CIK: 0001575151
Total reported value
$255.0M
Reporting period: 2026-03-31 · Number of holdings: 204
TIEMANN INVESTMENT ADVISORS, LLC disclosed 204 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $255.0M and a quarterly turnover rate of 12.2%.
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Tiemann Investment Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.024 — mathematically equivalent to about 41 equally-sized positions, well below its 204 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.99), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 53% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim MSFT
+2.5% -$2.6M
Trim ORCL
+0.6% -$1.3M
Trim TSLA
-79.8% -$1.3M
Trim NVDA
-6.8% -$992.1K
Trim CRM
-0.6% -$760.7K
Add SCHB
+152.9% $684.5K
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.21% | +0.20% | +2.11% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.89% | -0.24% | +1.94% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.47% | +0.13% | +2.16% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.67% | — | -1.67% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.99% | +2.53% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.42% | +0.26% | +7.13% | |
| 7 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 3.21% | +0.12% | +2.65% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | -0.36% | -6.82% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | — | +8.10% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | -0.11% | +2.48% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | — | +0.72% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.63% | -0.50% | +0.62% | |
| 13 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.55% | — | -1.27% | |
| 14 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.34% | — | +5.67% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | -0.15% | -3.58% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.19% | — | +1.18% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.16% | — | -9.02% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | — | +0.18% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | +0.22% | +5.26% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | +0.14% | +0.27% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.99% | — | +0.32% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | — | -0.56% | |
| 23 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.91% | — | -0.78% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.85% | — | -0.15% | |
| 25 | ABBV | Abbvie INC | Stock-Healthcare | 0.82% | -0.07% | -4.97% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | — | +24.18% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.78% | — | -0.65% | |
| 28 | AVGO | Broadcom INC | Stock-Tech | 0.76% | — | +9.23% | |
| 29 | CAT | Caterpillar INC | Stock-Industrials | 0.74% | +0.14% | -1.62% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.70% | — | -1.12% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | — | -0.43% | |
| 32 | CRM | Salesforce INC | Stock-Tech | 0.70% | -0.29% | -0.63% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.67% | — | — | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | — | -2.12% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | — | +0.94% | |
| 36 | ALL | Allstate CORP | Stock-Financials | 0.59% | — | +2.10% | |
| 37 | CSCO | Cisco Systems INC | Stock-Tech | 0.57% | — | +3.87% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.56% | +0.56% | NEW | |
| 39 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.56% | — | -1.64% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.07% | +1.86% | |
| 41 | AMAT | Applied Materials INC | Stock-Tech | 0.53% | +0.16% | +7.33% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | — | -0.76% | |
| 43 | WMT | Walmart INC | Stock-Consumer Staples | 0.52% | — | +1.14% | |
| 44 | COF | Capital One Financial CORP | Stock-Financials | 0.51% | -0.16% | +0.41% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.51% | — | +3.07% | |
| 46 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.50% | — | -4.85% | |
| 47 | T | At&t INC | Stock-Comm Services | 0.50% | — | +0.14% | |
| 48 | GS | Goldman Sachs Group INC | Stock-Financials | 0.50% | — | +4.17% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.49% | NEW | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | — | -0.94% |
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+17.1%
Based on 77% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 204 | $255.0M | 12 | |
| 2025-12-31 | 204 | $257.5M | 10 | |
| 2025-09-30 | 206 | $261.4M | 21 | |
| 2025-06-30 | 199 | $244.1M | 0 | |
| 2025-03-31 | 192 | $220.4M | 100 | |
| 2024-12-31 | 192 | $224.9M | 0 | |
| 2024-09-30 | 197 | $231.9M | 0 | |
| 2024-06-30 | 192 | $224.7M | 0 | |
| 2024-03-31 | 197 | $223.7M | 0 | |
| 2023-12-31 | 186 | $206.0M | 0 | |
| 2023-09-30 | 183 | $187.0M | 0 | |
| 2023-06-30 | 192 | $196.4M | 0 | |
| 2023-03-31 | 190 | $182.9M | 0 | |
| 2022-12-31 | 191 | $170.7M | 0 | |
| 2022-09-30 | 182 | $154.3M | 0 | |
| 2022-06-30 | 197 | $187.3M | 0 | |
| 2022-03-31 | 209 | $216.3M | 0 | |
| 2021-12-31 | 228 | $236.6M | 0 | |
| 2021-09-30 | 209 | $210.4M | 0 | |
| 2021-06-30 | 212 | $213.8M | 100 | |
| 2021-03-31 | 206 | $200.6M | 11 | |
| 2020-12-31 | 201 | $188.1M | 19 | |
