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Attessa Capital

Latest statistics and disclosures from Attessa Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VEA, BND, XLK, SCHR, and represent 73.69% of Attessa Capital's stock portfolio.
Added to shares of these 10 stocks: XLK (+$6.6M), SPY, VEA, XLY, VOO, BND, SCHR, SCHQ, XLC, VT.
Reduced shares in these 10 stocks: AMZN, BIL, AGG, SCHX, SCHF, MLPA, SCHB, BRK.B, IAU, SPGI.
Sold out of its positions in AMZN, BIL.
Attessa Capital was a net buyer of stock by $17M.
Attessa Capital has $183M in assets under management (AUM), dropping by 7.81%.
Central Index Key (CIK): 0002020560

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Portfolio Holdings for Attessa Capital

Attessa Capital holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	32.0	$59M	+6%	86k	681.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	21.0	$38M	+6%	614k	62.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.2	$15M	+7%	203k	74.07	View chart
Select Sector Spdr Tr State Street Tec (XLK)	6.7	$12M	+114%	86k	143.97	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.8	$11M	+6%	426k	25.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	5.5	$10M		373k	26.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.8	$8.7M	+13%	14k	627.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.3	$4.3M	-2%	178k	24.04	View chart
Select Sector Spdr Tr State Street Com (XLC)	2.3	$4.2M	+6%	35k	117.72	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.2	$4.1M	+113%	34k	119.41	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	2.2	$3.9M	+7%	124k	31.70	View chart
Tesla Motors (TSLA)	0.8	$1.4M		3.2k	449.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$1.4M		52k	27.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$1.4M	-2%	52k	26.23	View chart
Apple (AAPL)	0.7	$1.3M	+4%	4.8k	271.83	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$933k	+24%	6.6k	141.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$625k		1.9k	335.27	View chart
NVIDIA Corporation (NVDA)	0.3	$621k	+11%	3.3k	186.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$600k	-2%	1.2k	502.65	View chart
Abbvie (ABBV)	0.3	$583k		2.6k	228.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$498k	-31%	5.0k	99.88	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$452k	+4%	7.9k	57.58	View chart
Exxon Mobil Corporation (XOM)	0.2	$437k	+14%	3.6k	120.34	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$427k		5.2k	82.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$383k		559.00	684.94	View chart
Wal-Mart Stores (WMT)	0.2	$336k		3.0k	111.41	View chart
Abbott Laboratories (ABT)	0.2	$327k		2.6k	125.29	View chart
S&p Global (SPGI)	0.2	$291k	-2%	556.00	522.59	View chart
Microsoft Corporation (MSFT)	0.1	$247k	+19%	511.00	483.16	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$236k	-4%	2.9k	81.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$215k		2.9k	73.56	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$204k	-28%	4.2k	48.41	View chart

Past Filings by Attessa Capital

SEC 13F filings are viewable for Attessa Capital going back to 2024

Attessa Capital 2025 Q4 filed Jan. 6, 2026
Attessa Capital 2025 Q3 filed Oct. 29, 2025
Attessa Capital 2025 Q2 filed July 15, 2025
Attessa Capital 2025 Q1 filed April 15, 2025
Attessa Capital 2024 Q4 filed Jan. 30, 2025

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