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ATMOS ADVISORY, LLC

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13F filer, CIK 1905162, PITTSBURGH, PA

ATMOS ADVISORY, LLC reported $191,337,656 across 20 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-02. Its ten largest share positions make up 90% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001905162-26-000005

Period
2026-06-30
Reported value
$191M
Holdings
20
Top 10 weight
90%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTEBadded+9,238$467K
VTIPadded+6,105$307K
VEAadded+3,638$259K
VVadded+685$236K
VBadded+594$180K

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, Q2 2026

Share positions as resolved from 13F-HR 0001905162-26-000005, largest first. % of portfolio is the value over $191,337,656, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 319,977 shares 319,977$22.8M11.92%+3,638Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 309,440 shares 309,440$22.7M11.87%+2,415Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 447,264 shares 447,264$22.6M11.82%+9,238Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 64,964 shares 64,964$22.3M11.68%+685Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 58,007 shares 58,007$17.6M9.19%+594Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 313,874 shares 313,874$15.8M8.24%+6,105Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 318,013 shares 318,013$15.4M8.05%+3,017Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 52,972 shares 52,972$11.5M6.03%+561Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 115,960 shares 115,960$11.2M5.84%+1,540Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 171,801 shares 171,801$10.3M5.36%+2,758Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,671 shares 34,671$8.42M4.4%+474Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 48,358 shares 48,358$7.46M3.9%+862Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,083 shares 23,083$3.05M1.6%+677Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,852 shares 1,852$152K0.08%+5Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 316 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 437 shares; 2026Q2: 437 shares 437$10.1K0.01%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296$8.71K<0.01%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181$6.54K<0.01%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214$5.93K<0.01%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109$3.95K<0.01%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92$2.18K<0.01%0Timeline

How Q2 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 0001905162-26-000005 base2026-07-02acceptance time not in the bulk data set