Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
American Trust (CIK 1905128) reported $1.13B across 313 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($173.7M, 15.35%), BIV ($95.7M, 8.46%), DGRO ($69.7M, 6.16%), VUG ($60.7M, 5.36%), JGRO ($51.1M, 4.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 | $173.7M | 15.35% | 290,703 | Added |
| 2 | BIV | VANGUARD INTERMED TERM BOND ETF | $95.7M | 8.46% | 1.2M | Added |
| 3 | DGRO | ISHARES CORE DIVIDEND GROWTH | $69.7M | 6.16% | 993,754 | Added |
| 4 | VUG | VANGUARD GROWTH ETF | $60.7M | 5.36% | 138,889 | Added |
| 5 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $51.1M | 4.51% | 604,032 | Added |
| 6 | VB | VANGUARD SMALL CAP ETF | $49.3M | 4.36% | 188,242 | Added |
| 7 | IJH | ISHARES CORE S&P MID-CAP ETF | $44.5M | 3.93% | 658,800 | Added |
| 8 | DFIC | DIMENSIONAL INTERNATIONAL CORE | $38.7M | 3.42% | 1.1M | Added |
| 9 | VO | VANGUARD MID CAP INDEX ETF | $34.3M | 3.03% | 119,379 | Added |
| 10 | VEA | VANGUARD FTSE DEVELOPED MARKETS | $29.5M | 2.61% | 460,453 | Trimmed |
| 11 | JPST | JP MORGAN ULTRA SHORT INCOME ET | $26.1M | 2.31% | 516,363 | Trimmed |
| 12 | QQQ | INVESCO QQQ TRUST | $24.9M | 2.20% | 43,206 | Trimmed |
| 13 | JCPI | JP MORGAN FLEXIBLE DEBT ETF | $22.4M | 1.98% | 450,071 | Added |
| 14 | DXUV | DIMENSIONAL US VECTOR EQUITY ET | $15.6M | 1.38% | 262,819 | Added |
| 15 | AAPL | APPLE INC | $14.2M | 1.26% | 56,094 | Trimmed |
| 16 | MSFT | MICROSOFT | $11.2M | 0.99% | 30,235 | Trimmed |
| 17 | VWO | VANGUARD FTSE EMERGING MARKETS | $10.8M | 0.95% | 199,302 | Added |
| 18 | FNDX | SCHWAB FUNDAMENTAL US LARGE COM | $10.6M | 0.94% | 381,429 | Trimmed |
| 19 | JPM | JP MORGAN CHASE | $9.7M | 0.86% | 32,923 | Trimmed |
| 20 | SPY | SPDR S&P 500 | $7.8M | 0.69% | 11,987 | Trimmed |
| 21 | NVDA | NVIDIA CORP | $7.6M | 0.67% | 43,322 | Trimmed |
| 22 | TSM | TAIWAN SEMICONDUCTOR MFG CO LTD | $7.3M | 0.65% | 21,695 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $7.0M | 0.62% | 28,784 | Trimmed |
| 24 | TJX | TJX COMPANIES | $6.3M | 0.56% | 39,666 | Trimmed |
| 25 | KLAC | KLA CORP. | $6.0M | 0.53% | 4,101 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31