account_balance
Investment manager · 13F filer · SEC CIK 1905128
American Trust
Reported value$1.3Bas of Jun 30, 2026
Positions334 52 new, 31 sold out
Top 10 weight56.8%VOO alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
15.0%Trimmed −2%
BIVVanguard Intermed Term Bond ETF
7.2%Trimmed −2%
DGROiShares Core Dividend Growth
6.1%Added +5%
VUGVanguard Morningstar Growth ETF
5.1%Trimmed −7%
JGROJPMorgan Active Growth ETF
4.7%Added +2%
VBVanguard Small Cap ETF
4.4%
SRCE1st Source Corp
4.1%New
IJHiShares Core S&P Mid-Cap ETF
4.0%
DFICDimensional International Core
3.3%Added +4%
VOVanguard Morningstar Mid-Cap ET
2.9%
VEAVanguard Ftse Developed Markets
2.5%
QQQInvesco QQQ Trust
2.5%
VOOVanguard S&P 500 ETF
15.0%Trimmed −2%
BIVVanguard Intermed Term Bond ETF
7.2%
DGROiShares Core Dividend Growth
6.1%+5%
VUGVanguard Morningstar Growth ETF
5.1%−7%
JGROJPMorgan Active Growth ETF
4.7%+2%
VBVanguard Small Cap ETF
4.4%
SRCE1st Source Corp
4.1%
IJHiShares Core S&P Mid-Cap ETF
4.0%
DFICDimensional International Core
3.3%
VO2.9%
VEA2.5%
QQQ2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 15.0% Trimmed −2%
BIV Vanguard Intermed Term Bond ETF 7.2% Trimmed −2%
DGRO iShares Core Dividend Growth 6.1% Added +5%
VUG Vanguard Morningstar Growth ETF 5.1% Trimmed −7%
JGRO JPMorgan Active Growth ETF 4.7% Added +2%
VB Vanguard Small Cap ETF 4.4% Held
SRCE 1st Source Corp 4.1% NewIJH iShares Core S&P Mid-Cap ETF 4.0% Held
DFIC Dimensional International Core 3.3% Added +4%
VO Vanguard Morningstar Mid-Cap ET 2.9% Held
VEA Vanguard Ftse Developed Markets 2.5% Held
QQQ Invesco QQQ Trust 2.5% Held
What changed
Biggest moves since Mar 31, 2026
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