ATMOS ADVISORY, LLC
CIK: 0001905162SEC EDGAR →
Portfolio Value
$172.5M
Holdings
21
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED INTL FD | 348,079 | $21.7M | 12.60% |
| 2 | VANGUARD BD INDEX FDS | 281,723 | $20.9M | 12.09% |
| 3 | VANGUARD MUN BD FDS | 404,088 | $20.3M | 11.78% |
| 4 | VANGUARD INDEX FDS | 64,291 | $20.2M | 11.73% |
| 5 | VANGUARD INDEX FDS | 56,579 | $14.6M | 8.46% |
| 6 | VANGUARD MALVERN FDS | 282,150 | $14.0M | 8.09% |
| 7 | VANGUARD CHARLOTTE FDS | 282,961 | $13.7M | 7.92% |
| 8 | VANGUARD INDEX FDS | 52,859 | $10.1M | 5.85% |
| 9 | VANGUARD INTL EQUITY INDEX F | 179,860 | $9.7M | 5.60% |
| 10 | VANGUARD INDEX FDS | 103,634 | $9.2M | 5.31% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $172.5M | 100.0% |