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CIK: 0001826790
Total reported value
$906.5M
$906.5M
158 檔
30.6%
The Q1 2025 SEC filing reveals that Tennessee Valley Asset Management Partners held a total portfolio value of $906.5M, covering 158 public equity positions.
In Q1 2025, Tennessee Valley Asset Management Partners displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 20.56% | -0.52% | +1.49% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.68% | +0.05% | -5.59% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.80% | -0.24% | +0.16% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.75% | -0.48% | +24.94% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.42% | -0.36% | +11.00% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.24% | -0.02% | +4.16% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.88% | -0.40% | +3.80% | |
| 8 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 3.21% | -0.02% | +5.25% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.14% | -0.79% | +42.67% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.45% | -0.10% | -2.56% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 1.51% | -0.15% | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.47% | +0.12% | -2.70% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.38% | -0.05% | +4.66% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.38% | -0.24% | +8.56% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.36% | -0.18% | -0.94% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.36% | -0.01% | +2.96% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.01% | +0.14% | -0.83% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.93% | -0.07% | -1.30% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.93% | -0.07% | +0.95% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.15% | +1.14% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | -0.02% | +0.43% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.80% | -0.10% | -1.31% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.78% | -0.07% | +3.02% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.01% | -1.93% | |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.74% | -0.01% | +929.36% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | -0.03% | +2.38% | |
| 27 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.58% | -0.08% | — | |
| 28 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.56% | — | -2.17% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.54% | +0.19% | +13.43% | |
| 30 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.53% | -0.03% | +704.77% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.50% | -0.13% | +11.36% | |
| 32 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.49% | -0.02% | +6.09% | |
| 33 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.49% | -0.02% | -5.33% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | — | +11.30% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.48% | -0.01% | +5.44% | |
| 36 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.47% | -0.02% | +6.96% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.05% | -2.58% | |
| 38 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.46% | -0.14% | — | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.08% | -0.44% | |
| 40 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.43% | -0.08% | +10.06% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.08% | -1.96% | |
| 42 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.41% | -0.07% | +197.62% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.04% | -2.84% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.37% | -0.02% | +8.71% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.36% | -0.04% | +8.18% | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.36% | -0.05% | +727.46% | |
| 47 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.33% | -0.03% | +2.09% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.10% | +1.56% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | -0.02% | +3.89% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.01% | +7.19% |
According to official SEC Form 13F filings, Tennessee Valley Asset Management Partners reported a total U.S. public equity portfolio value of $906.5M across 158 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSG, VTI) accounted for 30.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYM
市值: $126.1M
During Q1 2025, Tennessee Valley Asset Management Partners's top holdings by market value included SPYM (20.6%)、IUSG (7.7%)、VTI (6.8%). The largest single position, SPYM, represented 20.6% of total portfolio value.
In Q1 2025, Tennessee Valley Asset Management Partners made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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