Tennessee Valley Asset Management Partners

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$757.1M
Q ending 2026-03-31
Prior quarter
$771.3M
Q ending 2025-12-31
Change
-1.8% QoQ · +23.5% YoY
Positions
191
reported holdings

Largest positions

Top 100 of 191 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Spdr Series TrustSPYMShares$137.9M1.8M
Ishares TrIUSGShares$51.3M331K
Blackrock Etf TrustDYNFShares$45.9M789K
Spdr Series TrustSPTLShares$43.5M1.7M
Vanguard Index FdsVTIShares$43.5M135K
Spdr Series TrustSPYVShares$42.4M750K
Ishares TrIEFAShares$31.2M345K
Berkshire Hathaway Inc DelBRK/BShares$21.4M45K
Blackrock Etf TrustBAIShares$21.1M641K
Spdr Index Shs FdsSPDWShares$21.1M462K
Spdr Series TrustSPABShares$16.5M646K
Invesco Qqq TrQQQShares$11.8M21K
Global X FdsSHLDShares$10.8M153K
Ishares TrQUALShares$10.7M56K
Schwab Strategic TrSCHRShares$8.2M331K
Ishares TrIEFShares$7.4M78K
Vanguard Intl Equity Index FVEUShares$6.5M86K
Vanguard Specialized FundsVIGShares$6.4M30K
Apple IncAAPLShares$6.3M25K
Invesco Actively Managed ExcGTOShares$6.1M130K
Nvidia CorporationNVDAShares$5.4M31K
Invesco Exch Traded Fd Tr IiQQQMShares$5.2M22K
Abbvie IncABBVShares$5.2M24K
Ishares TrIEIShares$5.1M43K
Ishares TrVLUEShares$5.0M35K
Vanguard Scottsdale FdsVGSHShares$4.6M79K
Pimco Etf TrPYLDShares$4.6M176K
Ishares Gold TrIAUShares$4.4M50K
World Gold TrGLDMShares$4.1M45K
State Str Spdr S&P 500 Etf TSPYShares$4.1M6K
Broadcom IncAVGOShares$4.0M13K
Vanguard Scottsdale FdsVONVShares$3.8M41K
Vanguard Scottsdale FdsVONGShares$3.8M35K
Alphabet IncGOOGShares$3.8M13K
Ishares TrIVVShares$3.8M6K
Vanguard Scottsdale FdsVTHRShares$3.7M13K
Spdr Series TrustSPTMShares$3.6M46K
Vanguard Index FdsVOOShares$3.5M6K
Ishares TrIWPShares$3.4M27K
Ishares TrIYWShares$3.2M18K
Blackrock Etf Trust IiBINCShares$3.1M61K
Blackrock Etf Trust IiSECUShares$3.1M63K
Meta Platforms IncMETAShares$3.0M5K
Ishares TrDGROShares$2.8M40K
Invesco Exch Traded Fd Tr IiSPLVShares$2.7M37K
Ishares TrSYSBShares$2.7M30K
Pimco Dynamic Income FdPDIShares$2.5M145K
Ishares TrITOTShares$2.4M17K
Procter & Gamble CoPGShares$2.4M17K
Microsoft CorpMSFTShares$2.3M6K
Abbott LaboratoriesABTShares$2.1M20K
Vanguard Tax-Managed FdsVEAShares$2.0M31K
Spdr Series TrustBILShares$2.0M22K
Spdr Index Shs FdsSPGMShares$2.0M26K
Ishares TrEFAShares$1.9M20K
Guggenheim Strategic OpportuGOFShares$1.9M172K
Spdr Series TrustHYMBShares$1.9M75K
J P Morgan Exchange Traded FJMSTShares$1.8M35K
Jpmorgan Chase & CoJPMShares$1.7M6K
Walmart IncWMTShares$1.7M13K
Amazon Com IncAMZNShares$1.6M8K
Vaneck Etf TrustSMHShares$1.6M4K
Ishares TrIWVShares$1.6M4K
Vanguard Index FdsVTVShares$1.6M8K
Tesla IncTSLAShares$1.5M4K
Dell Technologies IncDELLShares$1.5M9K
Ishares TrSTIPShares$1.5M14K
Vaneck Etf TrustMLNShares$1.5M84K
Rivernorth Opportunities FdRIVShares$1.5M131K
Ishares TrIJRShares$1.4M11K
Spdr Series TrustSPMDShares$1.3M23K
Ishares TrMUBShares$1.3M13K
Ishares TrIUSVShares$1.3M13K
Alphabet IncGOOGLShares$1.3M4K
Ishares TrAGGShares$1.2M12K
Spdr Series TrustSPYGShares$1.2M12K
Home Depot IncHDShares$1.2M4K
Schwab Strategic TrSCHOShares$1.2M48K
Cbre Gbl Real Estate Inc FdIGRShares$1.2M263K
Lowes Cos IncLOWShares$1.1M5K
Seagate Technology Hldngs PlShares$1.1M3K
Vanguard Scottsdale FdsVTWOShares$1.1M11K
Spdr Gold TrGLDShares$1.1M3K
Ishares TrIWFShares$1.1M3K
Invesco Exch Trd Slf Idx FdBSCQShares$1.1M54K
Vanguard Scottsdale FdsVCITShares$971K12K
Qualcomm IncQCOMShares$961K7K
Vanguard Star FdsVXUSShares$877K11K
Ishares TrGOVTShares$874K38K
Ishares TrICVTShares$867K9K
Spdr Series TrustBWXShares$862K39K
State Str Spdr S&P Midcap 40MDYShares$847K1K
Ishares TrIJHShares$838K12K
Boeing CoBAShares$828K4K
Caterpillar IncCATShares$792K1K
Ishares TrIDEVShares$781K9K
Johnson & JohnsonJNJShares$767K3K
Exxon Mobil CorpXOMShares$756K4K
Invesco Exchange Traded Fd TRSPShares$754K4K
Hancock John Finl OpptysBTOShares$743K21K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.