§ 13F · FUND PROFILE
ATMOS ADVISORY, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $164M (13F)Positions · 20Turnover · — · Q1Filed · Apr 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 307K | $23M | 12.8% | +9% |
| 2 | VTEB | VANGUARD MUN BD FDS | 438K | $22M | 12.4% | +8% |
| 3 | VEA | VANGUARD TAX-MANAGED INTL FD | 316K | $20M | 11.5% | −9% |
| 4 | VV | VANGUARD INDEX FDS | 64K | $19M | 10.9% | ±0% |
| 5 | VTIP | VANGUARD MALVERN FDS | 308K | $15M | 8.7% | +9% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 315K | $15M | 8.6% | +11% |
| 7 | VB | VANGUARD INDEX FDS | 57K | $15M | 8.5% | +1% |
| 8 | VTV | VANGUARD INDEX FDS | 52K | $10M | 5.8% | −1% |
| 9 | VNQ | VANGUARD INDEX FDS | 114K | $10M | 5.8% | +10% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 169K | $9M | 5.2% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATMOS SIGNAL
AC read
ATMOS ADVISORY, LLC is a Other fund managing $164 million in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed