Tennessee Valley Asset Management Partners
Q3 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
184
- Value ($000)
$736,785
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001826790
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $145.93 M | 20 % | 1,862,729 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $56.52 M | 8 % | 343,509 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $46.46 M | 6 % | 141,579 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $39.47 M | 5 % | 713,274 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $34.52 M | 5 % | 583,116 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $32.22 M | 4 % | 369,069 | ||
IGLB ISHARES TR | 10+ YR INVST GRD | 464289511 | $22.68 M | 3 % | 440,010 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $22.67 M | 3 % | 45,094 | ||
KRE SPDR SERIES TRUST | PORTFOLIO LN TSR | 78464A664 | $20.07 M | 3 % | 744,534 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $17.10 M | 2 % | 399,595 |
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