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CIK: 0002020560
Total reported value
$222.9M
$222.9M
36 檔
50.4%
In Q2 2025, Attessa Capital LLC's U.S. equity holdings reached a combined market value of $222.9M, distributed across 36 disclosed stock positions.
In Q2 2025, Attessa Capital LLC adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 30.98% | +0.20% | +24.69% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 20.32% | -0.94% | -9.82% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.24% | -0.20% | +23.34% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 6.27% | +1.50% | -4.99% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.04% | -0.34% | +13.16% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 6.02% | -0.73% | +23.44% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.15% | -0.45% | +69.62% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.63% | -0.21% | -4.37% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.24% | -0.37% | -31.16% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.15% | -0.15% | -22.74% | |
| 11 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 2.14% | -0.25% | +23.42% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.14% | -0.11% | -12.56% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.81% | -0.03% | -5.18% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.70% | +0.04% | -0.46% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.01% | +1.18% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.04% | — | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.41% | -0.11% | +76.17% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.41% | -0.04% | +62.18% | |
| 19 | MLPA | Global X Mlp ETF | ETF-Other | 0.37% | — | -76.95% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | -0.01% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.01% | +0.32% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | +0.09% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | +0.05% | — | |
| 24 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.27% | — | -0.59% | |
| 25 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.27% | — | +11.41% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.25% | -0.01% | — | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.23% | -0.01% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | +6.88% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.01% | -3.61% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 0.21% | -0.11% | EXIT | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.11% | NEW | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.20% | EXIT | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | — | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.15% | — | — | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.14% | — | — | |
| 36 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.13% | — | -22.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +8% | +24.69% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.9% | +69.62% | Add |
| 3 | BND | Vanguard Total Bond Market | +1.4% | +23.34% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | +1.1% | +13.16% | Add |
| 5 | SCHR | Schwab Intermediate-term US | +1.1% | +23.44% | Add |
| 6 | XLK | Ss Technology Select Sector | +0.8% | -4.99% | Trim |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | NEW | New buy |
| 8 | SCHQ | Schwab Long-term US Treasury | +0.3% | +23.42% | Add |
| 9 | VT | Vanguard Tot World Stk ETF | +0.2% | +76.17% | Add |
| 10 | WMT | Walmart Inc | +0.2% | NEW | New buy |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.2% | +62.18% | Add |
| 12 | SCHF | Schwab Intl Equity ETF | +0.1% | -4.37% | Trim |
| 13 | TSLA | Tesla Inc | +0.1% | +1.18% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | +0.32% | Add |
| 15 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 16 | USXF | Ishares Esg Advance Msci USA | +0.1% | +11.41% | Add |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | +6.88% | Add |
| 19 | SCHB | Schwab US Broad Market ETF | 0% | -5.18% | Trim |
| 20 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | — | Unchanged |
| 22 | AMZN | Amazon.com Inc | 0% | -3.89% | Trim |
| 23 | ABT | Abbott Laboratories | — | — | Unchanged |
| 24 | KO | Coca-cola Co/the | — | — | Unchanged |
| 25 | NOC | Northrop Grumman CORP | 0% | -0.59% | Trim |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | — | Unchanged |
| 27 | SPGI | S&p Global Inc | 0% | -8.38% | Trim |
| 28 | XOM | Exxon Mobil CORP | 0% | -3.61% | Trim |
| 29 | BIZD | Vaneck Bdc Income ETF | -0.1% | -22.71% | Trim |
| 30 | ABBV | Abbvie Inc | -0.1% | — | Unchanged |
| 31 | AAPL | Apple Inc | -0.1% | -0.46% | Trim |
| 32 | SCHM | Schwab US Mid Cap ETF | -0.2% | EXIT | Sold out |
| 33 | VEA | Vanguard Ftse Developed ETF | -0.2% | -9.82% | Trim |
| 34 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -12.56% | Trim |
| 35 | XLY | Ss Consumer Disc Select Sect | -0.4% | -22.74% | Trim |
| 36 | XLC | Ss Comm Select Sector Spdr | -0.7% | -31.16% | Trim |
| 37 | MLPA | Global X Mlp ETF | -1.4% | -76.95% | Trim |
| 38 | XLV | Ss Health Care Select Sector | -2.5% | EXIT | Sold out |
| 39 | KBWB | Invesco Kbw Bank ETF | -2.7% | EXIT | Sold out |
| 40 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -2.7% | EXIT | Sold out |
| 41 | VWO | Vanguard Ftse Emerging Marke | -4.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Attessa Capital LLC reported a total U.S. public equity portfolio value of $222.9M across 36 disclosed positions in Q2 2025.
During Q2 2025, Attessa Capital LLC's top holdings by market value included SPY (31.0%)、VEA (20.3%)、BND (8.2%). The largest single position, SPY, represented 31.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, BND) accounted for 50.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
BRK-B
市值: $650.4K
Top Position Liquidated / Trimmed
VWO
前期市值: $7.5M
In Q2 2025, Attessa Capital LLC made 33 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 14 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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