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CIK: 0001905162
Total reported value
$191.3M
$191.3M
20 檔
43.8%
During the Q1 2025 filing period, Atmos Advisory, LLC (CIK: 0001905162) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $191.3M across 20 reported positions.
During Q1 2025, Atmos Advisory, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 13.44% | -0.97% | +10.14% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.07% | +0.41% | +7.07% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 11.65% | -0.59% | +10.38% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 10.43% | +0.77% | -0.55% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.60% | -0.49% | +8.57% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.39% | -0.55% | +16.15% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 8.04% | +0.65% | +1.81% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 5.66% | +0.19% | +3.99% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.54% | +0.17% | +5.73% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.28% | +0.08% | -5.30% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.09% | +0.18% | +2.80% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 4.05% | -0.03% | +7.00% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.68% | +0.17% | +15.23% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.07% | +0.01% | +0.22% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.01% | — | +23.10% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | — | — | -19.40% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | — | — | +7.08% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | — | — | — | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | — | — | +9.52% | |
| 20 | SCHH | Schwab US Reit ETF | ETF-Other | — | — | +16.42% |
According to official SEC Form 13F filings, Atmos Advisory, LLC reported a total U.S. public equity portfolio value of $191.3M across 20 disclosed positions in Q1 2025.
During Q1 2025, Atmos Advisory, LLC's top holdings by market value included BND (13.4%)、VEA (12.1%)、VTEB (11.7%). The largest single position, BND, represented 13.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VEA, VTEB) accounted for 43.8% of total reported equity market value during Q1 2025.
In Q1 2025, Atmos Advisory, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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