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CIK: 0001905162
Total reported value
$191.3M
$191.3M
21 檔
51.1%
As reported in its official Q4 2025 Form 13F filing, Atmos Advisory, LLC's tracked investment portfolio stood at $191.3M with 21 total positions.
In Q4 2025, Atmos Advisory, LLC displayed an active expansion posture, initiating 1 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.60% | +0.41% | +3.86% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 12.09% | -0.97% | +0.24% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 11.78% | -0.59% | +5.46% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 11.73% | +0.77% | +5.10% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 8.46% | +0.65% | +5.24% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.09% | -0.49% | +4.72% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 7.92% | -0.55% | +4.11% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 5.85% | +0.19% | +5.74% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.60% | +0.17% | +4.43% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.31% | +0.08% | +7.84% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 4.34% | -0.03% | +4.93% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.20% | +0.18% | +5.46% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.69% | +0.17% | -0.59% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.23% | — | — | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.08% | +0.01% | +0.22% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.01% | — | — | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | — | — | — | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | — | — | — | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | — | — | — | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | — | — | — | |
| 21 | SCHH | Schwab US Reit ETF | ETF-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.4% | +3.86% | Add |
| 2 | VV | Vanguard Large-cap ETF | +0.3% | +5.10% | Add |
| 3 | VTV | Vanguard Value ETF | +0.2% | +5.74% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.1% | +5.24% | Add |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +5.46% | Add |
| 6 | VBR | Vanguard Small-cap Value ETF | +0.1% | +5.46% | Add |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +4.93% | Add |
| 8 | DFUS | Dimensional US Eq Mkt ETF | — | +0.22% | Add |
| 9 | SCHF | Schwab Intl Equity ETF | — | — | Unchanged |
| 10 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 11 | SCHA | Schwab US Small-cap ETF | — | — | Unchanged |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | — | Unchanged |
| 13 | SCHH | Schwab US Reit ETF | — | — | Unchanged |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | — | — | Unchanged |
| 15 | VNQ | Vanguard Real Estate ETF | 0% | +7.84% | Add |
| 16 | ESGV | Vanguard Esg US Stock ETF | -0.1% | -0.59% | Trim |
| 17 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +4.43% | Add |
| 18 | VTIP | Vanguard Short-term Tips | -0.2% | +4.72% | Add |
| 19 | BNDX | Vanguard Total Intl Bond ETF | -0.3% | +4.11% | Add |
| 20 | BND | Vanguard Total Bond Market | -0.7% | +0.24% | Add |
| 21 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
According to official SEC Form 13F filings, Atmos Advisory, LLC reported a total U.S. public equity portfolio value of $191.3M across 21 disclosed positions in Q4 2025.
During Q4 2025, Atmos Advisory, LLC's top holdings by market value included VEA (12.6%)、BND (12.1%)、VTEB (11.8%). The largest single position, VEA, represented 12.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, BND, VTEB) accounted for 51.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
BIV
市值: $395.4K
Top Position Liquidated / Trimmed
ESGV
前期市值: $2.9M
In Q4 2025, Atmos Advisory, LLC made 15 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 1 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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