account_balance

Investment manager · 13F filer · SEC CIK 2020560

Attessa Capital LLC

Reported value$233Mas of Sep 30, 2026
Positions49 3 new, 5 sold out
Top 10 weight89.0%SPY alone is 33%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 32.7% Added +7%
VEA Vanguard Tax-Managed FDS 21.1% Added +5%
XLK Select Sector SPDR Tr 8.2% Added +6%
BND Vanguard Bd Index FDS 8.0% Added +13%
SCHR Schwab Strategic Tr 4.6% Held
SCHX Schwab Strategic Tr 4.6% Held
VOO Vanguard Index FDS 4.3% Held
SCHF Schwab Strategic Tr 1.9% Held
XLC Select Sector SPDR Tr 1.9% Added +6%
XLY Select Sector SPDR Tr 1.8% Added +6%
SCHQ Schwab Strategic Tr 1.6% Held
VT Vanguard Intl Equity Index F 0.7% Trimmed −11%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 8, 2026 filing
add_circleNew
  • BKLN $220K
  • SPHY $214K
  • CVX $204K
arrow_upwardAdded
  • BIL +170%
  • BND +13%
  • SPY +7%
  • XLY +6%
arrow_downwardTrimmed
  • SGOV −21%
  • ABBV −17%
  • VT −11%
  • AAPL −10%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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