MARYLAND CAPITAL ADVISORS INC.

RIA/Wealth

MARYLAND CAPITAL ADVISORS INC. is a RIA/Wealth based in Chester, MD led by Michael John Damas, reporting $428.6M in AUM as of Q3 2025 with 90% ETF concentration, 64% concentrated in top 10 holdings, and 21% allocation to IGSB.

OwnerMichael John Damas

Portfolio Value: $279.4M
Positions: 254
Top Holding: IGSB at 20.92%
Last Reported: Q3 2025

Address7 Chester Plaza, Chester, MD, 21619, United States

Top Holdings

Largest long holdings in MARYLAND CAPITAL ADVISORS INC.'s portfolio (63.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Trust IGSB	ETF ETF	$58.4M	20.92%	+$9.2M Bought	— 1.1M shares	Q4 2021 Held for 3y 11m
2 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$22.5M	8.06%	-$246.0K Sold	— 281.7K shares	Q4 2021 Held for 3y 11m
3 Vanguard Total Stock Market VTI	ETF ETF	$18.6M	6.66%	-$236.3K Sold	— 56.7K shares	Q4 2021 Held for 3y 11m
4 Dimensional US Core Equity Market DFAU	ETF ETF	$16.4M	5.88%	+$2.0M Bought	— 359.3K shares	Q4 2021 Held for 3y 11m
5 Vanguard Value VTV	ETF ETF	$12.9M	4.62%	-$93.4K Sold	— 69.2K shares	Q4 2021 Held for 3y 11m
6 Apple AAPL	Consumer Electronics Technology	$12.5M	4.49%	-$5.8M Sold	0.00% 49.3K shares	Q4 2021 Held for 3y 11m
7 Dimensional International Value DFIV	ETF ETF	$10.5M	3.75%	+$465.2K Bought	— 226.9K shares	Q4 2021 Held for 3y 11m
8 DFLV Dimensional US Large Cap Value DFLV	ETF ETF	$10.4M	3.70%	+$1.7M Bought	— 314.6K shares	Q4 2022 Held for 2y 11m
9 iShares Core 1-5 Year USD Bond ETF ISTB	ETF ETF	$8.3M	2.97%	+$832.2K Bought	— 169.7K shares	Q4 2021 Held for 3y 11m
10 Dimensional International Core Equity Market DFAI	ETF ETF	$7.7M	2.77%	+$47.8K Bought	— 212.6K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MARYLAND CAPITAL ADVISORS INC.'s latest filing

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Market Value

$279.4M

Prior: $255.2M

Q/Q Change

+9.47%

+$24.2M

Net Flows % of MV

+3.75%

Turnover Ratio

4.69%

New Purchases

14 stocks

$377.4K

Added To

36 stocks

+$17.9M

Sold Out Of

29 stocks

$231.6K

Reduced Holdings

41 stocks

-$7.6M

Increased Positions

Position	Shares Δ	Change
1 U.S. Global Jets JETS	New	0 → 10.4K +$255.8K
2 Citigroup C	New	0 → 672.0 +$68.2K
3 Schwab Fundamental U.S. Large Company FNDX	New	0 → 459.0 +$12.1K
4 SCHX Schwab U.S. Large-Cap ETF SCHX	New	0 → 417.0 +$11.0K
5 FNDE Schwab Fundamental Emerging Markets Equity FNDE	New	0 → 231.0 +$8.4K

Decreased Positions

Position	Shares Δ	Change
1 Valero Energy VLO	Sold	109.0 → 0 −$14.7K
2 Lowe's Companies LOW	Sold	62.0 → 0 −$13.8K
3 Fidelity National Financial FNF	Sold	243.0 → 0 −$13.6K
4 ResMed RMD	Sold	47.0 → 0 −$12.1K
5 NXP Semiconductors NXPI	Sold	51.0 → 0 −$11.1K