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 $183.8M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($57.4M, 31.20%), VEA ($40.5M, 22.05%), BND ($14.6M, 7.92%), XLK ($11.7M, 6.38%), SCHR ($10.5M, 5.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $57.4M | 31.20% | 88,201 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $40.5M | 22.05% | 632,694 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $14.6M | 7.92% | 197,709 | Trimmed |
| 4 | XLK | SELECT SECTOR SPDR TR | $11.7M | 6.38% | 88,317 | Added |
| 5 | SCHR | SCHWAB STRATEGIC TR | $10.5M | 5.72% | 422,400 | Trimmed |
| 6 | SCHX | SCHWAB STRATEGIC TR | $9.3M | 5.05% | 362,110 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $8.7M | 4.74% | 14,596 | Added |
| 8 | SCHF | SCHWAB STRATEGIC TR | $4.2M | 2.27% | 168,966 | Trimmed |
| 9 | XLC | SELECT SECTOR SPDR TR | $4.0M | 2.20% | 36,449 | Added |
| 10 | SCHQ | SCHWAB STRATEGIC TR | $3.9M | 2.11% | 123,516 | Trimmed |
| 11 | XLY | SELECT SECTOR SPDR TR | $3.8M | 2.07% | 34,995 | Added |
| 12 | VT | VANGUARD INTL EQUITY INDEX F | $1.8M | 0.97% | 12,912 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $1.4M | 0.74% | 44,545 | Trimmed |
| 14 | AAPL | APPLE INC | $1.2M | 0.67% | 4,825 | Added |
| 15 | SCHB | SCHWAB STRATEGIC TR | $1.2M | 0.66% | 48,605 | Trimmed |
| 16 | TSLA | TESLA INC | $1.2M | 0.64% | 3,183 | Hold |
| 17 | SGOV | ISHARES TR | $1.0M | 0.57% | 10,401 | New |
| 18 | NVDA | NVIDIA CORPORATION | $685,567 | 0.37% | 3,931 | Added |
| 19 | VGUS | VANGUARD INSTL INDEX FD | $619,504 | 0.34% | 8,188 | New |
| 20 | XOM | EXXON MOBIL CORP | $610,437 | 0.33% | 3,598 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $589,510 | 0.32% | 1,838 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $571,686 | 0.31% | 1,193 | Hold |
| 23 | ABBV | ABBVIE INC | $546,770 | 0.30% | 2,514 | Trimmed |
| 24 | AGG | ISHARES TR | $488,905 | 0.27% | 4,925 | Trimmed |
| 25 | BIL | SPDR SERIES TRUST | $437,673 | 0.24% | 4,776 | New |
Source: SEC Form 13F filings · as of 2026-03-31