13F Insight
DOSSIER · 13F-HR · Q2 2026

ATMOS ADVISORY, LLC

$191M in tracked AUM across 20 positions as of Q2 2026.

AA
CIK 0001905162 · last filed Jun 30, 2026
Total AUM
$191M
as of Q2 2026
Holdings
20
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive SEC 13F Analysis: ATMOS ADVISORY, LLC
1. Portfolio Overview

ATMOS ADVISORY, LLC has reported a drastic transformation in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 1,171.0%, growing from approximately $13.58 million in the previous quarter (Q3 2025) to $172.55 million. This represents a capital infusion or significant asset reallocation of over $158 million within a three-month period.

The portfolio ...

2. Key Holdings

The portfolio is dominated by Vanguard products, with the top 11 positions all being Vanguard ETFs. The largest single position is VEA (Vanguard Tax-Managed International Fund) at $21.74 million, representing 12.60% of the portfolio. This indicates a significant tilt toward international developed markets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED INTL FD
$23M320K11.9%02
BND
VANGUARD BD INDEX FDS
$23M309K11.9%03
VTEB
VANGUARD MUN BD FDS
$23M447K11.8%04
VV
VANGUARD INDEX FDS
$22M65K11.7%05
VB
VANGUARD INDEX FDS
$18M58K9.2%06
VTIP
VANGUARD MALVERN FDS
$16M314K8.2%07
BNDX
VANGUARD CHARLOTTE FDS
$15M318K8.0%08
VTV
VANGUARD INDEX FDS
$12M53K6.0%09
VNQ
VANGUARD INDEX FDS
$11M116K5.8%10
VWO
VANGUARD INTL EQUITY INDEX F
$10M172K5.4%

Filing history

2026Q2Jun 30
$191M▲ 8.7%
20 positionsView →2026Q1Mar 31
$176M▲ 2.1%
20 positionsView →2025Q4Dec 31
$173M▲ 1171.0%
21 positionsView →2025Q3Sep 30
$14M▼ 91.3%
2 positionsView →2025Q2Jun 30
$157M▲ 1143.4%
20 positionsLocked2025Q1Mar 31
$13M▼ 91.2%
2 positionsLocked2024Q4Dec 31
$144M▲ 2.3%
32 positionsLocked2024Q3Sep 30
$141M▲ 10.1%
20 positionsLocked2024Q2Jun 30
$128M▲ 2.4%
20 positionsLocked2024Q1Mar 31
$125M▲ 0.1%
20 positionsLocked2023Q4Dec 31
$125M▲ 6.5%
21 positionsLocked2023Q3Sep 30
$117M▼ 1.2%
20 positionsLocked
Showing 12 of 19