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Attessa Capital LLC

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13F filer, CIK 2020560, TUCSON, AZ

Attessa Capital LLC reported $183,830,289 across 35 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-07. Its ten largest share positions make up 89.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000202

Period
2026-03-31
Reported value
$184M
Holdings
35
Top 10 weight
89.67%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+2,468$1.61M
VEAadded+19,223$1.23M
SGOVnew+10,401$1.05M
VTadded+6,302$872K
VGUSnew+8,188$620K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BNDreduced-5,012-$369K
SCHXreduced-10,705-$274K
SCHFreduced-9,313-$230K
SCHDreduced-7,500-$230K
MLPAexited-4,212-$204K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000202, largest first. % of portfolio is the value over $183,830,289, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,122 shares; 2025Q1: 62,801 shares; 2025Q2: 78,307 shares; 2025Q3: 80,443 shares; 2025Q4: 85,733 shares; 2026Q1: 88,201 shares 88,201$57.4M31.2%+2,468Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 570,350 shares; 2025Q1: 617,403 shares; 2025Q2: 556,777 shares; 2025Q3: 573,770 shares; 2025Q4: 613,471 shares; 2026Q1: 632,694 shares 632,694$40.5M22.05%+19,223Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,412 shares; 2025Q1: 141,486 shares; 2025Q2: 174,510 shares; 2025Q3: 188,990 shares; 2025Q4: 202,721 shares; 2026Q1: 197,709 shares 197,709$14.6M7.92%-5,012Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,683 shares; 2025Q1: 40,735 shares; 2025Q2: 38,701 shares; 2025Q3: 39,894 shares; 2025Q4: 85,620 shares; 2026Q1: 88,317 shares 88,317$11.7M6.38%+2,697Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297,175 shares; 2025Q1: 303,985 shares; 2025Q2: 375,231 shares; 2025Q3: 397,915 shares; 2025Q4: 425,498 shares; 2026Q1: 422,400 shares 422,400$10.5M5.72%-3,098Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345,259 shares; 2025Q1: 341,413 shares; 2025Q2: 386,347 shares; 2025Q3: 377,452 shares; 2025Q4: 372,815 shares; 2026Q1: 362,110 shares 362,110$9.28M5.05%-10,705Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,717 shares; 2025Q1: 6,728 shares; 2025Q2: 11,412 shares; 2025Q3: 12,181 shares; 2025Q4: 13,857 shares; 2026Q1: 14,596 shares 14,596$8.72M4.74%+739Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,351 shares; 2025Q1: 194,277 shares; 2025Q2: 185,792 shares; 2025Q3: 183,077 shares; 2025Q4: 178,279 shares; 2026Q1: 168,966 shares 168,966$4.18M2.27%-9,313Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,528 shares; 2025Q1: 46,899 shares; 2025Q2: 32,285 shares; 2025Q3: 33,232 shares; 2025Q4: 35,421 shares; 2026Q1: 36,449 shares 36,449$4.04M2.2%+1,028Timeline
SCHQSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,811 shares; 2025Q1: 84,925 shares; 2025Q2: 104,818 shares; 2025Q3: 115,426 shares; 2025Q4: 124,331 shares; 2026Q1: 123,516 shares 123,516$3.88M2.11%-815Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,438 shares; 2025Q1: 20,041 shares; 2025Q2: 15,483 shares; 2025Q3: 15,949 shares; 2025Q4: 34,035 shares; 2026Q1: 34,995 shares 34,995$3.81M2.07%+960Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,238 shares; 2025Q1: 2,828 shares; 2025Q2: 4,982 shares; 2025Q3: 5,293 shares; 2025Q4: 6,610 shares; 2026Q1: 12,912 shares 12,912$1.79M0.97%+6,302Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,467 shares; 2025Q1: 76,587 shares; 2025Q2: 66,970 shares; 2025Q3: 52,076 shares; 2025Q4: 52,045 shares; 2026Q1: 44,545 shares 44,545$1.37M0.74%-7,500Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,935 shares; 2025Q1: 5,381 shares; 2025Q2: 5,356 shares; 2025Q3: 4,593 shares; 2025Q4: 4,801 shares; 2026Q1: 4,825 shares 4,825$1.22M0.67%+24Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,608 shares; 2025Q1: 56,138 shares; 2025Q2: 53,230 shares; 2025Q3: 53,143 shares; 2025Q4: 52,022 shares; 2026Q1: 48,605 shares 48,605$1.22M0.66%-3,417Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,703 shares; 2025Q1: 3,139 shares; 2025Q2: 3,176 shares; 2025Q3: 3,176 shares; 2025Q4: 3,183 shares; 2026Q1: 3,183 shares 3,183$1.18M0.64%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,401 shares 10,401$1.05M0.57%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,086 shares; 2025Q2: 3,096 shares; 2025Q3: 2,996 shares; 2025Q4: 3,331 shares; 2026Q1: 3,931 shares 3,931$686K0.37%+600Timeline
VGUSVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,188 shares 8,188$620K0.34%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,961 shares; 2025Q1: 3,295 shares; 2025Q2: 3,176 shares; 2025Q3: 3,176 shares; 2025Q4: 3,630 shares; 2026Q1: 3,598 shares 3,598$610K0.33%-32Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 730 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,863 shares; 2026Q1: 1,838 shares 1,838$590K0.32%-25Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,218 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares 1,193$572K0.31%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,680 shares; 2025Q1: 2,552 shares; 2025Q2: 2,552 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares; 2026Q1: 2,514 shares 2,514$547K0.3%-38Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,544 shares; 2025Q1: 3,979 shares; 2025Q2: 6,453 shares; 2025Q3: 7,257 shares; 2025Q4: 4,983 shares; 2026Q1: 4,925 shares 4,925$489K0.27%-58Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,798 shares; 2025Q4: not reported; 2026Q1: 4,776 shares 4,776$438K0.24%newTimeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,323 shares; 2025Q1: 6,943 shares; 2025Q2: 7,735 shares; 2025Q3: 7,492 shares; 2025Q4: 7,850 shares; 2026Q1: 7,354 shares 7,354$406K0.22%-496Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,976 shares; 2025Q3: 2,976 shares; 2025Q4: 3,019 shares; 2026Q1: 2,976 shares 2,976$370K0.2%-43Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares 559$365K0.2%0Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,231 shares; 2025Q1: 5,231 shares; 2025Q2: 5,231 shares; 2025Q3: 5,231 shares; 2025Q4: 5,181 shares; 2026Q1: 4,423 shares 4,423$350K0.19%-758Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares; 2026Q1: 2,610 shares 2,610$268K0.15%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,030 shares; 2025Q4: 2,905 shares; 2026Q1: 2,905 shares 2,905$256K0.14%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,920 shares; 2025Q4: 2,920 shares; 2026Q1: 2,725 shares 2,725$205K0.11%-195Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,329 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 426 shares; 2025Q4: 511 shares; 2026Q1: 545 shares 545$202K0.11%+34Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 757 shares; 2025Q1: 716 shares; 2025Q2: 656 shares; 2025Q3: 571 shares; 2025Q4: 556 shares; 2026Q1: 471 shares 471$200K0.11%-85Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,782 shares 10,782$184K0.1%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MLPAGLOBAL X FDS4,212$204Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000202 base2026-04-07acceptance time not in the bulk data set