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CIK: 0001826790
Total reported value
$906.5M
$906.5M
192 檔
37.6%
The Q4 2025 SEC filing reveals that Tennessee Valley Asset Management Partners held a total portfolio value of $906.5M, covering 192 public equity positions.
In Q4 2025, Tennessee Valley Asset Management Partners displayed an active expansion posture, initiating 10 new positions and adding to 28 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 | 20.11% | -0.52% | +3.82% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.69% | +0.05% | +2.83% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.14% | -0.24% | -0.18% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.42% | -0.48% | +3.12% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.79% | -0.02% | +4.26% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.42% | -0.36% | +3.21% | |
| 7 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 3.05% | -0.02% | +6.10% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.92% | -0.40% | -0.48% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.69% | -0.79% | +5.46% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.43% | -0.10% | +5.81% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.63% | +0.12% | -0.19% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.53% | -0.15% | +1.03% | |
| 13 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.50% | +0.93% | +6.63% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.38% | -0.24% | +9.88% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.37% | -0.05% | +4.01% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.36% | -0.01% | +4.34% | |
| 17 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.08% | -0.18% | +0.25% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.90% | +0.14% | +2.99% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.15% | -0.73% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.85% | -0.07% | -1.20% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.80% | -0.07% | +2.48% | |
| 22 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.80% | — | +5.54% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.76% | -0.07% | +0.01% | |
| 24 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.75% | -0.34% | +7.08% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | — | -5.32% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.75% | +0.19% | +17.51% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.75% | -0.01% | +5.54% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | -0.02% | +0.47% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.63% | -0.10% | -0.43% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.01% | -2.89% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.12% | -1.54% | |
| 32 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.57% | -0.08% | +10.06% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | -0.02% | +0.19% | |
| 34 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.54% | -0.14% | +3.49% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.50% | -0.01% | +2.71% | |
| 36 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.50% | -0.02% | +1.70% | |
| 37 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.49% | -0.03% | +5.94% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.49% | -0.13% | +1.27% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.10% | +4.37% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.46% | +0.10% | +18.40% | |
| 41 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.45% | -0.02% | +5.48% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.42% | -0.02% | +4.60% | |
| 43 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.42% | -0.02% | +5.14% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.08% | +6.19% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.04% | -2.28% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.37% | -0.04% | +1.29% | |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.36% | -0.07% | +7.84% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.08% | +0.02% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.33% | -0.05% | +4.18% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.04% | +6.16% |
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 192 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSG, VTI) accounted for 37.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
BSCQ
市值: $739.4K
Top Position Liquidated / Trimmed
BSGT
前期市值: $941.1K
During Q4 2025, Tennessee Valley Asset Management Partners's top holdings by market value included SPYM (20.1%)、IUSG (7.7%)、VTI (6.1%). The largest single position, SPYM, represented 20.1% of total portfolio value.
In Q4 2025, Tennessee Valley Asset Management Partners made 50 total portfolio adjustments, initiating 10 new buys, adding to 28 positions, trimming 8 holdings, and fully liquidating 4 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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