Latest GPWM LLC Stock Portfolio

About GPWM LLC and 13F Hedge Fund Stock Holdings

ATMOS ADVISORY, LLC is a hedge fund based in PITTSBURGH, PA. On 16-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $116.4 Millions. In it's latest 13F Holdings report, ATMOS ADVISORY, LLC reported an equity portfolio of $156.9 Millions as of 30 Jun, 2025.

The top stock holdings of ATMOS ADVISORY, LLC are BIV, VEA, VTEB. The fund has invested 12.8% of it's portfolio in VANGUARD BD INDEX FDS and 12.4% of portfolio in VANGUARD TAX-MANAGED INTL FD.

They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD TAX-MANAGED INTL FD (VEA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD MUN BD FDS (VTEB) and VANGUARD CHARLOTTE FDS (BNDX).

GPWM LLC Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by GPWM LLC

Additions

Ticker	% Inc.
vanguard index fds	8.72
vanguard mun bd fds	8.71
vanguard charlotte fds	3.9
vanguard malvern fds	3.16
vanguard index fds	1.53
vanguard index fds	1.51
dimensional etf trust	0.27
vanguard bd index fds	0.14

Additions to existing portfolio by GPWM LLC

Reductions

Ticker	% Reduced
vanguard world fd	-38.76
vanguard intl equity index f	-3.71
vanguard tax-managed intl fd	-3.35
vanguard intl equity index f	-3.22
vanguard index fds	-0.93
vanguard index fds	-0.29

GPWM LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by GPWM LLC

Sector Distribution

Sector	%
Others	100

Market Cap. Distribution

Category	%
UNALLOCATED	100

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%

Top 5 Losers ($)		$

GPWM LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of GPWM LLC

Last Reported on: 15 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BIV	vanguard bd index fds	12.81	272,968	20,098,600	added	0.14
Historical Trend of VANGUARD BD INDEX FDS Position Held By GPWM LLC What % of Portfolio is BIV?: Number of BIV shares held: Change in No. of Shares Held:
	VEA	vanguard tax-managed intl fd	12.43	341,907	19,492,100	reduced	-3.35

	VTEB	vanguard mun bd fds	11.89	380,344	18,648,300	added	8.71

	VB	vanguard index fds	11.17	61,410	17,520,300	added	1.53

	VTIP	vanguard malvern fds	8.49	264,823	13,312,700	added	3.16

	BNDX	vanguard charlotte fds	8.40	266,147	13,176,900	added	3.9

	VB	vanguard index fds	8.13	53,839	12,758,800	reduced	-0.29

	VB	vanguard index fds	5.59	49,606	8,767,360	added	1.51

	VEU	vanguard intl equity index f	5.56	176,394	8,724,450	reduced	-3.22

	VB	vanguard index fds	5.36	94,497	8,415,900	added	8.72

	VEU	vanguard intl equity index f	4.31	50,288	6,758,200	reduced	-3.71

	VB	vanguard index fds	4.03	32,391	6,316,570	reduced	-0.93

	EDV	vanguard world fd	1.74	24,929	2,733,220	reduced	-38.76

	DFAC	dimensional etf trust	0.08	1,835	122,981	added	0.27

	FNDA	schwab strategic tr	0.01	389	9,040	unchanged	0.00

	FNDA	schwab strategic tr	0.00	295	7,210	unchanged	0.00

	FNDA	schwab strategic tr	0.00	242	5,348	unchanged	0.00

	FNDA	schwab strategic tr	0.00	176	4,453	unchanged	0.00

	FNDA	schwab strategic tr	0.00	115	3,466	unchanged	0.00

	FNDA	schwab strategic tr	0.00	78.00	1,650	unchanged	0.00