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CIK: 0001905162
Total reported value
$187.8M
$187.8M
20 檔
57.5%
At the close of Q2 2026, Atmos Advisory, LLC disclosed equity holdings valued at approximately $187.8M, spread across 20 reported holdings.
In Q2 2026, Atmos Advisory, LLC displayed an active expansion posture, initiating 0 new positions and adding to 14 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, BND, VTEB) accounted for 57.5% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.92% | +0.17% | +1.15% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.87% | -0.22% | +0.79% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 11.82% | -0.20% | +2.11% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-Other | 11.68% | +0.52% | +1.07% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 9.19% | -0.39% | +1.03% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.24% | +0.05% | +1.98% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.05% | +0.01% | +0.96% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 6.03% | +0.09% | +1.07% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.84% | -0.26% | +1.35% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.36% | +0.10% | +1.63% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.40% | -0.11% | +1.39% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.90% | +0.14% | +1.81% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.60% | +0.07% | +3.02% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.08% | — | +0.27% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.01% | — | — | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | — | — | — | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-Other | — | — | — | |
| 18 | SCHF | Schwab Intl Equity 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 | +0.8% | +1.07% | Add |
| 2 | VB | Vanguard Small-cap ETF | +0.7% | +1.03% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.4% | +1.15% | Add |
| 4 | VTV | Vanguard Value ETF | +0.2% | +1.07% | Add |
| 5 | VBR | Vanguard Small-cap Value ETF | +0.2% | +1.39% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +1.63% | Add |
| 7 | ESGV | Vanguard Esg US Stock ETF | +0.2% | +3.02% | Add |
| 8 | VNQ | Vanguard Real Estate ETF | +0.1% | +1.35% | Add |
| 9 | DFUS | Dimensional US Eq Mkt ETF | 0% | +0.27% | Add |
| 10 | SCHA | Schwab US Small-cap ETF | — | — | Unchanged |
| 11 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 12 | SCHF | Schwab Intl Equity ETF | — | — | Unchanged |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | — | Unchanged |
| 14 | SCHH | Schwab US Reit ETF | — | — | Unchanged |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | — | — | Unchanged |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +1.81% | Add |
| 17 | VTIP | Vanguard Short-term Tips | -0.5% | +1.98% | Add |
| 18 | BNDX | Vanguard Total Intl Bond ETF | -0.6% | +0.96% | Add |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | -0.6% | +2.11% | Add |
| 20 | BND | Vanguard Total Bond Market | -1% | +0.79% | Add |
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 Q2 2026.
During Q2 2026, Atmos Advisory, LLC's top holdings by market value included VEA (11.9%)、BND (11.9%)、VTEB (11.8%). The largest single position, VEA, represented 11.9% of total portfolio value.
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In Q2 2026, Atmos Advisory, LLC made 14 total portfolio adjustments, initiating 0 new buys, adding to 14 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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