MARYLAND CAPITAL ADVISORS INC.

Filed: 7/14/2025ACC: 0001891201-25-000004

📋 What this filing means

MARYLAND CAPITAL ADVISORS INC. filed this quarterly 13F‑HR report disclosing 268 equity positions with a total reported market value of $255.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

268

Positions

$255.22M

Total AUM (reported)

4.19M

Total Shares

Allocation by class

ISHS 1-5YR INVS$49.01M19.2%

COM$26.42M10.4%

SHRT TRM CORP BD$22.64M8.9%

TOTAL STK MKT$17.45M6.8%

US CORE EQT MKT$13.40M5.3%

VALUE ETF$12.32M4.8%

INTERNATNAL VAL$9.29M3.6%

Portfolio Concentration

Top 3$89.11M34.9%

4–10$72.68M28.5%

11–25$49.44M19.4%

Rest$43.98M17.2%

Top 3 weight

34.9%

Top 10 weight

63.4%

Voting Authority Distribution

Total shares with voting rights: 4.19M

Sole

Full voting authority

2.78M

% of voting shares66.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.41M

% of voting shares33.6%

Investment Discretion (by position count)

Sole268

Shared0

Other0

Dominant voting typeSole · 66.4% of voting shares

Institutional Holdings268

Rows:

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares928.96K

TypeSH

Market value$49.01M

19.20%

Sole

618.98K

Shared

0.00

None

309.98K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares284.79K

TypeSH

Market value$22.64M

8.87%

Sole

153.30K

Shared

0.00

None

131.50K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares57.42K

TypeSH

Market value$17.45M

6.84%

Sole

35.24K

Shared

0.00

None

22.18K

APPLE INC

SOLE

COM

Shares71.92K

TypeSH

Market value$14.76M

5.78%

Sole

22.62K

Shared

0.00

None

49.30K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares316.41K

TypeSH

Market value$13.40M

5.25%

Sole

185.15K

Shared

0.00

None

131.26K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares69.70K

TypeSH

Market value$12.32M

4.83%

Sole

39.69K

Shared

0.00

None

30.01K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares216.86K

TypeSH

Market value$9.29M

3.64%

Sole

163.46K

Shared

0.00

None

53.40K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares263.95K

TypeSH

Market value$8.19M

3.21%

Sole

219.74K

Shared

0.00

None

44.22K

ISHARES TR

SOLE

CORE 1 5 YR USD

Shares152.64K

TypeSH

Market value$7.43M

2.91%

Sole

123.39K

Shared

0.00

None

29.25K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares211.31K

TypeSH

Market value$7.30M

2.86%

Sole

152.59K

Shared

0.00

None

58.72K

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares126.77K

TypeSH

Market value$6.01M

2.36%

Sole

112.30K

Shared

0.00

None

14.47K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares80.49K

TypeSH

Market value$5.11M

2.00%

Sole

27.83K

Shared

0.00

None

52.66K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS VA

Shares126.58K

TypeSH

Market value$3.80M

1.49%

Sole

84.02K

Shared

0.00

None

42.56K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares68.95K

TypeSH

Market value$3.47M

1.36%

Sole

51.65K

Shared

0.00

None

17.30K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares63.64K

TypeSH

Market value$3.43M

1.35%

Sole

44.71K

Shared

0.00

None

18.93K

DIMENSIONAL ETF TRUST

SOLE

US REAL ESTATE E

Shares146.20K

TypeSH

Market value$3.43M

1.34%

Sole

93.38K

Shared

0.00

None

52.83K

VANGUARD INTL EQUITY INDEX F

SOLE

GLB EX US ETF

Shares70.38K

TypeSH

Market value$3.25M

1.27%

Sole

39.15K

Shared

0.00

None

31.23K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares44.25K

TypeSH

Market value$2.79M

1.09%

Sole

21.01K

Shared

0.00

None

23.23K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares6.54K

TypeSH

Market value$2.78M

1.09%

Sole

6.54K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares41.34K

TypeSH

Market value$2.63M

1.03%

Sole

30.97K

Shared

0.00

None

10.37K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares13.39K

TypeSH

Market value$2.61M

1.02%

Sole

7.85K

Shared

0.00

None

5.54K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares45.35K

TypeSH

Market value$2.59M

1.01%

Sole

23.29K

Shared

0.00

None

22.06K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares53.84K

TypeSH

Market value$2.58M

1.01%

Sole

52.53K

Shared

0.00

None

1.31K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares37.73K

TypeSH

Market value$2.53M

0.99%

Sole

0.00

Shared

0.00

None

37.73K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP V

Shares73.92K

TypeSH

Market value$2.43M

0.95%

Sole

47.73K

Shared

0.00

None

26.19K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	ISHS 1-5YR INVS	928.96K	SH	$49.01M 19.20%	618.98K	309.98K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	284.79K	SH	$22.64M 8.87%	153.30K	131.50K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	57.42K	SH	$17.45M 6.84%	35.24K	22.18K
APPLE INCSOLE	COM	71.92K	SH	$14.76M 5.78%	22.62K	49.30K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	316.41K	SH	$13.40M 5.25%	185.15K	131.26K
VANGUARD INDEX FDSSOLE	VALUE ETF	69.70K	SH	$12.32M 4.83%	39.69K	30.01K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	216.86K	SH	$9.29M 3.64%	163.46K	53.40K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	263.95K	SH	$8.19M 3.21%	219.74K	44.22K
ISHARES TRSOLE	CORE 1 5 YR USD	152.64K	SH	$7.43M 2.91%	123.39K	29.25K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	211.31K	SH	$7.30M 2.86%	152.59K	58.72K
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	126.77K	SH	$6.01M 2.36%	112.30K	14.47K
ISHARES TRSOLE	EAFE VALUE ETF	80.49K	SH	$5.11M 2.00%	27.83K	52.66K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS VA	126.58K	SH	$3.80M 1.49%	84.02K	42.56K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	68.95K	SH	$3.47M 1.36%	51.65K	17.30K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	63.64K	SH	$3.43M 1.35%	44.71K	18.93K
DIMENSIONAL ETF TRUSTSOLE	US REAL ESTATE E	146.20K	SH	$3.43M 1.34%	93.38K	52.83K
VANGUARD INTL EQUITY INDEX FSOLE	GLB EX US ETF	70.38K	SH	$3.25M 1.27%	39.15K	31.23K
ISHARES INCSOLE	MSCI EMRG CHN	44.25K	SH	$2.79M 1.09%	21.01K	23.23K
ISHARES TRSOLE	RUS 1000 GRW ETF	6.54K	SH	$2.78M 1.09%	6.54K	0.00
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	41.34K	SH	$2.63M 1.03%	30.97K	10.37K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	13.39K	SH	$2.61M 1.02%	7.85K	5.54K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	45.35K	SH	$2.59M 1.01%	23.29K	22.06K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	53.84K	SH	$2.58M 1.01%	52.53K	1.31K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	37.73K	SH	$2.53M 0.99%	0.00	37.73K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP V	73.92K	SH	$2.43M 0.95%	47.73K	26.19K

Page 1 of 11

…