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CIK: 0002020560
Total reported value
$222.9M
$222.9M
34 檔
55.3%
According to the latest 13F quarterly dataset, Attessa Capital LLC managed an equity portfolio of $222.9M at the end of Q3 2025, spanning 34 distinct U.S. exchange-listed positions.
In Q3 2025, Attessa Capital LLC adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, BND) accounted for 55.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
BRK-B
市值: $612.3K
Top Position Liquidated / Trimmed
VWO
前期市值: $7.5M
| # | 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 | 31.58% | +0.20% | +2.73% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 20.27% | -0.94% | +3.05% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.29% | -0.20% | +8.30% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 6.63% | +1.50% | +3.08% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.90% | -0.73% | +6.05% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.86% | -0.34% | -2.30% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.41% | -0.45% | +6.74% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.51% | -0.21% | -1.46% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.32% | -0.37% | +2.93% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.25% | -0.15% | +3.01% | |
| 11 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 2.20% | -0.25% | +10.12% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.84% | -0.11% | -22.24% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | -0.01% | — | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.81% | -0.03% | -0.16% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.04% | -14.25% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.04% | +12.46% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.43% | -0.11% | +6.24% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.04% | -9.04% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | -0.01% | — | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.09% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.01% | -3.23% | |
| 22 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.25% | — | -3.14% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.25% | -0.01% | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.01% | — | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.21% | -0.01% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.11% | NEW | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.20% | EXIT | |
| 29 | MLPA | Global X Mlp ETF | ETF-Other | 0.17% | — | -49.01% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 0.16% | -0.11% | EXIT | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.15% | -0.05% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | +0.05% | -51.37% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.13% | -0.05% | — | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.12% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +8.6% | +2.73% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +2.2% | +6.74% | Add |
| 3 | BND | Vanguard Total Bond Market | +1.5% | +8.30% | Add |
| 4 | XLK | Ss Technology Select Sector | +1.1% | +3.08% | Trim |
| 5 | SCHR | Schwab Intermediate-term US | +1% | +6.05% | Add |
| 6 | SCHX | Schwab US Large-cap ETF | +0.9% | -2.30% | Add |
| 7 | SCHQ | Schwab Long-term US Treasury | +0.4% | +10.12% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | — | Add |
| 9 | VT | Vanguard Tot World Stk ETF | +0.2% | +6.24% | Add |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.2% | +12.46% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | -3.23% | Trim |
| 12 | USXF | Ishares Esg Advance Msci USA | 0% | -3.14% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 14 | IVV | Ishares Core S&p 500 ETF | 0% | — | Add |
| 15 | SCHB | Schwab US Broad Market ETF | 0% | -0.16% | Trim |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | — | Unchanged |
| 17 | SCHF | Schwab Intl Equity ETF | — | -1.46% | Trim |
| 18 | ABBV | Abbvie Inc | — | — | Unchanged |
| 19 | AMZN | Amazon.com Inc | 0% | -5.40% | Trim |
| 20 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 21 | XOM | Exxon Mobil CORP | -0.1% | — | Trim |
| 22 | SPGI | S&p Global Inc | -0.1% | -12.96% | Trim |
| 23 | MSFT | Microsoft CORP | -0.1% | -51.37% | Trim |
| 24 | AAPL | Apple Inc | -0.1% | -14.25% | Trim |
| 25 | VEA | Vanguard Ftse Developed ETF | -0.3% | +3.05% | Trim |
| 26 | XLY | Ss Consumer Disc Select Sect | -0.3% | +3.01% | Trim |
| 27 | SCHD | Schwab US Dvd Equity ETF | -0.6% | -22.24% | Trim |
| 28 | XLC | Ss Comm Select Sector Spdr | -0.6% | +2.93% | Trim |
| 29 | MLPA | Global X Mlp ETF | -1.6% | -49.01% | Trim |
| 30 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | Sold out |
| 31 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | — | EXIT | Sold out |
| 32 | KBWB | Invesco Kbw Bank ETF | — | EXIT | Sold out |
| 33 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 35 | NOC | Northrop Grumman CORP | — | EXIT | Sold out |
| 36 | WMT | Walmart Inc | — | NEW | New buy |
| 37 | BIZD | Vaneck Bdc Income ETF | — | EXIT | Sold out |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 39 | SCHM | Schwab US Mid Cap ETF | — | EXIT | Sold out |
| 40 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
| 42 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 43 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 44 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
According to official SEC Form 13F filings, Attessa Capital LLC reported a total U.S. public equity portfolio value of $222.9M across 34 disclosed positions in Q3 2025.
During Q3 2025, Attessa Capital LLC's top holdings by market value included SPY (31.6%)、VEA (20.3%)、BND (8.3%). The largest single position, SPY, represented 31.6% of total portfolio value.
In Q3 2025, Attessa Capital LLC made 40 total portfolio adjustments, initiating 5 new buys, adding to 11 positions, trimming 14 holdings, and fully liquidating 10 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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