§ 13F · FUND PROFILE
American Trust.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1061.6T (13F)Positions · 302Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1189.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 | 289K | $181.4T | 15.2% | NEW |
| 2 | BIV | VANGUARD INTERMED TERM BOND ETF | 1.15M | $89.6T | 7.5% | NEW |
| 3 | DGRO | ISHARES CORE DIVIDEND GROWTH | 961K | $66.7T | 5.6% | NEW |
| 4 | JGRO | JPMORGAN ACTIVE GROWTH ETF | 575K | $53.4T | 4.5% | NEW |
| 5 | VUG | VANGUARD GROWTH ETF | 109K | $53.1T | 4.5% | NEW |
| 6 | VB | VANGUARD SMALL CAP ETF | 185K | $47.8T | 4.0% | NEW |
| 7 | IJH | ISHARES CORE S&P MID-CAP ETF | 650K | $42.9T | 3.6% | NEW |
| 8 | VO | VANGUARD MID CAP INDEX ETF | 119K | $34.6T | 2.9% | NEW |
| 9 | DFIC | DIMENSIONAL INTERNATIONAL CORE | 1.00M | $34.5T | 2.9% | NEW |
| 10 | QQQ | INVESCO QQQ TRUST | 48K | $29.8T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMERICAN SIGNAL
AC read
American Trust is a Other fund managing $1061595.4 trillion in assets. The fund runs a broad portfolio of 302 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed