Washington Trust Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Washington Trust Advisors, Inc. reported 688 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by Quanta Services (PWR, 5.5%) and Meta Platforms Class A (META, 4.2%). Compared with Q2 2025, it opened 79 new positions, sold out of 27, added to 177 and reduced 168. The biggest buy was Vanguard Tax-Exempt Bond ETF (VTEB, shares +203%) and the biggest sale Booking (BKNG, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- WELLESLEY, MA
- CIK
- 0001900099
- Portfolio Value
- $1.3B (Q3 2025)
- SEC Filing
- 0001900099-25-000007 ↗ filed Nov 10, 2025
Holdings Value
Holdings 688 stocks · $1.3B
| AAPL Apple Inc. | 5.70% | 294,139 | $74.9M | Reduce -2.2% |
| PWR Quanta Services Inc. | 5.49% | 174,243 | $72.2M | Reduce -7.1% |
| META Meta Platforms Inc. Class A | 4.18% | 74,739 | $54.9M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 4.04% | 218,252 | $53.2M | Reduce -1.4% |
| PANW Palo Alto Networks Inc. | 3.84% | 247,620 | $50.4M | Reduce -0.9% |
| V Visa Inc. Class A | 3.66% | 141,051 | $48.2M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 3.58% | 214,227 | $47.0M | Reduce -2.6% |
| BKNG Booking Holdings Inc. | 3.19% | 7,760 | $41.9M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 3.00% | 162,423 | $39.5M | Reduce -6.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.92% | 76,400 | $38.4M | Reduce -1.9% |
| NVDA Nvidia Corp. | 2.69% | 189,382 | $35.3M | Reduce -2.0% |
| RMD Resmed Inc. | 2.58% | 124,063 | $34.0M | Reduce -3.1% |
| DE Deere & Co. | 2.33% | 67,082 | $30.7M | Reduce -2.1% |
| UBER Uber Technologies Inc. | 2.21% | 296,429 | $29.0M | Reduce -2.8% |
| IQV Iqvia Holdings Inc. | 1.93% | 133,654 | $25.4M | Reduce -2.1% |
| J Jacobs Solutions Inc. | 1.87% | 163,605 | $24.5M | Reduce -1.9% |
| MSFT Microsoft Corp. | 1.86% | 47,085 | $24.4M | Reduce -1.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.52% | 757,846 | $19.9M | Reduce -2.8% |
| BDX Becton Dickinson and Co. | 1.37% | 95,941 | $18.0M | Reduce -0.0% |
| APD Air Products & Chemicals Inc. | 1.36% | 65,745 | $17.9M | Reduce -2.3% |
| PEP Pepsico Inc. | 1.33% | 124,472 | $17.5M | Reduce -2.3% |
| REGN Regeneron Pharmaceuticals | 1.27% | 29,725 | $16.7M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.23% | 141,231 | $16.2M | Reduce -2.5% |
| SBUX Starbucks Corp. | 1.17% | 182,020 | $15.4M | Reduce -2.8% |
| VOO Vanguard S&P 500 ETF | 1.14% | 24,553 | $15.0M | Add +3.2% |
| ZBRA Zebra Technologies Corp. Class A | 1.11% | 48,922 | $14.5M | Reduce -2.0% |
| BEPC Brookfield Renewable Corp. | 1.08% | 413,038 | $14.2M | Reduce -3.1% |
| VEEV Veeva Systems Inc. Class A | 1.01% | 44,700 | $13.3M | Reduce -0.8% |
| SNOW Snowflake Inc. | 0.97% | 56,761 | $12.8M | Reduce -2.4% |
| ECL Ecolab Inc. | 0.89% | 42,531 | $11.6M | Reduce -0.4% |
| CHWY Chewy Inc. Class A | 0.88% | 286,796 | $11.6M | Add +2.8% |
| SPHR Sphere Entertainment Co. | 0.84% | 178,462 | $11.1M | Reduce -7.3% |
| AMT American Tower Corp. | 0.80% | 54,753 | $10.5M | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.78% | 21,248 | $10.2M | Reduce -1.4% |
| EW Edwards Lifesciences Corp. | 0.77% | 130,587 | $10.2M | Add +15.6% |
| JPM JPMorgan Chase & Co. | 0.74% | 30,881 | $9.7M | Reduce -1.4% |
| XYL Xylem Inc. | 0.73% | 65,255 | $9.6M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.70% | 13,823 | $9.2M | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.69% | 80,690 | $9.1M | Reduce -2.9% |
| NKE Nike Inc. Class B | 0.67% | 125,446 | $8.7M | Reduce -1.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.66% | 173,897 | $8.7M | Add +203.0% |
