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CIK: 0002020560
Total reported value
$222.9M
$222.9M
35 檔
60.4%
At the close of Q1 2026, Attessa Capital LLC disclosed equity holdings valued at approximately $222.9M, spread across 35 reported holdings.
Attessa Capital LLC executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 1 holdings and trimming 16 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, BND) accounted for 60.4% of total reported equity market value during Q1 2026.
| # | 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 | 31.20% | +0.20% | +2.88% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 22.05% | -0.94% | +3.13% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 7.92% | -0.20% | -2.47% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 6.38% | +1.50% | +3.15% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.72% | -0.73% | -0.73% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.05% | -0.34% | -2.87% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.74% | -0.45% | +5.33% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.27% | -0.21% | -5.22% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.20% | -0.37% | +2.90% | |
| 10 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 2.11% | -0.25% | -0.66% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.07% | -0.15% | +2.82% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.97% | -0.11% | +95.34% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.74% | -0.11% | -14.41% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.04% | +0.50% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.66% | -0.03% | -6.57% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | -0.01% | — | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.57% | +0.21% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.01% | +18.01% | |
| 19 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.34% | +0.24% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.01% | -0.88% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | -0.01% | -1.34% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.04% | — | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | +0.09% | -1.49% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.27% | -0.04% | -1.16% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.24% | -0.05% | — | |
| 26 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.22% | — | -6.32% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.20% | EXIT | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.01% | — | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.19% | -0.01% | -14.63% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.15% | -0.01% | — | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.14% | -0.05% | — | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.11% | -0.01% | -6.68% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | +0.05% | +6.65% | |
| 34 | SPGI | S&p Global Inc | Stock-Financials | 0.11% | -0.11% | EXIT | |
| 35 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.10% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.1% | +3.13% | Add |
| 2 | VT | Vanguard Tot World Stk ETF | +0.5% | +95.34% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.1% | -0.88% | Trim |
| 4 | NVDA | Nvidia CORP | 0% | +18.01% | Add |
| 5 | WMT | Walmart Inc | 0% | -1.42% | Trim |
| 6 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 7 | AGG | Ishares Core U.s. Aggregate | — | -1.16% | Trim |
| 8 | VOO | Vanguard S&p 500 ETF | 0% | +5.33% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 10 | VEU | Vanguard Ftse All-world Ex-u | 0% | -6.68% | Trim |
| 11 | ABBV | Abbvie Inc | 0% | -1.49% | Trim |
| 12 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.34% | Trim |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 14 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 15 | USXF | Ishares Esg Advance Msci USA | 0% | -6.32% | Trim |
| 16 | MSFT | Microsoft CORP | 0% | +6.65% | Add |
| 17 | AAPL | Apple Inc | 0% | +0.50% | Add |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -14.63% | Trim |
| 19 | SCHD | Schwab US Dvd Equity ETF | 0% | -14.41% | Trim |
| 20 | SCHQ | Schwab Long-term US Treasury | 0% | -0.66% | Trim |
| 21 | SPGI | S&p Global Inc | -0.1% | -15.29% | Trim |
| 22 | SCHF | Schwab Intl Equity ETF | -0.1% | -5.22% | Trim |
| 23 | XLC | Ss Comm Select Sector Spdr | -0.1% | +2.90% | Add |
| 24 | SCHB | Schwab US Broad Market ETF | -0.1% | -6.57% | Trim |
| 25 | SCHR | Schwab Intermediate-term US | -0.1% | -0.73% | Trim |
| 26 | TSLA | Tesla Inc | -0.1% | — | Unchanged |
| 27 | XLY | Ss Consumer Disc Select Sect | -0.2% | +2.82% | Add |
| 28 | BND | Vanguard Total Bond Market | -0.3% | -2.47% | Trim |
| 29 | XLK | Ss Technology Select Sector | -0.4% | +3.15% | Add |
| 30 | SCHX | Schwab US Large-cap ETF | -0.4% | -2.87% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | +2.88% | Add |
| 32 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 33 | VGUS | Vanguard Ultra Shrt Treasury | — | NEW | New buy |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 35 | MLPA | Global X Mlp ETF | — | EXIT | Sold out |
| 36 | PDI | Pimco Dynamic Income Fund | — | 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 35 disclosed positions in Q1 2026.
During Q1 2026, Attessa Capital LLC's top holdings by market value included SPY (31.2%)、VEA (22.1%)、BND (7.9%). The largest single position, SPY, represented 31.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
SGOV
市值: $1.0M
Top Position Liquidated / Trimmed
MLPA
前期市值: $203.9K
In Q1 2026, Attessa Capital LLC made 31 total portfolio adjustments, initiating 4 new buys, adding to 10 positions, trimming 16 holdings, and fully liquidating 1 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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