ATMOS ADVISORY, LLC

Q3 2025 13F-HR Holdings

Location
Pittsburgh, PA
Holdings as of
9/30/2025
Date filed
10/7/2025
Form type
13F-HR
Num holdings
20
Total value ($000)
$164,105
Net value change ($000)
+7,228 (4.6%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VV 1,313 7.5%
VB 912 7.1%
BND 804 4.0%
VWO 608 7.0%
VEA 589 3.0%
VTV 556 6.3%
VTEB 537 2.9%
VBR 458 7.3%
VNQ 370 4.4%
VSS 344 5.1%
Top Reduces (Value $000, Stocks/ETFs)
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Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type