Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Attessa Capital LLC (CIK 2020560) reported $222.9M across 51 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($70.0M, 31.40%), VEA ($47.1M, 21.11%), XLK ($17.6M, 7.88%), BND ($17.2M, 7.72%), SCHR ($11.1M, 4.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $70.0M | 31.40% | 93,729 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $47.1M | 21.11% | 660,376 | Added |
| 3 | XLK | SELECT SECTOR SPDR TR | $17.6M | 7.88% | 92,205 | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $17.2M | 7.72% | 234,450 | Added |
| 5 | SCHR | SCHWAB STRATEGIC TR | $11.1M | 4.99% | 450,916 | Added |
| 6 | SCHX | SCHWAB STRATEGIC TR | $10.5M | 4.71% | 356,612 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $9.6M | 4.29% | 13,931 | Trimmed |
| 8 | SCHF | SCHWAB STRATEGIC TR | $4.6M | 2.06% | 165,835 | Trimmed |
| 9 | XLY | SELECT SECTOR SPDR TR | $4.3M | 1.92% | 36,487 | Added |
| 10 | SCHQ | SCHWAB STRATEGIC TR | $4.2M | 1.86% | 132,650 | Added |
| 11 | XLC | SELECT SECTOR SPDR TR | $4.1M | 1.83% | 38,034 | Added |
| 12 | VT | VANGUARD INTL EQUITY INDEX F | $1.9M | 0.86% | 12,263 | Trimmed |
| 13 | SGOV | ISHARES TR | $1.7M | 0.78% | 17,235 | Added |
| 14 | AAPL | APPLE INC | $1.6M | 0.71% | 5,502 | Added |
| 15 | SCHB | SCHWAB STRATEGIC TR | $1.4M | 0.63% | 48,135 | Trimmed |
| 16 | TSLA | TESLA INC | $1.4M | 0.63% | 3,350 | Added |
| 17 | SCHD | SCHWAB STRATEGIC TR | $1.4M | 0.63% | 44,010 | Trimmed |
| 18 | VGUS | VANGUARD INSTL INDEX FD | $1.3M | 0.58% | 17,058 | Added |
| 19 | MPLX | MPLX LP | $1.0M | 0.47% | 18,500 | New |
| 20 | ABBV | ABBVIE INC | $865,138 | 0.39% | 3,438 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $848,649 | 0.38% | 4,241 | Added |
| 22 | XOM | EXXON MOBIL CORP | $709,850 | 0.32% | 5,192 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $681,505 | 0.31% | 1,842 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $599,467 | 0.27% | 1,198 | Added |
| 25 | AGG | ISHARES TR | $515,290 | 0.23% | 5,206 | Added |
Source: SEC Form 13F filings · as of 2026-06-30