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ATMOS ADVISORY, LLC

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13F filer, CIK 1905162, PITTSBURGH, PA

ATMOS ADVISORY, LLC reported $164,105,153 across 20 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-07. Its ten largest share positions make up 89.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001905162-25-000008

Period
2025-09-30
Reported value
$164M
Holdings
20
Top 10 weight
89.7%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+8,094$602K
BNDXadded+5,645$279K
VTIPadded+4,605$233K
VNQadded+1,606$147K
VTEBadded+2,825$141K

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

SecurityShares changeApprox. value
VEAreduced-6,778-$406K
VWOreduced-4,158-$225K
ESGVreduced-733-$86.8K
VVreduced-237-$73K
VSSreduced-468-$66.7K

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.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001905162-25-000008, largest first. % of portfolio is the value over $164,105,153, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247,490 shares; 2025Q1: 272,584 shares; 2025Q2: 272,968 shares; 2025Q3: 281,062 shares 281,062$20.9M12.74%+8,094Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330,395 shares; 2025Q1: 353,758 shares; 2025Q2: 341,907 shares; 2025Q3: 335,129 shares 335,129$20.1M12.24%-6,778Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316,979 shares; 2025Q1: 349,867 shares; 2025Q2: 380,344 shares; 2025Q3: 383,169 shares 383,169$19.2M11.69%+2,825Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,815 shares; 2025Q1: 60,483 shares; 2025Q2: 61,410 shares; 2025Q3: 61,173 shares 61,173$18.8M11.48%-237Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,033 shares; 2025Q1: 53,995 shares; 2025Q2: 53,839 shares; 2025Q3: 53,762 shares 53,762$13.7M8.33%-77Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236,448 shares; 2025Q1: 256,705 shares; 2025Q2: 264,823 shares; 2025Q3: 269,428 shares 269,428$13.6M8.31%+4,605Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,536 shares; 2025Q1: 256,161 shares; 2025Q2: 266,147 shares; 2025Q3: 271,792 shares 271,792$13.4M8.19%+5,645Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,384 shares; 2025Q1: 182,257 shares; 2025Q2: 176,394 shares; 2025Q3: 172,236 shares 172,236$9.33M5.69%-4,158Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,989 shares; 2025Q1: 48,866 shares; 2025Q2: 49,606 shares; 2025Q3: 49,991 shares 49,991$9.32M5.68%+385Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,785 shares; 2025Q1: 86,920 shares; 2025Q2: 94,497 shares; 2025Q3: 96,103 shares 96,103$8.79M5.35%+1,606Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,809 shares; 2025Q1: 52,226 shares; 2025Q2: 50,288 shares; 2025Q3: 49,820 shares 49,820$7.1M4.33%-468Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,803 shares; 2025Q1: 32,694 shares; 2025Q2: 32,391 shares; 2025Q3: 32,461 shares 32,461$6.77M4.13%+70Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,323 shares; 2025Q1: 40,704 shares; 2025Q2: 24,929 shares; 2025Q3: 24,196 shares 24,196$2.87M1.75%-733Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,826 shares; 2025Q1: 1,830 shares; 2025Q2: 1,835 shares; 2025Q3: 1,840 shares 1,840$133K0.08%+5Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares 389$9.13K0.01%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares 295$7.77K<0.01%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares 242$5.63K<0.01%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares 176$4.91K<0.01%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares 115$3.84K<0.01%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares 78$1.68K<0.01%0Timeline

How Q3 2025 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 0001905162-25-000008 base2025-10-07acceptance time not in the bulk data set