| 2020-09-30 | 182 | $161.3M | 15 | |
| 2020-06-30 | 181 | $146.5M | 28 | |
| 2020-03-31 | 162 | $115.1M | 28 | |
| 2019-12-31 | 181 | $146.4M | 11 | |
| 2019-09-30 | 180 | $137.6M | 10 | |
| 2019-06-30 | 185 | $137.8M | 10 | |
| 2019-03-31 | 177 | $131.3M | 18 | |
| 2018-12-31 | 159 | $111.8M | 20 | |
| 2018-09-30 | 177 | $131.6M | 10 | |
| 2018-06-30 | 174 | $124.9M | 8 | |
| 2018-03-31 | 170 | $124.2M | 10 | |
| 2017-12-31 | 172 | $125.4M | 10 | |
| 2017-09-30 | 167 | $118.3M | 8 | |
| 2017-06-30 | 160 | $111.5M | 10 | |
| 2017-03-31 | 162 | $108.0M | 12 | |
| 2016-12-31 | 155 | $102.3M | 17 | |
| 2016-09-30 | 166 | $109.2M | 10 | |
| 2016-06-30 | 159 | $106.8M | 12 | |
| 2016-03-31 | 150 | $101.1M | 12 | |
| 2015-12-31 | 153 | $98.5M | 24 | |
| 2015-09-30 | 149 | $91.5M | 18 | |
| 2015-06-30 | 150 | $97.6M | 10 | |
| 2015-03-31 | 151 | $96.3M | 15 | |
| 2014-12-31 | 143 | $93.0M | 17 | |
| 2014-09-30 | 142 | $89.8M | 9 | |
| 2014-06-30 | 142 | $90.1M | 12 | |
| 2014-03-31 | 144 | $89.1M | 9 | |
| 2013-12-31 | 134 | $84.5M | — |
Tiemann Investment Advisors, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Total Bond Market (BND); New buy: Vanguard Total Stock Mkt ETF (VTI); Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Sprott Physical Gold And Sil (CEF); Sold out: Sprott Physical Gold Trust (PHYS).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +0.3% | +152.92% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.3% | +7.13% | Add |
| 3 | JNJ | Johnson & Johnson | +0.2% | +5.26% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.2% | +2.11% | Add |
| 5 | AMAT | Applied Materials INC | +0.2% | +7.33% | Add |
| 6 | COST | Costco Wholesale CORP | +0.1% | +0.27% | Add |
| 7 | CAT | Caterpillar INC | +0.1% | -1.62% | Trim |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +2.16% | Add |
| 9 | GSST | Goldman Sachs Ultra Short Bo | +0.1% | +2.65% | Add |
| 10 | GLW | Corning INC | +0.1% | +2.74% | Add |
| 11 | CIEN | Ciena CORP | +0.1% | +4.86% | Add |
| 12 | GEV | GE Vernova INC | +0.1% | -0.53% | Trim |
| 13 | MU | Micron Technology INC | +0.1% | +32.33% | Add |
| 14 | ABBV | Abbvie INC | -0.1% | -4.97% | Trim |
| 15 | V | Visa Inc-class A Shares | -0.1% | +1.86% | Add |
| 16 | INTU | Intuit INC | -0.1% | +6.06% | Add |
| 17 | ABT | Abbott Laboratories | -0.1% | -3.61% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | -0.1% | +2.48% | Add |
| 19 | CEG | Constellation Energy | -0.1% | -4.14% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | -0.2% | -3.58% | Trim |
| 21 | COF | Capital One Financial CORP | -0.2% | +0.41% | Add |
| 22 | AAPL | Apple INC | -0.2% | +1.94% | Add |
| 23 | CRM | Salesforce INC | -0.3% | -0.63% | Trim |
| 24 | NVDA | Nvidia CORP | -0.4% | -6.82% | Trim |
| 25 | ORCL | Oracle CORP | -0.5% | +0.62% | Add |
| 26 | TSLA | Tesla INC | -0.5% | -79.79% | Trim |
| 27 | MSFT | Microsoft CORP | -1% | +2.53% | Add |
| 28 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 29 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 31 | CEF | Sprott Physical Gold And Sil | — | EXIT | Sold out |
| 32 | PHYS | Sprott Physical Gold Trust | — | EXIT | Sold out |
| 33 | VTSAX | Vanguard Ttl Stk Mkt-adm | — | NEW | New buy |
| 34 | AEP | American Electric Power | — | EXIT | Sold out |
| 35 | ADBE | Adobe INC | — | EXIT | Sold out |
| 36 | GDX | Vaneck Gold Miners ETF | — | EXIT | Sold out |
| 37 | TJX | Tjx Companies INC | — | NEW | New buy |
| 38 | ECL | Ecolab INC | — | NEW | New buy |
| 39 | ITW | Illinois Tool Works | — | NEW | New buy |
| 40 | QCOM | Qualcomm INC | — | EXIT | Sold out |
| 41 | TER | Teradyne INC | — | NEW | New buy |
| 42 | PSX | Phillips 66 | — | NEW | New buy |
| 43 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 44 | EIX | Edison International | — | NEW | New buy |
| 45 | TMFS | Motley Fool Small-cap Growth | — | EXIT | Sold out |
| 46 | AMT | American Tower CORP | — | NEW | New buy |
| 47 | MET | Metlife INC | — | EXIT | Sold out |
| 48 | NOBL | Proshares S&p 500 Dividend A | — | EXIT | Sold out |
| 49 | RIO | Rio Tinto Plc-spon Adr | — | NEW | New buy |
| 50 | AZO | Autozone INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-08 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-07 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-15 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-12 | Amendment | View on EDGAR |
| 2021-03-31 | 2021-05-11 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-15 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-15 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-15 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-11 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-11 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-02 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-03 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-10 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-29 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-09 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-28 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-01 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-28 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-31 | 13F-HR | View on EDGAR |
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