# Washington Trust Advisors, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1900099. Source: https://holderbook.com/funds/1900099-washington-trust-advisors-inc/

- Reported value: $1.3B
- Positions: 724
- Weight of the ten largest: 43.5%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $101.7M | 141,309 | 7.6% | 19 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $78.0M | 228,607 | 5.8% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $77.0M | 266,099 | 5.7% | 19 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $70.1M | 198,282 | 5.2% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $53.6M | 149,892 | 4.0% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $47.2M | 198,001 | 3.5% | 19 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $44.4M | 129,395 | 3.3% | 19 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $38.2M | 67,808 | 2.8% | 19 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $37.8M | 59,530 | 2.8% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $37.8M | 188,690 | 2.8% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $33.2M | 66,264 | 2.5% | 16 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $31.9M | 178,758 | 2.4% | 19 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $23.4M | 120,941 | 1.7% | 19 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $22.9M | 737,035 | 1.7% | 19 |
| RESMED INC | [RMD](https://holderbook.com/stocks/RMD/) | $22.6M | 115,745 | 1.7% | 19 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $19.9M | 275,959 | 1.5% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $19.4M | 51,895 | 1.4% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $19.3M | 28,141 | 1.4% | 19 |
| JACOBS SOLUTIONS INC | [J](https://holderbook.com/stocks/J/) | $19.3M | 153,088 | 1.4% | 16 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $17.3M | 27,703 | 1.3% | 19 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $16.6M | 161,961 | 1.2% | 19 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $15.8M | 116,493 | 1.2% | 19 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $14.5M | 95,949 | 1.1% | 19 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $14.1M | 55,518 | 1.0% | 19 |
| SPHERE ENTERTAINMENT CO | [SPHR](https://holderbook.com/stocks/SPHR/) | $13.5M | 77,758 | 1.0% | 19 |
| BROOKFIELD RENEWABLE CORP | [BEPC](https://holderbook.com/stocks/BEPC/) | $13.4M | 362,218 | 1.0% | 7 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $12.1M | 126,074 | 0.9% | 19 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $11.7M | 129,607 | 0.9% | 19 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $11.4M | 44,934 | 0.8% | 19 |
| ZEBRA TECHNOLOGIES CORPORATI | [ZBRA](https://holderbook.com/stocks/ZBRA/) | $11.2M | 42,509 | 0.8% | 19 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $10.7M | 124,346 | 0.8% | 19 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $10.7M | 78,246 | 0.8% | 1 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $10.4M | 37,344 | 0.8% | 19 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $10.1M | 190,518 | 0.7% | 19 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $9.8M | 33,458 | 0.7% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $9.6M | 29,204 | 0.7% | 19 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $9.4M | 22,990 | 0.7% | 19 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $9.2M | 180,974 | 0.7% | 19 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $9.1M | 4,572 | 0.7% | 6 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $8.8M | 49,843 | 0.7% | 19 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $8.3M | 50,798 | 0.6% | 19 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $8.3M | 70,141 | 0.6% | 19 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $7.5M | 34,613 | 0.6% | 19 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $7.2M | 63,712 | 0.5% | 19 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $6.7M | 16,831 | 0.5% | 19 |
| INVITATION HOMES INC | [INVH](https://holderbook.com/stocks/INVH/) | $6.2M | 203,826 | 0.5% | 19 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $6.1M | 190,409 | 0.5% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $5.9M | 7,931 | 0.4% | 19 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $5.8M | 15,617 | 0.4% | 19 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $5.8M | 20,452 | 0.4% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $5.4M | 46,003 | 0.4% | 19 |
| MEDLINE INC | [MDLN](https://holderbook.com/stocks/MDLN/) | $5.4M | 136,179 | 0.4% | 1 |
| TEMPUS AI INC | [TEM](https://holderbook.com/stocks/TEM/) | $5.2M | 89,166 | 0.4% | 2 |
