← Back to Discover

Washington Trust Advisors, Inc.

Period ended Sep 30, 2026 · Latest filing Oct 22, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $1,399,586,018

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. Quanta Services · Stock · 74762E102 · shares: $89,199,301
  2. Apple · Stock · 037833100 · shares: $87,056,258
  3. Palo Alto Networks · Stock · 697435105 · shares: $84,406,920
  4. Alphabet Cl C · Stock · 02079K107 · shares: $67,356,347
  5. Alphabet Cl A · Stock · 02079K305 · shares: $50,910,540
  6. Meta Platforms · Stock · 30303M102 · shares: $49,126,123
  7. Amazon · Stock · 023135106 · shares: $49,067,850
  8. Visa · Stock · 92826C839 · shares: $46,346,553
  9. NVIDIA · Stock · 67066G104 · shares: $42,954,436
  10. Deere & Co · Stock · 244199105 · shares: $38,087,163

Reported holdings

890 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
Canadian Pacific Kansas CityStock13646K108 — 3,295 shares $280,405
Invesco S&P Global Water Index ETFETF46138E263 — 4,493 shares $280,094
iShares S&P 500ETF464287200 — 362 shares $277,408
Dimensional U.S. Targeted Value ETFETF25239Y162 — 4,162 shares $276,545
Trane TechnologiesStockG8994E103 — 600 shares $271,188
VerizonStock92343V104 — 5,895 shares $270,404
SPDR S&P Dividend ETF IVETF78464A763 — 1,844 shares $270,109
iShares S&P 500/Barra GrowthETF464287309 — 1,855 shares $263,892
IngredionStock457187102 — 2,720 shares $260,603
Alexandria Real Estate EquitiesREIT015271109 — 5,423 shares $257,376
Dimensional US Sustainability Core 1 ETFETF25434V716 — 5,444 shares $256,777
Vanguard Total Bond Market ETFETF921937835 — 3,658 shares $256,597
Berkshire Hathaway BStock084670702 — 509 shares $253,457
McDonald'sStock580135101 — 1,093 shares $252,417
Bank of New YorkStock064058100 — 1,655 shares $239,363
SuncorStock867224107 — 3,496 shares $237,274
Waste ManagementStock94106L109 — 1,157 shares $235,935
Vanguard Short-Term Tax-Exempt Bond ETFETF921935870 — 2,363 shares $232,962
AllstateStock020002101 — 1,050 shares $232,953
Dimensional Global Sustainability Fixed Income ETFETF25434V674 — 4,653 shares $230,562
Diageo PLCADR25243Q205 — 2,677 shares $229,151
iShares Russell 1000 Value ETFETF464287598 — 918 shares $227,613
MondelezStock609207105 — 3,911 shares $226,134
OracleStock68389X105 — 1,647 shares $226,133
iShares Russell GrowthETF464287614 — 1,803 shares $225,871
Duke EnergyStock26441C204 — 1,951 shares $222,434
Dimensional Global Real Estate ETFETF25434V658 — 8,211 shares $222,120
iShares Core MSCI EAFEETF46432F842 — 2,255 shares $218,464
Curtiss WrightStock231561101 — 400 shares $217,528
DanaherStock235851102 — 981 shares $217,335
FedEx FreightStock314352105 — 1,975 shares $216,026
Minerals TechStock603158106 — 3,300 shares $215,820
McKesson CorpStock58155Q103 — 252 shares $215,120
Schwab Interm Gov't ETFETF808524854 — 8,925 shares $211,523
Advanced Micro Devices IncStock007903107 — 345 shares $211,153
AmeripriseStock03076C106 — 420 shares $206,787
Alliant EnergyStock018802108 — 3,216 shares $203,573
Brookfield RenewableStockG16258108 — 7,201 shares $202,636
ServicenowStock81762P102 — 1,512 shares $202,623
Hilton Worldwide Hldgs IncStock43300A203 — 629 shares $200,146
BoeingStock097023105 — 1,071 shares $199,260
Bank of AmericaStock060505104 — 3,656 shares $198,996
