Filed: 1/20/2026ACC: 0001891201-26-000001
๐ What this filing means
MARYLAND CAPITAL ADVISORS INC. filed this quarterly 13FโHR report disclosing 271 equity positions with a total reported market value of $295.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
271
Positions
$295.49M
Total AUM (reported)
4.73M
Total Shares
Allocation by class
ISHS 1-5YR INVS$65.65M22.2%
COM$26.33M8.9%
SHRT TRM CORP BD$22.38M7.6%
TOTAL STK MKT$18.87M6.4%
US CORE EQT MKT$17.56M5.9%
VALUE ETF$13.17M4.5%
US LARGE CAP VAL$12.02M4.1%
Portfolio Concentration
Top 3$106.90M36.2%
4โ10$83.71M28.3%
11โ25$56.84M19.2%
Rest$48.04M16.3%
Top 3 weight
36.2%
Top 10 weight
64.5%
Voting Authority Distribution
Total shares with voting rights: 4.73M
Sole
Full voting authority
3.23M
shares
% of voting shares68.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.50M
shares
% of voting shares31.7%
Investment Discretion (by position count)
Sole271
Shared0
Other0
Dominant voting typeSole ยท 68.3% of voting shares
Institutional Holdings271
Rows:
ISHARES TR
SOLEShares1.24M
TypeSH
Market value$65.65M
22.22%
Sole
849.99K
Shared
0.00
None
391.57K
VANGUARD SCOTTSDALE FDS
SOLEShares280.66K
TypeSH
Market value$22.38M
7.57%
Sole
149.47K
Shared
0.00
None
131.19K
VANGUARD INDEX FDS
SOLEShares56.29K
TypeSH
Market value$18.87M
6.39%
Sole
34.70K
Shared
0.00
None
21.59K
DIMENSIONAL ETF TRUST
SOLEShares375.24K
TypeSH
Market value$17.56M
5.94%
Sole
236.79K
Shared
0.00
None
138.45K
APPLE INC
SOLEShares48.49K
TypeSH
Market value$13.18M
4.46%
Sole
23.25K
Shared
0.00
None
25.25K
VANGUARD INDEX FDS
SOLEShares68.94K
TypeSH
Market value$13.17M
4.46%
Sole
39.10K
Shared
0.00
None
29.84K
DIMENSIONAL ETF TRUST
SOLEShares351.24K
TypeSH
Market value$12.02M
4.07%
Sole
298.45K
Shared
0.00
None
52.78K
DIMENSIONAL ETF TRUST
SOLEShares232.12K
TypeSH
Market value$11.58M
3.92%
Sole
179.76K
Shared
0.00
None
52.36K
DIMENSIONAL ETF TRUST
SOLEShares216.53K
TypeSH
Market value$8.25M
2.79%
Sole
154.69K
Shared
0.00
None
61.84K
ISHARES TR
SOLEShares163.05K
TypeSH
Market value$7.95M
2.69%
Sole
130.91K
Shared
0.00
None
32.14K
DIMENSIONAL ETF TRUST
SOLEShares147.09K
TypeSH
Market value$7.09M
2.40%
Sole
122.32K
Shared
0.00
None
24.78K
ISHARES TR
SOLEShares75.74K
TypeSH
Market value$5.41M
1.83%
Sole
26.56K
Shared
0.00
None
49.18K
DIMENSIONAL ETF TRUST
SOLEShares83.79K
TypeSH
Market value$4.99M
1.69%
Sole
61.10K
Shared
0.00
None
22.69K
DIMENSIONAL ETF TRUST
SOLEShares133.22K
TypeSH
Market value$4.49M
1.52%
Sole
90.44K
Shared
0.00
None
42.78K
VANGUARD MALVERN FDS
SOLEShares85.42K
TypeSH
Market value$4.22M
1.43%
Sole
64.67K
Shared
0.00
None
20.75K
DIMENSIONAL ETF TRUST
SOLEShares163.16K
TypeSH
Market value$3.74M
1.26%
Sole
109.23K
Shared
0.00
None
53.93K
DIMENSIONAL ETF TRUST
SOLEShares49.62K
TypeSH
Market value$3.46M
1.17%
Sole
37.27K
Shared
0.00
None
12.35K
VANGUARD INTL EQUITY INDEX F
SOLEShares72.78K
TypeSH
Market value$3.34M
1.13%
Sole
42.12K
Shared
0.00
None
30.66K
ISHARES INC
SOLEShares44.73K
TypeSH
Market value$3.25M
1.10%
Sole
21.85K
Shared
0.00
None
22.88K
ISHARES TR
SOLEShares6.53K
TypeSH
Market value$3.09M
1.05%
Sole
6.53K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares77.06K
