Loading…
CIK 0002020560 • 7 13F filings • Apr 15, 2025 – Oct 9, 2026
Import this data to Google Sheets with:
=jivedata("attessa-capital-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $327K | 0.2% | 2,610 SH | New |
| ABBVIE INC | COM | $583K | 0.3%Prev: 0.3% | 2,552 SH | Decreased-285 SH |
| APPLE INC | COM | $1.3M | 0.7%Prev: 0.7% | 4,801 SH | Decreased-135 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $600K | 0.3%Prev: 0.3% | 1,193 SH | Increased-5 SH |
| EXXON MOBIL CORP | COM | $437K | 0.2% | 3,630 SH | New |
| GLOBAL X FDS | GLBL X MLP ETF | $204K | 0.1% | 4,212 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $236K | 0.1%Prev: 0.1% | 2,905 SH | Increased+119 SH |
| ISHARES TR | CORE S&P500 ETF | $383K | 0.2%Prev: 0.2% | 559 SH | Decreased+6 SH |
| ISHARES TR | CORE US AGGBD ET | $498K | 0.3%Prev: 0.2% | 4,983 SH | Decreased-318 SH |
| ISHARES TR | ESG MSCI USA ETF | $452K | 0.2%Prev: 0.2% | 7,850 SH | Decreased+804 SH |
| MICROSOFT CORP | COM | $247K | 0.1%Prev: 0.2% | 511 SH | Decreased-337 SH |
| NVIDIA CORPORATION | COM | $621K | 0.3%Prev: 0.4% | 3,331 SH | Decreased-653 SH |
| S&P GLOBAL INC | COM | $291K | 0.2% | 556 SH | New |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $10.7M | 5.8%Prev: 4.6% | 425,498 SH | Decreased-26,546 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.3M | 2.3%Prev: 1.9% | 178,279 SH | Decreased+15,280 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $3.9M | 2.2%Prev: 1.6% | 124,331 SH | Increased-8,691 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.4M | 0.7%Prev: 0.6% | 52,022 SH | Decreased+3,887 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.4M | 0.8%Prev: 0.6% | 52,045 SH | Increased+8,770 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $10.0M | 5.5%Prev: 4.6% | 372,815 SH | Decreased+18,641 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $4.2M | 2.3% | 35,421 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $4.1M | 2.2% | 34,035 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $12.3M | 6.7% | 85,620 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $58.5M | 32.0% | 85,733 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $427K | 0.2% | 5,181 SH | New |
| TESLA INC | COM | $1.4M | 0.8%Prev: 0.5% | 3,183 SH | Increased-106 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $15.0M | 8.2%Prev: 8.0% | 202,721 SH | Decreased-62,149 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.7M | 4.8%Prev: 4.3% | 13,857 SH | Decreased-313 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $625K | 0.3% | 1,863 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $215K | 0.1%Prev: 0.1% | 2,920 SH | Decreased+176 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $932K | 0.5%Prev: 0.7% | 6,610 SH | Decreased-4,319 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $38.3M | 21.0%Prev: 21.1% | 613,471 SH | Decreased-82,683 SH |
| WALMART INC | COM | $336K | 0.2% | 3,019 SH | New |
| 13F-HR |
| 0001754960-25-000724 |
| $169.7M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000414 | $222.9M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000392 | $156.2M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000202 | $183.8M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000186 | $152.9M | View |