MARYLAND CAPITAL ADVISORS INC.

Filed: 5/6/2025ACC: 0001891201-25-000002

📋 What this filing means

MARYLAND CAPITAL ADVISORS INC. filed this quarterly 13F‑HR report disclosing 235 equity positions with a total reported market value of $226.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

235

Positions

$226.60M

Total AUM (reported)

3.82M

Total Shares

Allocation by class

ISHS 1-5YR INVS$46.26M20.4%

SHRT TRM CORP BD$23.11M10.2%

COM$22.32M9.8%

TOTAL STK MKT$15.96M7.0%

VALUE ETF$10.86M4.8%

US CORE EQT MKT$9.91M4.4%

NATL MUN BD ETF$8.70M3.8%

Portfolio Concentration

Top 3$85.33M37.7%

4–10$65.62M29.0%

11–25$40.56M17.9%

Rest$35.08M15.5%

Top 3 weight

37.7%

Top 10 weight

66.6%

Voting Authority Distribution

Total shares with voting rights: 3.82M

Sole

Full voting authority

2.47M

% of voting shares64.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.35M

% of voting shares35.4%

Investment Discretion (by position count)

Sole235

Shared0

Other0

Dominant voting typeSole · 64.6% of voting shares

Institutional Holdings235

Rows:

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares883.40K

TypeSH

Market value$46.26M

20.42%

Sole

590.35K

Shared

0.00

None

293.05K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares292.74K

TypeSH

Market value$23.11M

10.20%

Sole

156.27K

Shared

0.00

None

136.47K

APPLE INC

SOLE

COM

Shares71.86K

TypeSH

Market value$15.96M

7.04%

Sole

22.54K

Shared

0.00

None

49.32K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares58.07K

TypeSH

Market value$15.96M

7.04%

Sole

35.25K

Shared

0.00

None

22.82K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares62.88K

TypeSH

Market value$10.86M

4.79%

Sole

33.83K

Shared

0.00

None

29.05K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares257.71K

TypeSH

Market value$9.91M

4.37%

Sole

150.56K

Shared

0.00

None

107.15K

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares182.97K

TypeSH

Market value$8.70M

3.84%

Sole

153.48K

Shared

0.00

None

29.49K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares200.31K

TypeSH

Market value$7.88M

3.48%

Sole

146.28K

Shared

0.00

None

54.03K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares209.94K

TypeSH

Market value$6.42M

2.83%

Sole

169.96K

Shared

0.00

None

39.99K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares188.39K

TypeSH

Market value$5.88M

2.60%

Sole

128.31K

Shared

0.00

None

60.08K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares81.61K

TypeSH

Market value$4.81M

2.12%

Sole

27.93K

Shared

0.00

None

53.68K

DIMENSIONAL ETF TRUST

SOLE

US REAL ESTATE E

Shares142.15K

TypeSH

Market value$3.38M

1.49%

Sole

87.12K

Shared

0.00

None

55.03K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS VA

Shares122.26K

TypeSH

Market value$3.31M

1.46%

Sole

77.94K

Shared

0.00

None

44.32K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares64.57K

TypeSH

Market value$3.22M

1.42%

Sole

48.37K

Shared

0.00

None

16.19K

VANGUARD INTL EQUITY INDEX F

SOLE

GLB EX US ETF

Shares69.71K

TypeSH

Market value$2.82M

1.24%

Sole

36.84K

Shared

0.00

None

32.87K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares53.84K

TypeSH

Market value$2.56M

1.13%

Sole

52.51K

Shared

0.00

None

1.33K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares48.62K

TypeSH

Market value$2.50M

1.10%

Sole

30.47K

Shared

0.00

None

18.15K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares12.89K

TypeSH

Market value$2.40M

1.06%

Sole

7.26K

Shared

0.00

None

5.62K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares43.55K

TypeSH

Market value$2.40M

1.06%

Sole

20.22K

Shared

0.00

None

23.33K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares46.55K

TypeSH

Market value$2.37M

1.04%

Sole

23.43K

Shared

0.00

None

23.12K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares6.54K

TypeSH

Market value$2.36M

1.04%

Sole

6.54K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares37.73K

TypeSH

Market value$2.28M

1.01%

Sole

0.00

Shared

0.00

None

37.73K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares23.77K

TypeSH

Market value$2.15M

0.95%

Sole

9.77K

Shared

0.00

None

13.99K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP V

Shares69.95K

TypeSH

Market value$2.04M

0.90%

Sole

44.21K

Shared

0.00

None

25.74K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares32.84K

TypeSH

Market value$1.96M

0.87%

Sole

23.02K

Shared

0.00

None

9.82K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	ISHS 1-5YR INVS	883.40K	SH	$46.26M 20.42%	590.35K	293.05K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	292.74K	SH	$23.11M 10.20%	156.27K	136.47K
APPLE INCSOLE	COM	71.86K	SH	$15.96M 7.04%	22.54K	49.32K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	58.07K	SH	$15.96M 7.04%	35.25K	22.82K
VANGUARD INDEX FDSSOLE	VALUE ETF	62.88K	SH	$10.86M 4.79%	33.83K	29.05K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	257.71K	SH	$9.91M 4.37%	150.56K	107.15K
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	182.97K	SH	$8.70M 3.84%	153.48K	29.49K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	200.31K	SH	$7.88M 3.48%	146.28K	54.03K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	209.94K	SH	$6.42M 2.83%	169.96K	39.99K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	188.39K	SH	$5.88M 2.60%	128.31K	60.08K
ISHARES TRSOLE	EAFE VALUE ETF	81.61K	SH	$4.81M 2.12%	27.93K	53.68K
DIMENSIONAL ETF TRUSTSOLE	US REAL ESTATE E	142.15K	SH	$3.38M 1.49%	87.12K	55.03K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS VA	122.26K	SH	$3.31M 1.46%	77.94K	44.32K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	64.57K	SH	$3.22M 1.42%	48.37K	16.19K
VANGUARD INTL EQUITY INDEX FSOLE	GLB EX US ETF	69.71K	SH	$2.82M 1.24%	36.84K	32.87K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	53.84K	SH	$2.56M 1.13%	52.51K	1.33K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	48.62K	SH	$2.50M 1.10%	30.47K	18.15K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	12.89K	SH	$2.40M 1.06%	7.26K	5.62K
ISHARES INCSOLE	MSCI EMRG CHN	43.55K	SH	$2.40M 1.06%	20.22K	23.33K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	46.55K	SH	$2.37M 1.04%	23.43K	23.12K
ISHARES TRSOLE	RUS 1000 GRW ETF	6.54K	SH	$2.36M 1.04%	6.54K	0.00
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	37.73K	SH	$2.28M 1.01%	0.00	37.73K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	23.77K	SH	$2.15M 0.95%	9.77K	13.99K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP V	69.95K	SH	$2.04M 0.90%	44.21K	25.74K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	32.84K	SH	$1.96M 0.87%	23.02K	9.82K

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