account_balance
Investment manager · 13F filer · SEC CIK 861787
Washington Trust Bank
Reported value$1.44Bas of Sep 30, 2026
Positions208 12 new, 10 sold out
Top 10 weight45.5%DFAE alone is 7%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAEDimensional ETF Trust
6.8%
DFASDimensional ETF Trust
5.9%
PCARPaccar Inc
5.7%
MSFTMicrosoft Corp
5.4%Added +4%
AAPLApple Inc.
5.0%
DFIVDimensional ETF Trust
4.0%
NVDANVIDIA Corp
3.8%
IVViShares Tr
3.7%Added +3%
AMZNAmazon.com Inc
2.7%Added +8%
PGProcter & Gamble Co
2.4%
AVGOBroadcom Inc.
2.3%Added +3%
GOOGLAlphabet Inc.
2.0%
DFAEDimensional ETF Trust
6.8%
DFASDimensional ETF Trust
5.9%
PCARPaccar Inc
5.7%
MSFTMicrosoft Corp
5.4%Added +4%
AAPLApple Inc.
5.0%
DFIVDimensional ETF Trust
4.0%
NVDANVIDIA Corp
3.8%
IVViShares Tr
3.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAE Dimensional ETF Trust 6.8% Held
DFAS Dimensional ETF Trust 5.9% Held
PCAR Paccar Inc 5.7% HeldMSFT Microsoft Corp 5.4% Added +4%AAPL Apple Inc. 5.0% HeldDFIV Dimensional ETF Trust 4.0% Held
NVDA NVIDIA Corp 3.8% HeldIVV iShares Tr 3.7% Added +3%
AMZN Amazon.com Inc 2.7% Added +8%PG Procter & Gamble Co 2.4% HeldAVGO Broadcom Inc. 2.3% Added +3%GOOGL Alphabet Inc. 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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