Baltimore-Washington Financial Advisors, Inc. Portfolio Stock Holdings

Baltimore-Washington Financial Advisors, Inc. disclosed 186 stock positions valued at approximately $2.3 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
186
Portfolio Value
$2.3B
Holdings by Sector
Baltimore-Washington Financial Advisors, Inc. Portfolio Holdings in Q1 2026

184 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVVOther4.96%385,016+4,888+1.29%$115,062,103
INVESCO QQQ TRQQQOther4.39%176,153+2,060+1.18%$101,671,845
NVIDIA CORPORATIONNVDATechnology4.14%550,409+12,083+2.24%$95,991,373
INVESCO EXCHANGE TRADED FD TRSPTOther3.31%1,696,302+39,518+2.39%$76,774,641
VANGUARD SPECIALIZED FUNDSVIGOther3.03%326,377+8,580+2.70%$70,190,556
INVESCO EXCHANGE TRADED FD TRSPOther3.03%365,327+10,513+2.96%$70,113,463
ISHARES TRIVVOther2.99%106,010+4,114+4.04%$69,246,813
VANGUARD WHITEHALL FDSVYMOther2.69%421,193+102,237+32.05%$62,378,637
APPLE INCAAPLTechnology2.62%239,283+5,775+2.47%$60,727,867
ALPHABET INCGOOGCommunication Services2.59%209,133-3,809-1.79%$59,991,898
SPDR SERIES TRUSTSPTMOther2.56%750,934+17,936+2.45%$59,368,856
VANGUARD SCOTTSDALE FDSVONGOther2.54%537,037+26,317+5.15%$58,907,636
VANGUARD INDEX FDSVTVOther2.53%299,357+15,647+5.52%$58,733,847
SELECT SECTOR SPDR TRXLCOther2.35%491,217+104,165+26.91%$54,456,282
SPDR SERIES TRUSTLGLVOther2.33%302,891+7,466+2.53%$53,944,811
AMAZON COM INCAMZNConsumer Cyclical2.24%249,376+4,502+1.84%$51,937,558
MICROSOFT CORPMSFTTechnology2.23%139,575+860+0.62%$51,666,149
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.95%45,254+758+1.70%$45,092,438
SPDR SERIES TRUSTSPYGOther1.90%448,627+13,683+3.15%$43,925,063
JPMORGAN CHASE & COJPMFinancial Services1.79%141,275+3,268+2.37%$41,557,523
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.55%75,014-3,413-4.35%$35,946,709
ISHARES TRIYGOther1.53%428,700+12,132+2.91%$35,513,517
META PLATFORMS INCMETACommunication Services1.50%60,628+3,525+6.17%$34,687,405
ARISTA NETWORKS INCANETOther1.45%274,390+9,014+3.40%$33,689,604
VISA INCVFinancial Services1.37%105,009+3,585+3.53%$31,737,834
UBER TECHNOLOGIES INCUBERTechnology1.32%426,893+18,278+4.47%$30,706,413
MARRIOTT INTL INC NEWMARConsumer Cyclical1.32%93,863+1,865+2.03%$30,699,690
TJX COS INC NEWTJXConsumer Cyclical1.31%190,110+822+0.43%$30,360,511
ISHARES TRIBHHOther1.27%1,250,806+49,187+4.09%$29,356,411
STRYKER CORPORATIONSYKHealthcare1.16%81,865+2,084+2.61%$26,900,074
ISHARES TRIBDTOther1.15%1,054,382+61,386+6.18%$26,707,502
BOOKING HOLDINGS INCBKNGConsumer Cyclical1.12%6,145+104+1.72%$25,870,315
STATE STR SPDR S&P 500 ETF TSPYOther1.10%39,108-582-1.47%$25,433,680
VANGUARD INDEX FDSVOOOther1.10%42,492-1,035-2.38%$25,391,391
SPDR SERIES TRUSTEFIVOther1.10%402,455+8,176+2.07%$25,386,992
INTERCONTINENTAL EXCHANGE INICEFinancial Services1.00%147,103+2,572+1.78%$23,136,439
VANGUARD INDEX FDSVUGOther0.98%51,851+2,347+4.74%$22,648,210
ROYAL CARIBBEAN GROUPRCLOther0.97%82,067+1,750+2.18%$22,583,199
CROWDSTRIKE HLDGS INCCRWDTechnology0.95%56,691+7,758+15.85%$22,132,733
SPDR SERIES TRUSTMMTMOther0.93%77,330+4,836+6.67%$21,667,566
BLACKROCK INCBLKOther0.82%19,842+387+1.99%$19,081,839
SPDR SERIES TRUSTSDYOther0.77%122,734+94,918+341.24%$17,911,784
ISHARES TRIBTIOther0.76%791,726+75,702+10.57%$17,642,031
BROADCOM INCAVGOTechnology0.74%55,257+3,053+5.85%$17,102,681
