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The Analysis of Attessa Capital LLC's Holdings & P&L

Currently, Attessa Capital LLC holds 35 types of securities in its portfolio with a total value $183.8M. In the most recent quarter, they have increased their positions in SPY (+2.5K shares, valued at $1.6M), VEA (+19.2K shares, valued at $1.2M), SGOV (+10.4K shares, valued at $1.0M); decreased their positions in BND (-5.0K shares, valued at $369.1K), SCHX (-10.7K shares, valued at $274.5K), SCHF (-9.3K shares, valued at $230.5K); initiated new positions in SGOV (+10.4K shares, valued at $1.0M), VGUS (+8.2K shares, valued at $619.5K), BIL (+4.8K shares, valued at $437.7K).

1M P&L

+8.2M+4.42%

3M P&L

+9.8M+5.31%

HY P&L

+19.3M+11.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A169.0M

97.0%

2Consumer Electronics1.2M

0.7%

3Auto Manufacturers1.2M

0.7%

Top Industries by Stock Count

1N/A23 stocks

71.9%

2Medical Devices1 stocks

3.1%

3Drug Manufacturers - General1 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T88.2K shares2.88%2026-03-312026-04-07

VEA VANGUARD TAX-MANAGED FDS632.7K shares3.13%2026-03-312026-04-07

BND VANGUARD BD INDEX FDS197.7K shares-2.47%2026-03-312026-04-07

XLK SELECT SECTOR SPDR TR88.3K shares3.15%2026-03-312026-04-07

SCHR SCHWAB STRATEGIC TR422.4K shares-0.73%2026-03-312026-04-07

SCHX SCHWAB STRATEGIC TR362.1K shares-2.87%2026-03-312026-04-07

VANGUARD INDEX FDS VANGUARD INDEX FDS14.6K shares5.33%2026-03-312026-04-07

SCHF SCHWAB STRATEGIC TR169.0K shares-5.22%2026-03-312026-04-07

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XLC SELECT SECTOR SPDR TR36.4K shares2.90%2026-03-312026-04-07

SCHQ SCHWAB STRATEGIC TR123.5K shares-0.66%2026-03-312026-04-07

XLY SELECT SECTOR SPDR TR35.0K shares2.82%2026-03-312026-04-07

VT VANGUARD INTL EQUITY INDEX F12.9K shares95.34%2026-03-312026-04-07

SCHD SCHWAB STRATEGIC TR44.5K shares-14.41%2026-03-312026-04-07

AAPL APPLE INC4.8K shares0.50%2026-03-312026-04-07

SCHB SCHWAB STRATEGIC TR48.6K shares-6.57%2026-03-312026-04-07

TSLA TESLA INC3.2K shares0.00%2026-03-312026-04-07

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SGOV ISHARES TR10.4K sharesnew addition2026-03-312026-04-07

NVDA NVIDIA CORPORATION3.9K shares18.01%2026-03-312026-04-07

VGUS VANGUARD INSTL INDEX FD8.2K sharesnew addition2026-03-312026-04-07

XOM EXXON MOBIL CORP3.6K shares-0.88%2026-03-312026-04-07

VTI VANGUARD INDEX FDS1.8K shares-1.34%2026-03-312026-04-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-03-312026-04-07

ABBV ABBVIE INC2.5K shares-1.49%2026-03-312026-04-07

AGG ISHARES TR4.9K shares-1.16%2026-03-312026-04-07

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BIL SPDR SERIES TRUST4.8K sharesnew addition2026-03-312026-04-07

