Atmos Advisory, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 2, 2026, Atmos Advisory, Llc disclosed 20 stock positions valued at approximately $191.34M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TAX-MANAGED INTL FD, VANGUARD BD INDEX FDS, and VANGUARD MUN BD FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 20
- Portfolio Value
- $191.34M
Holdings by Sector
Atmos Advisory, Llc Portfolio Holdings in Q2 2026
20 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | VEA | Other | 11.92% | 319,977 | +3,638 | +1.15% | $22,798,361 |
| VANGUARD BD INDEX FDS | BND | Other | 11.87% | 309,440 | +2,415 | +0.79% | $22,715,990 |
| VANGUARD MUN BD FDS | VTEB | Other | 11.82% | 447,264 | +9,238 | +2.11% | $22,622,613 |
| VANGUARD INDEX FDS | VV | Other | 11.68% | 64,964 | +685 | +1.07% | $22,341,769 |
| VANGUARD INDEX FDS | VB | Other | 9.19% | 58,007 | +594 | +1.03% | $17,583,082 |
| VANGUARD MALVERN FDS | VTIP | Other | 8.24% | 313,874 | +6,105 | +1.98% | $15,765,891 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 8.05% | 318,013 | +3,017 | +0.96% | $15,401,370 |
| VANGUARD INDEX FDS | VTV | Other | 6.03% | 52,972 | +561 | +1.07% | $11,544,188 |
| VANGUARD INDEX FDS | VNQ | Other | 5.84% | 115,960 | +1,540 | +1.35% | $11,182,023 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.36% | 171,801 | +2,758 | +1.63% | $10,254,802 |
| VANGUARD INDEX FDS | VBR | Other | 4.40% | 34,671 | +474 | +1.39% | $8,424,706 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 3.90% | 48,358 | +862 | +1.81% | $7,461,156 |
| VANGUARD WORLD FD | ESGV | Other | 1.60% | 23,083 | +677 | +3.02% | $3,052,496 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.08% | 1,852 | +5 | +0.27% | $151,791 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.01% | 437 | - | - | $10,108 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.00% | 296 | - | - | $8,711 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.00% | 181 | - | - | $6,540 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.00% | 214 | - | - | $5,928 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.00% | 109 | - | - | $3,952 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.00% | 92 | - | - | $2,179 |