Baltimore-Washington Financial Advisors, Inc.
All 13F Filings
- Location
- Columbia, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,317,666
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 186 | 2,317,666 | 13F-HR | Baltimore-Washington Financial Advisors, Inc. |
| Q4 2025 | 2/13/2026 | 188 | 2,403,983 | 13F-HR | Baltimore-Washington Financial Advisors, Inc. |
| Q3 2025 | 11/12/2025 | 177 | 2,331,593 | 13F-HR | Baltimore-Washington Financial Advisors, Inc. |
| Q2 2025 | 8/13/2025 | 171 | 2,145,714 | 13F-HR | Baltimore-Washington Financial Advisors, Inc. |
| Q2 2014 | 7/18/2014 | 279 | 321,545 | 13F-HR | Baltimore-Washington Financial Advisors, Inc. |
| Q1 2014 | 5/1/2014 | 226 | 293,039 | 13F-HR/A - RESTATEMENT | Baltimore-Washington Financial Advisors, Inc. |
| Q1 2014 | 4/28/2014 | 226 | 293,038 | 13F-HR | Baltimore-Washington Financial Advisors, Inc. |
| Q4 2013 | 1/14/2014 | 319 | 295,819 | 13F-HR | Baltimore-Washington Financial Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 969.5 K | 41.8% | 0 | 862.4 K | -862.4 K |
| ETFs | 1.236 M | 53.3% | 766.8 K | 0 | 766.8 K |
| Debt | 112.5 K | 4.9% | 9.665 K | 0 | 9.665 K |
| Other | 0 | 0.0% | 0 | 464 | -464 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
2,317,666
Holdings
186
QoQ value change ($000)
-86,317
(-3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.