NASDAQ INCNDAQFinancial Services0.71%194,729+855+0.44%$16,530,533
ASML HLDG NVASMLOther0.69%12,034+1,576+15.07%$15,894,868
VANGUARD INTL EQUITY INDEX FVEUOther0.68%208,402+15,387+7.97%$15,650,964
ISHARES TRIGROOther0.66%182,319+14,464+8.62%$15,272,870
ISHARES TRIBHIOther0.66%652,314+149,658+29.77%$15,187,823
ALPHABET INCGOOGLCommunication Services0.65%52,151+876+1.71%$14,996,575
SHOPIFY INCSHOPTechnology0.64%124,508+7,782+6.67%$14,769,139
SPDR SERIES TRUSTDGTOther0.62%84,562+4,916+6.17%$14,337,345
VANGUARD INDEX FDSVBROther0.61%65,393+3,435+5.54%$14,206,543
SOFI TECHNOLOGIES INCSOFIFinancial Services0.60%875,993+61,949+7.61%$13,910,769
SOUTHERN COSOUtilities0.55%131,505+8,689+7.07%$12,692,827
WALMART INCWMTConsumer Defensive0.54%101,009+95,975+1906.54%$12,553,444
ISHARES TRIDEVOther0.53%147,235+8,350+6.01%$12,304,457
ARES CAPITAL CORPARCCFinancial Services0.51%654,579+41,208+6.72%$11,795,511
ON HLDG AGONONOther0.51%346,219+9,140+2.71%$11,778,370
ISHARES TRIBDUOther0.51%503,946+93,373+22.74%$11,721,792
ISHARES TRIBDROther0.51%482,848-7,001-1.43%$11,704,231
ISHARES TRIBTGOther0.48%485,330+33,583+7.43%$11,121,336
ISHARES TRIBHFOther0.47%476,466-1,228-0.26%$10,934,895
SPDR SERIES TRUSTSPLGOther0.41%122,954+2,480+2.06%$9,410,869
VANGUARD INDEX FDSVOOther0.35%28,644-894-3.03%$8,226,117
CAPITAL ONE FINL CORPCOFFinancial Services0.31%39,470+39,470+100.00%$7,200,512
ISHARES TRIWROther0.30%72,086-1,989-2.69%$7,008,943
SELECT SECTOR SPDR TRXLVOther0.28%44,117-2,286-4.93%$6,468,000
ISHARES TRIJTOther0.25%39,958-1,131-2.75%$5,782,255
HOME DEPOT INCHDConsumer Cyclical0.23%15,985-1,577-8.98%$5,257,147
ISHARES TRIBTJOther0.21%222,819+54,557+32.42%$4,867,036
VANGUARD INDEX FDSVOTOther0.17%15,532+15,532+100.00%$3,997,160
VANGUARD INDEX FDSVBKOther0.11%8,588+8,588+100.00%$2,595,723
ELI LILLY & COLLYHealthcare0.10%2,539-839-24.84%$2,335,296
STATE STR SPDR S&P MIDCAP 40MDYOther0.10%3,783-307-7.51%$2,332,917
EXXON MOBIL CORPXOMEnergy0.09%12,777+241+1.92%$2,167,792
VANGUARD INDEX FDSVTIOther0.07%5,057+514+11.31%$1,622,364
NEXTERA ENERGY INCNEEUtilities0.07%16,330--$1,516,730
NUSHARES ETF TRNULGOther0.06%16,233--$1,476,229
SPDR SERIES TRUSTSPYVOther0.06%25,254+52+0.21%$1,428,888
ISHARES TRIWFOther0.06%3,232+74+2.34%$1,378,207
ISHARES TRIWMOther0.06%5,525-67-1.20%$1,370,252
SPDR INDEX SHS FDSSPDWOther0.05%27,562-2,169-7.30%$1,258,205
INVESCO EXCH TRADED FD TR IIPSCTOther0.05%20,569--$1,235,674
ISHARES TRIBBOther0.05%6,531-26-0.40%$1,102,759
TESLA INCTSLAConsumer Cyclical0.05%2,956-207-6.54%$1,098,893
DISNEY WALT CODISCommunication Services0.05%11,099-1,276-10.31%$1,069,728
ISHARES TRIWSOther0.04%6,764-139-2.01%$985,772
NETFLIX INC.NFLXCommunication Services0.04%10,144+6,077+149.42%$975,346
ISHARES TRIJROther0.04%7,597+5+0.07%$944,395
PNC FINL SVCS GROUP INCPNCFinancial Services0.04%4,406-9-0.20%$916,799
BLACKSTONE INCBXFinancial Services0.04%7,965-219,912-96.50%$915,896
UNITED PARCEL SVCS INCUPSIndustrials0.04%8,964+8,964+100.00%$881,878
JOHNSON & JOHNSONJNJHealthcare0.04%3,416-440-11.41%$835,099
VANGUARD WORLD FDVGTOther0.03%1,151+30+2.68%$802,860
SPDR SERIES TRUSTSPSMOther0.03%16,095-1,134-6.58%$777,710
TRI CONTL CORPTYFinancial Services0.03%24,416--$771,301
UNION PAC CORPUNPIndustrials0.03%3,061+962+45.83%$742,660
CONSTELLATION ENERGY CORPCEGUtilities0.03%2,618-2-0.08%$731,117
DOMINION ENERGY INCDUtilities0.03%11,682--$722,189