Baltimore-Washington Financial Advisors, Inc.: 13F holdings
CIK 15554862026Q2
| Positions | 206 |
|---|
| Reported value | $2.7bn |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 206 (+20 vs prior quarter) |
|---|
| Reported value | $2.7bn (+15.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VV VANGUARD INDEX FDS | 387,417 | $133.2m | 5.0% |
| QQQ INVESCO QQQ TR | 180,681 | $133.1m | 5.0% |
| RSPT INVESCO EXCHANGE TRADED FD T | 1,742,550 | $112.4m | 4.2% |
| NVDA NVIDIA CORPORATION | 552,268 | $110.5m | 4.1% |
| IVV ISHARES TR | 110,359 | $82.6m | 3.1% |
| RSP INVESCO EXCHANGE TRADED FD T | 377,237 | $80.3m | 3.0% |
| VIG VANGUARD SPECIALIZED FUNDS | 336,751 | $79.7m | 3.0% |
| GOOG ALPHABET INC | 207,758 | $73.4m | 2.7% |
| VONG VANGUARD SCOTTSDALE FDS | 553,037 | $70.7m | 2.6% |
| VTV VANGUARD INDEX FDS | 323,686 | $70.5m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1555486")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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