Atmos Advisory, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$176.1M
Q ending 2026-03-31
Prior quarter
$172.5M
Q ending 2025-12-31
Change
+2.1% QoQ · +18.2% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | BND | Shares | $22.6M | 307K |
| Vanguard Mun Bd Fds | VTEB | Shares | $21.9M | 438K |
| Vanguard Tax-Managed Intl Fd | VEA | Shares | $20.3M | 316K |
| Vanguard Index Fds | VV | Shares | $19.2M | 64K |
| Vanguard Malvern Fds | VTIP | Shares | $15.4M | 308K |
| Vanguard Charlotte Fds | BNDX | Shares | $15.1M | 315K |
| Vanguard Index Fds | VB | Shares | $15.0M | 57K |
| Vanguard Index Fds | VTV | Shares | $10.3M | 52K |
| Vanguard Index Fds | VNQ | Shares | $10.1M | 114K |
| Vanguard Intl Equity Index F | VWO | Shares | $9.1M | 169K |
| Vanguard Index Fds | VBR | Shares | $7.4M | 34K |
| Vanguard Intl Equity Index F | VSS | Shares | $6.9M | 47K |
| Vanguard World Fd | ESGV | Shares | $2.5M | 22K |
| Dimensional Etf Trust | DFUS | Shares | $131K | 2K |
| Schwab Strategic Tr | SCHZ | Shares | $10K | 437 |
| Schwab Strategic Tr | SCHX | Shares | $8K | 296 |
| Schwab Strategic Tr | SCHF | Shares | $5K | 214 |
| Schwab Strategic Tr | SCHA | Shares | $5K | 181 |
| Schwab Strategic Tr | SCHE | Shares | $4K | 109 |
| Schwab Strategic Tr | SCHH | Shares | $2K | 92 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.