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ATMOS ADVISORY, LLC

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13F filer, CIK 1905162, PITTSBURGH, PA

ATMOS ADVISORY, LLC reported $187,824,443 across 21 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-06. Its ten largest share positions make up 89.87% of the portfolio.

Accepted , ingested 13F-HR 0001905162-26-000006

Period
2026-09-30
Reported value
$188M
Holdings
21
Top 10 weight
89.87%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTEBadded+13,469$638K
BNDXadded+5,130$240K
BNDadded+2,461$173K
VTIPadded+2,626$129K
VEAadded+1,649$116K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0001905162-26-000006, largest first. % of portfolio is the value over $187,824,443, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,815 shares; 2025Q1: 60,483 shares; 2025Q2: 61,410 shares; 2025Q3: 61,173 shares; 2025Q4: 64,291 shares; 2026Q1: 64,279 shares; 2026Q2: 64,964 shares; 2026Q3: 65,130 shares 65,130$22.9M12.2%+166Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 330,395 shares; 2025Q1: 353,758 shares; 2025Q2: 341,907 shares; 2025Q3: 335,129 shares; 2025Q4: 348,079 shares; 2026Q1: 316,339 shares; 2026Q2: 319,977 shares; 2026Q3: 321,626 shares 321,626$22.7M12.09%+1,649Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247,490 shares; 2025Q1: 272,584 shares; 2025Q2: 272,968 shares; 2025Q3: 281,062 shares; 2025Q4: 281,723 shares; 2026Q1: 307,025 shares; 2026Q2: 309,440 shares; 2026Q3: 311,901 shares 311,901$21.9M11.65%+2,461Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 316,979 shares; 2025Q1: 349,867 shares; 2025Q2: 380,344 shares; 2025Q3: 383,169 shares; 2025Q4: 404,088 shares; 2026Q1: 438,026 shares; 2026Q2: 447,264 shares; 2026Q3: 460,733 shares 460,733$21.8M11.62%+13,469Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,033 shares; 2025Q1: 53,995 shares; 2025Q2: 53,839 shares; 2025Q3: 53,762 shares; 2025Q4: 56,579 shares; 2026Q1: 57,413 shares; 2026Q2: 58,007 shares; 2026Q3: 58,074 shares 58,074$16.5M8.8%+67Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 236,448 shares; 2025Q1: 256,705 shares; 2025Q2: 264,823 shares; 2025Q3: 269,428 shares; 2025Q4: 282,150 shares; 2026Q1: 307,769 shares; 2026Q2: 313,874 shares; 2026Q3: 316,500 shares 316,500$15.6M8.29%+2,626Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220,536 shares; 2025Q1: 256,161 shares; 2025Q2: 266,147 shares; 2025Q3: 271,792 shares; 2025Q4: 282,961 shares; 2026Q1: 314,996 shares; 2026Q2: 318,013 shares; 2026Q3: 323,143 shares 323,143$15.1M8.06%+5,130Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,989 shares; 2025Q1: 48,866 shares; 2025Q2: 49,606 shares; 2025Q3: 49,991 shares; 2025Q4: 52,859 shares; 2026Q1: 52,411 shares; 2026Q2: 52,972 shares; 2026Q3: 53,188 shares 53,188$11.5M6.12%+216Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,785 shares; 2025Q1: 86,920 shares; 2025Q2: 94,497 shares; 2025Q3: 96,103 shares; 2025Q4: 103,634 shares; 2026Q1: 114,420 shares; 2026Q2: 115,960 shares; 2026Q3: 116,928 shares 116,928$10.5M5.58%+968Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 172,384 shares; 2025Q1: 182,257 shares; 2025Q2: 176,394 shares; 2025Q3: 172,236 shares; 2025Q4: 179,860 shares; 2026Q1: 169,043 shares; 2026Q2: 171,801 shares; 2026Q3: 173,000 shares 173,000$10.3M5.46%+1,199Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,803 shares; 2025Q1: 32,694 shares; 2025Q2: 32,391 shares; 2025Q3: 32,461 shares; 2025Q4: 34,233 shares; 2026Q1: 34,197 shares; 2026Q2: 34,671 shares; 2026Q3: 34,878 shares 34,878$8.06M4.29%+207Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,809 shares; 2025Q1: 52,226 shares; 2025Q2: 50,288 shares; 2025Q3: 49,820 shares; 2025Q4: 52,275 shares; 2026Q1: 47,496 shares; 2026Q2: 48,358 shares; 2026Q3: 48,870 shares 48,870$7.59M4.04%+512Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,323 shares; 2025Q1: 40,704 shares; 2025Q2: 24,929 shares; 2025Q3: 24,196 shares; 2025Q4: 24,053 shares; 2026Q1: 22,406 shares; 2026Q2: 23,083 shares; 2026Q3: 23,083 shares 23,083$3.13M1.67%0Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,826 shares; 2025Q1: 1,830 shares; 2025Q2: 1,835 shares; 2025Q3: 1,840 shares; 2025Q4: 1,844 shares; 2026Q1: 1,847 shares; 2026Q2: 1,852 shares; 2026Q3: 1,857 shares 1,857$154K0.08%+5Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 192 shares 192$55.3K0.03%newTimeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 316 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 437 shares; 2026Q2: 437 shares; 2026Q3: 437 shares 437$9.66K0.01%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 366 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 296 shares; 2026Q2: 296 shares; 2026Q3: 296 shares 296$8.88K<0.01%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 181 shares; 2026Q2: 181 shares; 2026Q3: 181 shares 181$5.91K<0.01%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 226 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 214 shares; 2026Q2: 214 shares; 2026Q3: 214 shares 214$5.88K<0.01%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 109 shares; 2026Q2: 109 shares; 2026Q3: 109 shares 109$3.97K<0.01%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 92 shares; 2026Q2: 92 shares; 2026Q3: 92 shares 92$2.03K<0.01%0Timeline

