AiSiWhale

AI & tech investing

Baltimore-Washington Financial Advisors, Inc.

CIK 1555486

13F filing for Q2 2026・No. 1,384

Holdings
US$2.67B
Quarter change
+US$357.04M
Entries
206
Net bought (estimate)
+US$70.32M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 25
  • Sold out 6
  • Cut 66
  • Added 88
  • Corporate actions 2
  • Unchanged 25

Largest holdings

204 stocks worth US$2.66B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD INDEX FDSLARGE CAP ETFAddedUS$133.24M5.00%
QQQInvesco QQQUNIT SER 1AddedUS$133.05M5.00%
INVESCO EXCHANGE TRADED FD TS&P500 EQL TECAddedUS$112.39M4.22%
NVDANvidiaCOMAddedUS$110.5M4.15%
IVVISHARES TRCORE S&P500 ETFAddedUS$82.65M3.10%
RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGTAddedUS$80.26M3.01%
VANGUARD SPECIALIZED FUNDSDIV APP ETFAddedUS$79.68M2.99%
GOOGALPHABET INCCAP STK CL CCutUS$73.41M2.76%
VANGUARD SCOTTSDALE FDSVNG RUS1000GRWAddedUS$70.68M2.65%
VANGUARD INDEX FDSVALUE ETFAddedUS$70.54M2.65%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.