Attessa Capital LLC

TUCSON, AZ · CIK 2020560 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTucson, AZ

$222.9m reported value +21.3% vs Q1 2026

51positions

87.9%in top 10

18 new 22 added 9 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	93,729	$70.0m31.40%	31.40%	Added +5.5k	+5,528 6.3%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	660,376	$47.1m21.11%	21.11%	Added +27.7k	+27,682 4.4%
3	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	92,205	$17.6m7.88%	7.88%	Added +3.9k	+3,888 4.4%
4	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	234,450	$17.2m7.72%	7.72%	Added +36.7k	+36,741 18.6%
5	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	450,916	$11.1m4.99%	4.99%	Added +28.5k	+28,516 6.8%
6	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	356,612	$10.5m4.71%	4.71%	Reduced -5.5k	-5,498 -1.5%
7	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	13,931	$9.6m4.29%	4.29%	Reduced -665	-665 -4.6%
8	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	165,835	$4.6m2.06%	2.06%	Reduced -3.1k	-3,131 -1.9%
9	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	36,487	$4.3m1.92%	1.92%	Added +1.5k	+1,492 4.3%
10	SCHWAB STRATEGIC TR LONG TERM US SCHQ	SCHQ	132,650	$4.2m1.86%	1.86%	Added +9.1k	+9,134 7.4%
11	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	38,034	$4.1m1.83%	1.83%	Added +1.6k	+1,585 4.3%
12	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	12,263	$1.9m0.86%	0.86%	Reduced -649	-649 -5.0%
13	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	17,235	$1.7m0.78%	0.78%	Added +6.8k	+6,834 65.7%
14	APPLE INC COM AAPL	AAPL	5,502	$1.6m0.71%	0.71%	Added +677	+677 14.0%
15	TESLA INC COM TSLA	TSLA	3,350	$1.4m0.63%	0.63%	Added +167	+167 5.2%
16	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	44,010	$1.4m0.63%	0.63%	Reduced -535	-535 -1.2%
17	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	48,135	$1.4m0.63%	0.63%	Reduced -470	-470 -1.0%
18	VANGUARD INSTL INDEX FD ULTRA-SHORT TREA VGUS	VGUS	17,058	$1.3m0.58%	0.58%	Added +8.9k	+8,870 108.3%
19	MPLX LP COM UNIT REP LTD MPLX	MPLX	18,500	$1.0m0.47%	0.47%	New
20	ABBVIE INC COM ABBV	ABBV	3,438	$865.1k0.39%	0.39%	Added +924	+924 36.8%
21	NVIDIA CORPORATION COM NVDA	NVDA	4,241	$848.6k0.38%	0.38%	Added +310	+310 7.9%
22	EXXON MOBIL CORP COM XOM	XOM	5,192	$709.9k0.32%	0.32%	Added +1.6k	+1,594 44.3%
23	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,842	$681.5k0.31%	0.31%	Added +4	+4 0.2%
24	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,198	$599.5k0.27%	0.27%	Added +5	+5 0.4%
25	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	11,583	$522.0k0.23%	0.23%	New
26	ISHARES TR CORE US AGGBD ET AGG	AGG	5,206	$515.3k0.23%	0.23%	Added +281	+281 5.7%
27	ISHARES TR ESG MSCI USA ETF USXF	USXF	7,136	$495.6k0.22%	0.22%	Reduced -218	-218 -3.0%
28	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	11,412	$419.5k0.19%	0.19%	New
29	ISHARES TR CORE S&P500 ETF IVV	IVV	559	$418.6k0.19%	0.19%	Unchanged
30	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	4,542	$416.2k0.19%	0.19%	Reduced -234	-234 -4.9%
31	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	4,423	$401.6k0.18%	0.18%	Unchanged
32	PIMCO DYNAMIC INCOME FD SHS PDI	PDI	22,787	$380.5k0.17%	0.17%	Added +12.0k	+12,005 111.3%
33	MICROSOFT CORP COM MSFT	MSFT	968	$360.9k0.16%	0.16%	Added +423	+423 77.6%
34	ABBOTT LABS COM ABT	ABT	3,359	$304.8k0.14%	0.14%	Added +749	+749 28.7%
35	COLUMBIA SELIGM PREM TECH GR COM STK	STK	5,374	$289.5k0.13%	0.13%	New
36	AGNC INVT CORP COM AGNC	AGNC	26,005	$283.5k0.13%	0.13%	New
37	JOHNSON & JOHNSON COM JNJ	JNJ	1,075	$273.0k0.12%	0.12%	New
38	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	14,100	$269.6k0.12%	0.12%	New
39	AMAZON COM INC COM AMZN	AMZN	1,030	$245.5k0.11%	0.11%	New
40	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	2,738	$229.3k0.10%	0.10%	Added +13	+13 0.5%
41	ALPHABET INC CAP STK CL C GOOG	GOOG	638	$225.4k0.10%	0.10%	New
42	ISHARES GOLD TR ISHARES NEW IAU	IAU	2,786	$210.4k0.09%	0.09%	Reduced -119	-119 -4.1%
43	DYNEX CAP INC COM DX	DX	15,116	$198.2k0.09%	0.09%	New
44	OXFORD LANE CAP CORP COM OXLC	OXLC	17,262	$151.2k0.07%	0.07%	New
45	SLR INVESTMENT CORP COM SLRC	SLRC	12,000	$148.4k0.07%	0.07%	New
46	EAGLE POINT CREDIT COMPANY I COM ECC	ECC	36,175	$134.6k0.06%	0.06%	New
47	BLUE OWL CAPITAL CORPORATION COM OBDC	OBDC	10,000	$108.7k0.05%	0.05%	New
48	EATON VANCE TAX-MANAGED GLOB COM XEXGX	XEXGX	10,031	$98.4k0.04%	0.04%	New
49	BRIGHTSPIRE CAPITAL INC COM CL A BRSP	BRSP	14,500	$79.0k0.04%	0.04%	New
50	ARES COML REAL ESTATE CORP COM ACRE	ACRE	17,000	$76.5k0.03%	0.03%	New
51	TRIPLEPOINT VENTURE GROWTH B COM TPVG	TPVG	13,610	$66.8k0.03%	0.03%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WALMART INC WMT	WMT	2,976	$369.9k3.0k shares
S&P GLOBAL INC SPGI	SPGI	471	$200.3k471 shares