Tennessee Valley Asset Management Partners — 13F Holdings & Portfolio

CIK 1826790 · latest 13F-HR filed 2026-04-27

Tennessee Valley Asset Management Partners manages $757.1M in 13F-reported U.S. long-equity assets across 191 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPYM (18.22%), IUSG (6.78%), DYNF (6.06%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 12, added to 60, and trimmed 53.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$757.1M

Long-equity book

Holdings

191

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+17 / −12 / ↑60 / ↓53

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$22.7M +109.5%
  • BLACKROCK ETF TRUST$9.6M +82.9%
  • BLACKROCK ETF TRUST$8.9M +24.1%
  • SPDR SERIES TRUST$5.9M +55.9%
  • GLOBAL X FDS$5.0M +86.9%
Show all 60

Top Trims

  • ISHARES TR-$22.8M -97.0%
  • SPDR SERIES TRUST-$17.2M -11.1%
  • ISHARES TR-$10.2M -96.7%
  • ISHARES TR-$8.0M -13.5%
  • ISHARES GOLD TR-$7.4M -62.9%
Show all 53

New Positions

  • INVESCO ACTIVELY MANAGED EXC$6.1M
  • ISHARES TR$5.0M
  • BLACKROCK ETF TRUST II$3.1M
  • ISHARES TR$2.7M
  • VANECK ETF TRUST$1.5M
Show all 17

Exited Positions

  • PIMCO ETF TR$6.2M
  • INVESCO LTD$434.0K
  • AUTOMATIC DATA PROCESSING IN$288.3K
  • INTUIT$285.8K
  • PRICE T ROWE GROUP INC$285.2K
Show all 12
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYM 78464A854 $137.9M 18.22% 1,802,322 SH
2 ISHARES TR IUSG 464287671 $51.3M 6.78% 331,001 SH
3 BLACKROCK ETF TRUST DYNF 09290C103 $45.9M 6.06% 788,500 SH
4 SPDR SERIES TRUST SPTL 78464A664 $43.5M 5.75% 1,655,218 SH
5 VANGUARD INDEX FDS VTI 922908769 $43.5M 5.74% 135,483 SH
6 SPDR SERIES TRUST SPYV 78464A508 $42.4M 5.61% 750,134 SH
7 ISHARES TR IEFA 46432F842 $31.2M 4.13% 345,144 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $21.4M 2.82% 44,609 SH
9 BLACKROCK ETF TRUST BAI 09290C780 $21.1M 2.79% 641,141 SH
10 SPDR INDEX SHS FDS SPDW 78463X889 $21.1M 2.78% 461,791 SH
11 SPDR SERIES TRUST SPAB 78464A649 $16.5M 2.19% 645,763 SH
12 INVESCO QQQ TR QQQ 46090E103 $11.8M 1.56% 20,503 SH
13 GLOBAL X FDS SHLD 37960A529 $10.8M 1.43% 152,623 SH
14 ISHARES TR QUAL 46432F339 $10.7M 1.42% 56,017 SH
15 SCHWAB STRATEGIC TR SCHR 808524854 $8.2M 1.09% 330,574 SH
16 ISHARES TR IEF 464287440 $7.4M 0.98% 77,840 SH
17 VANGUARD INTL EQUITY INDEX F VEU 922042775 $6.5M 0.86% 86,269 SH
18 VANGUARD SPECIALIZED FUNDS VIG 921908844 $6.4M 0.85% 29,968 SH
19 APPLE INC AAPL 037833100 $6.3M 0.83% 24,682 SH
20 INVESCO ACTIVELY MANAGED EXC GTO 46090A804 $6.1M 0.80% 129,560 SH
21 NVIDIA CORPORATION NVDA 67066G104 $5.4M 0.71% 30,736 SH
22 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $5.2M 0.69% 21,975 SH
23 ABBVIE INC ABBV 00287Y109 $5.2M 0.68% 23,836 SH
24 ISHARES TR IEI 464288661 $5.1M 0.67% 42,887 SH
25 ISHARES TR VLUE 46432F388 $5.0M 0.66% 34,949 SH
26 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $4.6M 0.61% 78,797 SH
27 PIMCO ETF TR PYLD 72201R585 $4.6M 0.61% 175,880 SH
28 ISHARES GOLD TR IAU 464285204 $4.4M 0.58% 49,556 SH
29 WORLD GOLD TR GLDM 98149E303 $4.1M 0.55% 44,724 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.1M 0.55% 6,364 SH
31 BROADCOM INC AVGO 11135F101 $4.0M 0.53% 12,974 SH
32 VANGUARD SCOTTSDALE FDS VONV 92206C714 $3.8M 0.51% 40,970 SH
33 VANGUARD SCOTTSDALE FDS VONG 92206C680 $3.8M 0.50% 34,756 SH
34 ALPHABET INC GOOG 02079K107 $3.8M 0.50% 13,240 SH
35 ISHARES TR IVV 464287200 $3.8M 0.50% 5,771 SH
36 VANGUARD SCOTTSDALE FDS VTHR 92206C599 $3.7M 0.49% 12,778 SH
37 SPDR SERIES TRUST SPTM 78464A805 $3.6M 0.48% 45,586 SH
38 VANGUARD INDEX FDS VOO 922908363 $3.5M 0.46% 5,780 SH
39 ISHARES TR IWP 464287481 $3.4M 0.45% 26,885 SH
40 ISHARES TR IYW 464287721 $3.2M 0.42% 17,634 SH
41 BLACKROCK ETF TRUST II BINC 092528603 $3.1M 0.42% 60,574 SH
42 BLACKROCK ETF TRUST II SECU 092528819 $3.1M 0.41% 63,030 SH
43 META PLATFORMS INC META 30303M102 $3.0M 0.39% 5,159 SH
44 ISHARES TR DGRO 46434V621 $2.8M 0.37% 39,525 SH
45 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $2.7M 0.36% 37,002 SH
46 ISHARES TR SYSB 46435U796 $2.7M 0.36% 30,306 SH
47 PIMCO DYNAMIC INCOME FD PDI 72201Y101 $2.5M 0.33% 145,093 SH
48 ISHARES TR ITOT 464287150 $2.4M 0.32% 17,144 SH
49 PROCTER & GAMBLE CO PG 742718109 $2.4M 0.32% 16,724 SH
50 MICROSOFT CORP MSFT 594918104 $2.3M 0.30% 6,082 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $757.1M 191 0001826790-26-000002
2025-12-31 2026-02-05 $771.3M 192 0001826790-26-000001