Attessa Capital

Attessa Capital as of March 31, 2026

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