Washington Trust Advisors, Inc. holds a diversified book of 723 reported positions worth $1.3B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Quanta Services Inc. Their largest long position is Quanta Services Inc at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +34% (+16.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.5 points over this window.
Growth of $10,000 cloning Washington Trust Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
87% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Washington Trust Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 60 / 80 | $278.1B |
| Kearns & Associates LLC | 13 / 80 | $185.4M |
| Armstrong Henry H Associates Inc | 30 / 80 | $893.6M |
| Draper Asset Management, LLC | 8 / 80 | $164.3M |
| Prosperity Advisers, LLC | 20 / 80 | $112.9M |
| Stembrook Asset Management, LLC | 20 / 80 | $94.6M |
| Hikari Tsushin, Inc. | 18 / 80 | $1.2B |
| Golden Road Advisors LLC | 22 / 80 | $166.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Washington Trust Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Quanta Services Stock | $101.7M | 141.3K | 7.6% | ▼−11% Reduced · −17K sh | |
| 2 | Palo Alto Networks Stock | $78.0M | 228.6K | 5.8% | ▼−6.1% Reduced · −15K sh | |
| 3 | Apple Stock | $77.0M | 266.1K | 5.7% | ▼−5.2% Reduced · −15K sh | |
| 4 | Alphabet Cl C Stock | $70.1M | 198.3K | 5.2% | ▼−4.6% Reduced · −10K sh | |
| 5 | Alphabet Cl A Stock | $53.6M | 149.9K | 4.0% | ▼−4.0% Reduced · −6K sh | |
| 6 | Amazon Stock | $47.2M | 198.0K | 3.5% | ▼−4.6% Reduced · −10K sh | |
| 7 | Visa Stock | $44.4M | 129.4K | 3.3% | ▼−4.8% Reduced · −7K sh | |
| 8 | Meta Platforms Stock | $38.2M | 67.8K | 2.8% | ▼−5.5% Reduced · −4K sh | |
| 9 | Deere & Co Stock | $37.8M | 59.5K | 2.8% | ▼−6.4% Reduced · −4K sh | |
| 10 | Nvidia Stock | $37.8M | 188.7K | 2.8% | ▲+5.7% Added · +10K sh | |
| 11 | Berkshire Hathaway B Stock | $33.2M | 66.3K | 2.5% | ▼−6.7% Reduced · −5K sh | |
| 12 | Booking Holdings Stock | $31.9M | 178.8K | 2.4% | ▲24× Added · +171K sh | |
| 13 | IQVIA Holdings Stock | $23.4M | 120.9K | 1.7% | ▼−6.1% Reduced · −8K sh | |
| 14 | Schwab Fundamental U.S. Large Company ETF ETF | $22.9M | 737.0K | 1.7% | ▼−0.3% Reduced · −3K sh | |
| 15 | ResMed Stock | $22.6M | 115.7K | 1.7% | ▼−3.4% Reduced · −4K sh | |
| 16 | Uber Technologies Stock | $19.9M | 276.0K | 1.5% | ▼−3.6% Reduced · −10K sh | |
| 17 | Microsoft Stock | $19.4M | 51.9K | 1.4% | ▲+1.0% Added · +526 sh | |
| 18 | Vanguard S&P 500 Index Fd ETF ETF | $19.3M | 28.1K | 1.4% | ▲+1.2% Added · +339 sh | |
| 19 | Jacobs Solutions Stock | $19.3M | 153.1K | 1.4% | ▼−2.7% Reduced · −4K sh | |
| 20 | Regeneron Pharmaceuticals Stock | $17.3M | 27.7K | 1.3% | ▼−3.6% Reduced · −1K sh | |
| 21 | Starbucks Stock | $16.6M | 162.0K | 1.2% | ▼−5.7% Reduced · −10K sh | |
| 22 | PepsiCo Stock | $15.8M | 116.5K | 1.2% | ▼−1.6% Reduced · −2K sh | |
