Latest GPWM LLC Stock Portfolio
GPWM LLC Performance:
2025 Q4: 0.55%YTD: 9.53%2024: 5.26%
Performance for 2025 Q4 is 0.55%, and YTD is 9.53%, and 2024 is 5.26%.
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 $172.5 Millions as of 31 Dec, 2025.
The top stock holdings of ATMOS ADVISORY, LLC are VEA, BIV, VTEB. The fund has invested 12.6% of it's portfolio in VANGUARD TAX-MANAGED INTL FD and 12.1% of portfolio in VANGUARD BD INDEX FDS.
They significantly reduced their stock positions in VANGUARD WORLD FD (EDV). ATMOS ADVISORY, LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV). 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 INTL EQUITY INDEX F (VEU).
The top stock holdings of ATMOS ADVISORY, LLC are VEA, BIV, VTEB. The fund has invested 12.6% of it's portfolio in VANGUARD TAX-MANAGED INTL FD and 12.1% of portfolio in VANGUARD BD INDEX FDS.
They significantly reduced their stock positions in VANGUARD WORLD FD (EDV). ATMOS ADVISORY, LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV). 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 INTL EQUITY INDEX F (VEU).
GPWM LLC Annual Return Estimates Vs S&P 500
Our best estimate is that ATMOS ADVISORY, LLC made a return of 0.55% in the last quarter. In trailing 12 months, it's portfolio return was 9.53%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard bd index fds | 395,397 |
New stocks bought by GPWM LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 7.84 |
| vanguard index fds | 5.74 |
| vanguard index fds | 5.46 |
| vanguard mun bd fds | 5.46 |
| vanguard index fds | 5.24 |
| vanguard index fds | 5.1 |
| vanguard intl equity index f | 4.93 |
| vanguard malvern fds | 4.72 |
Additions to existing portfolio by GPWM LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard world fd | -0.59 |
GPWM LLC reduced stake in above stock
Sold off
Sector Distribution
ATMOS ADVISORY, LLC has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
ATMOS ADVISORY, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by ATMOS ADVISORY, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| VEA | 4.2 % | |
| FNDA | 3.3 % | |
| DFAC | 2.4 % | |
| VB | 2.4 % | |
| VB | 2.2 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VEA | 0.9 M | |
| VB | 0.4 M | |
| VB | 0.2 M | |
| VB | 0.2 M | |
| VB | 0.1 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| FNDA | -3.1 % | |
| VB | -3.1 % | |
| VTIP | -2.3 % | |
| BNDX | -2.3 % | |
| FNDA | -1.9 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VTIP | -0.3 M | |
| BNDX | -0.3 M | |
| VB | -0.3 M | |
| BIV | -0.1 M | |
| VEU | -0.1 M | |
GPWM LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of GPWM LLC
ATMOS ADVISORY, LLC has 21 stocks in it's portfolio. About 89.4% of the portfolio is in top 10 stocks. VTIP proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for ATMOS ADVISORY, LLC last quarter.
Last Reported on: 21 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIV | vanguard bd index fds | 12.09 | 281,723 | 20,867,200 | added | 0.24 | ||
| BIV | vanguard bd index fds | 0.23 | 5,077 | 395,397 | new | |||
| BNDX | vanguard charlotte fds | 7.92 | 282,961 | 13,672,700 | added | 4.11 | ||
| DFAC | dimensional etf trust | 0.08 | 1,844 | 136,733 | added | 0.22 | ||
| EDV | vanguard world fd | 1.69 | 24,053 | 2,909,450 | reduced | -0.59 | ||
| FNDA | schwab strategic tr | 0.00 | 389 | 9,091 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 0.00 | 295 | 7,938 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 0.00 | 242 | 5,818 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 0.00 | 176 | 5,012 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 0.00 | 115 | 3,766 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 0.00 | 78.00 | 1,629 | unchanged | 0.00 | ||
| VB | vanguard index fds | 11.73 | 64,291 | 20,238,800 | added | 5.1 | ||
| VB | vanguard index fds | 8.46 | 56,579 | 14,594,600 | added | 5.24 | ||
| VB | vanguard index fds | 5.85 | 52,859 | 10,095,500 | added | 5.74 | ||
| VB | vanguard index fds | 5.32 | 103,634 | 9,170,570 | added | 7.84 | ||
| VB | vanguard index fds | 4.20 | 34,233 | 7,250,210 | added | 5.46 | ||
| VEA | vanguard tax-managed intl fd | 12.60 | 348,079 | 21,744,500 | added | 3.86 | ||
| VEU | vanguard intl equity index f | 5.60 | 179,860 | 9,669,270 | added | 4.43 | ||
| VEU | vanguard intl equity index f | 4.34 | 52,275 | 7,492,580 | added | 4.93 | ||
| VTEB | vanguard mun bd fds | 11.78 | 404,088 | 20,321,600 | added | 5.46 | ||