Tennessee Valley Asset Management Partners

Q2 2025 13F Holdings

  • Location
    knoxville, TN
  • Num holdings

    82

  • Value ($000)

    $393,912

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001826790
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$142.94M
36 %

1,966,408

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$42.19M
11 %

138,803

SPYV
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$37.26M
10 %

711,937

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$22.13M
6 %

45,555

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO LN TSR
78464A664
$18.97M
5 %

713,511

SPDW
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$17.37M
4 %

429,080

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO AGRGTE
78464A649
$8.75M
2 %

341,628

SCHR
SCHR

SCHWAB STRATEGIC TR

INT-TRM U.S TRES
808524854
$7.09M
2 %

283,377

IEI
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$5.83M
2 %

48,982

AAPL
AAPL

APPLE INC

COM
037833100
$5.38M
1 %

26,241

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 82