Institutional Fund
Atmos Advisory, LLC
Pittsburgh, PACIK 19051625 filings on record
Portfolio Value
$176.09M
Q1 2026
Holdings
20
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+2.1%
from $172.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds12.8%
- Vanguard Mun Bd Fds12.4%
- Vanguard Tax-Managed Fds11.5%
- Vanguard Index Fds10.9%
- Vanguard Malvern Fds8.7%
- Vanguard Charlotte Fds8.6%
- Other35.0%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 307.0K | $22.61M | 12.8% | +25.3K | Added |
| 2 | Vanguard Mun Bd Fds | 438.0K | $21.85M | 12.4% | +33.9K | Added |
| 3 | Vanguard Tax-Managed Fds | 316.3K | $20.27M | 11.5% | −31.7K | Reduced |
| 4 | Vanguard Index Fds | 64.3K | $19.21M | 10.9% | −12 | Reduced |
| 5 | Vanguard Malvern Fds | 307.8K | $15.37M | 8.7% | +25.6K | Added |
| 6 | Vanguard Charlotte Fds | 315.0K | $15.14M | 8.6% | +32.0K | Added |
| 7 | Vanguard Index Fds | 57.4K | $15.04M | 8.5% | +834 | Added |
| 8 | Vanguard Index Fds | 52.4K | $10.28M | 5.8% | −448 | Reduced |
| 9 | Vanguard Index Fds | 114.4K | $10.15M | 5.8% | +10.8K | Added |
| 10 | Vanguard Intl Equity Index F | 169.0K | $9.14M | 5.2% | −10.8K | Reduced |
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