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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 73.29% of Attessa Capital's stock portfolio.
Added to shares of these 10 stocks: SPY, VEA, SGOV, VT, VGUS, VOO, BIL, XLK, PDI, XLC.
Started 4 new stock positions in VGUS, SGOV, BIL, PDI.
Reduced shares in these 10 stocks: BND, SCHX, SCHF, SCHD, MLPA, SCHB, SCHR, SPTM, SPGI, USXF.
Sold out of its position in MLPA.
Attessa Capital was a net buyer of stock by $5.5M.
Attessa Capital has $184M in assets under management (AUM), dropping by 0.49%.
Central Index Key (CIK): 0002020560

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Positions held by Attessa Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Attessa Capital

Attessa Capital holds 35 positions in its portfolio as reported in the March 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)	31.2	$57M	+2%	88k	650.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	22.1	$41M	+3%	633k	64.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.9	$15M	-2%	198k	73.64	View chart
Select Sector Spdr Tr State Street Tec (XLK)	6.4	$12M	+3%	88k	132.90	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.7	$11M		422k	24.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	5.1	$9.3M	-2%	362k	25.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.7	$8.7M	+5%	15k	597.54	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.3	$4.2M	-5%	169k	24.75	View chart
Select Sector Spdr Tr State Street Com (XLC)	2.2	$4.0M	+2%	36k	110.86	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	2.1	$3.9M		124k	31.43	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.1	$3.8M	+2%	35k	108.98	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$1.8M	+95%	13k	138.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$1.4M	-14%	45k	30.68	View chart
Apple (AAPL)	0.7	$1.2M		4.8k	253.82	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$1.2M	-6%	49k	25.10	View chart
Tesla Motors (TSLA)	0.6	$1.2M		3.2k	371.75	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$1.0M	NEW	10k	100.66	View chart
NVIDIA Corporation (NVDA)	0.4	$686k	+18%	3.9k	174.40	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.3	$620k	NEW	8.2k	75.66	View chart
Exxon Mobil Corporation (XOM)	0.3	$610k		3.6k	169.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$590k		1.8k	320.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$572k		1.2k	479.20	View chart
Abbvie (ABBV)	0.3	$547k		2.5k	217.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$489k		4.9k	99.27	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$438k	NEW	4.8k	91.64	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$406k	-6%	7.4k	55.20	View chart
Wal-Mart Stores (WMT)	0.2	$370k		3.0k	124.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$365k		559.00	653.21	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$350k	-14%	4.4k	79.06	View chart
Abbott Laboratories (ABT)	0.1	$268k		2.6k	102.67	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$256k		2.9k	88.16	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$205k	-6%	2.7k	75.10	View chart
Microsoft Corporation (MSFT)	0.1	$202k	+6%	545.00	369.87	View chart
S&p Global (SPGI)	0.1	$200k	-15%	471.00	425.34	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$185k	NEW	11k	17.11	View chart

Past Filings by Attessa Capital

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

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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