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001905162-26-000006 base2026-10-06

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001905162-26-000006 Quarter ended 2026-09-302026-10-06
13F-HR 0001905162-26-000005 Quarter ended 2026-06-302026-07-02acceptance time not in the bulk data set
13F-HR 0001905162-26-000003 Quarter ended 2026-03-312026-04-06acceptance time not in the bulk data set
13F-HR 0001905162-26-000001 Quarter ended 2025-12-312026-01-21acceptance time not in the bulk data set
13F-HR 0001905162-25-000008 Quarter ended 2025-09-302025-10-07acceptance time not in the bulk data set
13F-HR 0001905162-25-000007 Quarter ended 2025-06-302025-07-15acceptance time not in the bulk data set
13F-HR 0001905162-25-000005 Quarter ended 2025-03-312025-04-22acceptance time not in the bulk data set
13F-HR 0001905162-25-000001 Quarter ended 2024-12-312025-01-13acceptance time not in the bulk data set
13F-HR 0001905162-24-000008 Quarter ended 2024-09-302024-10-25acceptance time not in the bulk data set
13F-HR 0001905162-24-000005 Quarter ended 2024-06-302024-07-10acceptance time not in the bulk data set
13F-HR 0001905162-24-000003 Quarter ended 2024-03-312024-04-24acceptance time not in the bulk data set
13F-HR 0001905162-24-000001 Quarter ended 2023-12-312024-02-01acceptance time not in the bulk data set
13F-HR 0001905162-23-000005 Quarter ended 2023-09-302023-10-11acceptance time not in the bulk data set
13F-HR 0001905162-23-000004 Quarter ended 2023-06-302023-07-25acceptance time not in the bulk data set
13F-HR 0001905162-23-000003 Quarter ended 2023-03-312023-04-11acceptance time not in the bulk data set
13F-HR 0001905162-23-000001 Quarter ended 2022-12-312023-01-20acceptance time not in the bulk data set
13F-HR 0001905162-22-000004 Quarter ended 2022-09-302022-10-11acceptance time not in the bulk data set
13F-HR 0001905162-22-000003 Quarter ended 2022-06-302022-07-18acceptance time not in the bulk data set
13F-HR 0001905162-22-000002 Quarter ended 2022-03-312022-04-07acceptance time not in the bulk data set
13F-HR 0001905162-22-000001 Quarter ended 2021-12-312022-02-02acceptance time not in the bulk data set