# EDGAR Filing Document

**Accession Number:** 0000005075
**File Stem:** 0000005075-26-000001
**Filing Date:** 2026-4
**Character Count:** 2601
**Document Hash:** b9db9c31e642aad9e996064eef20e9bd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000005075-26-000001.hdr.sgml**: 20260406

**ACCESSION NUMBER**: 0000005075-26-000001

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260406

**DATE AS OF CHANGE**: 20260406

**EFFECTIVENESS DATE**: 20260406

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN FUNDS & TRUSTS INCORPORATED
- **CENTRAL INDEX KEY:** 0000005075

**ORGANIZATION NAME:**
- **EIN:** 870238597
- **STATE OF INCORPORATION:** UT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-06939
- **FILM NUMBER:** 26842168

**BUSINESS ADDRESS:**
- **STREET 1:** 3030 SOUTH MAIN STREET
- **STREET 2:** SUITE 100
- **CITY:** SALT LAKE CITY
- **STATE:** UT
- **ZIP:** 84115-3554
- **BUSINESS PHONE:** 801 466-8701

**MAIL ADDRESS:**
- **STREET 1:** 3030 SOUTH MAIN STREET
- **STREET 2:** SUITE 100
- **CITY:** SALT LAKE CITY
- **STATE:** UT
- **ZIP:** 84115-3554

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERICAN FUNDS & TRUSTS INC                             /BD
- **DATE OF NAME CHANGE:** 20000101

### Attached PDF Documents

**Attachment 1:** `2025auditx17a5indcpa2.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000005075

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** AMERICAN FUNDS & TRUSTS INCORPORATED

**Business Address:** 3030 SOUTH MAIN STREET, SUITE 100, SALT LAKE CITY, UT, 84115-3554

**Contact Person:** Richard P Taggart

**Contact Phone:** 8014668701

### Independent Public Accountant Identification

**Accountant Name:** Haynie & Co

**Accountant Address:** 1785 W 2320 S, Salt Lake City, UT, 84119

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Richard P. Taggart**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **AMERICAN FUNDS & TRUSTS INCORPORATED**, as of **03-31-2026**, are true and correct.

**Signature:** Richard P. Taggart

**Title:** Vice President