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CIK: 0001905162
Total reported value
$191.3M
$191.3M
20 檔
48.4%
The Q3 2025 SEC filing reveals that Atmos Advisory, LLC held a total portfolio value of $191.3M, covering 20 public equity positions.
In Q3 2025, Atmos Advisory, LLC displayed an active expansion posture, initiating 0 new positions and adding to 8 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BND, VEA, VTEB) accounted for 48.4% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 12.74% | -0.97% | +2.97% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.24% | +0.41% | -1.98% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 11.69% | -0.59% | +0.74% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 11.48% | +0.77% | -0.39% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 8.33% | +0.65% | -0.14% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.31% | -0.49% | +1.74% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.19% | -0.55% | +2.12% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.69% | +0.17% | -2.36% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 5.68% | +0.19% | +0.78% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.35% | +0.08% | +1.70% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 4.33% | -0.03% | -0.93% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.13% | +0.18% | +0.22% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.75% | +0.17% | -2.94% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.08% | +0.01% | +0.27% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.01% | — | — | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | — | — | — | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | — | — | — | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | — | — | — | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | — | — | — | |
| 20 | SCHH | Schwab US Reit ETF | ETF-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +1.1% | -0.39% | Add |
| 2 | VB | Vanguard Small-cap ETF | +0.3% | -0.14% | Trim |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | +0.3% | -0.93% | Trim |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | -1.98% | Trim |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -2.36% | Trim |
| 6 | VNQ | Vanguard Real Estate ETF | +0.1% | +1.70% | Add |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +0.74% | Add |
| 8 | VBR | Vanguard Small-cap Value ETF | 0% | +0.22% | Trim |
| 9 | VTV | Vanguard Value ETF | 0% | +0.78% | Add |
| 10 | DFUS | Dimensional US Eq Mkt ETF | 0% | +0.27% | Add |
| 11 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 12 | SCHF | Schwab Intl Equity ETF | — | — | Unchanged |
| 13 | SCHA | Schwab US Small-cap ETF | — | — | Unchanged |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | — | Unchanged |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | — | — | Unchanged |
| 16 | SCHH | Schwab US Reit ETF | — | — | Unchanged |
| 17 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | +2.12% | Add |
| 18 | VTIP | Vanguard Short-term Tips | -0.3% | +1.74% | Add |
| 19 | BND | Vanguard Total Bond Market | -0.7% | +2.97% | Add |
| 20 | ESGV | Vanguard Esg US Stock ETF | -0.9% | -2.94% | Trim |
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 Q3 2025.
During Q3 2025, Atmos Advisory, LLC's top holdings by market value included BND (12.7%)、VEA (12.2%)、VTEB (11.7%). The largest single position, BND, represented 12.7% of total portfolio value.
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Top Position Liquidated / Trimmed
VEA
前期市值: $18.0M
In Q3 2025, Atmos Advisory, LLC made 14 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 6 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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