ATMOS ADVISORY, LLC
CIK 1905162 · Holdings on Jun 30, 2026 · First reported Jul 2, 2026
Top ten holdings
Q2 2026- VEA11.92%
- BND11.87%
- VTEB11.82%
- VV11.68%
- VB9.19%
- VTIP8.24%
- BNDX8.05%
- VTV6.03%
- VNQ5.84%
- VWO5.36%
Share classes counted separately90.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BNDWeight decreased · -0.97 pp12.84% → 11.87%Shares +2.42K (+0.79%)
- VVWeight increased · +0.77 pp10.91% → 11.68%Shares +685 (+1.07%)
- VBWeight increased · +0.65 pp8.54% → 9.19%Shares +594 (+1.03%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFFTSE DEV MKT ETF View history and evidence | $22.80M | 11.92% | 319.98K shares | 11.51% → 11.92%+0.41 pp +3.64K (+1.15%) | Added | ↗▾ |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $22.72M | 11.87% | 309.44K shares | 12.84% → 11.87%-0.97 pp +2.42K (+0.79%) | Added | ↗▾ |
| 03 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $22.62M | 11.82% | 447.26K shares | 12.41% → 11.82%-0.59 pp +9.24K (+2.11%) | Added | ↗▾ |
| 04 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $22.34M | 11.68% | 64.96K shares | 10.91% → 11.68%+0.77 pp +685 (+1.07%) | Added | ↗▾ |
| 05 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $17.58M | 9.19% | 58.01K shares | 8.54% → 9.19%+0.65 pp +594 (+1.03%) | Added | ↗▾ |
| 06 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $15.77M | 8.24% | 313.87K shares | 8.73% → 8.24%-0.49 pp +6.11K (+1.98%) | Added | ↗▾ |
| 07 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $15.40M | 8.05% | 318.01K shares | 8.60% → 8.05%-0.55 pp +3.02K (+0.96%) | Added | ↗▾ |
| 08 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $11.54M | 6.03% | 52.97K shares | 5.84% → 6.03%+0.19 pp +561 (+1.07%) | Added | ↗▾ |
| 09 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $11.18M | 5.84% | 115.96K shares | 5.76% → 5.84%+0.08 pp +1.54K (+1.35%) | Added | ↗▾ |
| 10 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $10.25M | 5.36% | 171.80K shares | 5.19% → 5.36%+0.17 pp +2.76K (+1.63%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1905162 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Jul 2, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 191337656
}Take these holdings further.
This page includes 20 of 20 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 20 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1905162","quarter":"2026Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1905162","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.