13F Insight
DOSSIER · 13F-HR · Q3 2026

MARYLAND CAPITAL ADVISORS INC.

$319M in tracked AUM across 1,152 positions as of Q3 2026.

MC
CIK 0001891201 · last filed Sep 30, 2026
Total AUM
$319M
as of Q3 2026
Holdings
1,152
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of SEC 13F Filing: MARYLAND CAPITAL ADVISORS INC.
1. Portfolio Overview

Maryland Capital Advisors Inc. has reported a significant expansion in its management assets for the quarter ending December 31, 2025. The total portfolio value surged by 132.8%, growing from $126.91 million to $295.49 million. This dramatic increase suggests substantial capital inflows, a shift in investment mandate, or the consolidation of reporting entities. The portfolio consists...

The firm’s strategy is characterized by a heavy reliance on Exchange Traded Funds (ETFs), which comprise approximately 85.3% of the total portfolio value ($252.10M). This suggests a "core-satellite" or a purely asset allocation-based approach rather than active stock selection. The firm utilizes ETFs to gain broad exposure to specific asset classes, factors, and geographies, while maintaining a smaller allocation to individual equities.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IGSB
ISHARES TR
$77M1.5M24.0%02
DFAU
DIMENSIONAL ETF TRUST
$21M397K6.5%03
VTI
VANGUARD INDEX FDS
$20M54K6.4%04
VCSH
VANGUARD SCOTTSDALE FDS
$20M254K6.1%05
DFLV
DIMENSIONAL ETF TRUST
$15M376K4.7%06
AAPL
APPLE INC
$14M41K4.3%07
VTV
VANGUARD INDEX FDS
$13M62K4.2%08
DFIV
DIMENSIONAL ETF TRUST
$13M229K4.0%09
DFAI
DIMENSIONAL ETF TRUST
$9M215K2.8%10
ISTB
ISHARES TR
$8M176K2.6%

Filing history

2026Q3Sep 30
$319M▲ 2.3%
1,152 positionsView →2026Q2Jun 30
$312M▲ 5.6%
1,145 positionsView →2025Q4Dec 31
$295M▲ 5.8%
271 positionsView →2025Q3Sep 30
$279M▲ 9.5%
254 positionsLocked2025Q2Jun 30
$255M▲ 12.6%
268 positionsLocked2025Q1Mar 31
$227M▲ 5.0%
235 positionsLocked2024Q4Dec 31
$216M▲ 4.8%
258 positionsLocked2024Q3Sep 30
$206M▲ 10.9%
243 positionsLocked2024Q2Jun 30
$186M▲ 15.2%
250 positionsLocked2024Q1Mar 31
$161M▲ 6.5%
221 positionsLocked2023Q4Dec 31
$151M▲ 15.6%
227 positionsLocked2023Q3Sep 30
$131M▲ 5.2%
244 positionsLocked
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