Filed: 7/17/2026ACC: 0001891201-26-000003
📋 What this filing means
MARYLAND CAPITAL ADVISORS INC. filed this quarterly 13F‑HR report disclosing 1043 equity positions with a total reported market value of $312.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1043
Positions
$312.05M
Total AUM (reported)
4.79M
Total Shares
Allocation by class
ISHS 1-5YR INVS$71.97M23.1%
COM$25.95M8.3%
SHRT TRM CORP BD$20.10M6.4%
TOTAL STK MKT$20.07M6.4%
US CORE EQT MKT$19.57M6.3%
US LARG VALU ETF$14.37M4.6%
VALUE ETF$13.70M4.4%
Portfolio Concentration
Top 3$112.14M35.9%
4–10$89.19M28.6%
11–25$61.68M19.8%
Rest$49.04M15.7%
Top 3 weight
35.9%
Top 10 weight
64.5%
Voting Authority Distribution
Total shares with voting rights: 4.79M
Sole
Full voting authority
3.29M
shares
% of voting shares68.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.50M
shares
% of voting shares31.4%
Investment Discretion (by position count)
Sole259
Shared0
Other784
Dominant voting typeSole · 68.6% of voting shares
Institutional Holdings1043
Rows:
ISHARES TR
SOLEShares1.37M
TypeSH
Market value$71.97M
23.06%
Sole
943.73K
Shared
0.00
None
429.44K
VANGUARD SCOTTSDALE FDS
SOLEShares254.38K
TypeSH
Market value$20.10M
6.44%
Sole
130K
Shared
0.00
None
124.39K
VANGUARD INDEX FDS
SOLEShares54.23K
TypeSH
Market value$20.07M
6.43%
Sole
33.83K
Shared
0.00
None
20.39K
DIMENSIONAL ETF TRUST
SOLEShares378.63K
TypeSH
Market value$19.57M
6.27%
Sole
244.15K
Shared
0.00
None
134.48K
DIMENSIONAL ETF TRUST
SOLEShares363.49K
TypeSH
Market value$14.37M
4.61%
Sole
307.91K
Shared
0.00
None
55.58K
VANGUARD INDEX FDS
SOLEShares62.87K
TypeSH
Market value$13.70M
4.39%
Sole
33.85K
Shared
0.00
None
29.02K
APPLE INC
SOLEShares44.26K
TypeSH
Market value$12.81M
4.10%
Sole
20.02K
Shared
0.00
None
24.25K
DIMENSIONAL ETF TRUST
SOLEShares226.51K
TypeSH
Market value$12.24M
3.92%
Sole
176.01K
Shared
0.00
None
50.49K
DIMENSIONAL ETF TRUST
SOLEShares213.98K
TypeSH
Market value$8.83M
2.83%
Sole
152.15K
Shared
0.00
None
61.83K
ISHARES TR
SOLEShares159.14K
TypeSH
Market value$7.68M
2.46%
Sole
128.08K
Shared
0.00
None
31.06K
DIMENSIONAL ETF TRUST
SOLEShares149.26K
TypeSH
Market value$7.21M
2.31%
Sole
113.60K
Shared
0.00
None
35.66K
DIMENSIONAL ETF TRUST
SOLEShares84.41K
TypeSH
Market value$5.90M
1.89%
Sole
61.24K
Shared
0.00
None
23.17K
ISHARES TR
SOLEShares73.59K
TypeSH
Market value$5.63M
1.81%
Sole
25.90K
Shared
0.00
None
47.69K
DIMENSIONAL ETF TRUST
SOLEShares125.11K
TypeSH
Market value$5.34M
1.71%
Sole
83.93K
Shared
0.00
None
41.18K
VANGUARD MALVERN FDS
SOLEShares88.27K
TypeSH
Market value$4.43M
1.42%
Sole
68.48K
Shared
0.00
None
19.79K
ISHARES INC
SOLEShares42.56K
TypeSH
Market value$4.35M
1.40%
Sole
20.80K
Shared
0.00
None
21.77K
DIMENSIONAL ETF TRUST
SOLEShares158.32K
TypeSH
Market value$4.14M
1.33%
Sole
109.15K
Shared
0.00
None
49.17K
DIMENSIONAL ETF TRUST
SOLEShares49.96K
TypeSH
Market value$4.11M
1.32%
Sole
37.21K
Shared
0.00
None
12.76K
ISHARES TR
SOLEShares26.12K
TypeSH
Market value$3.24M
1.04%
Sole
26.12K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares69.09K
TypeSH
Market value$3.10M
0.99%
Sole
40.48K
Shared
0.00
None
28.61K
DIMENSIONAL ETF TRUST
