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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, XLK, BND, SCHR, and represent 74.51% of Attessa Capital's stock portfolio.
Added to shares of these 10 stocks: SPY, VEA, BND, XLK, XOM, BIL, XLC, XLY, BKLN, SPHY.
Started 4 new stock positions in BKLN, SPHY, XOM, CVX.
Reduced shares in these 10 stocks: , QDPL, SGOV, , JNJ, GOOG, VT, AAPL, ABBV, .
Sold out of its positions in GOOG, STK, EXG, Exxon Mobil Corporation, JNJ, QDPL.
Attessa Capital was a net buyer of stock by $9.8M.
Attessa Capital has $233M in assets under management (AUM), dropping by 4.55%.
Central Index Key (CIK): 0002020560

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Portfolio Holdings for Attessa Capital

Attessa Capital holds 49 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	32.7	$76M	+6%	100k	762.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	21.1	$49M	+5%	696k	70.61	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	8.2	$19M	+5%	97k	195.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.0	$19M	+12%	265k	70.15	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	4.6	$11M		452k	23.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.6	$11M		354k	30.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.3	$9.9M		14k	700.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.9	$4.5M		163k	27.47	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	1.9	$4.5M	+5%	40k	110.97	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	1.8	$4.2M	+6%	39k	108.84	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	1.6	$3.8M		133k	28.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$1.7M	-10%	11k	157.85	View chart
Apple (AAPL)	0.7	$1.6M	-10%	4.9k	333.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.4M		48k	29.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.4M		43k	32.53	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.6	$1.4M	-20%	14k	100.68	View chart
Vanguard Instl Index Ultr Shor Tr Etf (VGUS)	0.6	$1.3M		17k	75.62	View chart
Tesla Motors (TSLA)	0.5	$1.2M		3.3k	354.81	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.5	$1.1M	+170%	12k	91.64	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.4	$1.0M		19k	56.32	View chart
NVIDIA Corporation (NVDA)	0.4	$910k	-6%	4.0k	228.40	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$816k	NEW	5.0k	162.75	View chart
Abbvie (ABBV)	0.3	$742k	-17%	2.8k	261.59	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$691k		1.8k	374.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$597k		1.2k	497.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$501k		5.3k	94.54	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$480k		7.0k	68.06	View chart
Microsoft Corporation (MSFT)	0.2	$435k	-12%	848.00	512.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$424k		553.00	765.85	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$407k		4.4k	92.05	View chart
Enterprise Products Partners (EPD)	0.2	$406k		11k	35.61	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$320k		23k	14.03	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$279k		14k	19.77	View chart
Abbott Laboratories (ABT)	0.1	$258k	-22%	2.6k	98.83	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$236k		26k	9.07	View chart
Amazon (AMZN)	0.1	$231k	-10%	925.00	249.15	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$228k		2.7k	82.98	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$220k	NEW	11k	20.43	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$218k		2.8k	78.10	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$214k	NEW	9.5k	22.59	View chart
Chevron Corporation (CVX)	0.1	$204k	NEW	1.0k	204.21	View chart
Dynex Cap (DX)	0.1	$168k		15k	11.14	View chart
Oxford Lane Cap Corp (OXLC)	0.1	$156k		17k	9.01	View chart
Solar Cap (SLRC)	0.1	$139k		12k	11.59	View chart
Eagle Pt Cr (ECC)	0.1	$125k		36k	3.46	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$115k	+10%	11k	10.49	View chart
Triplepoint Venture Gr Bdc cs (TPVG)	0.0	$66k		14k	4.86	View chart
Ares Coml Real Estate (ACRE)	0.0	$65k		17k	3.84	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$56k		15k	3.83	View chart

Past Filings by Attessa Capital

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

Attessa Capital 2026 Q3 filed Oct. 9, 2026
Attessa Capital 2026 Q2 filed July 8, 2026
Attessa Capital 2026 Q1 filed April 7, 2026
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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