Baltimore-Washington Financial Advisors, Inc.
Annual return '25
+219.6%
SPY '25
+17.7%
Alpha
+201.8ptsvs SPY
Invested
$4.6B
Holdings
185
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VV
VANGUARD INDEX FDS
Q1 2026: Sold 99.9% (380.1k → 246 shares)
5.0%
02
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +377.0% (174.1k → 830.5k shares)
4.4%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 71.8% (538.3k → 151.9k shares)
4.2%
04
$RSPT
INVESCO EXCHANGE TRADED FD T
Q1 2026: Sold 100.0% (1.66M → 660 shares)
3.3%
05
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Increased +759.8% (317.8k → 2.73M shares)
3.1%
06
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Increased +1840.0% (354.8k → 6.88M shares)
3.1%
07
$IVV
ISHARES TR
Q1 2026: Increased +7473.9% (101.9k → 7.72M shares)
3.0%
08
$VYM
VANGUARD WHITEHALL FDS
Q1 2026: Sold 99.7% (319.0k → 1.1k shares)
2.7%
09
$AAPL
APPLE INC
Q1 2026: Sold 70.0% (233.5k → 70.0k shares)
2.6%
10
$GOOG
ALPHABET INC
Q1 2026: Sold 99.3% (212.9k → 1.5k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:32 UTC.