Tennessee Valley Asset Management Partners

Tennessee Valley Asset Management Partners is an institution, managing $725.6M across 169 long positions as of Q3 2025 with 83% ETF concentration, 60% concentrated in top 10 holdings, 20% allocation to SPLG, and minimal technology exposure.

Portfolio Value: $725.6M
Positions: 169
Top Holding: SPLG at 20.11%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in Tennessee Valley Asset Management Partners's portfolio (60.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$145.9M	20.11%	-$8.1M Sold	— 1.9M shares	Q3 2021 Held for 4y 2m
2 iShares Core S&P U.S. Growth IUSG	ETF ETF	$56.5M	7.79%	+$56.5M Bought	— 343.5K shares	Q4 2018 Held for 6y 11m
3 Vanguard Total Stock Market VTI	ETF ETF	$46.5M	6.40%	+$911.0K Bought	— 141.6K shares	Q4 2018 Held for 6y 11m
4 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$39.5M	5.44%	+$74.0K Bought	— 713.3K shares	Q2 2021 Held for 4y 5m
5 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$34.5M	4.76%	+$34.5M Bought	— 583.1K shares	Q1 2024 Held for 1y 8m
6 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$32.2M	4.44%	+$32.2M Bought	— 369.1K shares	Q4 2018 Held for 6y 11m
7 iShares 10+ Year Investment Grade Corporate Bond IGLB	ETF ETF	$22.7M	3.13%	+$22.7M Bought	— 440.0K shares	Q3 2022 Held for 3y 2m
8 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$22.7M	3.12%	-$231.8K Sold	0.00% 45.1K shares	Q4 2019 Held for 5y 11m
9 SPDR Portfolio Long Term Treasury SPTL	ETF ETF	$20.1M	2.77%	+$836.1K Bought	— 744.5K shares	Q3 2022 Held for 3y 2m
10 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$17.1M	2.36%	-$1.3M Sold	— 399.6K shares	Q2 2020 Held for 5y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Tennessee Valley Asset Management Partners's latest filing

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Market Value

$725.6M

Prior: $393.9M

Q/Q Change

+84.22%

+$331.7M

Net Flows % of MV

+4.65%

Turnover Ratio

22.46%

New Purchases

6 stocks

$7.6M

Added To

45 stocks

+$37.1M

Sold Out Of

0 stocks

Reduced Holdings

21 stocks

-$11.0M

Increased Positions

Position	Shares Δ	Change
1 Global X Defense Tech SHLD	New	0 → 83.4K +$5.9M
2 CBRE Global Real Estate Income Fund IGR	New	0 → 129.0K +$663.0K
3 BlackRock Intermediate Muni Income Bond INMU	New	0 → 19.3K +$460.9K
4 Invesco FTSE RAFI Developed Markets ex-U.S. ETF PXF	New	0 → 4.2K +$258.1K
5 BlackRock Advantage Large Cap Income BALI	New	0 → 6.4K +$202.9K

Decreased Positions

Position	Shares Δ	Change
1 Tesla, Inc. TSLA	-10.81%	4.3K → 3.9K −$209.0K
2 Vanguard Information Technology VGT	-8.97%	312.0 → 284.0 −$20.9K
3 SPDR Nuveen Bloomberg High Yield Municipal Bond HYMB	-7.6%	80.0K → 74.0K −$151.7K
4 SPDR Portfolio Developed World ex-US ETF SPDW	-6.87%	429.1K → 399.6K −$1.3M
5 Vanguard Intermediate-Term Corporate Bond VCIT	-6.18%	12.0K → 11.3K −$62.6K