SOLEShares37.73K
TypeSH
Market value$3.09M
0.99%
Sole
0.00
Shared
0.00
None
37.73K
VANGUARD TAX-MANAGED FDS
SOLEShares42.32K
TypeSH
Market value$3.02M
0.97%
Sole
22.35K
Shared
0.00
None
19.96K
DIMENSIONAL ETF TRUST
SOLEShares73.28K
TypeSH
Market value$2.94M
0.94%
Sole
50.50K
Shared
0.00
None
22.78K
VANGUARD INDEX FDS
SOLEShares12K
TypeSH
Market value$2.92M
0.93%
Sole
6.84K
Shared
0.00
None
5.15K
DIMENSIONAL ETF TRUST
SOLEShares46.96K
TypeSH
Market value$2.24M
0.72%
Sole
45.67K
Shared
0.00
None
1.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | ISHS 1-5YR INVS | 1.37M | SH | $71.97M 23.06% | 943.73K | 0.00 | 429.44K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 254.38K | SH | $20.10M 6.44% | 130K | 0.00 | 124.39K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 54.23K | SH | $20.07M 6.43% | 33.83K | 0.00 | 20.39K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 378.63K | SH | $19.57M 6.27% | 244.15K | 0.00 | 134.48K |
DIMENSIONAL ETF TRUSTSOLE | US LARG VALU ETF | 363.49K | SH | $14.37M 4.61% | 307.91K | 0.00 | 55.58K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 62.87K | SH | $13.70M 4.39% | 33.85K | 0.00 | 29.02K |
APPLE INCSOLE | COM | 44.26K | SH | $12.81M 4.10% | 20.02K | 0.00 | 24.25K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 226.51K | SH | $12.24M 3.92% | 176.01K | 0.00 | 50.49K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 213.98K | SH | $8.83M 2.83% | 152.15K | 0.00 | 61.83K |
ISHARES TRSOLE | CORE 1 5 YR USD | 159.14K | SH | $7.68M 2.46% | 128.08K | 0.00 | 31.06K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 149.26K | SH | $7.21M 2.31% | 113.60K | 0.00 | 35.66K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 84.41K | SH | $5.90M 1.89% | 61.24K | 0.00 | 23.17K |
ISHARES TRSOLE | EAFE VALUE ETF | 73.59K | SH | $5.63M 1.81% | 25.90K | 0.00 | 47.69K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 125.11K | SH | $5.34M 1.71% | 83.93K | 0.00 | 41.18K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 88.27K | SH | $4.43M 1.42% | 68.48K | 0.00 | 19.79K |
ISHARES INCSOLE | MSCI EMRG CHN | 42.56K | SH | $4.35M 1.40% | 20.80K | 0.00 | 21.77K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTA ETF | 158.32K | SH | $4.14M 1.33% | 109.15K | 0.00 | 49.17K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 49.96K | SH | $4.11M 1.32% | 37.21K | 0.00 | 12.76K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 26.12K | SH | $3.24M 1.04% | 26.12K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 69.09K | SH | $3.10M 0.99% | 40.48K | 0.00 | 28.61K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 37.73K | SH | $3.09M 0.99% | 0.00 | 0.00 | 37.73K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 42.32K | SH | $3.02M 0.97% | 22.35K | 0.00 | 19.96K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 73.28K | SH | $2.94M 0.94% | 50.50K | 0.00 | 22.78K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 12K | SH | $2.92M 0.93% | 6.84K | 0.00 | 5.15K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 46.96K | SH | $2.24M 0.72% | 45.67K | 0.00 | 1.29K |
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