Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ATMOS ADVISORY, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

ATMOS ADVISORY, LLC (CIK 1905162) reported $191.3M across 20 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($22.8M, 11.92%), BND ($22.7M, 11.87%), VTEB ($22.6M, 11.82%), VV ($22.3M, 11.68%), VB ($17.6M, 9.19%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VEAVANGUARD TAX-MANAGED INTL FD$22.8M11.92%319,977Added
2BNDVANGUARD BD INDEX FDS$22.7M11.87%309,440Added
3VTEBVANGUARD MUN BD FDS$22.6M11.82%447,264Added
4VVVANGUARD INDEX FDS$22.3M11.68%64,964Added
5VBVANGUARD INDEX FDS$17.6M9.19%58,007Added
6VTIPVANGUARD MALVERN FDS$15.8M8.24%313,874Added
7BNDXVANGUARD CHARLOTTE FDS$15.4M8.05%318,013Added
8VTVVANGUARD INDEX FDS$11.5M6.03%52,972Added
9VNQVANGUARD INDEX FDS$11.2M5.84%115,960Added
10VWOVANGUARD INTL EQUITY INDEX F$10.3M5.36%171,801Added
11VBRVANGUARD INDEX FDS$8.4M4.40%34,671Added
12VSSVANGUARD INTL EQUITY INDEX F$7.5M3.90%48,358Added
13ESGVVANGUARD WORLD FD$3.1M1.60%23,083Added
14DFUSDIMENSIONAL ETF TRUST$151,7910.08%1,852Added
15SCHZSCHWAB STRATEGIC TR$10,1080.01%437Hold
16SCHXSCHWAB STRATEGIC TR$8,7110.00%296Hold
17SCHASCHWAB STRATEGIC TR$6,5400.00%181Hold
18SCHESCHWAB STRATEGIC TR$3,9520.00%109Hold
19SCHFSCHWAB STRATEGIC TR$5,9280.00%214Hold
20SCHHSCHWAB STRATEGIC TR$2,1790.00%92Hold

Source: SEC Form 13F filings · as of 2026-06-30