13F Insight
DOSSIER · 13F-HR · Q2 2026

American Trust

$1.3B in tracked AUM across 334 positions as of Q2 2026.

AT
CIK 0001905128 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
334
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

American Trust filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$195M284K15.0%02
BIV
VANGUARD INTERMED TERM BOND ETF
$93M1.2M7.2%03
DGRO
ISHARES CORE DIVIDEND GROWTH
$79M1.0M6.1%04
VUG
Vanguard Morningstar Growth ETF
$67M772K5.1%05
JGRO
JPMORGAN ACTIVE GROWTH ETF
$61M616K4.7%06
VB
VANGUARD SMALL CAP ETF
$57M189K4.4%07
SRCE
1st Source Corp
$53M655K4.1%08
IJH
ISHARES CORE S&P MID-CAP ETF
$52M669K4.0%09
DFIC
DIMENSIONAL INTERNATIONAL CORE
$42M1.1M3.3%10
VO
Vanguard Morningstar Mid-Cap ET
$38M472K2.9%

Filing history

2026Q2Jun 30
$1.3B▲ 14.6%
334 positionsView →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 positionsLocked
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