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MARYLAND CAPITAL ADVISORS INC.
Period ended Sep 30, 2026 · Latest filing Oct 15, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $319,354,103
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · ISHS 1-5YR INVS · 464288646 · shares: $76,597,970
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $20,803,236
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $20,354,063
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $19,618,565
- DIMENSIONAL ETF TRUST · US LARG VALU ETF · 25434V666 · shares: $15,104,432
- APPLE INC · COM · 037833100 · shares: $13,810,349
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $13,349,670
- DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $12,773,507
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $8,907,969
- ISHARES TR · CORE 1 5 YR USD · 46432F859 · shares: $8,316,728
Reported holdings
1,152 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 1,495,178 shares | $76,597,970 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 397,312 shares | $20,803,236 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 54,388 shares | $20,354,063 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 253,962 shares | $19,618,565 |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | 25434V666 | — | 376,013 shares | $15,104,432 |
| APPLE INC | COM | 037833100 | — | 41,430 shares | $13,797,028 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 61,781 shares | $13,349,670 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 228,670 shares | $12,773,507 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 215,013 shares | $8,907,969 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 176,015 shares | $8,316,728 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | — | 148,844 shares | $6,851,290 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 85,594 shares | $5,686,857 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 71,801 shares | $5,682,349 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 | — | 125,584 shares | $5,324,745 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 90,989 shares | $4,478,485 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 41,624 shares | $4,124,119 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 51,367 shares | $3,976,824 |
| DFA INVT DIMENSIONS GROUP IN | REAL ESTATE SECU | 25239Y147 | — | 159,249 shares | $3,847,453 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 26,116 shares | $3,271,291 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 74,044 shares | $3,205,386 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 37,731 shares | $3,132,805 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | — | 70,714 shares | $3,006,759 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 41,657 shares | $2,941,409 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 11,972 shares | $2,765,892 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 8,957 shares | $2,220,710 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 46,962 shares | $2,182,419 |
| DFA INVT DIMENSIONS GROUP IN | U.S. HIGH RELATI | 25239Y196 | — | 51,078 shares | $2,140,679 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | — | 57,241 shares | $2,073,840 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 6,618 shares | $1,882,722 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 7,992 shares | $1,825,213 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 6,680 shares | $1,769,532 |
| SPDR INDEX SHS FDS | ST MARKE CAP ETF | 78463X756 | — | 23,858 shares | $1,696,323 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 17,613 shares | $1,578,684 |
| WALMART INC | COM | 931142103 | — | 14,378 shares | $1,494,162 |
| ISHARES TR | CORE S&P US VLU | 464287663 | — | 13,080 shares | $1,442,441 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 14,197 shares | $1,435,743 |
| BROADCOM INC | COM | 11135F101 | — | 2,977 shares | $1,045,493 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,470 shares | $1,030,049 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 2,058 shares | $1,024,782 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,304 shares | $994,470 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 7,707 shares | $805,690 |
| CHEVRON CORPORATION | COM | 166764100 | — | 3,906 shares | $797,645 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 23,552 shares | $793,467 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 7,850 shares | $727,303 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 3,002 shares | $700,505 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 4,650 shares | $640,212 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | — | 11,250 shares | $567,000 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 25434V757 | — | 12,945 shares | $532,574 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 7,445 shares | $497,252 |
| SPDR INDEX SHS FDS | ST MAR DIVID ETF | 78463X533 | — | 12,231 shares | $491,197 |
| MICROSOFT CORP | COM | 594918104 | — | 915 shares | $469,304 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 7,911 shares | $469,202 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 5,769 shares | $468,213 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 2,997 shares | $465,256 |
| ISHARES TR | INTL DEV RE ETF | 464288489 | — | 21,556 shares | $446,746 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 2,720 shares | $442,680 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | — | 16,877 shares | $409,099 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,495 shares | $395,787 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,569 shares | $373,302 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 6,714 shares | $369,270 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 2,487 shares | $361,312 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 1,774 shares | $347,261 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,324 shares | $341,672 |
| SPDR INDEX SHS FDS | ST DOW INTL ETF | 78463X863 | — | 13,428 shares | $340,669 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 2,130 shares | $338,170 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 2,028 shares | $325,981 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 1,222 shares | $314,397 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 476 shares | $312,594 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 3,191 shares | $309,145 |
| INTEL CORP | COM | 458140100 | — | 2,500 shares | $300,575 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 7,622 shares | $299,621 |
| AMGEN INC | COM | 031162100 | — | 696 shares | $293,371 |
| GLOBAL INDEMNITY GROUP LLC | COM CL A | 37959R103 | — | 11,629 shares | $284,911 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 855 shares | $282,860 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 1,950 shares | $265,278 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 | — | 10,504 shares | $253,357 |
| BLACKROCK INC | COM | 09290D101 | — | 238 shares | $251,874 |
| ABBVIE INC | COM | 00287Y109 | — | 961 shares | $251,388 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 789 shares | $243,801 |
| SYSCO CORP | COM | 871829107 | — | 2,999 shares | $233,803 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 2,526 shares | $227,618 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 4,883 shares | $226,572 |
| CISCO SYS INC | COM | 17275R102 | — | 2,034 shares | $218,920 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 5,401 shares | $214,528 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 944 shares | $207,614 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 6,061 shares | $197,165 |
| GE AEROSPACE | COM NEW | 369604301 | — | 605 shares | $188,936 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 1,744 shares | $181,185 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 1,848 shares | $180,070 |
| DISNEY WALT CO | COM | 254687106 | — | 1,696 shares | $177,911 |
| TEXAS INSTRS INC | COM | 882508104 | — | 625 shares | $175,057 |
| WW GRAINGER INC | COM | 384802104 | — | 139 shares | $173,161 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 4,407 shares | $165,748 |
| META PLATFORMS INC | CL A | 30303M102 | — | 222 shares | $160,990 |
| ISHARES TR | 10+ YR INVST GRD | 464289511 | — | 3,472 shares | $158,532 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 584 shares | $154,299 |
| ISHARES TR | US INDUSTRIALS | 464287754 | — | 1,000 shares | $153,370 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 1,216 shares | $152,815 |
| HOME DEPOT INC | COM | 437076102 | — | 526 shares | $149,642 |
| GE VERNOVA INC | COM | 36828A101 | — | 154 shares | $146,376 |