GPWM

Latest statistics and disclosures from Atmos Advisory's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VEA, BND, VTEB, VV, VB, and represent 56.66% of Atmos Advisory's stock portfolio.
  • Added to shares of these 10 stocks: VTEB, VV, VEA, VB, VNQ, VTIP, VTV, BNDX, VWO, BIV.
  • Started 1 new stock position in BIV.
  • Reduced shares in these 1 stock: ESGV.
  • Atmos Advisory was a net buyer of stock by $7.5M.
  • Atmos Advisory has $173M in assets under management (AUM), dropping by 5.14%.
  • Central Index Key (CIK): 0001905162

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Positions held by GPWM consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Atmos Advisory

Atmos Advisory holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.6 $22M +3% 348k 62.47
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.1 $21M 282k 74.07
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 11.8 $20M +5% 404k 50.29
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Vanguard Index Fds Large Cap Etf (VV) 11.7 $20M +5% 64k 314.80
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Vanguard Index Fds Small Cp Etf (VB) 8.5 $15M +5% 57k 257.95
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Vanguard Malvern Fds Strm Infproidx (VTIP) 8.1 $14M +4% 282k 49.46
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 7.9 $14M +4% 283k 48.32
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Vanguard Index Fds Value Etf (VTV) 5.9 $10M +5% 53k 190.99
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.6 $9.7M +4% 180k 53.76
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Vanguard Index Fds Real Estate Etf (VNQ) 5.3 $9.2M +7% 104k 88.49
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.3 $7.5M +4% 52k 143.33
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Vanguard Index Fds Sm Cp Val Etf (VBR) 4.2 $7.3M +5% 34k 211.79
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Vanguard World Esg Us Stk Etf (ESGV) 1.7 $2.9M 24k 120.96
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Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $395k NEW 5.1k 77.88
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $137k 1.8k 74.15
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $9.1k 389.00 23.37
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $7.9k 295.00 26.91
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $5.8k 242.00 24.04
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $5.0k 176.00 28.48
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $3.8k 115.00 32.75
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.6k 78.00 20.88
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Past Filings by Atmos Advisory

SEC 13F filings are viewable for Atmos Advisory going back to 2021