Atmos Advisory, LLC 13F Holdings · Q3 2026
Atmos Advisory, LLC reported 21 securities worth $187.82M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: VV (12.20%), VEA (12.09%), BND (11.65%). Among its top 25 positions this quarter: 1 new, 13 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $22.9M | 12.20% | 65,130 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $22.7M | 12.09% | 321,626 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $21.9M | 11.65% | 311,901 | Added |
| 4 | VTEB | VANGUARD MUN BD FDS | $21.8M | 11.62% | 460,733 | Added |
| 5 | VB | VANGUARD INDEX FDS | $16.5M | 8.80% | 58,074 | Added |
| 6 | VTIP | VANGUARD MALVERN FDS | $15.6M | 8.29% | 316,500 | Added |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $15.1M | 8.06% | 323,143 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $11.5M | 6.12% | 53,188 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $10.5M | 5.58% | 116,928 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $10.3M | 5.46% | 173,000 | Added |
| 11 | VBR | VANGUARD INDEX FDS | $8.1M | 4.29% | 34,878 | Added |
| 12 | VSS | VANGUARD INTL EQUITY INDEX F | $7.6M | 4.04% | 48,870 | Added |
| 13 | ESGV | VANGUARD WORLD FD | $3.1M | 1.67% | 23,083 | Hold |
| 14 | DFUS | DIMENSIONAL ETF TRUST | $154,171 | 0.08% | 1,857 | Added |
| 15 | WTW | WILLIS TOWERS WATSON PLC LTD | $55,340 | 0.03% | 192 | New |
| 16 | SCHZ | SCHWAB STRATEGIC TR | $9,658 | 0.01% | 437 | Hold |
| 17 | SCHA | SCHWAB STRATEGIC TR | $5,906 | 0.00% | 181 | Hold |
| 18 | SCHE | SCHWAB STRATEGIC TR | $3,973 | 0.00% | 109 | Hold |
| 19 | SCHF | SCHWAB STRATEGIC TR | $5,879 | 0.00% | 214 | Hold |
| 20 | SCHH | SCHWAB STRATEGIC TR | $2,028 | 0.00% | 92 | Hold |
| 21 | SCHX | SCHWAB STRATEGIC TR | $8,880 | 0.00% | 296 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR