13F Insight
DOSSIER · 13F-HR · Q4 2025

Baltimore-Washington Financial Advisors, Inc.

$2.4B in tracked AUM across 188 positions as of Q4 2025.

BF
CIK 0001555486 · last filed Dec 31, 2025
Total AUM
$2.4B
as of Q4 2025
Holdings
188
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Baltimore-Washington Financial Advisors, Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VV
VANGUARD INDEX FDS
$120M380K5.0%02
04609E107
INVESCO QQQ TR
$107M174K4.4%03
NVDA
NVIDIA CORPORATION
$100M538K4.2%04
RSPT
INVESCO EXCHANGE TRADED FD T
$75M1.7M3.1%05
VIG
VANGUARD SPECIALIZED FUNDS
$70M318K2.9%06
IVV
ISHARES TR
$70M102K2.9%07
RSP
INVESCO EXCHANGE TRADED FD T
$68M355K2.8%08
MSFT
MICROSOFT CORP
$67M139K2.8%09
GOOG
ALPHABET INC
$67M213K2.8%10
AAPL
APPLE INC
$63M234K2.6%

Filing history

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 positionsLocked2023Q1Mar 31
$1.1B▲ 11.0%
142 positionsLocked
Showing 12 of 45