| WMT Walmart Inc. | 0.66% | 83,911 | $8.6M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.65% | 46,190 | $8.6M | Add +1.1% |
| ARE Alexandria Real Estate Equit | 0.65% | 101,894 | $8.5M | Add +3.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.62% | 188,910 | $8.1M | Add +2.3% |
| ISRG Intuitive Surgical Inc. | 0.60% | 17,723 | $7.9M | Reduce -1.2% |
| INVH Invitation Homes Inc. | 0.59% | 263,872 | $7.7M | Reduce -1.4% |
| PYPL PayPal Holdings Inc. | 0.52% | 101,757 | $6.8M | Reduce -7.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.48% | 33,607 | $6.3M | Add +3.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.47% | 21,857 | $6.2M | Add +0.3% |
| KMI Kinder Morgan Inc. | 0.43% | 199,090 | $5.6M | Reduce -1.6% |
| PEN Penumbra Inc. | 0.39% | 20,368 | $5.2M | Reduce -2.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.39% | 63,186 | $5.1M | Add +2.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.37% | 4,957 | $4.8M | Add +12610.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 13,038 | $4.3M | Reduce -2.0% |
| DFNM Dimensional National Muni BD | 0.30% | 81,477 | $3.9M | New |
| ABBV Abbvie Inc. | 0.30% | 16,749 | $3.9M | Reduce -1.7% |
| ADP Automatic Data Processing | 0.29% | 13,128 | $3.9M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.29% | 5 | $3.8M | No change |
| CSCO Cisco Systems Inc. | 0.28% | 54,141 | $3.7M | Add +0.2% |
| ABT Abbott Laboratories | 0.28% | 27,057 | $3.6M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 0.27% | 59,488 | $3.6M | Reduce -0.0% |
| KO The Coca-Cola Co. | 0.26% | 51,301 | $3.4M | Reduce -0.2% |
| HD Home Depot Inc. | 0.22% | 6,982 | $2.8M | No change |
| SCHP Schwab U.S. Tips ETF | 0.21% | 101,946 | $2.7M | Reduce -3.8% |
| DFAU Dimensional US Core Equity M | 0.21% | 59,955 | $2.7M | Add +88.7% |
| PG The Procter & Gamble Co. | 0.21% | 17,698 | $2.7M | Reduce -3.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 15,467 | $2.7M | Add +1.5% |
| ETN Eaton Corp. PLC | 0.21% | 7,211 | $2.7M | Add +1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 10,584 | $2.7M | Add +0.9% |
| DUHP Dimensional US High Profi Et | 0.18% | 64,012 | $2.4M | New |
| EVR Evercore Inc. Class A | 0.18% | 7,045 | $2.4M | No change |
| DFUS Dimensional US Eq MKT ETF | 0.17% | 31,591 | $2.3M | Add +521.0% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 7,598 | $2.3M | Reduce -2.0% |
| DFAE Dimensional Emerging Core Eq | 0.17% | 70,462 | $2.2M | Add +1806.4% |
| EFA iShares MSCI Eafe ETF | 0.16% | 22,692 | $2.1M | Add +0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 6,835 | $2.0M | Add +2.4% |
| BND Vanguard Total Bond Market | 0.15% | 26,917 | $2.0M | Add +1.1% |
| AXP American Express Co. | 0.15% | 5,917 | $2.0M | Add +1.0% |
| DOCU Docusign Inc. | 0.14% | 25,600 | $1.8M | Add +3.2% |
| UPS United Parcel Service Class B | 0.14% | 21,915 | $1.8M | Add +0.1% |
| DEO Diageo PLC-Sponsored ADR | 0.13% | 18,340 | $1.8M | Reduce -32.9% |
| DFIV Dimensional International Va | 0.13% | 37,699 | $1.7M | New |
| LOW Lowe's Cos Inc. | 0.13% | 6,849 | $1.7M | No change |
| RTX RTX Corp. | 0.13% | 10,266 | $1.7M | Reduce -0.6% |
| ALGN Align Technology Inc. | 0.13% | 13,284 | $1.7M | Add +2.9% |
| OUNZ Vaneck Merk Gold ETF | 0.12% | 42,994 | $1.6M | New |
| MTN Vail Resorts Inc. | 0.12% | 10,648 | $1.6M | Reduce -34.0% |
| BLK BlackRock Inc. | 0.12% | 1,351 | $1.6M | Reduce -1.8% |
| IWF iShares Russell 1000 Growth | 0.12% | 3,307 | $1.5M | Reduce -0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.12% | 19,374 | $1.5M | Reduce -8.6% |
