SH	Increased+10,818 SH
KKR & CO INC	COM	$7.5M	0.3%Prev: 0.4%	58,882 SH	Decreased-6,441 SH
LABCORP HOLDINGS INC	COM SHS	$224K	0.0%Prev: 0.0%	894 SH	Decreased+9 SH
LOCKHEED MARTIN CORP	COM	$430K	0.0%Prev: 0.0%	889 SH	Increased+252 SH
MARRIOTT INTL INC NEW	CL A	$28.5M	1.2%Prev: 1.0%	91,998 SH	Increased+2,874 SH
MCDONALDS CORP	COM	$241K	0.0%Prev: 0.0%	787 SH	Decreased-53 SH
MEDICAL PPTYS TRUST INC	COM	$77K	0.0%	15,425 SH	New
MERCK & CO INC	COM	$457K	0.0%Prev: 0.0%	4,340 SH	Increased+209 SH
META PLATFORMS INC	CL A	$37.7M	1.6%Prev: 1.7%	57,103 SH	Decreased+2,147 SH
MICROSOFT CORP	COM	$67.1M	2.8%Prev: 3.0%	138,715 SH	Decreased+4,259 SH
NASDAQ INC	COM	$18.8M	0.8%Prev: 0.7%	193,874 SH	Increased-2,318 SH
NETFLIX INC	COM	$381K	0.0%Prev: 0.0%	4,067 SH	Decreased+3,685 SH
NEXTERA ENERGY INC	COM	$1.3M	0.1%	16,330 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.6M	0.1%Prev: 0.1%	16,233 SH	Decreased-60 SH
NVIDIA CORPORATION	COM	$100.4M	4.2%Prev: 4.1%	538,326 SH	Increased+28,222 SH
ON HLDG AG	NAMEN AKT A	$15.7M	0.7%Prev: 0.6%	337,079 SH	Increased+5,622 SH
ORACLE CORP	COM	$281K	0.0%Prev: 0.0%	1,440 SH	Decreased+231 SH
PALANTIR TECHNOLOGIES INC	CL A	$316K	0.0%	1,775 SH	New
PEPSICO INC	COM	$235K	0.0%Prev: 0.0%	1,640 SH	Decreased-1,278 SH
PFIZER INC	COM	$262K	0.0%	10,526 SH	New
PINTEREST INC	CL A	$273K	0.0%Prev: 0.0%	10,554 SH	Decreased+56 SH
PNC FINL SVCS GROUP INC	COM	$922K	0.0%Prev: 0.0%	4,415 SH	Increased+297 SH
PPL CORP	COM	$523K	0.0%Prev: 0.0%	14,929 SH	Decreased+150 SH
PROCTER AND GAMBLE CO	COM	$436K	0.0%Prev: 0.0%	3,040 SH	Increased+453 SH
REDDIT INC	CL A	$930K	0.0%Prev: 0.0%	4,044 SH	Decreased
ROCKET LAB CORP	COM	$931K	0.0%Prev: 0.0%	13,344 SH	Increased
ROCKWELL AUTOMATION INC	COM	$413K	0.0%Prev: 0.0%	1,062 SH	Increased
ROYAL CARIBBEAN GROUP	COM	$22.4M	0.9%Prev: 1.1%	80,317 SH	Decreased+2,162 SH
RTX CORPORATION	COM	$241K	0.0%	1,316 SH	New
SAP SE	SPON ADR	$6.5M	0.3%Prev: 0.3%	26,696 SH	Increased+3,551 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$433K	0.0%Prev: 0.0%	16,507 SH	Increased+24 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$423K	0.0%Prev: 0.0%	15,718 SH	Increased+533 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$45.6M	1.9%	387,052 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$343K	0.0%	7,671 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$7.2M	0.3%	46,403 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$18.8M	0.8%Prev: 0.7%	116,726 SH	Increased+6,622 SH
SOFI TECHNOLOGIES INC	COM	$21.3M	0.9%Prev: 0.9%	814,044 SH	Increased+60,726 SH
SOURCE CAPITAL	COM SHS OF BEN I	$684K	0.0%Prev: 0.0%	14,955 SH	Decreased-3,000 SH
SOUTHERN CO	COM	$10.7M	0.4%Prev: 0.5%	122,816 SH	Decreased+9,356 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$256K	0.0%Prev: 0.0%	533 SH	Decreased-23 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.3M	0.1%Prev: 0.1%	29,731 SH	Increased-1,031 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$430K	0.0%Prev: 0.0%	9,179 SH	Decreased-663 SH
SPDR S&P 500 ETF TR	TR UNIT	$27.1M	1.1%Prev: 1.1%	39,690 SH	Increased+786 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.5M	0.1%Prev: 0.1%	4,090 SH	Decreased-244 SH
SPDR SERIES TRUST	STATE STREET SPD	$236.4M	9.8%	2,226,064 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$320K	0.0%Prev: 0.0%	551 SH	Decreased+7 SH
