Atmos Advisory, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Atmos Advisory, LLC reported 21 stock positions worth $172.5 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 12.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 12.1%) and Vanguard Tax-Exempt Bond ETF (VTEB, 11.8%). Compared with Q3 2025, it opened 1 new position, added to 13 and reduced 1. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale Vanguard ESG US Stock ETF (ESGV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001905162
- Portfolio Value
- $172.5M (Q4 2025)
- SEC Filing
- 0001905162-26-000001 ↗ filed Jan 21, 2026
Holdings Value
Holdings 21 stocks · $172.5M
| VEA Vanguard Ftse Developed ETF | 12.60% | 348,079 | $21.7M | Add +3.9% |
| BND Vanguard Total Bond Market | 12.09% | 281,723 | $20.9M | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 11.78% | 404,088 | $20.3M | Add +5.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 11.73% | 64,291 | $20.2M | Add +5.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 8.46% | 56,579 | $14.6M | Add +5.2% |
| VTIP Vanguard Short-Term Tips | 8.09% | 282,150 | $14.0M | Add +4.7% |
| BNDX Vanguard Total Intl Bond ETF | 7.92% | 282,961 | $13.7M | Add +4.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.85% | 52,859 | $10.1M | Add +5.7% |
| VWO Vanguard Ftse Emerging Marke | 5.60% | 179,860 | $9.7M | Add +4.4% |
| VNQ Vanguard Real Estate ETF | 5.31% | 103,634 | $9.2M | Add +7.8% |
| VSS Vanguard Ftse All Wo X-US SC | 4.34% | 52,275 | $7.5M | Add +4.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 4.20% | 34,233 | $7.3M | Add +5.5% |
| ESGV Vanguard ESG US Stock ETF | 1.69% | 24,053 | $2.9M | Reduce -0.6% |
| BIV Vanguard Intermediate-Term B | 0.23% | 5,077 | $395K | New |
| DFUS Dimensional US Eq MKT ETF | 0.08% | 1,844 | $137K | Add +0.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 389 | $9K | No change |
| SCHX Schwab US Large-Cap ETF | 0.00% | 295 | $8K | No change |
| SCHF Schwab Intl Equity ETF | 0.00% | 242 | $6K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 176 | $5K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 115 | $4K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 78 | $2K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| ESGV Vanguard ESG US Stock ETF | Reduce -0.6% | 1.69% | −0.06 |
Portfolio Buys Q3 2025 → Q4 2025
| VEA Vanguard Ftse Developed ETF | Add +3.9% | 12.60% | +0.37 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +5.1% | 11.73% | +0.25 |
| BIV Vanguard Intermediate-Term B | New | 0.23% | +0.23 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.7% | 5.85% | +0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.2% | 8.46% | +0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +5.5% | 11.78% | +0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +5.5% | 4.20% | +0.07 |
| VSS Vanguard Ftse All Wo X-US SC | Add +4.9% | 4.34% | +0.01 |
| DFUS Dimensional US Eq MKT ETF | Add +0.2% | 0.08% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +7.8% | 5.31% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +4.4% | 5.60% | −0.08 |
| VTIP Vanguard Short-Term Tips | Add +4.7% | 8.09% | −0.22 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.1% | 7.92% | −0.27 |
| BND Vanguard Total Bond Market | Add +0.2% | 12.09% | −0.64 |
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 |