ATMOS ADVISORY, LLC
CIK: 1905162SEC EDGAR →
Portfolio Value
$121.0B
Holdings
20
As of
Q2 2026
New Positions
20
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED INTL FD | 319,977 | $22.8B | 18.84% |
| 2 | VANGUARD BD INDEX FDS | 309,440 | $22.7B | 18.77% |
| 3 | VANGUARD MUN BD FDS | 447,264 | $22.6B | 18.70% |
| 4 | VANGUARD MALVERN FDS | 313,874 | $15.8B | 13.03% |
| 5 | VANGUARD CHARLOTTE FDS | 318,013 | $15.4B | 12.73% |
| 6 | VANGUARD INDEX FDS | 115,960 | $11.2B | 9.24% |
| 7 | VANGUARD INTL EQUITY INDEX F | 171,801 | $10.3B | 8.47% |
| 8 | DIMENSIONAL ETF TRUST | 1,852 | $151.8M | 0.13% |
| 9 | VANGUARD INDEX FDS | 64,964 | $22.3M | 0.02% |
| 10 | VANGUARD INDEX FDS | 58,007 | $17.6M | 0.01% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $121.0B | 100.0% |