Denise Ledden
Trust Co Of Tennessee
Assets Managed
$537.026M
Holdings
8
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
6.7%(2Q avg: 6.41%)
Sustained Growth
7 quarters
Portfolio positions
This chart displays the top 10 holdings in Trust Co Of Tennessee's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 8 positions.
Assets under management
The assets under management (AUM) of Trust Co Of Tennessee over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 537.026M in assets, with a quarterly growth rate of 6.7% and a 2-quarter average growth rate of 6.41%. The portfolio is managed by Denise Ledden, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
RSP Invesco S&p 500 Equal Weight
| 35.44% | $190.279M 991,459 shares@ $191.92 avg price | Increased 24.29% |
VUG Vanguard Growth Etf
| 18.58% | $99.775M 228,436 shares@ $436.78 avg price | Decreased -3.09% |
VTV Vanguard Value Etf
| 17.32% | $92.99M 473,952 shares@ $196.21 avg price | Decreased -1.51% |
VOO Vanguard S&p 500 Etf
| 13.7% | $73.552M 123,091 shares@ $597.55 avg price | Increased 0.96% |
USRT Ishares Core Us Reit Etf
| 13.61% | $73.084M 1.235M shares@ $59.2 avg price | Increased 11.49% |
IWB Ishares Russell 1000 Etf
| 0.71% | $3.802M 10,664 shares@ $356.57 avg price | New Position |
IVV Ishares Core S&p 500 Etf
| 0.43% | $2.269M 3,473 shares@ $653.21 avg price | Decreased -12.43% |
SPY Spdr S&p 500 Etf Trust
| 0.24% | $1.275M 1,961 shares@ $650.35 avg price |
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