Attessa Capital LLC

CIK 0002020560 • 7 13F filings • Apr 15, 2025 – Oct 9, 2026

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Filer information

Filed by: Attessa Capital LLC, Agent
Address: 3060 N SWAN RD, TUCSON, AZ, 85718
Phone: 844-844-3453
AUM: $182.9M

AUM over time

$233.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $222.9M51 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$305K	0.1%	3,359 SH	New
ABBVIE INC	COM	$865K	0.4%Prev: 0.3%	3,438 SH	Increased+886 SH
AGNC INVT CORP	COM	$283K	0.1%	26,005 SH	New
ALPHABET INC	CAP STK CL C	$225K	0.1%	638 SH	New
AMAZON COM INC	COM	$245K	0.1%Prev: 0.2%	1,030 SH	Decreased-452 SH
APPLE INC	COM	$1.6M	0.7%Prev: 0.7%	5,502 SH	Increased+146 SH
ARES COML REAL ESTATE CORP	COM	$77K	0.0%	17,000 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$599K	0.3%Prev: 0.4%	1,198 SH	Decreased-141 SH
BLUE OWL CAPITAL CORPORATION	COM	$109K	0.0%	10,000 SH	New
BRIGHTSPIRE CAPITAL INC	COM CL A	$79K	0.0%	14,500 SH	New
COLUMBIA SELIGM PREM TECH GR	COM	$289K	0.1%	5,374 SH	New
DYNEX CAP INC	COM	$198K	0.1%	15,116 SH	New
EAGLE POINT CR CO	COM	$135K	0.1%	36,175 SH	New
EATON VANCE TAX-MANAGED GLOB	COM	$98K	0.0%	10,031 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$270K	0.1%	14,100 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$420K	0.2%	11,412 SH	New
EXXON MOBIL CORP	COM	$710K	0.3%Prev: 0.2%	5,192 SH	Increased+2,016 SH
ISHARES GOLD TR	ISHARES NEW	$210K	0.1%	2,786 SH	New
ISHARES TR	0-3 MTH TREASURY	$1.7M	0.8%	17,235 SH	New
ISHARES TR	CORE S&P500 ETF	$419K	0.2%Prev: 0.2%	559 SH	Increased
ISHARES TR	CORE US AGGBD ET	$515K	0.2%Prev: 0.4%	5,206 SH	Decreased-1,247 SH
ISHARES TR	ESG MSCI USA ETF	$496K	0.2%Prev: 0.3%	7,136 SH	Increased-599 SH
JOHNSON & JOHNSON	COM	$273K	0.1%	1,075 SH	New
MICROSOFT CORP	COM	$361K	0.2%Prev: 0.3%	968 SH	Decreased+92 SH
MPLX LP	COM UNIT REP LTD	$1.0M	0.5%	18,500 SH	New
NVIDIA CORPORATION	COM	$849K	0.4%Prev: 0.3%	4,241 SH	Increased+1,145 SH
OXFORD LANE CAP CORP	COM	$151K	0.1%	17,262 SH	New
PACER FDS TR	METAURUS CAP 400	$522K	0.2%	11,583 SH	New
PIMCO DYNAMIC INCOME FD	SHS	$381K	0.2%	22,787 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$11.1M	5.0%Prev: 6.0%	450,916 SH	Increased+75,685 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.6M	2.1%Prev: 2.6%	165,835 SH	Increased-19,957 SH
SCHWAB STRATEGIC TR	LONG TERM US	$4.2M	1.9%Prev: 2.1%	132,650 SH	Increased+27,832 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.4M	0.6%Prev: 0.8%	48,135 SH	Increased-5,095 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	0.6%Prev: 1.1%	44,010 SH	Decreased-22,960 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$10.5M	4.7%Prev: 6.0%	356,612 SH	Increased-29,735 SH
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$4.3M	1.9%	36,487 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$4.1M	1.8%	38,034 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$17.6M	7.9%	92,205 SH	New
SLR INVESTMENT CORP	COM	$148K	0.1%	12,000 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$416K	0.2%	4,542 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$402K	0.2%	4,423 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$70.0M	31.4%	93,729 SH	New
TESLA INC	COM	$1.4M	0.6%Prev: 0.6%	3,350 SH	Increased+174 SH
TRIPLEPOINT VENTURE GROWTH B	COM	$67K	0.0%	13,610 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$17.2M	7.7%Prev: 8.2%	234,450 SH	Increased+59,940 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.6M	4.3%Prev: 4.1%	13,931 SH	Increased+2,519 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$682K	0.3%Prev: 0.4%	1,842 SH	Increased-21 SH
VANGUARD INSTL INDEX FD	ULTR SHOR TR ETF	$1.3M	0.6%	17,058 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$229K	0.1%	2,738 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.9M	0.9%Prev: 0.4%	12,263 SH	Increased+7,281 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$47.1M	21.1%Prev: 20.3%	660,376 SH	Increased+103,599 SH

Sold (vs prior filing)

ABBOTT LABS — $355K
COCA COLA CO — $233K
GLOBAL X FDS — $579K
JPMORGAN CHASE & CO. — $264K
NORTHROP GRUMMAN CORP — $421K
S&P GLOBAL INC — $333K
SELECT SECTOR SPDR TR — $3.5M
SELECT SECTOR SPDR TR — $3.4M
SELECT SECTOR SPDR TR — $9.8M
SPDR S&P 500 ETF TR — $48.4M
SPDR SERIES TRUST — $392K
VANECK ETF TRUST — $195K
VANGUARD MUN BD FDS — $226K
WALMART INC — $291K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 6, 2026	Q4 2025	13F-HR	0001754960-26-000006	$182.9M	View
Oct 9, 2026	Q3 2026	13F-HR	0001754960-26-000830	$233.1M	View
Oct 29, 2025	Q3 2025