| CHEWY INC | [CHWY](https://holderbook.com/stocks/CHWY/) | $5.1M | 259,653 | 0.4% | 16 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $5.0M | 63,034 | 0.4% | 19 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $4.9M | 12,995 | 0.4% | 2 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $4.3M | 60,707 | 0.3% | 19 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $4.0M | 76,973 | 0.3% | 14 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $3.9M | 80,864 | 0.3% | 4 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $3.9M | 9,052 | 0.3% | 19 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.8M | 15,278 | 0.3% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $3.7M | 5 | 0.3% | 7 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.7M | 45,024 | 0.3% | 19 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $3.6M | 48,821 | 0.3% | 19 |
| GLOBUS MED INC | [GMED](https://holderbook.com/stocks/GMED/) | $3.6M | 45,006 | 0.3% | 19 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $3.5M | 11,424 | 0.3% | 19 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $3.1M | 15,936 | 0.2% | 19 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.8M | 2,663 | 0.2% | 19 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $2.8M | 69,604 | 0.2% | 14 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $2.7M | 101,696 | 0.2% | 19 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.7M | 18,292 | 0.2% | 19 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $2.6M | 31,450 | 0.2% | 19 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $2.6M | 61,259 | 0.2% | 4 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $2.5M | 60,638 | 0.2% | 14 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $2.5M | 59,965 | 0.2% | 19 |
| PENUMBRA INC | [PEN](https://holderbook.com/stocks/PEN/) | $2.4M | 7,671 | 0.2% | 12 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $2.4M | 26,397 | 0.2% | 19 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $2.4M | 10,585 | 0.2% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.4M | 6,669 | 0.2% | 19 |
| EVERCORE INC | [EVR](https://holderbook.com/stocks/EVR/) | $2.3M | 6,633 | 0.2% | 19 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.2M | 1,904 | 0.2% | 9 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $2.2M | 20,298 | 0.2% | 19 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $2.1M | 7,011 | 0.2% | 19 |
| ARROWHEAD PHARMACEUTICALS IN | [ARWR](https://holderbook.com/stocks/ARWR/) | $2.1M | 26,185 | 0.2% | 11 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $2.1M | 5,601 | 0.2% | 19 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $2.0M | 5,785 | 0.1% | 19 |
| ALIGN TECHNOLOGY INC | [ALGN](https://holderbook.com/stocks/ALGN/) | $1.9M | 11,207 | 0.1% | 19 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $1.9M | 34,667 | 0.1% | 4 |
| ZETA GLOBAL HOLDINGS CORP | [ZETA](https://holderbook.com/stocks/ZETA/) | $1.8M | 93,672 | 0.1% | 1 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.8M | 9,638 | 0.1% | 19 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $1.7M | 22,105 | 0.1% | 19 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $1.7M | 38,906 | 0.1% | 19 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $1.6M | 1,686 | 0.1% | 7 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $1.6M | 37,688 | 0.1% | 11 |
| VANECK MERK GOLD ETF | [OUNZ](https://holderbook.com/stocks/OUNZ/) | $1.6M | 41,093 | 0.1% | 4 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $1.6M | 19,251 | 0.1% | 14 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $1.6M | 45,592 | 0.1% | 4 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $1.5M | 48,441 | 0.1% | 19 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $1.5M | 4,896 | 0.1% | 19 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $1.5M | 6,804 | 0.1% | 19 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.3% | +14.8% | -1.5% | 100% |
| Q1 2026 | -4.0% | -4.6% | +0.6% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 100% |
| Q3 2025 | +5.9% | +7.8% | -2.0% | 100% |
| Q2 2025 | +9.9% | +10.5% | -0.5% | 100% |
| Q1 2025 | -4.5% | -4.6% | +0.1% | 100% |
| Q4 2024 | +1.1% | +2.1% | -1.1% | 100% |
| Q3 2024 | +6.5% | +5.4% | +1.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.3B | 724 |
| Q1 2026 | $1.2B | 684 |
| Q4 2025 | $1.3B | 585 |
| Q3 2025 | $1.3B | 688 |
| Q2 2025 | $1.2B | 634 |
| Q1 2025 | $1.1B | 639 |
| Q4 2024 | $1.2B | 646 |
| Q3 2024 | $1.2B | 661 |
| Q2 2024 | $1.1B | 659 |
| Q1 2024 | $1.1B | 659 |
| Q4 2023 | $1.0B | 665 |
| Q3 2023 | $974.5M | 673 |