Washington Trust Advisors, Inc. holds a diversified book of 723 stocks worth $1.3B as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Exxon Mobil and trimmed Quanta Services Inc. Their largest long position is Quanta Services Inc at 8% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 4.1 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 the ~45-day reporting lag, 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.
85% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Washington Trust Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $535.2B |
| JPMORGAN CHASE & CO | 79 / 80 | $495.4B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $377.9B |
| ROYAL BANK OF CANADA | 79 / 80 | $145.0B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $93.3B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $66.0B |
| LPL Financial LLC | 79 / 80 | $64.3B |
| PNC FINANCIAL SERVICES GROUP, INC. | 79 / 80 | $36.6B |
Ranked by how many of Washington Trust Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 917 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 6, 2026 | 870 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 726 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 827 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 768 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 773 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 803 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 849 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.