Washington Trust Advisors, Inc. — 13F Holdings & Portfolio
CIK 1900099 · latest 13F-HR filed 2026-04-06
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.24B
Long-equity book
Holdings
870
Distinct positions
Period
2026-03-31
Filed 2026-04-06
Q/Q Activity
+119 / −20 / ↑168 / ↓226
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Quanta Services$15.0M +20.9%
- S&P Global$9.0M +1724.9%
- Deere & Co$5.0M +16.3%
- Exxon Mobil$3.9M +40.7%
- Johnson & Johnson$1.7M +18.1%
Top Trims
- Booking Holdings-$9.2M -22.4%
- IQVIA Holdings-$7.7M -26.1%
- Visa-$7.6M -15.6%
- Meta Platforms-$7.5M -15.4%
- Alphabet Cl C-$7.4M -11.0%
New Positions
- Waters Corp$3.9M
- Tempus AI$2.7M
- ISHARES SELECT DIVIDEND ETF$120.4K
- SPDR Bridgewater ALL Weather ETF$86.5K
- DIMENSIONAL US SMALL CAP VALUE ETF$61.5K
Exited Positions
- Vail Resorts$433.3K
- NASDAQ Inc$46.5K
- Vanguard FTSE All-World Ex-U.S. Index$43.4K
- Ares Management Corp$37.2K
- Aldeyra Therapeutics$14.5K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Quanta Services | PWR | 74762E102 | $86.7M | 7.01% | 157,880 | SH |
| 2 | Apple | AAPL | 037833100 | $69.9M | 5.65% | 275,558 | SH |
| 3 | Alphabet Cl C | GOOG | 02079K107 | $59.1M | 4.78% | 205,902 | SH |
| 4 | Alphabet Cl A | GOOGL | 02079K305 | $44.0M | 3.55% | 152,844 | SH |
| 5 | Amazon | AMZN | 023135106 | $42.3M | 3.42% | 202,879 | SH |
| 6 | Visa | V | 92826C839 | $40.6M | 3.28% | 134,262 | SH |
| 7 | Meta Platforms | META | 30303M102 | $40.3M | 3.26% | 70,452 | SH |
| 8 | Palo Alto Networks | PANW | 697435105 | $38.9M | 3.15% | 242,690 | SH |
| 9 | Deere & Co | DE | 244199105 | $35.8M | 2.89% | 63,550 | SH |
| 10 | Berkshire Hathaway B | BRK.B | 084670702 | $33.8M | 2.73% | 70,533 | SH |
| 11 | Booking Holdings | BKNG | 09857L108 | $31.7M | 2.56% | 7,521 | SH |
| 12 | NVIDIA | NVDA | 67066G104 | $29.3M | 2.37% | 167,900 | SH |
| 13 | ResMed | RMD | 761152107 | $26.9M | 2.17% | 119,819 | SH |
| 14 | Regeneron Pharmaceuticals | REGN | 75886F107 | $22.1M | 1.79% | 28,619 | SH |
| 15 | IQVIA Holdings | IQV | 46266C105 | $21.9M | 1.77% | 128,657 | SH |
| 16 | Uber Technologies | UBER | 90353T100 | $20.6M | 1.66% | 286,164 | SH |
| 17 | Schwab Fundamental U.S. Large Company ETF | FNDX | 808524771 | $20.6M | 1.66% | 738,159 | SH |
| 18 | Jacobs Solutions | J | 46982L108 | $20.0M | 1.62% | 157,218 | SH |
| 19 | PepsiCo | PEP | 713448108 | $18.3M | 1.48% | 118,098 | SH |
| 20 | Microsoft | MSFT | 594918104 | $17.9M | 1.45% | 48,466 | SH |
| 21 | Vanguard S&P 500 Index Fd ETF | VOO | 922908363 | $16.6M | 1.34% | 27,778 | SH |
| 22 | Brookfield Renewable Corp | BEPC | 11285B108 | $15.6M | 1.27% | 392,812 | SH |
| 23 | Starbucks | SBUX | 855244109 | $15.3M | 1.24% | 170,928 | SH |
| 24 | Becton Dickinson | BDX | 075887109 | $15.1M | 1.22% | 95,852 | SH |
| 25 | Exxon Mobil | XOM | 30231G102 | $13.3M | 1.07% | 78,132 | SH |
| 26 | Walt Disney Company | DIS | 254687106 | $12.8M | 1.04% | 132,879 | SH |
| 27 | Johnson & Johnson | JNJ | 478160104 | $11.0M | 0.89% | 45,123 | SH |
| 28 | Air Products | APD | 009158106 | $11.0M | 0.89% | 37,869 | SH |
| 29 | Edwards Lifesciences | EW | 28176E108 | $10.7M | 0.87% | 133,796 | SH |
| 30 | Sphere Entertainment | SPHR | 55826T102 | $10.6M | 0.86% | 90,444 | SH |
| 31 | Ecolab | ECL | 278865100 | $10.5M | 0.85% | 39,451 | SH |
| 32 | WalMart | WMT | 931142103 | $10.1M | 0.82% | 81,378 | SH |
| 33 | S&P Global | SPGI | 78409V104 | $9.5M | 0.77% | 22,294 | SH |
| 34 | Zebra Tech | ZBRA | 989207105 | $9.5M | 0.76% | 45,248 | SH |
| 35 | Schwab Fundamental International Equity ETF | FNDF | 808524755 | $9.3M | 0.75% | 189,896 | SH |
| 36 | Vanguard Growth ETF | VUG | 922908736 | $9.0M | 0.73% | 20,707 | SH |
| 37 | Snowflake | SNOW | 833445109 | $9.0M | 0.73% | 59,631 | SH |
| 38 | American Tower | AMT | 03027X100 | $8.7M | 0.71% | 50,688 | SH |
| 39 | Vanguard Tax-Exempt Bond ETF | VTEB | 922907746 | $8.7M | 0.70% | 174,138 | SH |
| 40 | JP Morgan Chase | JPM | 46625H100 | $8.5M | 0.69% | 28,812 | SH |
| 41 | Xylem | XYL | 98419M100 | $8.2M | 0.67% | 68,985 | SH |
| 42 | Veeva Systems | VEEV | 922475108 | $8.1M | 0.66% | 46,368 | SH |
| 43 | Intuitive Surgical | ISRG | 46120E602 | $7.7M | 0.62% | 16,701 | SH |
| 44 | Chewy | CHWY | 16679L109 | $7.5M | 0.60% | 276,726 | SH |
| 45 | Vanguard Value Index | VTV | 922908744 | $6.6M | 0.54% | 33,876 | SH |
| 46 | Kinder Morgan | KMI | 49456B101 | $6.6M | 0.53% | 195,797 | SH |
| 47 | Nike | NKE | 654106103 | $6.2M | 0.50% | 117,880 | SH |
| 48 | Penumbra | PEN | 70975L107 | $6.1M | 0.50% | 18,686 | SH |
| 49 | ASML Holding NV | ASML | N07059210 | $6.0M | 0.49% | 4,580 | SH |
| 50 | Invitation Homes | INVH | 46187W107 | $5.9M | 0.48% | 236,644 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-06 | $1.24B | 870 | 0001900099-26-000002 |
| 2025-12-31 | 2026-02-03 | $1.31B | 726 | 0001900099-26-000001 |