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 56.48% of Atmos Advisory's stock portfolio.
  • Added to shares of these 10 stocks: VTEB, VTIP, VEA, VV, VB, BND, VWO, VNQ, BNDX, VSS.
  • Atmos Advisory was a net buyer of stock by $2.5M.
  • Atmos Advisory has $191M in assets under management (AUM), dropping by 8.66%.
  • 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 20 positions in its portfolio as reported in the June 2026 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) 11.9 $23M 320k 71.25
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.9 $23M 309k 73.41
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 11.8 $23M +2% 447k 50.58
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Vanguard Index Fds Large Cap Etf (VV) 11.7 $22M 65k 343.91
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Vanguard Index Fds Small Cp Etf (VB) 9.2 $18M 58k 303.12
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Vanguard Malvern Fds Strm Infproidx (VTIP) 8.2 $16M 314k 50.23
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.0 $15M 318k 48.43
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Vanguard Index Fds Value Etf (VTV) 6.0 $12M 53k 217.93
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Vanguard Index Fds Real Estate Etf (VNQ) 5.8 $11M 116k 96.43
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.4 $10M 172k 59.69
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Vanguard Index Fds Sm Cp Val Etf (VBR) 4.4 $8.4M 35k 242.99
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.9 $7.5M 48k 154.29
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Vanguard World Esg Us Stk Etf (ESGV) 1.6 $3.1M +3% 23k 132.24
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $152k 1.9k 81.96
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $10k 437.00 23.13
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $8.7k 296.00 29.43
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $6.5k 181.00 36.13
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $5.9k 214.00 27.70
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $4.0k 109.00 36.26
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $2.2k 92.00 23.68
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Past Filings by Atmos Advisory

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

View all past filings