Baltimore-Washington Financial Advisors, Inc. ETF holdings
Columbia, MD
Reported $1.6B in 87 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.6B
ETFs held
87
Change from prior quarter
+19.7%
With price moves
ETFs as a share of its 13F
59.8%
of $2.7B
Top 10 of 87 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VV | Vanguard Morningstar Large-Cap ETF | $133.2M | 387,417 | +2,401 shares |
| QQQ | Invesco QQQ Trust | $133.1M | 180,681 | +4,528 shares |
| RSPT | Invesco S&P 500 Equal Weight Technology ETF | $112.4M | 1,742,550 | +46,248 shares |
| IVV | iShares Core S&P 500 ETF | $82.6M | 110,359 | +4,349 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $80.3M | 377,237 | +11,910 shares |
| VIG | Vanguard Dividend Appreciation ETF | $79.7M | 336,751 | +10,374 shares |
| VONG | Vanguard Russell 1000 Growth ETF | $70.7M | 553,037 | +16,000 shares |
| VTV | Vanguard Morningstar Value ETF | $70.5M | 323,686 | +24,329 shares |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $69.6M | 766,306 | +15,372 shares |
| VYM | Vanguard High Dividend Yield ETF | $67.2M | 425,390 | +4,197 shares |
77 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001555486. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Baltimore-Washington Financial Advisors, Inc. own?
Baltimore-Washington Financial Advisors, Inc. reported 87 ETF positions worth $1.6B in its Form 13F for June 30, 2026. The largest was VV, at $133.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.