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CIK: 0001575151
Total reported value
$276.1M
$276.1M
199 檔
25.1%
In Q2 2025, Tiemann Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $276.1M, distributed across 199 disclosed stock positions.
During Q2 2025, Tiemann Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.62% | -0.25% | +8.00% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.62% | -0.34% | -0.79% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.43% | -0.35% | +0.03% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.14% | +0.05% | -0.41% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.56% | -0.09% | +0.63% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.67% | -0.20% | +30.42% | |
| 7 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 3.54% | -0.07% | +30.52% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.08% | -0.05% | -2.50% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.54% | -0.06% | -21.28% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | +0.02% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | -0.12% | -0.26% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | -0.03% | -0.30% | |
| 13 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.48% | +0.03% | -2.07% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +0.14% | -0.05% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.12% | -0.20% | +2.04% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.19% | -2.06% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.03% | +0.10% | -2.86% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.99% | +0.07% | +2.68% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.97% | -0.25% | — | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.96% | +0.02% | +2.08% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.05% | -8.55% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.84% | +0.05% | +1.17% | |
| 23 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.83% | -0.07% | +2.94% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.02% | -2.22% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.78% | +0.12% | +2.27% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.04% | -0.52% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.74% | +0.06% | +2.76% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.14% | -1.43% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.01% | +1.06% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.69% | -0.02% | +179.74% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.68% | +0.04% | -5.63% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.67% | +0.04% | — | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | -0.16% | -2.46% | |
| 34 | COF | Capital One Financial CORP | Stock-Financials | 0.65% | — | — | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | -0.01% | +3.43% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.64% | +0.06% | -3.10% | |
| 37 | ALL | Allstate CORP | Stock-Financials | 0.60% | +0.04% | -3.95% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.12% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.04% | +1.39% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.55% | -0.10% | +1.67% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.09% | +0.52% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.19% | +1.76% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.03% | -4.50% | |
| 44 | CEG | Constellation Energy | Stock-Utilities | 0.52% | -0.09% | -0.38% | |
| 45 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.51% | +0.01% | -4.18% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.51% | -0.10% | -0.22% | |
| 47 | MCHP | Microchip Technology Inc | Stock-Tech | 0.50% | +0.14% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.01% | — | |
| 49 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.47% | +0.04% | -0.84% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.10% | +1.10% |
According to official SEC Form 13F filings, Tiemann Investment Advisors, LLC reported a total U.S. public equity portfolio value of $276.1M across 199 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, MSFT, IUSB) accounted for 25.1% of total reported equity market value during Q2 2025.
During Q2 2025, Tiemann Investment Advisors, LLC's top holdings by market value included AGG (7.6%)、MSFT (5.6%)、IUSB (5.4%). The largest single position, AGG, represented 7.6% of total portfolio value.
In Q2 2025, Tiemann Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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