GPWM

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

  • Top 5 stock holdings are VV, VEA, BND, VTEB, VB, and represent 56.35% of Atmos Advisory's stock portfolio.
  • Added to shares of these 10 stocks: VTEB, BNDX, BND, VTIP, VEA, VNQ, VSS, VWO, VV, WTW.
  • Started 1 new stock position in WTW.
  • Atmos Advisory was a net buyer of stock by $1.8M.
  • Atmos Advisory has $188M in assets under management (AUM), dropping by -1.84%.
  • 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 September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 12.2 $23M 65k 351.85
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.1 $23M 322k 70.61
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.6 $22M 312k 70.15
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 11.6 $22M +3% 461k 47.36
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Vanguard Index Fds Small Cp Etf (VB) 8.8 $17M 58k 284.49
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Vanguard Malvern Fds Strm Infproidx (VTIP) 8.3 $16M 317k 49.22
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.1 $15M 323k 46.87
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Vanguard Index Fds Value Etf (VTV) 6.1 $12M 53k 216.08
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Vanguard Index Fds Real Estate Etf (VNQ) 5.6 $11M 117k 89.63
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.5 $10M 173k 59.31
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Vanguard Index Fds Sm Cp Val Etf (VBR) 4.3 $8.1M 35k 231.03
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.0 $7.6M 49k 155.25
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Vanguard World Esg Us Stk Etf (ESGV) 1.7 $3.1M 23k 135.53
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Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $154k 1.9k 83.02
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Willis Towers Watson SHS (WTW) 0.0 $55k NEW 192.00 288.23
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $9.7k 437.00 22.10
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $8.9k 296.00 30.00
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $5.9k 181.00 32.63
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $5.9k 214.00 27.47
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $4.0k 109.00 36.45
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $2.0k 92.00 22.04
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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