Attessa Capital

Attessa Capital as of Dec. 31, 2025

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