USXF ISHARES TR7.4K shares-6.32%2026-03-312026-04-07

WMT WALMART INC3.0K shares-1.42%2026-03-312026-04-07

IVV ISHARES TR559 shares0.00%2026-03-312026-04-07

SPTM SPDR SERIES TRUST4.4K shares-14.63%2026-03-312026-04-07

ABT ABBOTT LABORATORIES2.6K shares0.00%2026-03-312026-04-07

ISHARES GOLD TR ISHARES GOLD TR2.9K shares0.00%2026-03-312026-04-07

VEU VANGUARD INTL EQUITY INDEX F2.7K shares-6.68%2026-03-312026-04-07

Sponsored

MSFT MICROSOFT CORP545 shares6.65%2026-03-312026-04-07

SPGI S&P GLOBAL INC471 shares-15.29%2026-03-312026-04-07

PDI PIMCO DYNAMIC INCOME FD10.8K sharesnew addition2026-03-312026-04-07

SPY

STATE STR SPDR S&P 500 ETF T

2.88%

Shares88.2K

Event2026-03-31

Filed2026-04-07

VEA

VANGUARD TAX-MANAGED FDS

3.13%

Shares632.7K

Event2026-03-31

Filed2026-04-07

BND

VANGUARD BD INDEX FDS

-2.47%

Shares197.7K

Event2026-03-31

Filed2026-04-07

XLK

SELECT SECTOR SPDR TR

3.15%

Shares88.3K

Event2026-03-31

Filed2026-04-07

SCHR

SCHWAB STRATEGIC TR

-0.73%

Shares422.4K

Event2026-03-31

Filed2026-04-07

SCHX

SCHWAB STRATEGIC TR

-2.87%

Shares362.1K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

5.33%

Shares14.6K

Event2026-03-31

Filed2026-04-07

SCHF

SCHWAB STRATEGIC TR

-5.22%

Shares169.0K

Event2026-03-31

Filed2026-04-07

XLC

SELECT SECTOR SPDR TR

2.90%

Shares36.4K

Event2026-03-31

Filed2026-04-07

SCHQ

SCHWAB STRATEGIC TR

-0.66%

Shares123.5K

Event2026-03-31

Filed2026-04-07

XLY

SELECT SECTOR SPDR TR

2.82%

Shares35.0K

Event2026-03-31

Filed2026-04-07

VANGUARD INTL EQUITY INDEX F

95.34%

Shares12.9K

Event2026-03-31

Filed2026-04-07

SCHD

SCHWAB STRATEGIC TR

-14.41%

Shares44.5K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

0.50%

Shares4.8K

Event2026-03-31

Filed2026-04-07

SCHB

SCHWAB STRATEGIC TR

-6.57%

Shares48.6K

Event2026-03-31

Filed2026-04-07

TSLA

TESLA INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-07

SGOV

ISHARES TR

New

Shares10.4K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

18.01%

Shares3.9K

Event2026-03-31

Filed2026-04-07

VGUS

VANGUARD INSTL INDEX FD

New

Shares8.2K

Event2026-03-31

Filed2026-04-07

XOM

EXXON MOBIL CORP

-0.88%

Shares3.6K

Event2026-03-31

Filed2026-04-07

VTI

VANGUARD INDEX FDS

-1.34%

Shares1.8K

Event2026-03-31

Filed2026-04-07

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-07

ABBV

ABBVIE INC

-1.49%

Shares2.5K

Event2026-03-31

Filed2026-04-07

AGG

ISHARES TR

-1.16%

Shares4.9K

Event2026-03-31

Filed2026-04-07

BIL

SPDR SERIES TRUST

New

Shares4.8K

Event2026-03-31

Filed2026-04-07

USXF

ISHARES TR

-6.32%

Shares7.4K

Event2026-03-31

Filed2026-04-07

WMT

WALMART INC

-1.42%

Shares3.0K

Event2026-03-31

Filed2026-04-07

IVV

ISHARES TR

0.00%

Shares559

Event2026-03-31

Filed2026-04-07

SPTM

SPDR SERIES TRUST

-14.63%

Shares4.4K

Event2026-03-31

Filed2026-04-07

ABT

ABBOTT LABORATORIES

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-07

ISHARES GOLD TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-07

VEU

VANGUARD INTL EQUITY INDEX F

-6.68%

Shares2.7K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

6.65%

Shares545

Event2026-03-31

Filed2026-04-07

SPGI

S&P GLOBAL INC

-15.29%

Shares471

Event2026-03-31

Filed2026-04-07

PDI

PIMCO DYNAMIC INCOME FD

New

Shares10.8K

Event2026-03-31

Filed2026-04-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available