StockDriftsStockDriftsTop 20 Atmos Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED INTL FD | 11.92% | 320.0K | $22.8M | +1.15%(+3.64K) | $49.72(+46.79%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 11.87% | 309.4K | $22.7M | +0.79%(+2.42K) | $75.03(-3.66%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 11.82% | 447.3K | $22.6M | +2.11%(+9.24K) | $50.53(-1.37%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 11.68% | 65.0K | $22.3M | +1.07%(+685) | $217.51(+63.76%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 9.19% | 58.0K | $17.6M | +1.03%(+594) | $215.05(+42.48%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 8.24% | 313.9K | $15.8M | +1.98%(+6.11K) | $48.07(+3.36%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 8.05% | 318.0K | $15.4M | +0.96%(+3.02K) | $51.28(-6.71%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 6.03% | 53.0K | $11.5M | +1.07%(+561) | $148.41(+52.15%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 5.84% | 116.0K | $11.2M | +1.35%(+1.54K) | $95.57(+1.29%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.36% | 171.8K | $10.3M | +1.63%(+2.76K) | $47.07(+28.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.75% | +28.63% | — | — | +16.10% |
| Top 20 Holdings Unweighted | +11.34% | +38.01% | — | — | +22.97% |
Atmos Advisory LLC reports $191.34M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are VEA (11.9%), BND (11.9%) and VTEB (11.8%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +28.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atmos Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1905162). View Atmos Advisory LLC’s 13F filings on SEC