DOSSIER · 13F-HR · Q3 2026

Attessa Capital LLC

$233M in tracked AUM across 49 positions as of Q3 2026.

AC
CIK 0002020560 · last filed Sep 30, 2026
Total AUM
$233M
as of Q3 2026
Holdings
49
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Attessa Capital LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$76M100K32.7%
02
VEA
VANGUARD TAX-MANAGED FDS
$49M696K21.1%
03
XLK
SELECT SECTOR SPDR TR
$19M97K8.2%
04
BND
VANGUARD BD INDEX FDS
$19M265K8.0%
05
SCHR
SCHWAB STRATEGIC TR
$11M452K4.6%
06
SCHX
SCHWAB STRATEGIC TR
$11M354K4.6%
07
VOO
VANGUARD INDEX FDS
$10M14K4.3%
08
SCHF
SCHWAB STRATEGIC TR
$4M163K1.9%
09
XLC
SELECT SECTOR SPDR TR
$4M40K1.9%
10
XLY
SELECT SECTOR SPDR TR
$4M39K1.8%

Filing history

2026Q3Sep 30
$233M▲ 4.5%
49 positionsView →
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 positionsLocked
2025Q2Jun 30
$156M▲ 2.2%
36 positionsLocked
2025Q1Mar 31
$153M▲ 4.2%
39 positionsLocked
2024Q4Dec 31
$147M—
40 positionsLocked