Baltimore-Washington Financial Advisors, Inc.

Q4 2025 13F Holdings

  • Location
    columbia, MD
  • Num holdings

    188

  • Value ($000)

    $2,403,983

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001555486
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VV

VANGUARD INDEX FDS

LARGE CAP ETF
$119.66M
5 %

380,128

NDQ

INVESCO QQQ TR

UNIT SER 1
$106.95M
4 %

174,093

NVDA

NVIDIA CORPORATION

COM
$100.4M
4 %

538,326

RSPT

INVESCO EXCHANGE TRADED FD T

S&P500 EQL TEC
$75.4M
3 %

1,656,784

VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$69.85M
3 %

317,797

IVV

ISHARES TR

CORE S&P500 ETF
$69.79M
3 %

101,896

RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$67.97M
3 %

354,814

MSFT

MICROSOFT CORP

COM
$67.09M
3 %

138,715

GOOG

ALPHABET INC

CAP STK CL C
$66.82M
3 %

212,942

AAPL

APPLE INC

COM
$63.48M
3 %

233,508

Rows Per Page
10
  • 5
  • 10
  • 20
  • 30
  • 50
  • 100
1 - 10 of 188