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CIK: 0001905162
Total reported value
$187.8M
$187.8M
20 檔
52.9%
According to the latest 13F quarterly dataset, Atmos Advisory, LLC managed an equity portfolio of $187.8M at the end of Q1 2026, spanning 20 distinct U.S. exchange-listed positions.
During Q1 2026, Atmos Advisory, LLC performed routine portfolio adjustments (0 new buys, 11 additions, 9 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 12.84% | -0.22% | +8.98% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 12.41% | -0.20% | +8.40% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.51% | +0.17% | -9.12% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 10.91% | +0.52% | -0.02% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.73% | +0.05% | +9.08% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.60% | +0.01% | +11.32% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 8.54% | -0.39% | +1.47% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 5.84% | +0.09% | -0.85% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.76% | -0.26% | +10.41% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.19% | +0.10% | -6.01% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.22% | -0.11% | -0.11% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.93% | +0.14% | -9.14% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.43% | +0.07% | -6.85% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.07% | — | +0.16% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.01% | — | +12.34% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | — | — | +0.34% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | — | — | -11.57% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | — | — | +2.84% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | — | — | -5.22% | |
| 20 | SCHH | Schwab US Reit ETF | ETF-Other | — | — | +17.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.8% | +8.98% | Add |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +0.7% | +11.32% | Add |
| 3 | VTIP | Vanguard Short-term Tips | +0.6% | +9.08% | Add |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | +0.6% | +8.40% | Add |
| 5 | VNQ | Vanguard Real Estate ETF | +0.5% | +10.41% | Add |
| 6 | VB | Vanguard Small-cap ETF | +0.1% | +1.47% | Add |
| 7 | VBR | Vanguard Small-cap Value ETF | 0% | -0.11% | Trim |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | — | +12.34% | Add |
| 9 | SCHF | Schwab Intl Equity ETF | — | -11.57% | Trim |
| 10 | SCHX | Schwab US Large-cap ETF | — | +0.34% | Add |
| 11 | SCHH | Schwab US Reit ETF | — | +17.95% | Add |
| 12 | SCHA | Schwab US Small-cap ETF | — | +2.84% | Add |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | -5.22% | Trim |
| 14 | VTV | Vanguard Value ETF | 0% | -0.85% | Trim |
| 15 | DFUS | Dimensional US Eq Mkt ETF | 0% | +0.16% | Add |
| 16 | ESGV | Vanguard Esg US Stock ETF | -0.3% | -6.85% | Trim |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | -0.4% | -9.14% | Trim |
| 18 | VWO | Vanguard Ftse Emerging Marke | -0.4% | -6.01% | Trim |
| 19 | VV | Vanguard Large-cap ETF | -0.8% | -0.02% | Trim |
| 20 | VEA | Vanguard Ftse Developed ETF | -1.1% | -9.12% | Trim |
| 21 | BIV | Vanguard Intermediate-term B | — | EXIT | Sold out |
According to official SEC Form 13F filings, Atmos Advisory, LLC reported a total U.S. public equity portfolio value of $187.8M across 20 disclosed positions in Q1 2026.
During Q1 2026, Atmos Advisory, LLC's top holdings by market value included BND (12.8%)、VTEB (12.4%)、VEA (11.5%). The largest single position, BND, represented 12.8% 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 BND, VTEB, VEA) accounted for 52.9% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
BIV
前期市值: $395.4K
In Q1 2026, Atmos Advisory, LLC made 21 total portfolio adjustments, initiating 0 new buys, adding to 11 positions, trimming 9 holdings, and fully liquidating 1 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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