13F Insight
DOSSIER · 13F-HR · Q1 2026

American Trust

$1.1B in tracked AUM across 313 positions as of Q1 2026.

AT
CIK 0001905128 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
313
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

American Trust filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500
$174M291K15.3%02
BIV
VANGUARD INTERMED TERM BOND ETF
$96M1.2M8.5%03
DGRO
ISHARES CORE DIVIDEND GROWTH
$70M994K6.2%04
VUG
VANGUARD GROWTH ETF
$61M139K5.4%05
JGRO
JPMORGAN ACTIVE GROWTH ETF
$51M604K4.5%06
VB
VANGUARD SMALL CAP ETF
$49M188K4.4%07
IJH
ISHARES CORE S&P MID-CAP ETF
$44M659K3.9%08
DFIC
DIMENSIONAL INTERNATIONAL CORE
$39M1.1M3.4%09
VO
VANGUARD MID CAP INDEX ETF
$34M119K3.0%10
VEA
VANGUARD FTSE DEVELOPED MARKETS
$30M460K2.6%

Filing history

2026Q1Mar 31
$1.1B▼ 4.8%
313 positionsView →2025Q4Dec 31
$1.2B▲ 0.5%
328 positionsView →2025Q3Sep 30
$1.2B▲ 11.5%
327 positionsView →2025Q2Jun 30
$1.1B▲ 161.7%
302 positionsLocked2025Q1Mar 31
$406M▼ 69.1%
121 positionsLocked2024Q4Dec 31
$1.3B▲ 8.4%
313 positionsLocked2024Q3Sep 30
$1.2B▼ 0.7%
256 positionsLocked2024Q2Jun 30
$1.2B▲ 2.0%
244 positionsLocked2024Q1Mar 31
$1.2B▼ 11.6%
286 positionsLocked2023Q4Dec 31
$1.4B▲ 4.9%
291 positionsLocked2023Q3Sep 30
$1.3B▼ 10.4%
370 positionsLocked2023Q2Jun 30
$1.4B▲ 0.0%
520 positionsLocked
Showing 12 of 18