Atmos Advisory, LLC holds a focused book of 20 stocks worth $191.3M as of Q2 2026 (disclosed Jul 2, 2026, a ~45-day 13F lag). Their largest long position is VANGUARD TAX-MANAGED INTL FD at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1905162/holdings"
Use Arkolith to show ATMOS ADVISORY, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Intl FD FTSE DEV MKT ETF | $22.8M | 320.0K | 11.9% | ▲+1.1% Added · +4K sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $22.7M | 309.4K | 11.9% | ▲+0.8% Added · +2K sh | |
| 3 | Vanguard Mun BD FDS TAX EXEMPT BD | $22.6M | 447.3K | 11.8% | ▲+2.1% Added · +9K sh | |
| 4 | Vanguard Index FDS LARGE CAP ETF | $22.3M | 65.0K | 11.7% | ▲+1.1% Added · +685 sh | |
| 5 | Vanguard Index FDS SMALL CP ETF | $17.6M | 58.0K | 9.2% | ▲+1.0% Added · +594 sh | |
| 6 | Vanguard Malvern FDS STRM INFPROIDX | $15.8M | 313.9K | 8.2% | ▲+2.0% Added · +6K sh | |
| 7 | Vanguard Charlotte FDS TOTAL INT BD ETF | $15.4M | 318.0K | 8.0% | ▲+0.9% Added · +3K sh | |
| 8 | Vanguard Index FDS VALUE ETF | $11.5M | 53.0K | 6.0% | ▲+1.1% Added · +561 sh | |
| 9 | Vanguard Index FDS REAL ESTATE ETF | $11.2M | 116.0K | 5.8% | ▲+1.3% Added · +2K sh | |
| 10 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $10.3M | 171.8K | 5.4% | ▲+1.6% Added · +3K sh | |
| 11 | Vanguard Index FDS SM CP VAL ETF | $8.4M | 34.7K | 4.4% | ▲+1.4% Added · +474 sh | |
| 12 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $7.5M | 48.4K | 3.9% | ▲+1.8% Added · +862 sh | |
| 13 | Vanguard World FD ESG US STK ETF | $3.1M | 23.1K | 1.6% | ▲+3.0% Added · +677 sh | |
| 14 | Dimensional ETF Trust US EQUITY ETF | $152K | 1.9K | 0.1% | ▲+0.3% Added · +5 sh | |
| 15 | Schwab Strategic TR US AGGREGATE B | $10K | 437 | 0.0% | —Held | |
| 16 | Schwab Strategic TR US LRG CAP ETF | $9K | 296 | 0.0% | —Held | |
| 17 | Schwab Strategic TR US SML CAP ETF | $7K | 181 | 0.0% | —Held | |
| 18 | Schwab Strategic TR INTL EQTY ETF | $6K | 214 | 0.0% | —Held | |
| 19 | Schwab Strategic TR EMRG MKTEQ ETF | $4K | 109 | 0.0% | —Held | |
| 20 | Schwab Strategic TR US REIT ETF | $2K | 92 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 2, 2026 | 20 | $191.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 6, 2026 | 20 | $176.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21 | $172.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 20 | $164.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 20 | $156.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 20 | $149.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 32 | $144.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 20 | $140.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.