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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 8 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HDV ISHARES TR 16,122.0 $442K 0.05% NEW $27.41 +8.0%
142 VUG VANGUARD INDEX FDS 5,126.0 $442K 0.05% NEW $86.14 +2.0%
143 UNH UNITEDHEALTH GROUP INC Healthcare 1,062.0 $441K 0.05% NEW $415.64 -5.0%
144 TFC TRUIST FINL CORP Financial Services 8,788.0 $438K 0.05% NEW $49.90 +5.0%
145 GS GOLDMAN SACHS GROUP INC Financial Services 422.0 $427K 0.05% NEW $1010.91 +2.2%
146 IUSB ISHARES TR 9,205.0 $425K 0.05% NEW $46.15 -1.6%
147 CRM SALESFORCE INC Technology 2,612.0 $409K 0.04% NEW $156.63 +26.6%
148 CARR CARRIER GLOBAL CORPORATION Industrials 5,542.0 $407K 0.04% NEW $73.35 -16.7%
149 IEMG ISHARES INC 4,885.0 $405K 0.04% NEW $82.84 -3.9%
150 SDY SPDR SERIES TRUST 2,591.0 $394K 0.04% NEW $152.20 +4.0%
151 JAAA JANUS DETROIT STR TR 7,783.0 $393K 0.04% NEW $50.49 +0.2%
152 USMV ISHARES TR 4,054.0 $391K 0.04% NEW $96.44 +4.6%
153 VB VANGUARD INDEX FDS 1,219.0 $370K 0.04% NEW $303.12 +0.4%
154 BND VANGUARD BD INDEX FDS 4,989.0 $366K 0.04% NEW $73.41 -1.6%
155 XLV SELECT SECTOR SPDR TR 2,283.0 $362K 0.04% NEW $158.65 +7.0%
156 XMMO INVESCO EXCHANGE TRADED FD T 2,125.0 $361K 0.04% NEW $170.10 -5.3%
157 CGBL CAPITAL GROUP CORE BALANCED 9,476.0 $360K 0.04% NEW $37.96 +0.3%
158 QCOM QUALCOMM INC Technology 1,936.0 $358K 0.04% NEW $184.83 -13.9%
159 WM WASTE MGMT INC DEL Industrials 1,551.0 $346K 0.04% NEW $222.89 +1.4%
160 MTUM ISHARES TR 982.0 $337K 0.04% NEW $343.06 -9.6%
Page 8 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%