Baltimore-Washington Financial Advisors, Inc. Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Baltimore-Washington Financial Advisors, Inc. disclosed 202 stock positions valued at approximately $2.67B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and INVESCO EXCHANGE TRADED FD T.

Report Period
June 30, 2026
No. of Stocks
202
Portfolio Value
$2.67B
Holdings by Sector
Baltimore-Washington Financial Advisors, Inc. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVVOther4.98%387,417+2,401+0.62%$133,236,726
INVESCO QQQ TRQQQOther4.97%180,681+4,528+2.57%$133,053,832
INVESCO EXCHANGE TRADED FD TRSPTOther4.20%1,742,550+46,248+2.73%$112,394,494
NVIDIA CORPORATIONNVDATechnology4.13%552,268+1,859+0.34%$110,503,347
ISHARES TRIVVOther3.09%110,359+4,349+4.10%$82,647,045
INVESCO EXCHANGE TRADED FD TRSPOther3.00%377,237+11,910+3.26%$80,264,855
VANGUARD SPECIALIZED FUNDSVIGOther2.98%336,751+10,374+3.18%$79,682,173
ALPHABET INCGOOGCommunication Services2.74%207,758-1,375-0.66%$73,407,359
VANGUARD SCOTTSDALE FDSVONGOther2.64%553,037+16,000+2.98%$70,683,707
VANGUARD INDEX FDSVTVOther2.64%323,686+24,329+8.13%$70,541,076
SPDR SERIES TRUSTSPTMOther2.60%766,306+15,372+2.05%$69,572,982
APPLE INCAAPLTechnology2.56%236,655-2,628-1.10%$68,478,726
VANGUARD WHITEHALL FDSVYMOther2.51%425,390+4,197+1.00%$67,224,628
AMAZON COM INCAMZNConsumer Cyclical2.24%250,931+1,555+0.62%$59,806,916
SPDR SERIES TRUSTSPYGOther2.02%454,381+5,754+1.28%$54,066,903
MICROSOFT CORPMSFTTechnology1.97%141,059+1,484+1.06%$52,618,256
SELECT SECTOR SPDR TRXLCOther1.84%458,287-32,930-6.70%$49,096,341
ARISTA NETWORKS INCANETOther1.76%277,261+2,871+1.05%$47,101,099
JPMORGAN CHASE & COJPMFinancial Services1.75%142,989+1,714+1.21%$46,805,103
CROWDSTRIKE HLDGS INCCRWDTechnology1.68%58,815+2,124+3.75%$44,884,079
INVESCO EXCH TRADED FD TR IISPMOOther1.62%267,862+267,862+100.00%$43,270,577
INVESCO EXCHANGE TRADED FD TSPHQOther1.60%475,171+475,171+100.00%$42,812,981
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.59%45,501+247+0.55%$42,564,851
VISA INCVFinancial Services1.37%106,828+1,819+1.73%$36,652,178
MARRIOTT INTL INC NEWMARConsumer Cyclical1.33%95,631+1,768+1.88%$35,440,030
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.31%69,802-5,212-6.95%$34,928,223
META PLATFORMS INCMETACommunication Services1.30%61,745+1,117+1.84%$34,780,866
UBER TECHNOLOGIES INCUBERTechnology1.17%434,466+7,573+1.77%$31,351,067
ISHARES TRIBHHOther1.14%1,303,117+52,311+4.18%$30,623,260
SPDR SERIES TRUSTEFIVOther1.10%403,748+1,293+0.32%$29,445,351
Showing 30 of 202 holdings in the latest reporting period.