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

American Trust

American Trust's family office based in Chicago, IL — $1.1B in tracked AUM across 313 positions as of Q1 2026.

AT
American Trust·Chicago, IL·Family Office
CIK 0001905128 · last filed Mar 31, 2026
Total AUM
$1.1B
▲ 5.1%
vs prior
Holdings
313
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · 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

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