Institutional Manager · CIK 0002020560
Attessa Capital LLC
TUCSON, AZ · File #028-24669
Latest AUM
$182.9M
Positions
32
Top-10 Concentration
90.8%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 85,733 | $58.5M | 31.96% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 613,471 | $38.3M | 20.95% |
| 3 | VANGUARD BD INDEX FDS | 921937835 | 202,721 | $15.0M | 8.21% |
| 4 | SELECT SECTOR SPDR TR | 81369Y803 | 85,620 | $12.3M | 6.74% |
| 5 | SCHWAB STRATEGIC TR | 808524854 | 425,498 | $10.7M | 5.83% |
| 6 | SCHWAB STRATEGIC TR | 808524201 | 372,815 | $10.0M | 5.48% |
| 7 | VANGUARD INDEX FDS | 922908363 | 13,857 | $8.7M | 4.75% |
| 8 | SCHWAB STRATEGIC TR | 808524805 | 178,279 | $4.3M | 2.34% |
| 9 | SELECT SECTOR SPDR TR | 81369Y852 | 35,421 | $4.2M | 2.28% |
| 10 | SELECT SECTOR SPDR TR | 81369Y407 | 34,035 | $4.1M | 2.22% |
| 11 | SCHWAB STRATEGIC TR | 808524680 | 124,331 | $3.9M | 2.15% |
| 12 | TESLA INC | TSLA | 3,183 | $1.4M | 0.78% |
| 13 | SCHWAB STRATEGIC TR | 808524797 | 52,045 | $1.4M | 0.78% |
| 14 | SCHWAB STRATEGIC TR | 808524102 | 52,022 | $1.4M | 0.75% |
| 15 | APPLE INC | AAPL | 4,801 | $1.3M | 0.71% |
| 16 | VANGUARD INTL EQUITY INDEX F | 922042742 | 6,610 | $932,470 | 0.51% |
| 17 | VANGUARD INDEX FDS | 922908769 | 1,863 | $624,608 | 0.34% |
| 18 | NVIDIA CORPORATION | NVDA | 3,331 | $621,232 | 0.34% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,193 | $599,661 | 0.33% |
| 20 | ABBVIE INC | ABBV | 2,552 | $583,106 | 0.32% |