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Kevin Siebert

Atmos Advisory, Llc

Assets Managed
$191.338M
Holdings
20
Last Quarter
2026 - Q2
Filed Date
13d ago
Growth Rate
8.66%(2Q avg: 5.36%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Atmos Advisory, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of Atmos Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 191.338M in assets, with a quarterly growth rate of 8.66% and a 2-quarter average growth rate of 5.36%. The portfolio is managed by Kevin Siebert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.16%
11.92%
$22.798M
319,977 shares@ $71.25 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 0.79%
11.88%
$22.716M
309,440 shares@ $73.41 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 2.11%
11.83%
$22.623M
447,264 shares@ $50.58 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 1.07%
11.68%
$22.342M
64,964 shares@ $343.91 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.04%
9.19%
$17.583M
58,007 shares@ $303.13 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 1.99%
8.24%
$15.766M
313,874 shares@ $50.23 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 0.96%
8.05%
$15.401M
318,013 shares@ $48.44 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.08%
6.04%
$11.544M
52,972 shares@ $217.94 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 1.35%
5.85%
$11.182M
115,960 shares@ $96.44 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 1.64%
5.36%
$10.255M
171,801 shares@ $59.7 avg price

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