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Tennessee Valley Asset Management Partners

Portfolio Manager
Tennessee Valley Asset Management Partners
Performance
-3.21% (2026 Q1)
AUM (13F)
$757.07M
# of Holdings
184
Performance Rank
Allocation (Top 20)
72.69%

Tennessee Valley Asset Management Partners Holdings Map

Top 50 Tennessee Valley Asset Management Partners Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
18.22%1.80M$137.9M
-6.80%(-131.51K)
2025-Q1: 1.92M shares2025-Q2: 1.97M shares2025-Q3: 1.86M shares2025-Q4: 1.93M shares2026-Q1: 1.80M shares
$49.69(+75.84%)
2026-03-31
IUSG
ISHARES TR
6.78%331.0K$51.3M
-6.30%(-22.25K)
2025-Q1: 370.4K shares2025-Q2: 0 shares2025-Q3: 343.5K shares2025-Q4: 353.2K shares2026-Q1: 331.0K shares
$84.79(+121.14%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
6.06%788.5K$45.9M
+29.70%(+180.56K)
2025-Q1: 533.3K shares2025-Q2: 0 shares2025-Q3: 583.1K shares2025-Q4: 607.9K shares2026-Q1: 788.5K shares
$49.47(+34.30%)
2026-03-31
SPTL
SPDR SERIES TRUST
5.75%1.66M$43.5M
+110.81%(+870.05K)
2025-Q1: 707.2K shares2025-Q2: 713.5K shares2025-Q3: 744.5K shares2025-Q4: 785.2K shares2026-Q1: 1.66M shares
$27.28(-5.50%)
2026-03-31
VTI
VANGUARD INDEX FDS
5.74%135.5K$43.5M
-4.14%(-5.85K)
2025-Q1: 151.7K shares2025-Q2: 138.8K shares2025-Q3: 141.6K shares2025-Q4: 141.3K shares2026-Q1: 135.5K shares
$262.99(+38.68%)
2026-03-31
SPYV
SPDR SERIES TRUST
5.61%750.1K$42.4M
+1.99%(+14.63K)
2025-Q1: 690.3K shares2025-Q2: 711.9K shares2025-Q3: 713.3K shares2025-Q4: 735.5K shares2026-Q1: 750.1K shares
$43.22(+39.25%)
2026-03-31
IEFA
ISHARES TR
4.13%345.1K$31.2M
-9.39%(-35.77K)
2025-Q1: 358.2K shares2025-Q2: 0 shares2025-Q3: 369.1K shares2025-Q4: 380.9K shares2026-Q1: 345.1K shares
$75.42(+28.80%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.82%44.6K$21.4M
-0.60%(-270)
2025-Q1: 44.7K shares2025-Q2: 45.6K shares2025-Q3: 45.1K shares2025-Q4: 44.9K shares2026-Q1: 44.6K shares
$264.62(+83.48%)
2026-03-31
BAI
BLACKROCK ETF TRUST
2.79%641.1K$21.1M
+84.83%(+294.25K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 325.3K shares2025-Q4: 346.9K shares2026-Q1: 641.1K shares
$32.32(+49.80%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
2.78%461.8K$21.1M
+9.22%(+39.00K)
2025-Q1: 412.5K shares2025-Q2: 429.1K shares2025-Q3: 399.6K shares2025-Q4: 422.8K shares2026-Q1: 461.8K shares
$36.65(+37.15%)
2026-03-31

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