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ATMOS ADVISORY, LLC

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13F filer, CIK 1905162, PITTSBURGH, PA

ATMOS ADVISORY, LLC reported $176,092,481 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-06. Its ten largest share positions make up 90.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001905162-26-000003

Period
2026-03-31
Reported value
$176M
Holdings
20
Top 10 weight
90.33%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+25,302$1.86M
VTEBadded+33,938$1.69M
BNDXadded+32,035$1.54M
VTIPadded+25,619$1.28M
VNQadded+10,786$957K

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-31,740-$2.03M
VSSreduced-4,779-$697K
VWOreduced-10,817-$585K
BIVexited-5,077-$395K
ESGVreduced-1,647-$185K

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, Q1 2026

Share positions as resolved from 13F-HR 0001905162-26-000003, largest first. % of portfolio is the value over $176,092,481, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247,490 shares; 2025Q1: 272,584 shares; 2025Q2: 272,968 shares; 2025Q3: 281,062 shares; 2025Q4: 281,723 shares; 2026Q1: 307,025 shares 307,025$22.6M12.84%+25,302Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316,979 shares; 2025Q1: 349,867 shares; 2025Q2: 380,344 shares; 2025Q3: 383,169 shares; 2025Q4: 404,088 shares; 2026Q1: 438,026 shares 438,026$21.9M12.41%+33,938Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330,395 shares; 2025Q1: 353,758 shares; 2025Q2: 341,907 shares; 2025Q3: 335,129 shares; 2025Q4: 348,079 shares; 2026Q1: 316,339 shares 316,339$20.3M11.51%-31,740Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,815 shares; 2025Q1: 60,483 shares; 2025Q2: 61,410 shares; 2025Q3: 61,173 shares; 2025Q4: 64,291 shares; 2026Q1: 64,279 shares 64,279$19.2M10.91%-12Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236,448 shares; 2025Q1: 256,705 shares; 2025Q2: 264,823 shares; 2025Q3: 269,428 shares; 2025Q4: 282,150 shares; 2026Q1: 307,769 shares 307,769$15.4M8.73%+25,619Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,536 shares; 2025Q1: 256,161 shares; 2025Q2: 266,147 shares; 2025Q3: 271,792 shares; 2025Q4: 282,961 shares; 2026Q1: 314,996 shares 314,996$15.1M8.6%+32,035Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,033 shares; 2025Q1: 53,995 shares; 2025Q2: 53,839 shares; 2025Q3: 53,762 shares; 2025Q4: 56,579 shares; 2026Q1: 57,413 shares 57,413$15M8.54%+834Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,989 shares; 2025Q1: 48,866 shares; 2025Q2: 49,606 shares; 2025Q3: 49,991 shares; 2025Q4: 52,859 shares; 2026Q1: 52,411 shares 52,411$10.3M5.84%-448Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,785 shares; 2025Q1: 86,920 shares; 2025Q2: 94,497 shares; 2025Q3: 96,103 shares; 2025Q4: 103,634 shares; 2026Q1: 114,420 shares 114,420$10.1M5.76%+10,786Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,384 shares; 2025Q1: 182,257 shares; 2025Q2: 176,394 shares; 2025Q3: 172,236 shares; 2025Q4: 179,860 shares; 2026Q1: 169,043 shares 169,043$9.14M5.19%-10,817Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,803 shares; 2025Q1: 32,694 shares; 2025Q2: 32,391 shares; 2025Q3: 32,461 shares; 2025Q4: 34,233 shares; 2026Q1: 34,197 shares 34,197$7.43M4.22%-36Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,809 shares; 2025Q1: 52,226 shares; 2025Q2: 50,288 shares; 2025Q3: 49,820 shares; 2025Q4: 52,275 shares; 2026Q1: 47,496 shares 47,496$6.92M3.93%-4,779Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,323 shares; 2025Q1: 40,704 shares; 2025Q2: 24,929 shares; 2025Q3: 24,196 shares; 2025Q4: 24,053 shares; 2026Q1: 22,406 shares 22,406$2.52M1.43%-1,647Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,826 shares; 2025Q1: 1,830 shares; 2025Q2: 1,835 shares; 2025Q3: 1,840 shares; 2025Q4: 1,844 shares; 2026Q1: 1,847 shares 1,847$131K0.07%+3Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 437 shares 437$10.1K0.01%+48Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 296 shares 296$7.59K<0.01%+1Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 214 shares 214$5.3K<0.01%-28Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 181 shares 181$5.26K<0.01%+5Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 109 shares 109$3.59K<0.01%-6Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 92 shares 92$1.98K<0.01%+14Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BIVVANGUARD BD INDEX FDS5,077$395Kshares

How Q1 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 0001905162-26-000003 base2026-04-06acceptance time not in the bulk data set