Baltimore-Washington Financial Advisors, Inc.
•CIK: 1555486•Filing: Q4 2025
**Baltimore-Washington Financial Advisors, Inc.** manages $2.4B across a diversified portfolio of 188 positions. The fund maintains significant exposure to technology and growth sectors, highlighted by top holdings including VV at $119.7M and NDQ at $106.9M. Further concentration is visible in semiconductor and mega-cap tech names, with NVDA ($100.4M), MSFT ($67.1M), and GOOG ($66.8M) anchoring the core equity allocation. This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$2.4B
QoQ Performance
+2.6%
Positions
130
Top 10 Concentration
33.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VV
VV5.0%
NDQ4.5%
NVDA4.2%
RSPT3.2%
VIG2.9%
IVV2.9%
RSP2.8%
MSFT2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.6%
Technology15.9%
Consumer9.2%
Financial5.9%
ETF5.2%
Utilities0.5%
Healthcare0.3%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$9.0M
—
ISHARES TR
SOLD
$1.2M
+5 more exited positions
Changes from Q3 2025
NEW20 new positions
↑105 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023