Schwab U.S. Large-Cap Growth ETFETF808524300 — 5,530 shares $198,688
PNC Financial Services GroupStock693475105 — 892 shares $198,256
DFA Global Credit ETFETF25434V567 — 3,773 shares $195,836
Brookfield Asset ManagementStock113004105 — 4,360 shares $194,369
iShares Russell 2000 Value ETFETF464287630 — 925 shares $193,741
Dimensional International Sustainability Core 1 ETFETF25434V690 — 4,258 shares $192,329
NASDAQ IncStock631103108 — 2,069 shares $190,369
BroadcomStock11135F101 — 540 shares $189,643
S&P GlobalStock78409V104 — 479 shares $188,951
OracleStock68389X105 — 1,376 shares $188,944
NutrienStock67077M108 — 2,676 shares $187,989
Philip Morris Int'lStock718172109 — 975 shares $186,050
Shopify IncStock82509L107 — 1,248 shares $185,125
UnitedHealth GroupStock91324P102 — 498 shares $182,806
Vertex PharmaceuticalsStock92532F100 — 347 shares $181,415
Wells FargoStock949746101 — 2,255 shares $180,513
Global X NASDAQ 100 Cov CallETF37954Y483 — 9,535 shares $176,867
Ametek IncStock031100100 — 700 shares $173,411
MastercardStock57636Q104 — 309 shares $170,536
Defiance Quantum ETFETF26922A420 — 1,102 shares $167,085
DFA International Core Equity 2 ETFETF25434V799 — 4,384 shares $164,890
Parker-Hannifin CorpStock701094104 — 172 shares $164,332
Lam ResearchStock512807306 — 500 shares $164,255
DFA Tax Adv World ex US Core EqETF25434V880 — 4,381 shares $162,190
iShares Core MSCI Emerging MarketsETF46434G103 — 1,997 shares $162,077
EcolabStock278865100 — 583 shares $160,185
Union PacificStock907818108 — 587 shares $159,740
SPDR S&P 500 Fossil Fues Res ETFETF78468R796 — 2,544 shares $158,949
Home DepotStock437076102 — 549 shares $156,185
Norfolk SouthernStock655844108 — 500 shares $154,500
Nextera EnergyStock65339F101 — 2,020 shares $152,995
WalMartStock931142103 — 1,467 shares $152,451
Walt Disney CompanyStock254687106 — 1,451 shares $152,210
U.S. SMALL CAP VALUE PORTFOLIO: ETF CLASS SHARESETF25239Y170 — 4,034 shares $151,154
Otis WorldwideStock68902V107 — 2,300 shares $147,936
Shell AdrADR780259305 — 1,530 shares $145,427
ASML Holding NVADRN07059210 — 80 shares $144,209
EnbridgeStock29250N105 — 3,060 shares $142,259
Dominion ResourcesStock25746U109 — 2,335 shares $141,314
SANDISK CORP COMStock80004C200 — 81 shares $140,132
Cognizant TechStock192446102 — 2,365 shares $135,846
Trane TechnologiesStockG8994E103 — 297 shares $134,238
Progressive CorpStock743315103 — 646 shares $133,922
Devon Energy CorpStock25179M103 — 2,902 shares $133,608
Consol EdisonStock209115104 — 1,300 shares $132,873
Monster Beverage CorpStock61174X109 — 3,124 shares $130,021
CSXStock126408103 — 2,760 shares $128,368
TravelersStock89417E109 — 358 shares $127,631
U.S. BancorpStock902973304 — 2,204 shares $127,303
Snap OnStock833034101 — 350 shares $127,173
Broadridge Financial SolutionsStock11133T103 — 787 shares $126,786
IShares Edge MSCI Min VOL USA ETFETF46429B697 — 1,300 shares $126,672
Sempra EnergyStock816851109 — 1,600 shares $124,736
Dimensional Ultrashort Fixed Income ETFETF25434V591 — 2,440 shares $123,206
Morgan StanleyStock617446448 — 649 shares $122,064
CortevaStock22052L104 — 1,565 shares $121,522
American Water WorksStock030420103 — 938 shares $121,443
ISHARES SELECT DIVIDEND ETFETF464287168 — 795 shares $120,896