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Portfolio (Quarterly) Guide ↗

Tennessee Valley Asset Management Partners

· CIK 0001826790
13F Portfolio $907M AUM 207 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 207 New
Page 3 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IAU ISHARES GOLD TR Financial Services 51,572.0 $3.9M 0.43% NEW $75.51 +8.5%
42 DFAT DIMENSIONAL ETF TRUST 53,206.0 $3.7M 0.41% NEW $69.90 +2.9%
43 GLDM WORLD GOLD TR Financial Services 46,564.0 $3.7M 0.41% NEW $79.42 +8.6%
44 SECU BLACKROCK ETF TRUST II 70,414.0 $3.5M 0.39% NEW $49.86 -0.5%
45 ITOT ISHARES TR 21,089.0 $3.5M 0.38% NEW $164.27 +2.6%
46 SMH VANECK ETF TRUST 5,018.0 $3.3M 0.36% NEW $655.87 -13.6%
47 DFIC DIMENSIONAL ETF TRUST 87,117.0 $3.2M 0.36% NEW $37.26 +4.5%
48 BINC BLACKROCK ETF TRUST II 61,398.0 $3.2M 0.35% NEW $52.34 -0.7%
49 DGRO ISHARES TR 39,770.0 $3.0M 0.33% NEW $75.79 +5.2%
50 IWP ISHARES TR 20,548.0 $3.0M 0.33% NEW $146.41 -0.9%
51 META META PLATFORMS INC Communication Services 5,045.0 $2.8M 0.31% NEW $563.26 -1.7%
52 SPLV INVESCO EXCH TRADED FD TR II 37,864.0 $2.8M 0.31% NEW $74.90 +1.9%
53 SYSB ISHARES TR 31,445.0 $2.8M 0.31% NEW $88.72 -1.9%
54 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,835.0 $2.7M 0.30% NEW $964.88 -5.5%
55 VEA VANGUARD TAX-MANAGED FDS 35,045.0 $2.5M 0.28% NEW $71.25 +1.7%
56 PG PROCTER & GAMBLE CO Consumer Defensive 16,798.0 $2.5M 0.27% NEW $146.65 -2.1%
57 SPGM SPDR INDEX SHS FDS 27,439.0 $2.4M 0.26% NEW $85.67 +2.2%
58 MSFT MICROSOFT CORP Technology 6,235.0 $2.3M 0.26% NEW $372.99 +29.1%
59 PDI PIMCO DYNAMIC INCOME FD Financial Services 134,000.0 $2.2M 0.25% NEW $16.70 -9.3%
60 DFEV DIMENSIONAL ETF TRUST 49,033.0 $2.1M 0.23% NEW $42.67 -3.4%
Page 3 of 11  ·  207 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.8%
Technology 33.7%
Healthcare 7.8%
Communication Services 7.8%
Consumer Cyclical 5.2%
Industrials 5.0%
Consumer Defensive 4.3%
Energy 0.9%
Utilities 0.2%