American Trust
Annual return '25
+6.8%
SPY '25
+17.7%
Alpha
-10.9ptsvs SPY
Invested
$1.1B
Holdings
312
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD S&P 500
Q4 2025: New position (4.4k shares)
15.3%
02
$BIV
VANGUARD INTERMED TERM BOND ETF
Held since at least Q1 2024
8.5%
03
$DGRO
ISHARES CORE DIVIDEND GROWTH
Held since at least Q1 2024
6.2%
04
$VUG
VANGUARD GROWTH ETF
Held since at least Q1 2024
5.4%
05
$JGRO
JPMORGAN ACTIVE GROWTH ETF
Held since at least Q1 2024
4.5%
06
$VB
VANGUARD SMALL CAP ETF
Q4 2025: New position (1.6k shares)
4.4%
07
$IJH
ISHARES CORE S&P MID-CAP ETF
Held since at least Q1 2024
3.9%
08
$DFIC
DIMENSIONAL INTERNATIONAL CORE
Q1 2026: Increased +7.3% (444.3k → 476.9k shares)
3.4%
09
$VO
VANGUARD MID CAP INDEX ETF
Q4 2025: New position (1.4k shares)
3.0%
10
$VEA
VANGUARD FTSE DEVELOPED MARKETS
Q4 2025: New position (114.5k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:16 UTC.