§ 13F · FUND PROFILE
Attessa Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156.2T (13F)Positions · 36Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 86K | $58.5T | 32.0% | +7% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 613K | $38.3T | 21.0% | +7% |
| 3 | BND | VANGUARD BD INDEX FDS | 203K | $15.0T | 8.2% | +7% |
| 4 | XLK | SELECT SECTOR SPDR TR | 86K | $12.3T | 6.7% | +115% |
| 5 | SCHR | SCHWAB STRATEGIC TR | 425K | $10.7T | 5.8% | +7% |
| 6 | SCHX | SCHWAB STRATEGIC TR | 373K | $10.0T | 5.5% | −1% |
| 7 | VOO | VANGUARD INDEX FDS | 14K | $8.7T | 4.8% | +14% |
| 8 | SCHF | SCHWAB STRATEGIC TR | 178K | $4.3T | 2.3% | −3% |
| 9 | XLC | SELECT SECTOR SPDR TR | 35K | $4.2T | 2.3% | +7% |
| 10 | XLY | SELECT SECTOR SPDR TR | 34K | $4.1T | 2.2% | +113% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATTESSA SIGNAL
AC read
Attessa Capital LLC is a Other fund managing $156244.1 trillion in assets. The fund runs a portfolio of 36 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed