Attessa Capital LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, Attessa Capital LLC held in its portfolio 32 assets valued at $182,925,610 (i.e. $182.93M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($58.46M), VANGUARD TAX-MANAGED FDS ($38.32M), and VANGUARD BD INDEX FDS ($15.02M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Attessa Capital LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 85733 | 58463047 | TR UNIT |
| VANGUARD TAX-MANAGED FDS | 613471 | 38323533 | VAN FTSE DEV MKT |
| VANGUARD BD INDEX FDS | 202721 | 15015544 | TOTAL BND MRKT |
| SELECT SECTOR SPDR TR | 85620 | 12326711 | STATE STREET TEC |
| SCHWAB STRATEGIC TR | 425498 | 10671498 | INT-TRM U.S TRES |
| SCHWAB STRATEGIC TR | 372815 | 10032447 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 13857 | 8689936 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 178279 | 4285818 | INTL EQTY ETF |
| SELECT SECTOR SPDR TR | 35421 | 4169760 | STATE STREET COM |
| SELECT SECTOR SPDR TR | 34035 | 4064119 | STATE STREET CON |
| SCHWAB STRATEGIC TR | 124331 | 3941293 | LONG TERM US |
| TESLA INC | 3183 | 1431459 | COM |
| SCHWAB STRATEGIC TR | 52045 | 1427597 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 52022 | 1364535 | US BRD MKT ETF |
| APPLE INC | 4801 | 1305076 | COM |
| VANGUARD INTL EQUITY INDEX F | 6610 | 932470 | TT WRLD ST ETF |
| VANGUARD INDEX FDS | 1863 | 624608 | TOTAL STK MKT |
| NVIDIA CORPORATION | 3331 | 621232 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1193 | 599661 | CL B NEW |
| ABBVIE INC | 2552 | 583106 | COM |
| ISHARES TR | 4983 | 497702 | CORE US AGGBD ET |
| ISHARES TR | 7850 | 452003 | ESG MSCI USA ETF |
| EXXON MOBIL CORP | 3630 | 436834 | COM |
| SPDR SERIES TRUST | 5181 | 427433 | STATE STREET SPD |
| ISHARES TR | 559 | 382881 | CORE S&P500 ETF |
| WALMART INC | 3019 | 336347 | COM |
| ABBOTT LABS | 2610 | 327007 | COM |
| S&P GLOBAL INC | 556 | 290560 | COM |
| MICROSOFT CORP | 511 | 246896 | COM |
| ISHARES GOLD TR | 2905 | 235799 | ISHARES NEW |
| VANGUARD INTL EQUITY INDEX F | 2920 | 214795 | ALLWRLD EX US |
| GLOBAL X FDS | 4212 | 203903 | GLBL X MLP ETF |
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