Tennessee Valley Asset Management Partners

Q3 2025 13F Holdings

  • Location
    knoxville, TN
  • Num holdings

    184

  • Value ($000)

    $736,785

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$145.93M
20 %

1,862,729

I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$56.52M
8 %

343,509

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$46.46M
6 %

141,579

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$39.47M
5 %

713,274

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$34.52M
5 %

583,116

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$32.22M
4 %

369,069

I
IGLB

ISHARES TR

10+ YR INVST GRD
464289511
$22.68M
3 %

440,010

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$22.67M
3 %

45,094

K
KRE

SPDR SERIES TRUST

PORTFOLIO LN TSR
78464A664
$20.07M
3 %

744,534

S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$17.10M
2 %

399,595

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