TypeSH
Market value$2.93M
0.99%
Sole
52.73K
Shared
0.00
None
24.33K
DIMENSIONAL ETF TRUST
SOLEShares37.73K
TypeSH
Market value$2.80M
0.95%
Sole
0.00
Shared
0.00
None
37.73K
VANGUARD INDEX FDS
SOLEShares12.89K
TypeSH
Market value$2.73M
0.92%
Sole
7.45K
Shared
0.00
None
5.45K
VANGUARD TAX-MANAGED FDS
SOLEShares43.58K
TypeSH
Market value$2.72M
0.92%
Sole
22.57K
Shared
0.00
None
21.01K
DIMENSIONAL ETF TRUST
SOLEShares53.84K
TypeSH
Market value$2.58M
0.87%
Sole
52.53K
Shared
0.00
None
1.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | ISHS 1-5YR INVS | 1.24M | SH | $65.65M 22.22% | 849.99K | 0.00 | 391.57K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 280.66K | SH | $22.38M 7.57% | 149.47K | 0.00 | 131.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 56.29K | SH | $18.87M 6.39% | 34.70K | 0.00 | 21.59K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 375.24K | SH | $17.56M 5.94% | 236.79K | 0.00 | 138.45K |
APPLE INCSOLE | COM | 48.49K | SH | $13.18M 4.46% | 23.25K | 0.00 | 25.25K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 68.94K | SH | $13.17M 4.46% | 39.10K | 0.00 | 29.84K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 351.24K | SH | $12.02M 4.07% | 298.45K | 0.00 | 52.78K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 232.12K | SH | $11.58M 3.92% | 179.76K | 0.00 | 52.36K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 216.53K | SH | $8.25M 2.79% | 154.69K | 0.00 | 61.84K |
ISHARES TRSOLE | CORE 1 5 YR USD | 163.05K | SH | $7.95M 2.69% | 130.91K | 0.00 | 32.14K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 147.09K | SH | $7.09M 2.40% | 122.32K | 0.00 | 24.78K |
ISHARES TRSOLE | EAFE VALUE ETF | 75.74K | SH | $5.41M 1.83% | 26.56K | 0.00 | 49.18K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 83.79K | SH | $4.99M 1.69% | 61.10K | 0.00 | 22.69K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 133.22K | SH | $4.49M 1.52% | 90.44K | 0.00 | 42.78K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 85.42K | SH | $4.22M 1.43% | 64.67K | 0.00 | 20.75K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 163.16K | SH | $3.74M 1.26% | 109.23K | 0.00 | 53.93K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 49.62K | SH | $3.46M 1.17% | 37.27K | 0.00 | 12.35K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 72.78K | SH | $3.34M 1.13% | 42.12K | 0.00 | 30.66K |
ISHARES INCSOLE | MSCI EMRG CHN | 44.73K | SH | $3.25M 1.10% | 21.85K | 0.00 | 22.88K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 6.53K | SH | $3.09M 1.05% | 6.53K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 77.06K | SH | $2.93M 0.99% | 52.73K | 0.00 | 24.33K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 37.73K | SH | $2.80M 0.95% | 0.00 | 0.00 | 37.73K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 12.89K | SH | $2.73M 0.92% | 7.45K | 0.00 | 5.45K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 43.58K | SH | $2.72M 0.92% | 22.57K | 0.00 | 21.01K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 53.84K | SH | $2.58M 0.87% | 52.53K | 0.00 | 1.31K |
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