SEC Form 13F

American Trust 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$1,297,377,746
Positions334

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD S&P 500 ETFVOOEquities$194,878,431283,744
VANGUARD INTERMED TERM BOND ETFBIVEquities$93,118,8441,214,066
ISHARES CORE DIVIDEND GROWTHDGROEquities$78,749,0951,039,043
Vanguard Morningstar Growth ETFVUGEquities$66,527,873772,322
JPMORGAN ACTIVE GROWTH ETFJGROEquities$60,762,445616,315
VANGUARD SMALL CAP ETFVBEquities$57,419,135189,427
1st Source CorpSRCEEquities$53,441,666655,083
ISHARES CORE S&P MID-CAP ETFIJHEquities$51,603,554669,220
DIMENSIONAL INTERNATIONAL COREDFICEquities$42,271,5071,134,501
Vanguard Morningstar Mid-Cap ETVOEquities$38,019,978471,888

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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