Atmos Advisory, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Atmos Advisory, LLC reported 20 stock positions worth $156.9 million. Its top holding was Vanguard Total Bond Market (BND) at 12.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 12.4%) and Vanguard Tax-Exempt Bond ETF (VTEB, 11.9%). Compared with Q1 2025, it added to 8 and reduced 6. The biggest buy was Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares +2%) and the biggest sale Vanguard ESG US Stock ETF (ESGV, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001905162
- Portfolio Value
- $156.9M (Q2 2025)
- SEC Filing
- 0001905162-25-000007 ↗ filed Jul 15, 2025
Holdings Value
Holdings 20 stocks · $156.9M
| BND Vanguard Total Bond Market | 12.81% | 272,968 | $20.1M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 12.43% | 341,907 | $19.5M | Reduce -3.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 11.89% | 380,344 | $18.6M | Add +8.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 11.17% | 61,410 | $17.5M | Add +1.5% |
| VTIP Vanguard Short-Term Tips | 8.49% | 264,823 | $13.3M | Add +3.2% |
| BNDX Vanguard Total Intl Bond ETF | 8.40% | 266,147 | $13.2M | Add +3.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 8.13% | 53,839 | $12.8M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.59% | 49,606 | $8.8M | Add +1.5% |
| VWO Vanguard Ftse Emerging Marke | 5.56% | 176,394 | $8.7M | Reduce -3.2% |
| VNQ Vanguard Real Estate ETF | 5.36% | 94,497 | $8.4M | Add +8.7% |
| VSS Vanguard Ftse All Wo X-US SC | 4.31% | 50,288 | $6.8M | Reduce -3.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 4.03% | 32,391 | $6.3M | Reduce -0.9% |
| ESGV Vanguard ESG US Stock ETF | 1.74% | 24,929 | $2.7M | Reduce -38.8% |
| DFUS Dimensional US Eq MKT ETF | 0.08% | 1,835 | $123K | Add +0.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 389 | $9K | No change |
| SCHX Schwab US Large-Cap ETF | 0.00% | 295 | $7K | No change |
| SCHF Schwab Intl Equity ETF | 0.00% | 242 | $5K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 176 | $4K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 115 | $3K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 78 | $2K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ESGV Vanguard ESG US Stock ETF | Reduce -38.8% | 1.74% | −0.93 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 4.03% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.2% | 5.56% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 8.13% | +0.10 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.7% | 4.31% | +0.26 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.4% | 12.43% | +0.36 |
Portfolio Buys Q1 2025 → Q2 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.5% | 11.17% | +0.74 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +8.7% | 11.89% | +0.24 |
| VNQ Vanguard Real Estate ETF | Add +8.7% | 5.36% | +0.08 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.9% | 8.40% | +0.01 |
| DFUS Dimensional US Eq MKT ETF | Add +0.3% | 0.08% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.5% | 5.59% | −0.08 |
| VTIP Vanguard Short-Term Tips | Add +3.2% | 8.49% | −0.11 |
| BND Vanguard Total Bond Market | Add +0.1% | 12.81% | −0.62 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $191.3M | VEA, BND, VTEB, VV, VB |
| Q1 2026 | 20 | $176.1M | BND, VTEB, VEA, VV, VTIP |
| Q4 2025 | 21 | $172.5M | VEA, BND, VTEB, VV, VB |
| Q3 2025 | 20 | $164.1M | BND, VEA, VTEB, VV, VB |
| Q2 2025 | 20 | $156.9M | BND, VEA, VTEB, VV, VTIP |
| Q1 2025 | 20 | $149.0M | BND, VEA, VTEB, VV, VTIP |
| Q4 2024 | 32 | $144.0M | BND, VV, VTEB, VEA, VB |
| Q3 2024 | 20 | $140.7M | BND, VEA, VTEB, VV, VB |
| Q2 2024 | 20 | $127.8M | BND, VTEB, VEA, VV, VB |
| Q1 2024 | 20 | $124.9M | BND, VTEB, VEA, VV, VB |