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Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners (TVAMP) is an independent registered investment adviser headquartered in Knoxville, Tennessee. Founded in 2010, the firm provides wealth management, financial planning, and investment advisory services primarily to individuals, families, and small institutions. TVAMP’s team consists of licensed financial planners and support staff, serving clients across the Tennessee Valley region and beyond.
Investment Strategy
TVAMP constructs and manages diversified investment portfolios for its clients, with a focus on long-term growth and risk management. The firm employs a blend of passive and active investment strategies, using a broad range of exchange-traded funds (ETFs), mutual funds, and individual securities. TVAMP emphasizes asset allocation tailored to each client’s goals, risk tolerance, and time horizon, regularly rebalancing portfolios as market conditions and client circumstances change. The firm's investment philosophy is built on disciplined planning, transparency, and client education.
Latest 13F Filing Activity
Tennessee Valley Asset Management Partners filed their most recent 13F report on Jun 30, 2025 disclosing 74 equity positions with a total 13F market value of $394M. The fund increased holdings in SPDR Series Trust, SPDR Index SHS FDS, SPDR Series Trust among other positions. Tennessee Valley Asset Management Partners reduced exposure to Ishares TR, Ishares TR, Blackrock Etf Trust among others.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 36.29% | $142.9M | 1,966,408 | $49.85 | $72.69 | +$16.9M |
V VTI | VANGUARD INDEX FDS | 10.71% | $42.2M | 138,803 | $267.01 | $303.93 | +$486.9K |
S SPYV | SPDR SERIES TRUST | 9.46% | $37.3M | 711,937 | $42.96 | $52.34 | +$2.0M |
| BERKSHIRE HATHAWAY INC DEL | 5.62% | $22.1M | 45,555 | $270.79 | $485.77 | -$1.7M | |
S SPTL | SPDR SERIES TRUST | 4.81% | $19.0M | 713,511 | $28.06 | $26.58 | -$312.6K |
Industry Allocation
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