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ATMOS ADVISORY, LLC

13F filer · CIK 1905162 · Pittsburgh, PA

Summary
ATMOS ADVISORY, LLC reported $191.34M across 20 positions in its 13F for 2026 Q2, filed Jul 2, 2026. The largest holdings are VEA (11.9%), BND (11.9%), VTEB (11.8%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 14, trimmed 0 and sold out of 0.
Reported value$191.34M
Positions20
Report period2026 Q2
FiledJul 2, 2026
New positions0
Added14
Trimmed0
Sold out0

Top 20 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 11.9%Value $22.80MPrice $71.18Shares 320K +1.15%Since Jun 30 -0.10%
Weight 11.9%Value $22.72MPrice $70.23Shares 309K +0.79%Since Jun 30 -4.33%
Weight 11.8%Value $22.62MPrice $46.94Shares 447K +2.11%Since Jun 30 -7.20%
Weight 11.7%Value $22.34MPrice $352.28Shares 65K +1.07%Since Jun 30 +2.43%
Weight 9.2%Value $17.58MPrice $286.08Shares 58K +1.03%Since Jun 30 -5.62%
Weight 8.2%Value $15.77MPrice $49.19Shares 314K +1.98%Since Jun 30 -2.08%
Weight 8.0%Value $15.40MPrice $46.86Shares 318K +0.96%Since Jun 30 -3.24%
Weight 6.0%Value $11.54MPrice $217.89Shares 53K +1.07%Since Jun 30 -0.02%
Weight 5.8%Value $11.18MPrice $90.53Shares 116K +1.35%Since Jun 30 -6.12%
Weight 5.4%Value $10.25MPrice $59.62Shares 172K +1.63%Since Jun 30 -0.12%
Weight 4.4%Value $8.42MPrice $232.93Shares 35K +1.39%Since Jun 30 -4.14%
Weight 3.9%Value $7.46MPrice $155.54Shares 48K +1.81%Since Jun 30 +0.81%
Weight 1.6%Value $3.05MPrice $135.68Shares 23K +3.02%Since Jun 30 +2.60%
Weight 0.1%Value $151.8KPrice $83.30Shares 1,852 +0.27%Since Jun 30 +1.63%
Weight 0.0%Value $10.1KPrice $22.11Shares 437Since Jun 30 -4.41%
Weight 0.0%Value $8.7KPrice $30.09Shares 296Since Jun 30 +2.25%
Weight 0.0%Value $6.5KPrice $32.77Shares 181Since Jun 30 -9.31%
Weight 0.0%Value $5.9KPrice $27.66Shares 214Since Jun 30 -0.15%
Weight 0.0%Value $4.0KPrice $36.61Shares 109Since Jun 30 +0.97%
Weight 0.0%Value $2.2KPrice $22.25Shares 92Since Jun 30 -6.06%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

Largest sells in 2026 Q2

No trimmed or sold positions this quarter.

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR