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CIK: 0001575151
Total reported value
$276.1M
$276.1M
206 檔
27.1%
The Q3 2025 SEC filing reveals that Tiemann Investment Advisors, LLC held a total portfolio value of $276.1M, covering 206 public equity positions.
In Q3 2025, Tiemann Investment Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.48% | -0.25% | +4.05% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.97% | +0.05% | +0.10% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.42% | -0.34% | -0.83% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.26% | -0.35% | +2.64% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.46% | -0.09% | +0.04% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.30% | -0.05% | -2.76% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.12% | -0.20% | -9.17% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 3.06% | -0.06% | +0.26% | |
| 9 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 2.98% | -0.07% | -10.12% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | +0.02% | -0.96% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.85% | -0.12% | -0.16% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | +0.14% | -1.01% | |
| 13 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.47% | +0.03% | -0.57% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | -0.03% | -1.74% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.05% | -0.69% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.05% | -0.25% | -0.26% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.04% | +0.10% | -1.00% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.04% | +0.07% | +1.09% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.94% | +0.02% | +0.26% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.19% | -0.57% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | +0.02% | -1.52% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 0.88% | -0.20% | -2.70% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.86% | +0.05% | +4.74% | |
| 24 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.84% | -0.07% | +3.20% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.04% | -4.47% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.14% | +0.40% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.77% | +0.12% | +0.45% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.73% | +0.06% | +0.44% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.67% | +0.04% | — | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.67% | +0.04% | +0.20% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.66% | -0.01% | +3.52% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.63% | +0.06% | -4.92% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.01% | -1.05% | |
| 34 | COF | Capital One Financial CORP | Stock-Financials | 0.61% | — | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | +0.01% | -4.74% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | -0.01% | +48.49% | |
| 37 | ALL | Allstate CORP | Stock-Financials | 0.60% | +0.04% | — | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.10% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.04% | +4.21% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.03% | -0.33% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.12% | -1.90% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.16% | -3.61% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | +0.03% | +87.67% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.17% | -2.26% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.09% | -0.51% | |
| 46 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.50% | +0.01% | -2.67% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.19% | — | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.49% | -0.09% | -2.18% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.48% | -0.01% | +1.54% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.48% | -0.21% | +178.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -2.76% | Trim |
| 2 | ORCL | Oracle CORP | +0.8% | +0.26% | Trim |
| 3 | MSFT | Microsoft CORP | +0.7% | -0.83% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.01% | Trim |
| 5 | AVGO | Broadcom Inc | +0.3% | -4.47% | Trim |
| 6 | T | At&t Inc | +0.3% | +178.23% | Add |
| 7 | IWM | Ishares Russell 2000 ETF | +0.2% | +87.67% | Add |
| 8 | EFA | Ishares Msci Eafe ETF | +0.2% | +48.49% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -0.69% | Trim |
| 10 | TSLA | Tesla Inc | +0.2% | -4.74% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -0.96% | Trim |
| 12 | CEG | Constellation Energy | +0.1% | -2.18% | Trim |
| 13 | GEV | GE Vernova Inc | +0.1% | +24.69% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +1.54% | Add |
| 15 | VZ | Verizon Communications Inc | +0.1% | +138.60% | Add |
| 16 | GE | General Electric | +0.1% | +0.93% | Add |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | — | Add |
| 18 | MCHP | Microchip Technology Inc | +0.1% | — | Unchanged |
| 19 | GLD | Spdr Gold Shares | 0% | -0.26% | Trim |
| 20 | CAT | Caterpillar Inc | 0% | -2.26% | Trim |
| 21 | IEMG | Ishares Core Msci Emerging | 0% | +2.12% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | +4.21% | Add |
| 23 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.33% | Trim |
| 24 | JPST | Jpmorgan Ultra-short Income | 0% | -9.17% | Add |
| 25 | IJS | Ishares S&p Small-cap 600 Va | — | +1.09% | Add |
| 26 | IJH | Ishares Core S&p Midcap ETF | — | +4.74% | Add |
| 27 | JPEM | JPM Diversified Ret Em Equit | — | +3.20% | Add |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | — | +0.44% | Add |
| 29 | IWB | Ishares Russell 1000 ETF | — | — | Unchanged |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +0.45% | Add |
| 31 | GSST | Goldman Sachs Ultra Short Bo | 0% | -10.12% | Add |
| 32 | CWI | State Street Spdr Msci Acwi | -0.1% | -0.57% | Trim |
| 33 | AMZN | Amazon.com Inc | -0.1% | -1.74% | Trim |
| 34 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +0.04% | Add |
| 35 | FISV | Fiserv Inc | -0.1% | -2.82% | Trim |
| 36 | ISRG | Intuitive Surgical Inc | -0.2% | -21.85% | Trim |
| 37 | AAPL | Apple Inc | -0.2% | +0.10% | Trim |
| 38 | AGG | Ishares Core U.s. Aggregate | -0.3% | +4.05% | Add |
| 39 | CRM | Salesforce Inc | -0.3% | -2.70% | Trim |
| 40 | UNH | Unitedhealth Group Inc | -0.3% | -4.64% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -0.16% | Trim |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.7% | +2.64% | Add |
| 43 | COF | Capital One Financial CORP | — | NEW | New buy |
| 44 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 45 | BWXT | Bwx Technologies Inc | — | NEW | New buy |
| 46 | ✓ | Ciena CORP | — | NEW | New buy |
| 47 | MU | Micron Technology Inc | — | NEW | New buy |
| 48 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 49 | ✓ | Tenet Healthcare Corp. | — | NEW | New buy |
| 50 | CW | Curtiss-wright CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Tiemann Investment Advisors, LLC reported a total U.S. public equity portfolio value of $276.1M across 206 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, AAPL, MSFT) accounted for 27.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $1.6M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $1.1M
During Q3 2025, Tiemann Investment Advisors, LLC's top holdings by market value included AGG (7.5%)、AAPL (6.0%)、MSFT (5.4%). The largest single position, AGG, represented 7.5% of total portfolio value.
In Q3 2025, Tiemann Investment Advisors, LLC made 48 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 20 holdings, and fully liquidating 1 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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