American Trust
$1.3B 13F equity value
366 Holdings
Quarter ended June 30, 2026
The latest 13F on file for American Trust covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 283,744 | $195M | 15.0% |
| BIV | VANGUARD INTERMED TERM BOND ETF | 1,214,066 | $93M | 7.2% |
| DGRO | ISHARES CORE DIVIDEND GROWTH | 1,039,043 | $79M | 6.1% |
| VUG | Vanguard Morningstar Growth ETF | 772,322 | $67M | 5.1% |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 616,315 | $61M | 4.7% |
| VB | VANGUARD SMALL CAP ETF | 189,427 | $57M | 4.4% |
| SRCE | 1st Source Corp | 655,083 | $53M | 4.1% |
| IJH | ISHARES CORE S&P MID-CAP ETF | 669,220 | $52M | 4.0% |
| DFIC | DIMENSIONAL INTERNATIONAL CORE | 1,134,501 | $42M | 3.3% |
| VO | Vanguard Morningstar Mid-Cap ET | 471,888 | $38M | 2.9% |
Track American Trust's 13F portfolio: $1.3B in reported holdings, 366 positions. Top holdings and quarterly changes on SentiSense.
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