StockDriftsStockDriftsTop 50 Attessa Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 31.4% | 93.7K | $70.0M | +6.27%(+5.53K) | $596.15(+29.76%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 21.11% | 660.4K | $47.1M | +4.38%(+27.68K) | $52.18(+39.88%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 7.88% | 92.2K | $17.6M | +4.40%(+3.89K) | $119.10(+56.80%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 7.72% | 234.4K | $17.2M | +18.58%(+36.74K) | $73.49(-1.64%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 4.99% | 450.9K | $11.1M | +6.75%(+28.52K) | $24.84(-1.78%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 4.71% | 356.6K | $10.5M | -1.52%(-5.50K) | $22.93(+33.15%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.29% | 13.9K | $9.6M | -4.56%(-665) | $551.69(+28.89%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.06% | 165.8K | $4.6M | -1.85%(-3.13K) | $19.53(+44.75%) | 2026-06-30 | |
| XLY | SELECT SECTOR SPDR TR | 1.92% | 36.5K | $4.3M | +4.26%(+1.49K) | $107.55(+11.03%) | 2026-06-30 | |
| SCHQ | SCHWAB STRATEGIC TR | 1.86% | 132.7K | $4.2M | +7.39%(+9.13K) | $32.67(-8.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.16% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.92% |
Attessa Capital LLC reports $222.92M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are SPY (31.4%), VEA (21.1%) and XLK (7.9%). The top 20 holdings account for 95.45% of reported assets. Its disclosed equity book has returned +28.16% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Attessa Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2020560). View Attessa Capital LLC’s 13F filings on SEC