| DFCF Dimensional Core Fixed Inc. | 0.12% | 36,188 | $1.5M | Add +112.6% |
| IVV iShares Core S&P 500 ETF | 0.11% | 2,251 | $1.5M | Add +1.6% |
| DIHP Dimensional International Hi | 0.11% | 49,088 | $1.5M | New |
| BN Brookfield Corp. | 0.11% | 21,433 | $1.5M | No change |
| GEV GE Vernova Inc. | 0.11% | 2,325 | $1.4M | Reduce -4.8% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 2,897 | $1.4M | Add +6.9% |
| EEM iShares MSCI Emerging Market | 0.10% | 25,280 | $1.3M | Add +2.6% |
| CAT Caterpillar Inc. | 0.10% | 2,780 | $1.3M | Add +3.1% |
| TSLA Tesla Inc. | 0.10% | 2,967 | $1.3M | Add +9.4% |
Portfolio Sells Q2 2025 → Q3 2025
| BKNG Booking Holdings Inc. | Reduce -3.8% | 3.19% | −0.60 |
| DE Deere & Co. | Reduce -2.1% | 2.33% | −0.50 |
| V Visa Inc. Class A | Reduce -1.7% | 3.66% | −0.47 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 4.18% | −0.43 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 3.58% | −0.34 |
| PANW Palo Alto Networks Inc. | Reduce -0.9% | 3.84% | −0.31 |
| PWR Quanta Services Inc. | Reduce -7.1% | 5.49% | −0.26 |
| DIS The Walt Disney Co. | Reduce -2.5% | 1.23% | −0.23 |
| SBUX Starbucks Corp. | Reduce -2.8% | 1.17% | −0.22 |
| ISRG Intuitive Surgical Inc. | Reduce -1.2% | 0.60% | −0.19 |
| APD Air Products & Chemicals Inc. | Reduce -2.3% | 1.36% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.9% | 2.92% | −0.15 |
| PYPL PayPal Holdings Inc. | Reduce -7.8% | 0.52% | −0.15 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -2.0% | 1.11% | −0.14 |
| INVH Invitation Homes Inc. | Reduce -1.4% | 0.59% | −0.12 |
| UBER Uber Technologies Inc. | Reduce -2.8% | 2.21% | −0.10 |
| RMD Resmed Inc. | Reduce -3.1% | 2.58% | −0.10 |
| DEO Diageo PLC-Sponsored ADR | Reduce -32.9% | 0.13% | −0.09 |
| MTN Vail Resorts Inc. | Reduce -34.0% | 0.12% | −0.08 |
| SNOW Snowflake Inc. | Reduce -2.4% | 0.97% | −0.08 |
| MSFT Microsoft Corp. | Reduce -1.9% | 1.86% | −0.08 |
| NKE Nike Inc. Class B | Reduce -1.3% | 0.67% | −0.07 |
| KMI Kinder Morgan Inc. | Reduce -1.6% | 0.43% | −0.05 |
| BEPC Brookfield Renewable Corp. | Reduce -3.1% | 1.08% | −0.05 |
| ECL Ecolab Inc. | Reduce -0.4% | 0.89% | −0.05 |
| PEN Penumbra Inc. | Reduce -2.0% | 0.39% | −0.04 |
| VEEV Veeva Systems Inc. Class A | Reduce -0.8% | 1.01% | −0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -2.8% | 1.52% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.2% | 0.26% | −0.04 |
| PEP Pepsico Inc. | Reduce -2.3% | 1.33% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.69% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.21% | −0.03 |
| CVX Chevron Corp. | Reduce -40.2% | 0.04% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Reduce -3.8% | 0.21% | −0.02 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -8.6% | 0.12% | −0.02 |
| ILMN Illumina Inc. | Reduce -45.5% | 0.02% | −0.02 |
| WMT Walmart Inc. | Reduce -1.5% | 0.66% | −0.02 |
| PM Philip Morris International | Reduce -7.5% | 0.06% | −0.02 |
| GWRE Guidewire Software Inc. | Reduce -35.9% | 0.02% | −0.02 |
| GMED Globus Medical Inc. Class A | Reduce -4.2% | 0.10% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -12.0% | 0.06% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -17.9% | 0.03% | −0.01 |
| LRCX Lam Research Corp. | Reduce -69.3% | 0.01% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -20.7% | 0.04% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -24.0% | 0.03% | −0.01 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -6.1% | 0.06% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -31.6% | 0.01% | −0.01 |
| UNP Union Pacific Corp. | Reduce -3.7% | 0.08% | −0.01 |
