Arkolith/Funds/Attessa Capital LLC

Attessa Capital LLC

CIK 2020560
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Attessa Capital LLC holds a concentrated book of 51 stocks worth $222.9M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened MPLX LP and trimmed Schwab US Large-Cap ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 31% of the equity book.

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Use Arkolith to show Attessa Capital LLC's latest
holdings, largest changes, and filing provenance.
Opened
18
new positions
Added to
22
existing
Trimmed
9
reduced
Sold out
2
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
73%
Top 10 holdings
88%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Information Technology
1%
Consumer Discretionary
1%
Health Care
1%
Industrials
0%
Financials
0%
Energy
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Attessa Capital LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY53 / 51$397.8B
WELLS FARGO & COMPANY/MN53 / 51$113.8B
RAYMOND JAMES FINANCIAL INC53 / 51$80.7B
LPL Financial LLC53 / 51$64.2B
COMMONWEALTH EQUITY SERVICES, LLC53 / 51$15.4B
OSAIC HOLDINGS, INC.53 / 51$14.2B
ROYAL BANK OF CANADA52 / 51$111.8B
UBS Group AG52 / 51$98.2B

Ranked by how many of Attessa Capital LLC's top 51 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

51 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$70.0M93.7K
31.4%
+6.3%
Added · +6K sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$47.1M660.4K
21.1%
+4.4%
Added · +28K sh
3Select Sector SPDR TR
ST STR TECHN ETF
$17.6M92.2K
7.9%
+4.4%
Added · +4K sh
4Vanguard BD Index FDS
TOTAL BND MRKT
$17.2M234.4K
7.7%
+19%
Added · +37K sh
5Schwab Strategic TR
INT-TRM U.S TRES
$11.1M450.9K
5.0%
+6.8%
Added · +29K sh
6Schwab Strategic TR
US LRG CAP ETF
$10.5M356.6K
4.7%
−1.5%
Reduced · −5K sh
7Vanguard Index FDS
S&P 500 ETF SHS
$9.6M13.9K
4.3%
−4.5%
Reduced · −665 sh
8Schwab Strategic TR
INTL EQTY ETF
$4.6M165.8K
2.1%
−1.9%
Reduced · −3K sh
9Select Sector SPDR TR
ST STR DISCR ETF
$4.3M36.5K
1.9%
+4.3%
Added · +1K sh
10Schwab Strategic TR
LONG TERM US
$4.2M132.7K
1.9%
+7.4%
Added · +9K sh
11Select Sector SPDR TR
ST STR SVC ETF
$4.1M38.0K
1.8%
+4.3%
Added · +2K sh
12Vanguard Intl Equity Index F
TT WRLD ST ETF
$1.9M12.3K
0.9%
−5.0%
Reduced · −649 sh
13Ishares TR
0-3 MTH TREASURY
$1.7M17.2K
0.8%
+66%
Added · +7K sh
14Apple Inc
COM
$1.6M5.5K
0.7%
+14%
Added · +677 sh
15Tesla Inc
COM
$1.4M3.4K
0.6%
+5.2%
Added · +167 sh
16Schwab Strategic TR
US DIVIDEND EQ
$1.4M44.0K
0.6%
−1.2%
Reduced · −535 sh
17Schwab Strategic TR
US BRD MKT ETF
$1.4M48.1K
0.6%
−1.0%
Reduced · −470 sh
18Vanguard Instl Index FD
ULTR SHOR TR ETF
$1.3M17.1K
0.6%
+108%
Added · +9K sh
19MPLX LP
COM UNIT REP LTD
$1.0M18.5K
0.5%
New
New position
20Abbvie Inc
COM
$865K3.4K
0.4%
+37%
Added · +924 sh
21Nvidia Corporation
COM
$849K4.2K
0.4%
+7.9%
Added · +310 sh
22Exxon Mobil Corp
COM
$710K5.2K
0.3%
+44%
Added · +2K sh
23Vanguard Index FDS
TOTAL STK MKT
$682K1.8K
0.3%
+0.2%
Added · +4 sh
24Berkshire Hathaway Inc Del
CL B NEW
$599K1.2K
0.3%
+0.4%
Added · +5 sh
25Pacer FDS TR
METAURUS CAP 400
$522K11.6K
0.2%
New
New position
26Ishares TR
CORE US AGGBD ET
$515K5.2K
0.2%
+5.7%
Added · +281 sh
27Ishares TR
ESG MSCI USA ETF
$496K7.1K
0.2%
−3.0%
Reduced · −218 sh
28Enterprise Prods Partners L
COM
$420K11.4K
0.2%
New
New position
29Ishares TR
CORE S&P500 ETF
$419K559
0.2%
Held
30SPDR Series Trust
ST STR BLO 1 ETF
$416K4.5K
0.2%
−4.9%
Reduced · −234 sh
31SPDR Series Trust
ST STR PR SP1500
$402K4.4K
0.2%
Held
32Pimco Dynamic Income FD
SHS
$381K22.8K
0.2%
+111%
Added · +12K sh
33Microsoft Corp
COM
$361K968
0.2%
+78%
Added · +423 sh
34Abbott Laboratories
COM
$305K3.4K
0.1%
+29%
Added · +749 sh
35Columbia Seligm Prem Tech GR
COM
$289K5.4K
0.1%
New
New position
36Agnc Invt Corp
COM
$283K26.0K
0.1%
New
New position
37Johnson & Johnson
COM
$273K1.1K
0.1%
New
New position
38Energy Transfer L P
COM UT LTD PTN
$270K14.1K
0.1%
New
New position
39Amazon Com Inc
COM
$245K1.0K
0.1%
New
New position
40Vanguard Intl Equity Index F
ALLWRLD EX US
$229K2.7K
0.1%
+0.5%
Added · +13 sh
41Alphabet Inc
CAP STK CL C
$225K638
0.1%
New
New position
42Ishares Gold TR
ISHARES NEW
$210K2.8K
0.1%
−4.1%
Reduced · −119 sh
43Dynex Cap Inc
COM
$198K15.1K
0.1%
New
New position
44Oxford Lane Cap Corp
COM
$151K17.3K
0.1%
New
New position
45SLR Investment Corp
COM
$148K12.0K
0.1%
New
New position
46Eagle Point CR Co
COM
$135K36.2K
0.1%
New
New position
47Blue Owl Capital Corporation
COM
$109K10.0K
0.0%
New
New position
48Eaton Vance Tax-Managed Glob
COM
$98K10.0K
0.0%
New
New position
49Brightspire Capital Inc
COM CL A
$79K14.5K
0.0%
New
New position
50Ares Coml Real Estate Corp
COM
$77K17.0K
0.0%
New
New position
Showing 50 of 51 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 202651$222.9M13F-HR
Q1 2026Mar 31, 2026Apr 7, 202635$183.8M13F-HR
Q4 2025Dec 31, 2025Jan 6, 202632$182.9M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202534$169.7M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202536$156.2M13F-HR
Q1 2025Mar 31, 2025Apr 15, 202539$152.9M13F-HR
Q4 2024Dec 31, 2024Jan 30, 202540$146.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.