Filed: 8/14/2025ACC: 0001826790-25-000004
📋 What this filing means
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $393.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$393.91M
Total AUM (reported)
5.78M
Total Shares
Allocation by class
PORTFOLIO S&P500$142.94M36.3%
TOTAL STK MKT$42.19M10.7%
PRTFLO S&P500 VL$37.26M9.5%
COM$25.10M6.4%
CL B NEW$22.13M5.6%
PORTFOLIO LN TSR$18.97M4.8%
PORTFOLIO DEVLPD$17.37M4.4%
Portfolio Concentration
Top 3$222.39M56.5%
4–10$85.52M21.7%
11–25$52.76M13.4%
Rest$33.24M8.4%
Top 3 weight
56.5%
Top 10 weight
78.2%
Voting Authority Distribution
Total shares with voting rights: 5.78M
Sole
Full voting authority
829.34K
shares
% of voting shares14.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.95M
shares
% of voting shares85.6%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeNone · 85.6% of voting shares
Institutional Holdings82
Rows:
SPDR SERIES TRUST
SOLEShares1.97M
TypeSH
Market value$142.94M
36.29%
Sole
6.61K
Shared
0.00
None
1.96M
VANGUARD INDEX FDS
SOLEShares138.80K
TypeSH
Market value$42.19M
10.71%
Sole
138.80K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares711.94K
TypeSH
Market value$37.26M
9.46%
Sole
2.88K
Shared
0.00
None
709.06K
BERKSHIRE HATHAWAY INC DEL
SOLEShares45.55K
TypeSH
Market value$22.13M
5.62%
Sole
342.00
Shared
0.00
None
45.21K
SPDR SERIES TRUST
SOLEShares713.51K
TypeSH
Market value$18.97M
4.81%
Sole
3.99K
Shared
0.00
None
709.52K
SPDR INDEX SHS FDS
SOLEShares429.08K
TypeSH
Market value$17.37M
4.41%
Sole
2.96K
Shared
0.00
None
426.12K
SPDR SERIES TRUST
SOLEShares341.63K
TypeSH
Market value$8.75M
2.22%
Sole
1.98K
Shared
0.00
None
339.65K
SCHWAB STRATEGIC TR
SOLEShares283.38K
TypeSH
Market value$7.09M
1.80%
Sole
283.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares48.98K
TypeSH
Market value$5.83M
1.48%
Sole
48.98K
Shared
0.00
None
0.00
APPLE INC
SOLEShares26.24K
TypeSH
Market value$5.38M
1.37%
Sole
5.73K
Shared
0.00
None
20.51K
SPDR SERIES TRUST
SOLEShares93.94K
TypeSH
Market value$5.11M
1.30%
Sole
103.00
Shared
0.00
None
93.84K
VANGUARD SCOTTSDALE FDS
SOLEShares83.36K
TypeSH
Market value$4.90M
1.24%
Sole
83.36K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares7.18K
TypeSH
Market value$4.44M
1.13%
Sole
1.22K
Shared
0.00
None
5.96K
ABBVIE INC
SOLEShares23.82K
TypeSH
Market value$4.42M
1.12%
Sole
8.00
Shared
0.00
None
23.81K
ISHARES TR
SOLEShares42.70K
TypeSH
Market value$4.09M
1.04%
Sole
42.70K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares13.41K
TypeSH
Market value$3.70M
0.94%
Sole
0.00
Shared
0.00
None
13.41K
VANGUARD SCOTTSDALE FDS
SOLEShares31.67K
TypeSH
Market value$3.46M
0.88%
Sole
262.00
Shared
0.00
None
31.41K
VANGUARD SCOTTSDALE FDS
SOLEShares12.55K
TypeSH
Market value$3.42M
0.87%
Sole
9.60K
Shared
0.00
None
2.95K
VANGUARD SCOTTSDALE FDS
SOLEShares36.46K
TypeSH
Market value$3.11M
0.79%
Sole
3.08K
Shared
0.00
None
33.38K
WORLD GOLD TR
SOLEShares46.99K
TypeSH
Market value$3.08M
0.78%
Sole
166.00
Shared
0.00
None
46.82K
VANGUARD INTL EQUITY INDEX F
SOLEShares44.56K
TypeSH
Market value$3.00M
0.76%
Sole
44.56K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares20.45K
TypeSH
Market value$2.78M
0.71%
Sole
0.00
Shared
0.00
None
20.45K
SPDR SERIES TRUST
SOLEShares36.14K
TypeSH
Market value$2.71M
0.69%
Sole
152.00
Shared
0.00
None
35.99K
ALPHABET INC
SOLEShares13.30K
TypeSH
Market value$2.36M
0.60%
Sole
2.24K
Shared
0.00
None
11.06K
VANGUARD INDEX FDS
SOLEShares3.88K
TypeSH
Market value$2.20M
0.56%
Sole
3.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 1.97M | SH | $142.94M 36.29% | 6.61K | 0.00 | 1.96M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 138.80K | SH | $42.19M 10.71% | 138.80K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 711.94K | SH | $37.26M 9.46% | 2.88K | 0.00 | 709.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 45.55K | SH | $22.13M 5.62% | 342.00 | 0.00 | 45.21K |
SPDR SERIES TRUSTSOLE | PORTFOLIO LN TSR | 713.51K | SH | $18.97M 4.81% | 3.99K | 0.00 | 709.52K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 429.08K | SH | $17.37M 4.41% | 2.96K | 0.00 | 426.12K |
SPDR SERIES TRUSTSOLE | PORTFOLIO AGRGTE | 341.63K | SH | $8.75M 2.22% | 1.98K | 0.00 | 339.65K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 283.38K | SH | $7.09M 1.80% | 283.38K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 48.98K | SH | $5.83M 1.48% | 48.98K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 26.24K | SH | $5.38M 1.37% | 5.73K | 0.00 | 20.51K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P400 | 93.94K | SH | $5.11M 1.30% | 103.00 | 0.00 | 93.84K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 83.36K | SH | $4.90M 1.24% | 83.36K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.18K | SH | $4.44M 1.13% | 1.22K | 0.00 | 5.96K |
ABBVIE INCSOLE | COM | 23.82K | SH | $4.42M 1.12% | 8.00 | 0.00 | 23.81K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 42.70K | SH | $4.09M 1.04% | 42.70K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 13.41K | SH | $3.70M 0.94% | 0.00 | 0.00 | 13.41K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 31.67K | SH | $3.46M 0.88% | 262.00 | 0.00 | 31.41K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS3000IDX | 12.55K | SH | $3.42M 0.87% | 9.60K | 0.00 | 2.95K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 36.46K | SH | $3.11M 0.79% | 3.08K | 0.00 | 33.38K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 46.99K | SH | $3.08M 0.78% | 166.00 | 0.00 | 46.82K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 44.56K | SH | $3.00M 0.76% | 44.56K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 20.45K | SH | $2.78M 0.71% | 0.00 | 0.00 | 20.45K |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 36.14K | SH | $2.71M 0.69% | 152.00 | 0.00 | 35.99K |
ALPHABET INCSOLE | CAP STK CL C | 13.30K | SH | $2.36M 0.60% | 2.24K | 0.00 | 11.06K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.88K | SH | $2.20M 0.56% | 3.88K | 0.00 | 0.00 |
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