| PLD Prologis Inc. | Reduce -12.7% | 0.05% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Add +203.0% | 0.66% | +0.43 |
| ASML ASML Holding NV-NY Reg SHS | Add +12610.3% | 0.37% | +0.36 |
| DFNM Dimensional National Muni BD | New | 0.30% | +0.30 |
| DUHP Dimensional US High Profi Et | New | 0.18% | +0.18 |
| DFAE Dimensional Emerging Core Eq | Add +1806.4% | 0.17% | +0.16 |
| DFUS Dimensional US Eq MKT ETF | Add +521.0% | 0.17% | +0.15 |
| DFIV Dimensional International Va | New | 0.13% | +0.13 |
| OUNZ Vaneck Merk Gold ETF | New | 0.12% | +0.12 |
| DIHP Dimensional International Hi | New | 0.11% | +0.11 |
| DFAU Dimensional US Core Equity M | Add +88.7% | 0.21% | +0.10 |
| JNJ Johnson & Johnson | Add +1.1% | 0.65% | +0.08 |
| CMG Chipotle Mexican Grill Inc. | Add +925.0% | 0.08% | +0.07 |
| DFAS Dimensional US Small Cap ETF | Add +305.8% | 0.09% | +0.07 |
| ARE Alexandria Real Estate Equit | Add +3.1% | 0.65% | +0.06 |
| XYL Xylem Inc. | Add +1.9% | 0.73% | +0.06 |
| DFAI Dimensional International Co. | Add +157.1% | 0.10% | +0.06 |
| DFCF Dimensional Core Fixed Inc. | Add +112.6% | 0.12% | +0.06 |
| EW Edwards Lifesciences Corp. | Add +15.6% | 0.77% | +0.06 |
| DFSD Dimensional Short Duration | Add +298.5% | 0.07% | +0.05 |
| DFLV Dim US Large Cap Value ETF | New | 0.05% | +0.05 |
| DFIS Dimensional International SM | New | 0.05% | +0.05 |
| ORCL Oracle Corp. | Add +74.8% | 0.09% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +3.2% | 1.14% | +0.05 |
| TSLA Tesla Inc. | Add +9.4% | 0.10% | +0.03 |
| DFAR Dimensional US Real Est ETF | New | 0.03% | +0.03 |
| DISV Dimensional International SM | New | 0.03% | +0.03 |
| DFUV Dimensional US Marketwide Va | Add +110.5% | 0.05% | +0.02 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.02% | +0.02 |
| DEHP Dimensional Emrg MRK Hi Prof | New | 0.02% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.02% | +0.02 |
| VPU Vanguard Utilities ETF | Add +192.3% | 0.03% | +0.02 |
| DFAT Dimensional US Target Value | New | 0.02% | +0.02 |
| DFSU Dimensional US Sus CORE1 ETF | New | 0.02% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +6.9% | 0.11% | +0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +2.3% | 0.62% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.5% | 0.70% | +0.02 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +3.1% | 0.10% | +0.02 |
| DFAC Dimensional US Core Equity 2 | Add +34.2% | 0.06% | +0.01 |
| DFSB Dim GLB Sustain Fix Inc. ETF | New | 0.01% | +0.01 |
| AMD Advanced Micro Devices | Add +155.4% | 0.02% | +0.01 |
| DFSI Dimensional Int Sus COR1 ETF | New | 0.01% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.8% | 0.48% | +0.01 |
| SCHG Schwab US Large-Cap Growth | New | 0.01% | +0.01 |
| DFGR Dim Global Real Estate ETF | New | 0.01% | +0.01 |
| AME Ametek Inc. | New | 0.01% | +0.01 |
| MTB M & T Bank Corp. | Add +53.8% | 0.03% | +0.01 |
| DUSB Dimension Ultrashort Fi ETF | New | 0.01% | +0.01 |
| INTC Intel Corp. | Add +7.3% | 0.02% | +0.01 |
| DFSE Dimensional Em Sus CORE1 ETF | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 723 | $1.3B | PWR, PANW, AAPL, GOOG, GOOGL |
| Q1 2026 | 683 | $1.2B | PWR, AAPL, GOOG, GOOGL, AMZN |
| Q4 2025 | 585 | $1.3B | AAPL, PWR, GOOG, GOOGL, AMZN |
| Q3 2025 | 688 | $1.3B | AAPL, PWR, META, GOOG, PANW |
| Q2 2025 | 635 | $1.2B | PWR, AAPL, META, PANW, V |
| Q1 2025 | 640 | $1.1B | AAPL, V, PWR, META, PANW |
| Q4 2024 | 646 | $1.2B | AAPL, PWR, AMZN, META, PANW |
| Q3 2024 | 662 | $1.2B | AAPL, PWR, META, PANW, AMZN |
| Q2 2024 | 659 | $1.1B | AAPL, PWR, PANW, GOOG, AMZN |
| Q1 2024 | 660 | $1.1B | AAPL, PWR, V, AMZN, META |