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 LABORATORIES | COM | $268K | 0.1% | 2,610 SH | New |
| ABBVIE INC | COM | $547K | 0.3%Prev: 0.3% | 2,514 SH | Increased-38 SH |
| APPLE INC | COM | $1.2M | 0.7%Prev: 0.8% | 4,825 SH | Increased-556 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $572K | 0.3% | 1,193 SH | New |
| EXXON MOBIL CORP | COM | $610K | 0.3%Prev: 0.3% | 3,598 SH | Increased+303 SH |
| ISHARES GOLD TR | ISHARES NEW | $256K | 0.1% | 2,905 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $1.0M | 0.6% | 10,401 SH | New |
| ISHARES TR | CORE S&P500 ETF | $365K | 0.2%Prev: 0.2% | 559 SH | Increased+36 SH |
| ISHARES TR | CORE US AGGBD ET | $489K | 0.3%Prev: 0.3% | 4,925 SH | Increased+946 SH |
| ISHARES TR | ESG MSCI USA ETF | $406K | 0.2%Prev: 0.2% | 7,354 SH | Increased+411 SH |
| MICROSOFT CORP | COM | $202K | 0.1%Prev: 0.2% | 545 SH | Decreased-331 SH |
| NVIDIA CORPORATION | COM | $686K | 0.4%Prev: 0.2% | 3,931 SH | Increased+845 SH |
| PIMCO DYNAMIC INCOME FD | SHS | $184K | 0.1% | 10,782 SH | New |
| S&P GLOBAL INC | COM | $200K | 0.1%Prev: 0.2% | 471 SH | Decreased-245 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $10.5M | 5.7%Prev: 4.9% | 422,400 SH | Increased+118,415 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.2M | 2.3%Prev: 2.5% | 168,966 SH | Increased-25,311 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $3.9M | 2.1%Prev: 1.8% | 123,516 SH | Increased+38,591 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.2M | 0.7%Prev: 0.8% | 48,605 SH | Increased-7,533 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.4M | 0.7%Prev: 1.4% | 44,545 SH | Decreased-32,042 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $9.3M | 5.1%Prev: 4.9% | 362,110 SH | Increased+20,697 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $4.0M | 2.2% | 36,449 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $3.8M | 2.1% | 34,995 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $11.7M | 6.4% | 88,317 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $787K | 0.4% | 9,199 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $57.4M | 31.2% | 88,201 SH | New |
| TESLA INC | COM | $1.2M | 0.6%Prev: 0.5% | 3,183 SH | Increased+44 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $14.6M | 7.9%Prev: 6.8% | 197,709 SH | Increased+56,223 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.7M | 4.7%Prev: 2.3% | 14,596 SH | Increased+7,868 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $590K | 0.3%Prev: 0.3% | 1,838 SH | Increased-25 SH |
| VANGUARD INSTL INDEX FD | ULTRA-SHORT TREA | $620K | 0.3% | 8,188 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $205K | 0.1% | 2,725 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.8M | 1.0%Prev: 0.2% | 12,912 SH | Increased+10,084 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $40.5M | 22.1%Prev: 20.5% | 632,694 SH | Increased+15,291 SH |
| WALMART INC | COM | $370K | 0.2% | 2,976 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 |