13F Insight
DOSSIER · 13F-HR · Q2 2026

Baltimore-Washington Financial Advisors, Inc.

$2.7B in tracked AUM across 206 positions as of Q2 2026.

BF
CIK 0001555486 · last filed Jun 30, 2026
Total AUM
$2.7B
as of Q2 2026
Holdings
206
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Baltimore-Washington Financial Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VV
VANGUARD INDEX FDS
$133M387K5.0%02
QQQ
INVESCO QQQ TR
$133M181K5.0%03
RSPT
INVESCO EXCHANGE TRADED FD T
$112M1.7M4.2%04
NVDA
NVIDIA CORPORATION
$111M552K4.1%05
IVV
ISHARES TR
$83M110K3.1%06
RSP
INVESCO EXCHANGE TRADED FD T
$80M377K3.0%07
VIG
VANGUARD SPECIALIZED FUNDS
$80M337K3.0%08
GOOG
ALPHABET INC
$73M208K2.7%09
VONG
VANGUARD SCOTTSDALE FDS
$71M553K2.6%10
VTV
VANGUARD INDEX FDS
$71M324K2.6%

Filing history

2026Q2Jun 30
$2.7B▲ 11.3%
206 positionsView →2025Q4Dec 31
$2.4B▲ 3.1%
188 positionsView →2025Q3Sep 30
$2.3B▲ 8.7%
177 positionsView →2025Q2Jun 30
$2.1B▲ 13.8%
171 positionsLocked2025Q1Mar 31
$1.9B▼ 3.2%
154 positionsLocked2024Q4Dec 31
$1.9B▲ 4.8%
153 positionsLocked2024Q3Sep 30
$1.9B▲ 7.4%
148 positionsLocked2024Q2Jun 30
$1.7B▲ 7.6%
140 positionsLocked2024Q1Mar 31
$1.6B▲ 11.3%
126 positionsLocked2023Q4Dec 31
$1.4B▲ 16.8%
144 positionsLocked2023Q3Sep 30
$1.2B▼ 1.5%
145 positionsLocked2023Q2Jun 30
$1.3B▲ 10.5%
137 positionsLocked
Showing 12 of 46