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: $2.32B173 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$333K	0.0%Prev: 0.0%	2,292 SH	Increased+489 SH
ABBVIE INC	COM	$396K	0.0%Prev: 0.0%	1,820 SH	Increased+323 SH
AFFIRM HLDGS INC	COM CL A	$550K	0.0%	12,000 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$285K	0.0%	981 SH	New
ALPHABET INC	CAP STK CL A	$15.0M	0.6%Prev: 0.4%	52,151 SH	Increased+7,216 SH
ALPHABET INC	CAP STK CL C	$60.0M	2.6%Prev: 1.8%	209,133 SH	Increased-6,405 SH
AMAZON COM INC	COM	$51.9M	2.2%Prev: 2.3%	249,376 SH	Increased+23,414 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$690K	0.0%	6,250 SH	New
AMERICAN EXPRESS CO	COM	$324K	0.0%Prev: 0.0%	1,070 SH	Increased+219 SH
AMGEN INC	COM	$580K	0.0%	1,649 SH	New
APPLE INC	COM	$60.7M	2.6%Prev: 2.6%	239,283 SH	Increased+21,390 SH
APPLIED MATLS INC	COM	$226K	0.0%	660 SH	New
ARES CAPITAL CORP	COM	$11.8M	0.5%Prev: 0.5%	654,579 SH	Increased+191,895 SH
ARISTA NETWORKS INC	COM SHS	$33.7M	1.5%Prev: 0.9%	274,390 SH	Increased+46,146 SH
ASML HLDG NV	N Y REGISTRY SHS	$15.9M	0.7%	12,034 SH	New
AT&T INC	COM	$444K	0.0%	15,314 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$274K	0.0%	1,347 SH	New
BANK AMERICA CORP	COM	$705K	0.0%Prev: 0.0%	14,460 SH	Increased+4,500 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$35.9M	1.6%Prev: 1.6%	75,014 SH	Increased+17,997 SH
BLACKROCK INC	COM	$19.1M	0.8%Prev: 0.8%	19,842 SH	Increased+4,401 SH
BLACKSTONE INC	COM	$916K	0.0%Prev: 1.5%	7,965 SH	Decreased-197,439 SH
BOEING CO	COM	$423K	0.0%	2,123 SH	New
BOOKING HOLDINGS INC	COM	$25.9M	1.1%Prev: 1.3%	6,145 SH	Increased+782 SH
BOOZ ALLEN HAMILTON HLDG COR	CL A	$294K	0.0%	3,772 SH	New
BP PLC	SPONSORED ADR	$246K	0.0%	5,235 SH	New
BROADCOM INC	COM	$17.1M	0.7%Prev: 0.3%	55,257 SH	Increased+17,769 SH
CAPITAL ONE FINL CORP	COM	$7.2M	0.3%	39,470 SH	New
CATERPILLAR INC	COM	$500K	0.0%Prev: 0.0%	705 SH	Increased+94 SH
CHEVRON CORPORATION	COM	$644K	0.0%	3,114 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$390K	0.0%Prev: 1.2%	12,190 SH	Decreased-445,568 SH
CISCO SYS INC	COM	$333K	0.0%	4,291 SH	New
CITIGROUP INC	COM NEW	$207K	0.0%	1,821 SH	New
CLEAR SECURE INC	COM CL A	$484K	0.0%Prev: 0.0%	10,000 SH	Increased
COCA COLA CO	COM	$389K	0.0%Prev: 0.0%	5,113 SH	Increased+522 SH
COHERENT CORP	COM	$715K	0.0%	3,000 SH	New
CONSTELLATION ENERGY CORP	COM	$731K	0.0%Prev: 0.0%	2,618 SH	Increased+161 SH
COSTCO WHOLESALE CORPORATION	COM	$45.1M	1.9%	45,254 SH	New
CROWDSTRIKE HLDGS INC	CL A	$22.1M	1.0%Prev: 0.4%	56,691 SH	Increased+33,578 SH
CSX CORP	COM	$290K	0.0%Prev: 0.0%	7,065 SH	Increased-120 SH
DEERE & CO	COM	$310K	0.0%Prev: 0.0%	551 SH	Increased+13 SH
DELTA AIR LINES INC	COM NEW	$250K	0.0%	3,753 SH	New
DISNEY WALT CO	COM	$1.1M	0.0%Prev: 0.0%	11,099 SH	Increased+4,230 SH
DOMINION ENERGY INC	COM	$722K	0.0%Prev: 0.0%	11,682 SH	Increased+71 SH
DTE ENERGY CO	COM	$322K	0.0%	2,200 SH	New
DUTCH BROS INC	CL A	$274K	0.0%Prev: 0.0%	5,400 SH	Decreased
ELI LILLY & CO	COM	$2.3M	0.1%Prev: 0.0%	2,539 SH	Increased+1,690 SH
EXELON CORP	COM	$294K	0.0%Prev: 0.0%	6,004 SH	Increased-29 SH
EXXON MOBIL CORP	COM	$2.2M	0.1%Prev: 0.1%	12,777 SH	Increased+1,410 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$207K	0.0%	884 SH	New
