DOSSIER · 13F-HR · Q2 2026

Attessa Capital LLC

$223M in tracked AUM across 51 positions as of Q2 2026.

AC
CIK 0002020560 · last filed Jun 30, 2026
Total AUM
$223M
as of Q2 2026
Holdings
51
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Attessa Capital LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$70M94K31.4%
02
VEA
VANGUARD TAX-MANAGED FDS
$47M660K21.1%
03
XLK
SELECT SECTOR SPDR TR
$18M92K7.9%
04
BND
VANGUARD BD INDEX FDS
$17M234K7.7%
05
SCHR
SCHWAB STRATEGIC TR
$11M451K5.0%
06
SCHX
SCHWAB STRATEGIC TR
$10M357K4.7%
07
VOO
VANGUARD INDEX FDS
$10M14K4.3%
08
SCHF
SCHWAB STRATEGIC TR
$5M166K2.1%
09
XLY
SELECT SECTOR SPDR TR
$4M36K1.9%
10
SCHQ
SCHWAB STRATEGIC TR
$4M133K1.9%

Filing history

2026Q2Jun 30
$223M 21.3%
51 positionsView →
2026Q1Mar 31
$184M 0.5%
35 positionsView →
2025Q4Dec 31
$183M 138.3%
32 positionsView →
2025Q3Sep 30
$77M 50.9%
12 positionsView →
2025Q2Jun 30
$156M 2.2%
36 positionsLocked
2025Q1Mar 31
$153M 4.2%
39 positionsLocked
2024Q4Dec 31
$147M
40 positionsLocked