ATMOS ADVISORY, LLC
CIK: 1905162SEC EDGAR →
Portfolio Value
$118.1B
Holdings
21
As of
Q3 2026
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 321,626 | $22.7B | 19.22% |
| 2 | VANGUARD BD INDEX FDS | 311,901 | $21.9B | 18.52% |
| 3 | VANGUARD MUN BD FDS | 460,733 | $21.8B | 18.47% |
| 4 | VANGUARD MALVERN FDS | 316,500 | $15.6B | 13.19% |
| 5 | VANGUARD CHARLOTTE FDS | 323,143 | $15.1B | 12.82% |
| 6 | VANGUARD INDEX FDS | 116,928 | $10.5B | 8.87% |
| 7 | VANGUARD INTL EQUITY INDEX F | 173,000 | $10.3B | 8.69% |
| 8 | DIMENSIONAL ETF TRUST | 1,857 | $154.2M | 0.13% |
| 9 | VANGUARD INDEX FDS | 65,130 | $22.9M | 0.02% |
| 10 | VANGUARD INDEX FDS | 58,074 | $16.5M | 0.01% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $118.1B | 100.0% |