StockDriftsStockDriftsTop 50 Tennessee Valley Asset Management Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 17.7% | 1.83M | $160.5M | +1.32%(+23.86K) | $50.10(+81.72%) | 2026-06-30 | |
| IUSG | ISHARES TR | 6.83% | 329.3K | $61.9M | -0.51%(-1.69K) | $84.79(+128.50%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.04% | 805.2K | $54.8M | +2.12%(+16.72K) | $49.74(+40.78%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.5% | 134.8K | $49.9M | -0.49%(-665) | $262.99(+45.27%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 5.13% | 764.3K | $46.5M | +1.89%(+14.14K) | $43.50(+45.75%) | 2026-06-30 | |
| SPTL | SPDR SERIES TRUST | 4.96% | 1.71M | $45.0M | +3.58%(+59.23K) | $27.25(-7.64%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.77% | 354.0K | $34.2M | +2.57%(+8.87K) | $75.84(+33.23%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.72% | 639.8K | $33.7M | -0.21%(-1.32K) | $32.32(+37.49%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.68% | 481.5K | $24.3M | +4.27%(+19.70K) | $37.10(+39.44%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.42% | 43.8K | $21.9M | -1.75%(-779) | $264.62(+97.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.00% | +56.08% | +9.36% | +56.44% |
| Top 20 Holdings Unweighted | +14.50% | +50.11% | +7.19% | +41.51% |
Tennessee Valley Asset Management Partners reports $906.51M in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (17.7%), IUSG (6.8%) and DYNF (6.0%). The top 20 holdings account for 70.33% of reported assets. Its disclosed equity book has returned +56.08% on a three-year cumulative basis. 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 Tennessee Valley Asset Management Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1826790). View Tennessee Valley Asset Management Partners’s 13F filings on SEC