American Trust

American Trust is an Investment Adviser institutional filer with the SEC under CIK 1905128, reporting 334 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: TN
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in American Trust's most recent 13F filing, ranked by reported market value.

1. VANGUARD S&P 500 ETF (VOO)
2. VANGUARD INTERMED TERM BOND ETF (BIV)
3. ISHARES CORE DIVIDEND GROWTH (DGRO)
4. Vanguard Morningstar Growth ETF (VUG)
5. JPMORGAN ACTIVE GROWTH ETF (JGRO)
6. VANGUARD SMALL CAP ETF (VB)
7. 1st Source Corp (SRCE)
8. ISHARES CORE S&P MID-CAP ETF (IJH)
9. DIMENSIONAL INTERNATIONAL CORE (DFIC)
10. Vanguard Morningstar Mid-Cap ET (VO)