Attessa Capital LLC Top Holdings and 13F Report (2026) About Attessa Capital LLCInvestment ActivityAttessa Capital LLC has $183.83 million in total holdings as of March 31, 2026.Attessa Capital LLC owns shares of 35 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.88% of the portfolio was purchased this quarter.About 0.91% of the portfolio was sold this quarter.This quarter, Attessa Capital LLC has purchased 32 new stocks and bought additional shares in 10 stocks.Attessa Capital LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $57,360,638Vanguard FTSE Developed Markets ETF $40,543,032Vanguard Total Bond Market ETF $14,559,291Technology Select Sector SPDR Fund $11,737,329Schwab Intermediate-Term U.S. Treasury ETF $10,521,992 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $1,046,965 Holding922040852 - VANGUARD INSTL INDEX FD $619,504 Holding78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $437,673 Holding72201Y101 - PIMCO Dynamic Income Fund $184,480 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 2,468 shares (about $1.61M)Vanguard FTSE Developed Markets ETF 19,223 shares (about $1.23M)iShares 0-3 Month Treasury Bond ETF 10,401 shares (about $1.05M)Vanguard Total World Stock ETF 6,302 shares (about $871.67K)VANGUARD INSTL INDEX FD 8,188 shares (about $619.50K) Largest Sales this Quarter Vanguard Total Bond Market ETF 5,012 shares (about $369.08K)Schwab US Large-Cap ETF 10,705 shares (about $274.48K)Schwab International Equity ETF 9,313 shares (about $230.50K)Schwab US Dividend Equity ETF 7,500 shares (about $230.10K)Schwab US Broad Market ETF 3,417 shares (about $85.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAttessa Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$57,360,638$1,605,039 ▲2.9%88,20131.2%FinanceVEAVanguard FTSE Developed Markets ETF$40,543,032$1,231,810 ▲3.1%632,69422.1%ETFBNDVanguard Total Bond Market ETF$14,559,291$369,084 ▼-2.5%197,7097.9%ETFXLKTechnology Select Sector SPDR Fund$11,737,329$358,431 ▲3.1%88,3176.4%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$10,521,992$77,171 ▼-0.7%422,4005.7%ETFSCHXSchwab US Large-Cap ETF$9,284,488$274,476 ▼-2.9%362,1105.1%ETFVOOVanguard S&P 500 ETF$8,721,731$441,584 ▲5.3%14,5964.7%ETFSCHFSchwab International Equity ETF$4,181,899$230,496 ▼-5.2%168,9662.3%ETFXLCCommunication Services Select Sector SPDR Fund$4,040,736$113,964 ▲2.9%36,4492.2%ETFSCHQSchwab Long-Term U.S. Treasury ETF$3,882,108$25,615 ▼-0.7%123,5162.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,813,755$104,621 ▲2.8%34,9952.1%FinanceVTVanguard Total World Stock ETF$1,785,946$871,672 ▲95.3%12,9121.0%ETFSCHDSchwab US Dividend Equity ETF$1,366,639$230,100 ▼-14.4%44,5450.7%ETFAAPLApple$1,224,663$6,092 ▲0.5%4,8250.7%Computer and TechnologySCHBSchwab US Broad Market ETF$1,219,992$85,767 ▼-6.6%48,6050.7%ETFTSLATesla$1,183,2800.0%3,1830.6%Auto/Tires/TrucksSGOViShares 0-3 Month Treasury Bond ETF$1,046,965$1,046,965 ▲New Holding10,4010.6%ETFNVDANVIDIA$685,567$104,640 ▲18.0%3,9310.4%Computer and TechnologyVANGUARD INSTL INDEX FD$619,504$619,504 ▲New Holding8,1880.3%ULTRA-SHORT TREAXOMExxonMobil$610,437$5,429 ▼-0.9%3,5980.3%EnergyVTIVanguard Total Stock Market ETF$589,510$8,018 ▼-1.3%1,8380.3%ETFBRK.BBerkshire Hathaway$571,6860.0%1,1930.3%FinanceABBVAbbVie$546,770$8,265 ▼-1.5%2,5140.3%MedicalAGGiShares Core U.S. Aggregate Bond ETF$488,905$5,758 ▼-1.2%4,9250.3%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$437,673$437,673 ▲New Holding4,7760.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$405,941$27,379 ▼-6.3%7,3540.2%ManufacturingWALMART INC$369,857$5,344 ▼-1.4%2,9760.2%COMIVViShares Core S&P 500 ETF$365,1440.0%5590.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$349,682$59,927 ▼-14.6%4,4230.2%ETFABTAbbott Laboratories$267,9690.0%2,6100.1%MedicalIAUiShares Gold Trust$256,1050.0%2,9050.1%FinanceVEUVanguard FTSE All-World ex-US ETF$204,660$14,645 ▼-6.7%2,7250.1%ETFMSFTMicrosoft$201,580$12,576 ▲6.7%5450.1%Computer and TechnologySPGIS&P Global$200,335$36,154 ▼-15.3%4710.1%FinancePDIPIMCO Dynamic Income Fund$184,480$184,480 ▲New Holding10,7820.1%Financial ServicesMLPAGlobal X MLP ETF$0$203,903 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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