Attessa Capital LLC 13F Holdings
CIK 0002020560 · TUCSON, AZ
As of Sep 30, 2025, Attessa Capital LLC reported 34 positions worth
CIK 0002020560 · TUCSON, AZ
As of Sep 30, 2025, Attessa Capital LLC reported 34 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 80,443 | $53.6M | 31.58% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 573,770 | $34.4M | 20.27% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 188,990 | 4.1M | 8.29% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 39,894 | 1.2M | 6.63% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 397,915 | 0.0M | 5.90% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 377,452 | $9.9M | 5.86% |
| VANGUARD 500 INDEX FUND | VOO | — | 12,181 | $7.5M | 4.41% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 183,077 | $4.3M | 2.51% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 33,232 | $3.9M | 2.32% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 15,949 | $3.8M | 2.25% |
| SCHWAB LONG-TERM US TREASURY ETF | SCHQ | — | 115,426 | $3.7M | 2.20% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 52,076 | .4M | 0.84% |
| TESLA INC | TSLA | Consumer Cyclical | 3,176 | .4M | 0.83% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 53,143 | .4M | 0.81% |
| APPLE INC | AAPL | Technology | 4,593 | .2M | 0.69% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 7,257 | $729.6K | 0.43% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 5,293 | $729.4K | 0.43% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,218 | $612.3K | 0.36% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 1,863 | $611.4K | 0.36% |
| ABBVIE INC | ABBV | Equity | 2,552 | $590.9K | 0.35% |
| NVIDIA CORP | NVDA | Technology | 2,996 | $559.0K | 0.33% |
| ISHARES ESG ADVANCED MSCI USA ETF | USXF | — | 7,492 | $429.4K | 0.25% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 5,231 | $421.9K | 0.25% |
| ISHARES CORE S&P 500 ETF | IVV | — | 559 | $374.1K | 0.22% |
| EXXON MOBIL CORP | XOM | Energy | 3,176 | $358.1K | 0.21% |