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Livermore
Livermore
ZHEN

Maryland Capital Advisors Inc.

SEC CIK
0001891201
Latest filing
Jul 17, 2026

The latest 13F from Maryland Capital Advisors Inc. covers Q2 2026 (filed Jul 17, 2026): 1,043 long positions worth $312.0M. The top 10 holdings make up 64.5% of the portfolio, and the largest is iShares Tr at 23.1%. Livermore has 18 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

The five largest holdings this quarter.

Maryland Capital Advisors Inc. did not file a 13F for Q1 2026, so this quarter cannot be compared with the previous one.

Compare with Q4 2025 instead

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Tr464288646
    23.1%$72.0M
  2. Vanguard Scottsdale FDS92206C409
    6.4%$20.1M
  3. Vanguard Morningstar Total Stock Market ETF922908769
    6.4%$20.1M
  4. Dimensional ETF Trust25434V104
    6.3%$19.6M
  5. Dimensional ETF Trust25434V666
    4.6%$14.4M

Share of portfolio

Top 5 holdings and the other 1,038 positions, by share of portfolio value

  1. iShares Tr23.1%
  2. Vanguard Scottsdale FDS6.4%
  3. Vanguard Morningstar Total Stock Market ETF6.4%
  4. Dimensional ETF Trust6.3%
  5. Dimensional ETF Trust4.6%
  6. Other 1,038 positions53.2%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$312.0M
No prior quarter to compare
Positions
1,043
No prior quarter to compare
Top 10 concentration
64.5%
Top 10 as share of value
Turnover
–
No prior quarter to compare
Average holding period
1.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

18 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $312.0M (Q2 2026)

Q4 2021: $121.2MQ1 2022: $114.1MQ2 2022: $94.8MQ3 2022: $95.3MQ4 2022: $107.1MQ1 2023: $113.2MQ2 2023: $124.5MQ3 2023: $131.0MQ4 2023: $151.4MQ1 2024: $161.2MQ2 2024: $185.7MQ3 2024: $205.9MQ4 2024: $215.7MQ1 2025: $226.6MQ2 2025: $255.2MQ3 2025: $279.4MQ4 2025: $295.5MQ2 2026: $312.0M
Q4 2021Q2 2026
13F filings of Maryland Capital Advisors Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 17, 20261,043$312.0MiShares TrVanguard Scottsdale FDSVanguard Morningstar Total Stock Market ETF–SEC
Q4 2025Jan 20, 2026271$295.5MiShares TrVanguard Scottsdale FDSVanguard Morningstar Total Stock Market ETFvs. Q3 2025SEC
Q3 2025Oct 17, 2025254$279.4MiShares TrVanguard Scottsdale FDSVanguard Morningstar Total Stock Market ETFvs. Q2 2025SEC
Q2 2025Jul 14, 2025268$255.2MiShares TrVanguard Scottsdale FDSVanguard Morningstar Total Stock Market ETFvs. Q1 2025SEC
Q1 2025May 6, 2025235$226.6MiShares TrVanguard Scottsdale FDSAAPLvs. Q4 2024SEC
Q4 2024Jan 30, 2025258$215.7MiShares TrVanguard Scottsdale FDSAAPLvs. Q3 2024SEC
Q3 2024Oct 22, 2024243$205.9MiShares TrAAPLVanguard Scottsdale FDSvs. Q2 2024SEC
Q2 2024Jul 25, 2024250$185.7MAAPLVanguard Scottsdale FDSiShares Trvs. Q1 2024SEC
Q1 2024Apr 11, 2024221$161.2MVanguard Scottsdale FDSiShares TrVanguard Morningstar Total Stock Market ETFvs. Q4 2023SEC
Q4 2023Jan 17, 2024227$151.4MVanguard Scottsdale FDSVanguard Morningstar Total Stock Market ETFVanguard Morningstar Value ETFvs. Q3 2023SEC
Q3 2023Oct 20, 2023244$131.0MVanguard Scottsdale FDSiShares TrVanguard Morningstar Total Stock Market ETFvs. Q2 2023SEC
Q2 2023Jul 25, 2023250$124.5MiShares TrVanguard Morningstar Total Stock Market ETFDimensional ETF Trustvs. Q1 2023SEC
Q1 2023Apr 26, 2023232$113.2MiShares TrVanguard Morningstar Total Stock Market ETFVanguard Morningstar Value ETFvs. Q4 2022SEC
Q4 2022Jan 18, 2023226$107.1MiShares TrVanguard Morningstar Total Stock Market ETFVanguard Morningstar Value ETFvs. Q3 2022SEC
Q3 2022Nov 3, 2022253$95.3MiShares TrVanguard Morningstar Total Stock Market ETFVanguard Morningstar Value ETFvs. Q2 2022SEC
Q2 2022Jul 25, 2022230$94.8MiShares TrVanguard Morningstar Total Stock Market ETFVanguard Morningstar Value ETFvs. Q1 2022SEC
Q1 2022May 10, 2022195$114.1MiShares TrVanguard Morningstar Total Stock Market ETFVanguard Mun BD FDSvs. Q4 2021SEC
Q4 2021Feb 1, 2022189$121.2MiShares TrVanguard Mun BD FDSVanguard Morningstar Total Stock Market ETF–SEC