MARYLAND CAPITAL ADVISORS INC.

PrivateCIK: 1891201
Location

CHESTER, MD

📋 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

TOTAL AUM$312.05M1043 positions
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 335.9%4–1028.6%11–2519.8%Rest15.7%TOP 1064.5%0%100%
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

SOLE
ISHS 1-5YR INVS
Shares1.37M
TypeSH
Market value$71.97M
23.06%
Sole
943.73K
Shared
0.00
None
429.44K

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares254.38K
TypeSH
Market value$20.10M
6.44%
Sole
130K
Shared
0.00
None
124.39K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares54.23K
TypeSH
Market value$20.07M
6.43%
Sole
33.83K
Shared
0.00
None
20.39K

DIMENSIONAL ETF TRUST

SOLE
US CORE EQT MKT
Shares378.63K
TypeSH
Market value$19.57M
6.27%
Sole
244.15K
Shared
0.00
None
134.48K

DIMENSIONAL ETF TRUST

SOLE
US LARG VALU ETF
Shares363.49K
TypeSH
Market value$14.37M
4.61%
Sole
307.91K
Shared
0.00
None
55.58K

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares62.87K
TypeSH
Market value$13.70M
4.39%
Sole
33.85K
Shared
0.00
None
29.02K

APPLE INC

SOLE
COM
Shares44.26K
TypeSH
Market value$12.81M
4.10%
Sole
20.02K
Shared
0.00
None
24.25K

DIMENSIONAL ETF TRUST

SOLE
INTERNATNAL VAL
Shares226.51K
TypeSH
Market value$12.24M
3.92%
Sole
176.01K
Shared
0.00
None
50.49K

DIMENSIONAL ETF TRUST

SOLE
INTL CORE EQT MK
Shares213.98K
TypeSH
Market value$8.83M
2.83%
Sole
152.15K
Shared
0.00
None
61.83K

ISHARES TR

SOLE
CORE 1 5 YR USD
Shares159.14K
TypeSH
Market value$7.68M
2.46%
Sole
128.08K
Shared
0.00
None
31.06K

DIMENSIONAL ETF TRUST

SOLE
NATL MUN BD ETF
Shares149.26K
TypeSH
Market value$7.21M
2.31%
Sole
113.60K
Shared
0.00
None
35.66K

DIMENSIONAL ETF TRUST

SOLE
US TARGETED VLU
Shares84.41K
TypeSH
Market value$5.90M
1.89%
Sole
61.24K
Shared
0.00
None
23.17K

ISHARES TR

SOLE
EAFE VALUE ETF
Shares73.59K
TypeSH
Market value$5.63M
1.81%
Sole
25.90K
Shared
0.00
None
47.69K

DIMENSIONAL ETF TRUST

SOLE
EMERGING MKTS VA
Shares125.11K
TypeSH
Market value$5.34M
1.71%
Sole
83.93K
Shared
0.00
None
41.18K

VANGUARD MALVERN FDS

SOLE
STRM INFPROIDX
Shares88.27K
TypeSH
Market value$4.43M
1.42%
Sole
68.48K
Shared
0.00
None
19.79K

ISHARES INC

SOLE
MSCI EMRG CHN
Shares42.56K
TypeSH
Market value$4.35M
1.40%
Sole
20.80K
Shared
0.00
None
21.77K

DIMENSIONAL ETF TRUST

SOLE
US REAL ESTA ETF
Shares158.32K
TypeSH
Market value$4.14M
1.33%
Sole
109.15K
Shared
0.00
None
49.17K

DIMENSIONAL ETF TRUST

SOLE
US SMALL CAP ETF
Shares49.96K
TypeSH
Market value$4.11M
1.32%
Sole
37.21K
Shared
0.00
None
12.76K

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares26.12K
TypeSH
Market value$3.24M
1.04%
Sole
26.12K
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
GLB EX US ETF
Shares69.09K
TypeSH
Market value$3.10M
0.99%
Sole
40.48K
Shared
0.00
None
28.61K

DIMENSIONAL ETF TRUST

SOLE
US EQUI MARK ETF
Shares37.73K
TypeSH
Market value$3.09M
0.99%
Sole
0.00
Shared
0.00
None
37.73K

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares42.32K
TypeSH
Market value$3.02M
0.97%
Sole
22.35K
Shared
0.00
None
19.96K

DIMENSIONAL ETF TRUST

SOLE
INTL SMALL CAP V
Shares73.28K
TypeSH
Market value$2.94M
0.94%
Sole
50.50K
Shared
0.00
None
22.78K

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares12K
TypeSH
Market value$2.92M
0.93%
Sole
6.84K
Shared
0.00
None
5.15K

DIMENSIONAL ETF TRUST

SOLE
SHOR DUR FIX ETF
Shares46.96K
TypeSH
Market value$2.24M
0.72%
Sole
45.67K
Shared
0.00
None
1.29K
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