Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IGSBIshares Tr | $72.0M | 23.1% | |
| VCSHVanguard Scottsdale Fds | $20.1M | 6.4% | |
| VTIVanguard Index Fds | $20.1M | 6.4% | |
| DFAUDimensional Etf Trust | $19.6M | 6.3% | |
| DFLVDimensional Etf Trust | $14.4M | 4.6% | |
| VTVVanguard Index Fds | $13.7M | 4.4% | |
| AAPLApple Inc | $12.8M | 4.1% | |
| DFIVDimensional Etf Trust | $12.2M | 3.9% | |
| DFAIDimensional Etf Trust | $8.8M | 2.8% | |
| ISTBIshares Tr | $7.7M | 2.5% | |
| DFNMDimensional Etf Trust | $7.2M | 2.3% | |
| Dimensional Etf TrustCUSIP 25434V609 | $5.9M | 1.9% | |
| EFVIshares Tr | $5.6M | 1.8% | |
| DFEVDimensional Etf Trust | $5.3M | 1.7% | |
| VTIPVanguard Malvern Fds | $4.4M | 1.4% | |
| EMXCIshares Inc | $4.4M | 1.4% | |
| Dimensional Etf TrustCUSIP 25434V823 | $4.1M | 1.3% | |
| Dimensional Etf TrustCUSIP 25434V500 | $4.1M | 1.3% | |
| IWFIshares Tr | $3.2M | 1.0% | |
| VNQIVanguard Intl Equity Index F | $3.1M | 1.0% | |
| DFUSDimensional Etf Trust | $3.1M | 1.0% | |
| VEAVanguard Tax-managed Fds | $3.0M | 1.0% | |
| DISVDimensional Etf Trust | $2.9M | 0.9% | |
| VBRVanguard Index Fds | $2.9M | 0.9% | |
| DFSDDimensional Etf Trust | $2.2M | 0.7% |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | −0.2% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +4.0% | +10.5% |
| March 31, 2025 | −0.4% | −4.6% |
| December 31, 2024 | −1.4% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +3.4% | +10.0% |
| December 31, 2023 | +7.4% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +3.0% | +8.3% |
| March 31, 2023 | +3.2% | +7.0% |
| December 31, 2022 | +7.2% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −10.1% | −16.5% |
| March 31, 2022 | −4.2% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Maryland Capital Advisors Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1891201&type=13F-HR&dateb=&owner=include&count=40CIK 1891201
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1891201/000189120126000003/Filed July 17, 2026 · accession 0001891201-26-000003