MARYLAND CAPITAL ADVISORS INC.

Filed: 10/17/2025ACC: 0001891201-25-000005

📋 What this filing means

MARYLAND CAPITAL ADVISORS INC. filed this quarterly 13F‑HR report disclosing 254 equity positions with a total reported market value of $279.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

254

Positions

$279.39M

Total AUM (reported)

4.51M

Total Shares

Allocation by class

ISHS 1-5YR INVS$58.44M20.9%

COM$25.44M9.1%

SHRT TRM CORP BD$22.52M8.1%

TOTAL STK MKT$18.61M6.7%

US CORE EQT MKT$16.44M5.9%

VALUE ETF$12.90M4.6%

INTERNATNAL VAL$10.47M3.7%

Portfolio Concentration

Top 3$99.57M35.6%

4–10$78.73M28.2%

11–25$54.16M19.4%

Rest$46.93M16.8%

Top 3 weight

35.6%

Top 10 weight

63.8%

Voting Authority Distribution

Total shares with voting rights: 4.51M

Sole

Full voting authority

3.07M

% of voting shares67.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.45M

% of voting shares32.1%

Investment Discretion (by position count)

Sole254

Shared0

Other0

Dominant voting typeSole · 67.9% of voting shares

Institutional Holdings254

Rows:

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares1.10M

TypeSH

Market value$58.44M

20.92%

Sole

735.91K

Shared

0.00

None

366.17K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares281.71K

TypeSH

Market value$22.52M

8.06%

Sole

150.53K

Shared

0.00

None

131.18K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares56.70K

TypeSH

Market value$18.61M

6.66%

Sole

34.97K

Shared

0.00

None

21.74K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares359.27K

TypeSH

Market value$16.44M

5.88%

Sole

222.93K

Shared

0.00

None

136.34K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares69.20K

TypeSH

Market value$12.90M

4.62%

Sole

39.41K

Shared

0.00

None

29.79K

APPLE INC

SOLE

COM

Shares49.28K

TypeSH

Market value$12.55M

4.49%

Sole

24.04K

Shared

0.00

None

25.25K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares226.94K

TypeSH

Market value$10.47M

3.75%

Sole

174.06K

Shared

0.00

None

52.89K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares314.61K

TypeSH

Market value$10.35M

3.70%

Sole

264.60K

Shared

0.00

None

50.01K

ISHARES TR

SOLE

CORE 1 5 YR USD

Shares169.68K

TypeSH

Market value$8.29M

2.97%

Sole

137.13K

Shared

0.00

None

32.55K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares212.63K

TypeSH

Market value$7.73M

2.77%

Sole

151.92K

Shared

0.00

None

60.71K

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares135.95K

TypeSH

Market value$6.52M

2.33%

Sole

119.08K

Shared

0.00

None

16.86K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares77K

TypeSH

Market value$5.22M

1.87%

Sole

27.31K

Shared

0.00

None

49.69K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares75.83K

TypeSH

Market value$4.41M

1.58%

Sole

54.47K

Shared

0.00

None

21.37K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS VA

Shares132.50K

TypeSH

Market value$4.23M

1.51%

Sole

89.93K

Shared

0.00

None

42.57K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares77.37K

TypeSH

Market value$3.92M

1.40%

Sole

58.60K

Shared

0.00

None

18.77K

DIMENSIONAL ETF TRUST

SOLE

US REAL ESTATE E

Shares156.84K

TypeSH

Market value$3.74M

1.34%

Sole

103.27K

Shared

0.00

None

53.57K

VANGUARD INTL EQUITY INDEX F

SOLE

GLB EX US ETF

Shares73.28K

TypeSH

Market value$3.50M

1.25%

Sole

41.59K

Shared

0.00

None

31.68K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares45.15K

TypeSH

Market value$3.09M

1.11%

Sole

33.91K

Shared

0.00

None

11.23K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares6.54K

TypeSH

Market value$3.06M

1.10%

Sole

6.54K

Shared

0.00

None

0.00

ISHARES INC

SOLE

MSCI EMRG CHN

Shares44.51K

TypeSH

Market value$3.00M

1.08%

Sole

21.60K

Shared

0.00

None

22.91K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares13.23K

TypeSH

Market value$2.76M

0.99%

Sole

7.76K

Shared

0.00

None

5.48K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares37.73K

TypeSH

Market value$2.73M

0.98%

Sole

0.00

Shared

0.00

None

37.73K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP V

Shares75.69K

TypeSH

Market value$2.70M

0.97%

Sole

51.59K

Shared

0.00

None

24.10K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares44.58K

TypeSH

Market value$2.67M

0.96%

Sole

23K

Shared

0.00

None

21.58K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares53.84K

TypeSH

Market value$2.59M

0.93%

Sole

52.53K

Shared

0.00

None

1.31K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	ISHS 1-5YR INVS	1.10M	SH	$58.44M 20.92%	735.91K	366.17K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	281.71K	SH	$22.52M 8.06%	150.53K	131.18K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	56.70K	SH	$18.61M 6.66%	34.97K	21.74K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	359.27K	SH	$16.44M 5.88%	222.93K	136.34K
VANGUARD INDEX FDSSOLE	VALUE ETF	69.20K	SH	$12.90M 4.62%	39.41K	29.79K
APPLE INCSOLE	COM	49.28K	SH	$12.55M 4.49%	24.04K	25.25K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	226.94K	SH	$10.47M 3.75%	174.06K	52.89K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	314.61K	SH	$10.35M 3.70%	264.60K	50.01K
ISHARES TRSOLE	CORE 1 5 YR USD	169.68K	SH	$8.29M 2.97%	137.13K	32.55K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	212.63K	SH	$7.73M 2.77%	151.92K	60.71K
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	135.95K	SH	$6.52M 2.33%	119.08K	16.86K
ISHARES TRSOLE	EAFE VALUE ETF	77K	SH	$5.22M 1.87%	27.31K	49.69K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	75.83K	SH	$4.41M 1.58%	54.47K	21.37K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS VA	132.50K	SH	$4.23M 1.51%	89.93K	42.57K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	77.37K	SH	$3.92M 1.40%	58.60K	18.77K
DIMENSIONAL ETF TRUSTSOLE	US REAL ESTATE E	156.84K	SH	$3.74M 1.34%	103.27K	53.57K
VANGUARD INTL EQUITY INDEX FSOLE	GLB EX US ETF	73.28K	SH	$3.50M 1.25%	41.59K	31.68K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	45.15K	SH	$3.09M 1.11%	33.91K	11.23K
ISHARES TRSOLE	RUS 1000 GRW ETF	6.54K	SH	$3.06M 1.10%	6.54K	0.00
ISHARES INCSOLE	MSCI EMRG CHN	44.51K	SH	$3.00M 1.08%	21.60K	22.91K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	13.23K	SH	$2.76M 0.99%	7.76K	5.48K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	37.73K	SH	$2.73M 0.98%	0.00	37.73K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP V	75.69K	SH	$2.70M 0.97%	51.59K	24.10K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	44.58K	SH	$2.67M 0.96%	23K	21.58K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	53.84K	SH	$2.59M 0.93%	52.53K	1.31K

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