Washington Trust Bank
208 holdingsFiling period: 2026-03-31Current AUM: $1.53Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAE | DIMENSIONAL ETF TRUST | 2.61M | $88.3M | $97.8M | 6.40% | +81.0K | 2026-03-31 |
| 2 | PCAR | PACCAR INC | 750.8K | $86.7M | $99.6M | 6.52% | -442 | 2026-03-31 |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 1.14M | $81.2M | $92.5M | 6.05% | -13,747 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 254.1K | $64.5M | $78.5M | 5.14% | -4,852 | 2026-03-31 |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 1.08M | $56.9M | $61.7M | 4.04% | -14,949 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 151.5K | $56.1M | $70.4M | 4.61% | -5,977 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 296.7K | $51.8M | $59.6M | 3.90% | -22,129 | 2026-03-31 |
| 8 | IVV | ISHARES TR | 65.2K | $42.6M | $48.9M | 3.20% | -2,058 | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 126.7K | $39.2M | $49.3M | 3.23% | -10,941 | 2026-03-31 |
| 10 | PG | PROCTER & GAMBLE CO | 247.6K | $35.8M | $35.8M | 2.34% | -5,344 | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 158.5K | $33.0M | $43.0M | 2.82% | -10,364 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 92.4K | $26.6M | $32.9M | 2.15% | +8.2K | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 85.9K | $25.3M | $30.2M | 1.98% | -6,455 | 2026-03-31 |
| 14 | EMB | ISHARES TR | 263.3K | $24.7M | $24.9M | 1.63% | +13.1K | 2026-03-31 |
| 15 | IWP | ISHARES TR | 175.0K | $22.4M | $24.0M | 1.57% | +9.4K | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 21.5K | $21.4M | $20.5M | 1.34% | -911 | 2026-03-31 |
| 17 | GS | GOLDMAN SACHS GROUP INC | 23.7K | $20.1M | $24.2M | 1.58% | -4,821 | 2026-03-31 |
| 18 | MA | MASTERCARD INCORPORATED | 39.1K | $19.6M | $22.4M | 1.47% | -2,242 | 2026-03-31 |
| 19 | PNC | PNC FINL SVCS GROUP INC | 83.8K | $17.4M | $20.9M | 1.37% | -14,471 | 2026-03-31 |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | 115.6K | $16.9M | $14.2M | 0.93% | +1.9K | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 28.9K | $16.6M | $16.1M | 1.05% | +4.4K | 2026-03-31 |
| 22 | TJX | TJX COS INC NEW | 102.4K | $16.4M | $16.1M | 1.05% | -11,959 | 2026-03-31 |
| 23 | LLY | ELI LILLY & CO | 17.5K | $16.1M | $20.1M | 1.32% | +9.9K | 2026-03-31 |
| 24 | MRK | MERCK & CO INC | 132.6K | $15.9M | $17.3M | 1.13% | -15,643 | 2026-03-31 |
| 25 | DE | DEERE & CO | 25.5K | $14.4M | $15.1M | 0.99% | -3,633 | 2026-03-31 |
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