—

Tennessee Valley Asset Management Partners

Q1 2026 13F Holdings

  • Location
    knoxville, TN
  • Num holdings

    191

  • Value ($000)

    $757,072

  • Date Filed
    04/27/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$137.95M
18 %

1,802,322

I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$51.34M
7 %

331,001

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$45.87M
6 %

788,500

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A664
$43.53M
6 %

1,655,218

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$43.46M
6 %

135,483

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$42.44M
6 %

750,134

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$31.25M
4 %

345,144

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$21.38M
3 %

44,609

---

BLACKROCK ETF TRUST

ISHARES A I INNO
09290C780
$21.13M
3 %

641,141

S
SPDW

SPDR INDEX SHS FDS

STATE STREET SPD
78463X889
$21.08M
3 %

461,791

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 191