§ 13F · FUND PROFILE
American Trust.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 302Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 | 291K | $174M | 15.3% | +1% |
| 2 | BIV | VANGUARD INTERMED TERM BOND ETF | 1.24M | $96M | 8.5% | +8% |
| 3 | DGRO | ISHARES CORE DIVIDEND GROWTH | 994K | $70M | 6.2% | +3% |
| 4 | VUG | VANGUARD GROWTH ETF | 139K | $61M | 5.4% | +28% |
| 5 | JGRO | JPMORGAN ACTIVE GROWTH ETF | 604K | $51M | 4.5% | +5% |
| 6 | VB | VANGUARD SMALL CAP ETF | 188K | $49M | 4.4% | +2% |
| 7 | IJH | ISHARES CORE S&P MID-CAP ETF | 659K | $44M | 3.9% | +1% |
| 8 | DFIC | DIMENSIONAL INTERNATIONAL CORE | 1.09M | $39M | 3.4% | +9% |
| 9 | VO | VANGUARD MID CAP INDEX ETF | 119K | $34M | 3.0% | ±0% |
| 10 | VEA | VANGUARD FTSE DEVELOPED MARKETS | 460K | $30M | 2.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMERICAN SIGNAL
AC read
American Trust is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 302 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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