FIRST TR EXCHANGE-TRADED FD	GBL WND ENRG ETF	$308K	0.0%Prev: 0.0%	12,442 SH	Increased-230 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$306K	0.0%	1,419 SH	New
GE AEROSPACE	COM NEW	$415K	0.0%	1,462 SH	New
GE VERNOVA INC	COM	$600K	0.0%	687 SH	New
GENERAL MILLS INC	COM	$316K	0.0%	8,488 SH	New
HOME DEPOT INC	COM	$5.3M	0.2%Prev: 1.0%	15,985 SH	Decreased-35,005 SH
HONEYWELL INTL INC	COM	$489K	0.0%Prev: 0.0%	2,164 SH	Increased+956 SH
HOWMET AEROSPACE INC	COM	$249K	0.0%	1,079 SH	New
INTEL CORP	COM	$203K	0.0%	4,605 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$23.1M	1.0%Prev: 1.2%	147,103 SH	Increased+17,972 SH
INTERNATIONAL BUSINESS MACHS	COM	$364K	0.0%Prev: 0.0%	1,502 SH	Increased+176 SH
INTUIT	COM	$549K	0.0%	1,269 SH	New
INTUITIVE MACHINES INC	CLASS A COM	$409K	0.0%Prev: 0.0%	22,056 SH	Increased-14,850 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$1.2M	0.1%Prev: 0.0%	20,569 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$76.8M	3.3%Prev: 2.0%	1,696,302 SH	Increased+575,432 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$70.1M	3.0%Prev: 3.1%	365,327 SH	Increased+26,802 SH
INVESCO QQQ TR	UNIT SER 1	$101.7M	4.4%Prev: 4.8%	176,153 SH	Increased-16,056 SH
ISHARES TR	CORE MSCI INTL	$12.3M	0.5%Prev: 0.4%	147,235 SH	Increased+36,260 SH
ISHARES TR	CORE S&P MCP ETF	$357K	0.0%	5,281 SH	New
ISHARES TR	CORE S&P SCP ETF	$944K	0.0%Prev: 0.5%	7,597 SH	Decreased-82,605 SH
ISHARES TR	CORE S&P TTL STK	$317K	0.0%	2,229 SH	New
ISHARES TR	CORE S&P500 ETF	$69.2M	3.0%Prev: 2.4%	106,010 SH	Increased+26,842 SH
ISHARES TR	ESG AWARE MSCI	$246K	0.0%Prev: 0.0%	5,242 SH	Increased-130 SH
ISHARES TR	IBDS DEC28 ETF	$26.7M	1.2%Prev: 1.2%	1,054,382 SH	Increased+154,031 SH
ISHARES TR	IBONDS 2026 TERM	$10.9M	0.5%Prev: 0.6%	476,466 SH	Decreased-13,397 SH
ISHARES TR	IBONDS 26 TRM TS	$11.1M	0.5%Prev: 0.6%	485,330 SH	Increased+2,722 SH
ISHARES TR	IBONDS 28 TR HI	$29.4M	1.3%Prev: 1.3%	1,250,806 SH	Increased+184,995 SH
ISHARES TR	IBONDS 28 TRM TS	$17.6M	0.8%Prev: 0.7%	791,726 SH	Increased+190,744 SH
ISHARES TR	IBONDS 29 TR HI	$15.2M	0.7%Prev: 0.0%	652,314 SH	Increased+637,451 SH
ISHARES TR	IBONDS 29 TRM TS	$4.9M	0.2%	222,819 SH	New
ISHARES TR	IBONDS DEC 29	$11.7M	0.5%Prev: 0.0%	503,946 SH	Increased+489,240 SH
ISHARES TR	IBONDS DEC2026	$11.7M	0.5%Prev: 0.8%	482,848 PRN	Decreased-149,799 PRN
ISHARES TR	INTL DIV GRWTH	$15.3M	0.7%Prev: 0.5%	182,319 SH	Increased+57,758 SH
ISHARES TR	ISHARES BIOTECH	$1.1M	0.0%Prev: 0.0%	6,531 SH	Increased-284 SH
ISHARES TR	MSCI USA MIN VOL	$268K	0.0%	2,891 SH	New
ISHARES TR	RUS 1000 GRW ETF	$1.4M	0.1%Prev: 0.1%	3,232 SH	Increased+82 SH
ISHARES TR	RUS 1000 VAL ETF	$705K	0.0%	3,301 SH	New
ISHARES TR	RUS MDCP VAL ETF	$986K	0.0%Prev: 0.1%	6,764 SH	Increased-730 SH
ISHARES TR	RUS MID CAP ETF	$7.0M	0.3%Prev: 0.4%	72,086 SH	Decreased-12,232 SH
ISHARES TR	RUS TP200 GR ETF	$509K	0.0%Prev: 0.6%	2,045 SH	Decreased-50,982 SH
ISHARES TR	RUSSELL 2000 ETF	$1.4M	0.1%Prev: 0.2%	5,525 SH	Decreased-17,828 SH
ISHARES TR	S&P SML 600 GWT	$5.8M	0.2%Prev: 0.7%	39,958 SH	Decreased-73,301 SH
ISHARES TR	U.S. FIN SVC ETF	$35.5M	1.5%Prev: 1.7%	428,700 SH	Increased+32,091 SH
JOHNSON & JOHNSON	COM	$835K	0.0%	3,416 SH	New
JPMORGAN CHASE & CO	COM	$41.6M	1.8%	141,275 SH	New
LABCORP HOLDINGS INC	COM SHS	$236K	0.0%Prev: 0.0%	884 SH	Increased-30 SH
LOCKHEED MARTIN CORP	COM	$547K	0.0%Prev: 0.0%	905 SH	Increased+426 SH
MARATHON PETE CORP	COM	$266K	0.0%	1,089 SH	New
MARRIOTT INTL INC NEW	CL A	$30.7M	1.3%Prev: 1.0%	93,863 SH	Increased+15,346 SH
MCDONALDS CORP	COM	$241K	0.0%	776 SH	New
MERCK & CO INC	COM	$517K	0.0%Prev: 0.0%	4,302 SH	Increased+667 SH
META PLATFORMS INC	CL A	$34.7M	1.5%Prev: 1.6%	60,628 SH	Increased+8,698 SH
MICROSOFT CORP	COM	$51.7M	2.2%Prev: 2.5%	139,575 SH	Increased+13,401 SH
NASDAQ INC	COM	$16.5M	0.7%	194,729 SH	New
NETFLIX INC.	COM	$975K	0.0%	10,144 SH	New
NEXTERA ENERGY INC	COM	$1.5M	0.1%	16,330 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$1.5M	0.1%Prev: 0.1%	16,233 SH	Increased-480 SH
NVIDIA CORPORATION	COM	$96.0M	4.1%Prev: 2.9%	550,409 SH	Increased+47,446 SH
ON HLDG AG	NAMEN AKT A	$11.8M	0.5%Prev: 0.7%	346,219 SH	Decreased+59,882 SH
ORACLE CORP	COM	$211K	0.0%	1,437 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$256K	0.0%	1,747 SH	New
PEPSICO INC	COM	$505K	0.0%Prev: 0.0%	3,250 SH	Increased+1,661 SH
PFIZER INC	COM	$258K	0.0%	9,189 SH	New
PNC FINL SVCS GROUP INC	COM	$917K	0.0%Prev: 0.0%	4,406 SH	Increased+2,726 SH
PPL CORP	COM	$570K	0.0%	14,929 SH	New
PROCTER & GAMBLE CO	COM	$408K	0.0%	2,822 SH	New
REDDIT INC	CL A	$545K	0.0%	4,044 SH	New
ROCKET LAB CORP	COM	$1.0M	0.0%	15,694 SH	New
ROCKWELL AUTOMATION INC	COM	$381K	0.0%	1,062 SH	New
ROYAL CARIBBEAN GROUP	COM	$22.6M	1.0%Prev: 0.7%	82,067 SH	Increased+13,579 SH
RTX CORPORATION	COM	$323K	0.0%	1,676 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$203K	0.0%	8,222 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$415K	0.0%Prev: 0.0%	16,525 SH	Increased+518 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$243K	0.0%Prev: 0.0%	7,905 SH	Increased+82 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$406K	0.0%Prev: 0.0%	15,842 SH	Increased+445 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$54.5M	2.3%	491,217 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$452K	0.0%	7,385 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$6.5M	0.3%	44,117 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$220K	0.0%	1,362 SH	New
SERVICENOW INC	COM	$309K	0.0%	2,959 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$14.8M	0.6%	124,508 SH	New
SOFI TECHNOLOGIES INC	COM	$13.9M	0.6%Prev: 0.4%	875,993 SH	Increased+271,062 SH
SOURCE CAPITAL	COM SHS OF BEN I	$693K	0.0%Prev: 0.0%	14,955 SH	Increased
SOUTHERN CO	COM	$12.7M	0.5%Prev: 0.4%	131,505 SH	Increased+41,975 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$1.7M	0.1%	37,567 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$249.4M	10.8%	2,377,176 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$267K	0.0%Prev: 0.0%	551 SH	Decreased+36 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$247K	0.0%	533 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$25.4M	1.1%	39,108 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.3M	0.1%	3,783 SH	New
STRYKER CORPORATION	COM	$26.9M	1.2%Prev: 1.4%	81,865 SH	Increased+12,206 SH
