StockDriftsStockDriftsTop 50 Baltimore-Washington Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 4.98% | 387.4K | $133.2M | +0.62%(+2.40K) | $198.18(+79.89%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.97% | 180.7K | $133.1M | +2.57%(+4.53K) | $243.33(+201.04%) | 2026-06-30 | |
| RSPT | INVESCO EXCHANGE TRADED FD T | 4.2% | 1.74M | $112.4M | +2.73%(+46.25K) | $31.61(+109.51%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.13% | 552.3K | $110.5M | +0.34%(+1.86K) | $34.01(+564.77%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.09% | 110.4K | $82.6M | +4.10%(+4.35K) | $399.02(+95.21%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3% | 377.2K | $80.3M | +3.26%(+11.91K) | $222.52(-0.34%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.98% | 336.8K | $79.7M | +3.18%(+10.37K) | $161.88(+51.38%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.74% | 207.8K | $73.4M | -0.66%(-1.38K) | $57.91(+491.65%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.64% | 553.0K | $70.7M | +2.98%(+16.00K) | $68.91(+87.62%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.64% | 323.7K | $70.5M | +8.13%(+24.33K) | $135.90(+67.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.79% | +71.91% | +9.92% | +60.46% |
| Top 20 Holdings Unweighted | +19.60% | +71.06% | +8.95% | +53.51% |
Baltimore-Washington Financial Advisors INC reports $2.67B in US-listed equity holdings across 206 positions in its most recent 13F filing. Its largest disclosed positions are VV (5.0%), QQQ (5.0%) and RSPT (4.2%). The top 20 holdings account for 56.3% of reported assets. Its disclosed equity book has returned +71.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baltimore-Washington Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1555486). View Baltimore-Washington Financial Advisors INC’s 13F filings on SEC