| 23 | Becton Dickinson Stock | $14.5M | 95.9K | 1.1% | ▼−0.1% Reduced · −76 sh | |
| 24 | Snowflake Stock | $14.1M | 55.5K | 1.0% | ▼−7.5% Reduced · −5K sh | |
| 25 | Sphere Entertainment Stock | $13.5M | 77.8K | 1.0% | ▼−14% Reduced · −13K sh | |
| 26 | Brookfield Renewable Corp Stock | $13.4M | 362.2K | 1.0% | ▼−7.8% Reduced · −31K sh | |
| 27 | Walt Disney Company Stock | $12.1M | 126.1K | 0.9% | ▼−6.0% Reduced · −8K sh | |
| 28 | Edwards Lifesciences Stock | $11.7M | 129.6K | 0.9% | ▼−3.1% Reduced · −4K sh | |
| 29 | Johnson & Johnson Stock | $11.4M | 44.9K | 0.8% | ▼−2.0% Reduced · −942 sh | |
| 30 | Zebra Tech Stock | $11.2M | 42.5K | 0.8% | ▼−6.0% Reduced · −3K sh | |
| 31 | Vanguard Growth ETF ETF | $10.7M | 124.3K | 0.8% | ▲+501% Added · +104K sh | |
| 32 | Exxon Mobil Stock | $10.7M | 78.2K | 0.8% | ▲New New position | |
| 33 | Ecolab Stock | $10.4M | 37.3K | 0.8% | ▼−6.4% Reduced · −3K sh | |
| 34 | Schwab Fundamental International Equity ETF ETF | $10.1M | 190.5K | 0.7% | ▼−0.4% Reduced · −822 sh | |
| 35 | Air Products Stock | $9.8M | 33.5K | 0.7% | ▼−12% Reduced · −4K sh | |
| 36 | JP Morgan Chase Stock | $9.6M | 29.2K | 0.7% | ▼−2.6% Reduced · −788 sh | |
| 37 | S&P Global Stock | $9.4M | 23.0K | 0.7% | ▲+2.3% Added · +524 sh | |
| 38 | Vanguard Tax-Exempt Bond ETF ETF | $9.2M | 181.0K | 0.7% | ▲+3.9% Added · +7K sh | |
| 39 | ASML Holding NV ADR | $9.1M | 4.6K | 0.7% | ▼−1.6% Reduced · −72 sh | |
| 40 | Veeva Systems Stock | $8.8M | 49.8K | 0.7% | ▲+7.5% Added · +3K sh | |
| 41 | American Tower REIT | $8.3M | 50.8K | 0.6% | ▼−1.2% Reduced · −639 sh | |
| 42 | Xylem Stock | $8.3M | 70.1K | 0.6% | ▲+1.6% Added · +1K sh | |
| 43 | Vanguard Value Index ETF | $7.5M | 34.6K | 0.6% | ▲+2.2% Added · +737 sh | |
| 44 | WalMart Stock | $7.2M | 63.7K | 0.5% | ▼−23% Reduced · −19K sh | |
| 45 | Intuitive Surgical Stock | $6.7M | 16.8K | 0.5% | ▼−0.8% Reduced · −135 sh | |
| 46 | Invitation Homes REIT | $6.2M | 203.8K | 0.5% | ▼−14% Reduced · −33K sh | |
| 47 | Kinder Morgan Stock | $6.1M | 190.4K | 0.5% | ▼−2.8% Reduced · −5K sh | |
| 48 | SPDR Tr (S&P 500) ETF | $5.9M | 7.9K | 0.4% | ▲+16% Added · +1K sh | |
| 49 | Vanguard Total Stock VIPERS ETF | $5.8M | 15.6K | 0.4% | ▲+3.1% Added · +470 sh | |
| 50 | IBM Stock | $5.8M | 20.5K | 0.4% | ▼−1.6% Reduced · −340 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1900099/holdings"
Use Arkolith to show Washington Trust Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 917 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 6, 2026 | 6d | 870 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 34d | 726 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 827 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 31d | 768 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 773 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 803 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 32d | 849 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.