TEMPLETON DRAGON FD INC	COM	$243K	0.0%	22,865 SH	New
TEMPLETON EMERGING MKTS FD	COM	$334K	0.0%	19,081 SH	New
TESLA INC	COM	$1.1M	0.0%Prev: 0.0%	2,956 SH	Increased-319 SH
TEXAS INSTRS INC	COM	$223K	0.0%Prev: 0.6%	1,150 SH	Decreased-64,547 SH
TJX COS INC NEW	COM	$30.4M	1.3%Prev: 0.0%	190,110 SH	Increased+186,404 SH
TRI CONTL CORP	COM	$771K	0.0%Prev: 0.1%	24,416 SH	Decreased-16,388 SH
TRUIST FINL CORP	COM	$234K	0.0%	5,097 SH	New
UBER TECHNOLOGIES INC	COM	$30.7M	1.3%Prev: 1.4%	426,893 SH	Increased+71,346 SH
UNION PAC CORP	COM	$743K	0.0%Prev: 0.0%	3,061 SH	Increased+908 SH
UNITED PARCEL SVCS INC	CL B	$882K	0.0%	8,964 SH	New
UNITED STATES ANTIMONY CORP	COM	$158K	0.0%	18,145 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$201K	0.0%	974 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$22.6M	1.0%Prev: 0.9%	51,851 SH	Increased+6,768 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$115.1M	5.0%Prev: 5.3%	385,016 SH	Increased-719 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$4.0M	0.2%	15,532 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$8.2M	0.4%Prev: 0.9%	28,644 SH	Decreased-39,907 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$25.4M	1.1%Prev: 1.2%	42,492 SH	Increased-1,242 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$14.2M	0.6%Prev: 0.6%	65,393 SH	Increased+8,649 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.6M	0.1%	8,588 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.1%Prev: 0.1%	5,057 SH	Increased-589 SH
VANGUARD INDEX FDS	VALUE ETF	$58.7M	2.5%Prev: 2.4%	299,357 SH	Increased+41,798 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$15.7M	0.7%Prev: 0.5%	208,402 SH	Increased+45,813 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$481K	0.0%Prev: 0.0%	6,064 SH	Increased+414 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$58.9M	2.5%Prev: 2.3%	537,037 SH	Increased+61,803 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$70.2M	3.0%Prev: 3.0%	326,377 SH	Increased+33,600 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$248K	0.0%Prev: 0.0%	3,867 SH	Increased-95 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$62.4M	2.7%Prev: 2.3%	421,193 SH	Increased+91,604 SH
VANGUARD WORLD FD	INF TECH ETF	$803K	0.0%Prev: 0.0%	1,151 SH	Increased+223 SH
VERIZON COMMUNICATIONS INC	COM	$599K	0.0%Prev: 0.0%	11,928 SH	Increased+4,684 SH
VISA INC	COM CL A	$31.7M	1.4%Prev: 1.7%	105,009 SH	Increased+15,154 SH
WALMART INC	COM	$12.6M	0.5%Prev: 0.0%	101,009 SH	Increased+96,422 SH
WASTE MGMT INC DEL	COM	$516K	0.0%	2,245 SH	New
WELLTOWER INC	COM	$390K	0.0%Prev: 0.0%	1,974 SH	Increased-163 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $322K
CAVA GROUP INC — $230K
COPART INC — $12.8M
COSTCO WHSL CORP NEW — $39.0M
DEXCOM INC — $11K
DRAFTKINGS INC NEW — $718K
FERRARI N V — $4.6M
FIRST TR NASDAQ 100 TECH IND — $246K
FORTINET INC — $14.0M
GALLAGHER ARTHUR J & CO — $18.9M
ISHARES TR — $221K
ISHARES TR — $1.2M
ISHARES TR — $9.9M
ISHARES TR — $294K
ISHARES TR — $209K
ISHARES TR — $11.4M
ISHARES TR — $353K
JPMORGAN CHASE & CO. — $29.2M
KKR & CO INC — $5.3M
NETFLIX INC — $249K
… and 30 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