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CIK: 0002020560
Total reported value
$222.9M
$222.9M
32 檔
60.5%
During the Q4 2025 filing period, Attessa Capital LLC (CIK: 0002020560) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $222.9M across 32 reported positions.
In Q4 2025, Attessa Capital LLC displayed an active expansion posture, initiating 0 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | 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 | 31.96% | +0.20% | +6.58% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 20.95% | -0.94% | +6.92% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.21% | -0.20% | +7.27% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 6.74% | +1.50% | +114.62% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.83% | -0.73% | +6.93% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.48% | -0.34% | -1.23% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | -0.45% | +13.76% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.34% | -0.21% | -2.62% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.28% | -0.37% | +6.59% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.22% | -0.15% | +113.40% | |
| 11 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 2.15% | -0.25% | +7.71% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | -0.01% | +0.22% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.78% | -0.11% | -0.06% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.75% | -0.03% | -2.11% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.04% | +4.53% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.51% | -0.11% | +24.88% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | -0.01% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.01% | +11.18% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.04% | -2.05% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.09% | — | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.27% | -0.04% | -31.34% | |
| 22 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.25% | — | +4.78% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.01% | +14.29% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.23% | -0.01% | -0.96% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | -0.01% | — | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.20% | EXIT | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.18% | -0.01% | — | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 0.16% | -0.11% | EXIT | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | +0.05% | +19.95% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.13% | -0.05% | -4.13% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.12% | -0.01% | — | |
| 32 | MLPA | Global X Mlp ETF | ETF-Other | 0.11% | — | -28.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.7% | +6.92% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +6.58% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +13.76% | Add |
| 4 | XLK | Ss Technology Select Sector | +0.1% | +114.62% | Add |
| 5 | VT | Vanguard Tot World Stk ETF | +0.1% | +24.88% | Add |
| 6 | XOM | Exxon Mobil CORP | 0% | +14.29% | Add |
| 7 | AAPL | Apple Inc | 0% | +4.53% | Add |
| 8 | NVDA | Nvidia CORP | 0% | +11.18% | Add |
| 9 | MSFT | Microsoft CORP | 0% | +19.95% | Add |
| 10 | WMT | Walmart Inc | — | +1.44% | Add |
| 11 | USXF | Ishares Esg Advance Msci USA | — | +4.78% | Add |
| 12 | IAU | Ishares Gold Trust | — | -4.13% | Trim |
| 13 | SPGI | S&p Global Inc | — | -2.63% | Trim |
| 14 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
| 15 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 16 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -0.96% | Trim |
| 18 | XLY | Ss Consumer Disc Select Sect | 0% | +113.40% | Add |
| 19 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.05% | Trim |
| 21 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 22 | XLC | Ss Comm Select Sector Spdr | 0% | +6.59% | Add |
| 23 | SCHQ | Schwab Long-term US Treasury | -0.1% | +7.71% | Add |
| 24 | TSLA | Tesla Inc | -0.1% | +0.22% | Add |
| 25 | MLPA | Global X Mlp ETF | -0.1% | -28.40% | Trim |
| 26 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -0.06% | Trim |
| 27 | SCHB | Schwab US Broad Market ETF | -0.1% | -2.11% | Trim |
| 28 | SCHR | Schwab Intermediate-term US | -0.1% | +6.93% | Add |
| 29 | BND | Vanguard Total Bond Market | -0.1% | +7.27% | Add |
| 30 | AGG | Ishares Core U.s. Aggregate | -0.2% | -31.34% | Trim |
| 31 | SCHF | Schwab Intl Equity ETF | -0.2% | -2.62% | Trim |
| 32 | SCHX | Schwab US Large-cap ETF | -0.4% | -1.23% | Trim |
| 33 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | 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 32 disclosed positions in Q4 2025.
During Q4 2025, Attessa Capital LLC's top holdings by market value included SPY (32.0%)、VEA (20.9%)、BND (8.2%). The largest single position, SPY, represented 32.0% 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 60.5% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
AMZN
前期市值: $307.8K
In Q4 2025, Attessa Capital LLC made 29 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 10 holdings, and fully liquidating 2 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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