STRYKER CORPORATION	COM	$28.0M	1.2%Prev: 1.2%	79,781 SH	Decreased+1,113 SH
TEMPLETON DRAGON FD INC	COM	$257K	0.0%Prev: 0.0%	22,865 SH	Decreased
TEMPLETON EMERGING MKTS FD	COM	$325K	0.0%Prev: 0.0%	19,081 SH	Increased
TESLA INC	COM	$1.4M	0.1%Prev: 0.1%	3,163 SH	Increased+74 SH
TEXAS INSTRS INC	COM	$8.8M	0.4%Prev: 0.4%	50,525 SH	Decreased-5,729 SH
TJX COS INC NEW	COM	$29.1M	1.2%Prev: 1.1%	189,288 SH	Increased+8,444 SH
TRI CONTL CORP	COM	$797K	0.0%Prev: 0.0%	24,416 SH	Decreased
TRUIST FINL CORP	COM	$252K	0.0%Prev: 0.0%	5,119 SH	Increased+382 SH
UBER TECHNOLOGIES INC	COM	$33.4M	1.4%Prev: 1.7%	408,615 SH	Decreased+11,811 SH
UNION PAC CORP	COM	$486K	0.0%Prev: 0.0%	2,099 SH	Decreased
UNITED STATES ANTIMONY CORP	COM	$80K	0.0%Prev: 0.0%	16,029 SH	Decreased-640 SH
UNITEDHEALTH GROUP INC	COM	$252K	0.0%Prev: 0.0%	764 SH	Decreased+13 SH
VANGUARD INDEX FDS	GROWTH ETF	$24.2M	1.0%Prev: 1.0%	49,504 SH	Increased+3,299 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$119.7M	5.0%Prev: 5.0%	380,128 SH	Increased+3,093 SH
VANGUARD INDEX FDS	MID CAP ETF	$8.6M	0.4%Prev: 0.4%	29,538 SH	Decreased-1,368 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$212K	0.0%	2,395 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$27.3M	1.1%Prev: 1.1%	43,527 SH	Increased-37 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$13.1M	0.5%Prev: 0.5%	61,958 SH	Increased+1,655 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	0.1%Prev: 0.1%	4,543 SH	Increased+213 SH
VANGUARD INDEX FDS	VALUE ETF	$54.2M	2.3%Prev: 2.2%	283,710 SH	Increased+10,559 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$14.2M	0.6%Prev: 0.6%	193,015 SH	Increased+12,453 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$564K	0.0%Prev: 0.0%	7,080 SH	Increased+1,157 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$62.2M	2.6%Prev: 2.5%	510,720 SH	Increased+23,880 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$69.8M	2.9%Prev: 2.9%	317,797 SH	Increased+7,299 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$239K	0.0%Prev: 0.0%	3,833 SH	Decreased-201 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$45.8M	1.9%Prev: 2.0%	318,956 SH	Decreased-11,296 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$396K	0.0%	1,375 SH	New
VANGUARD WORLD FD	INF TECH ETF	$845K	0.0%Prev: 0.0%	1,121 SH	Increased+186 SH
VERIZON COMMUNICATIONS INC	COM	$516K	0.0%Prev: 0.0%	12,664 SH	Increased+1,795 SH
VISA INC	COM CL A	$35.6M	1.5%Prev: 1.4%	101,424 SH	Increased+3,829 SH
WALMART INC	COM	$561K	0.0%Prev: 0.0%	5,034 SH	Increased-59 SH
WASTE MGMT INC DEL	COM	$493K	0.0%	2,245 SH	New
WELLTOWER INC	COM	$366K	0.0%Prev: 0.0%	1,974 SH	Decreased-98 SH

Sold (vs prior filing)

CAVA GROUP INC — $230K
DEXCOM INC — $11K
ISHARES TR — $235K
ISHARES TR — $1.2M
ISHARES TR — $9.0M
ISHARES TR — $8.9M
MARATHON PETE CORP — $210K
PROGRESSIVE CORP — $24.3M
SALESFORCE INC — $247K
SELECT SECTOR SPDR TR — $12.6M
SELECT SECTOR SPDR TR — $327K
SELECT SECTOR SPDR TR — $6.5M
SPDR SERIES TRUST — $12.1M
SPDR SERIES TRUST — $57.8M
SPDR SERIES TRUST — $477K
SPDR SERIES TRUST — $10.7M
SPDR SERIES TRUST — $913K
SPDR SERIES TRUST — $385K
SPDR SERIES TRUST — $43.6M
SPDR SERIES TRUST — $1.5M
… and 5 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001172661-26-000706	$2.40B	View
Nov 12, 2025	Q3 2025	13F-HR	0001172661-25-004696	$2.33B	View
Aug 13, 2026	Q2 2026