TI

Tiemann Investment Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
9.69
Portfolio Stability
12.21
Momentum/Contrarian
100
Sector conviction
59.49
Diversification
100
Sizing Uniformity
80.1

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AGGIshares Core U.s. AggregateETF-Other8.21%+0.20%+2.11%
2AAPLApple INCStock-Tech5.89%-0.24%+1.94%
3IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other5.47%+0.13%+2.16%
4IEFAIshares Core Msci Eafe ETFETF-Other4.67%—-1.67%
5MSFTMicrosoft CORPStock-Tech3.77%-0.99%+2.53%
6JPSTJpmorgan Ultra-short IncomeETF-Other3.42%+0.26%+7.13%
7GSSTGoldman Sachs Ultra Short BoETF-Commodities3.21%+0.12%+2.65%
8NVDANvidia CORPStock-Tech2.64%-0.36%-6.82%
9GOOGLAlphabet Inc-cl AStock-Comm Services2.06%—+8.10%
10JPMJpmorgan Chase & CoStock-Financials2.01%-0.11%+2.48%
11BRK-BBerkshire Hathaway Inc-cl BStock-Other1.70%—+0.72%
12ORCLOracle CORPStock-Tech1.63%-0.50%+0.62%
13CWIState Street Spdr Msci AcwiETF-Other1.55%—-1.27%
14AMZNAmazon.com INCStock-Consumer Disc1.34%—+5.67%
15GOOGAlphabet Inc-cl CStock-Comm Services1.25%-0.15%-3.58%
16IJSIshares S&p Small-cap 600 VaETF-Other1.19%—+1.18%
17GLDSpdr Gold SharesETF-Commodities1.16%—-9.02%
18IJRIshares Core S&p Small-cap EETF-Small Cap1.13%—+0.18%
19JNJJohnson & JohnsonStock-Healthcare1.10%+0.22%+5.26%
20COSTCostco Wholesale CORPStock-Consumer Staples1.01%+0.14%+0.27%
21IJJIshares S&p Mid-cap 400 ValuETF-Other0.99%—+0.32%
22IJHIshares Core S&p Midcap ETFETF-Other0.93%—-0.56%
23JPEMJPM Diversified Ret Em EquitETF-Other0.91%—-0.78%
24IJTIshares S&p Small-cap 600 GrETF-Other0.85%—-0.15%
25ABBVAbbvie INCStock-Healthcare0.82%-0.07%-4.97%
26LLYEli Lilly & CoStock-Healthcare0.81%—+24.18%
27IJKIshares S&p Mid-cap 400 GrowETF-Other0.78%—-0.65%
28AVGOBroadcom INCStock-Tech0.76%—+9.23%
29CATCaterpillar INCStock-Industrials0.74%+0.14%-1.62%
30MDYState Street Spdr S&p MidcapETF-Other0.70%—-1.12%
31IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.70%—-0.43%
32CRMSalesforce INCStock-Tech0.70%-0.29%-0.63%
33IWBIshares Russell 1000 ETFETF-Other0.67%——
34EEMIshares Msci Emerging MarketETF-Emerging Markets0.67%—-2.12%
35IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.60%—+0.94%
36ALLAllstate CORPStock-Financials0.59%—+2.10%
37CSCOCisco Systems INCStock-Tech0.57%—+3.87%
38BNDVanguard Total Bond MarketETF-Other0.56%+0.56%NEW
39LOWLowe's Cos INCStock-Consumer Disc0.56%—-1.64%
40VVisa Inc-class A SharesStock-Financials0.54%-0.07%+1.86%
41AMATApplied Materials INCStock-Tech0.53%+0.16%+7.33%
42IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.52%—-0.76%
43WMTWalmart INCStock-Consumer Staples0.52%—+1.14%
44COFCapital One Financial CORPStock-Financials0.51%-0.16%+0.41%
45RTXRtx CORPStock-Industrials0.51%—+3.07%
46EWJIshares Msci Japan ETFETF-Other0.50%—-4.85%
47TAt&t INCStock-Comm Services0.50%—+0.14%
48GSGoldman Sachs Group INCStock-Financials0.50%—+4.17%
49VTIVanguard Total Stock Mkt ETFETF-Other0.49%+0.49%NEW
50IEMGIshares Core Msci EmergingETF-Emerging Markets0.49%—-0.94%
1–50 of 204

Holding changes this quarter

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).

Position changes disclosed by Tiemann Investment Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SCHBSchwab US Broad Market ETF+0.3%+152.92%Add
2JPSTJpmorgan Ultra-short Income+0.3%+7.13%Add
3JNJJohnson & Johnson+0.2%+5.26%Add
4AGGIshares Core U.s. Aggregate+0.2%+2.11%Add
5AMATApplied Materials INC+0.2%+7.33%Add
6COSTCostco Wholesale CORP+0.1%+0.27%Add
7CATCaterpillar INC+0.1%-1.62%Trim
8IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.1%+2.16%Add
9GSSTGoldman Sachs Ultra Short Bo+0.1%+2.65%Add
10GLWCorning INC+0.1%+2.74%Add
11CIENCiena CORP+0.1%+4.86%Add
12GEVGE Vernova INC+0.1%-0.53%Trim
13MUMicron Technology INC+0.1%+32.33%Add
14ABBVAbbvie INC-0.1%-4.97%Trim
15VVisa Inc-class A Shares-0.1%+1.86%Add
16INTUIntuit INC-0.1%+6.06%Add
17ABTAbbott Laboratories-0.1%-3.61%Trim
18JPMJpmorgan Chase & Co-0.1%+2.48%Add
19CEGConstellation Energy-0.1%-4.14%Trim
20GOOGAlphabet Inc-cl C-0.2%-3.58%Trim
21COFCapital One Financial CORP-0.2%+0.41%Add
22AAPLApple INC-0.2%+1.94%Add
23CRMSalesforce INC-0.3%-0.63%Trim
24NVDANvidia CORP-0.4%-6.82%Trim
25ORCLOracle CORP-0.5%+0.62%Add
26TSLATesla INC-0.5%-79.79%Trim
27MSFTMicrosoft CORP-1%+2.53%Add
28BNDVanguard Total Bond Market—NEWNew buy
29VTIVanguard Total Stock Mkt ETF—NEWNew buy
30SPYSs Spdr S&p 500 ETF Trust-us—EXITSold out
31CEFSprott Physical Gold And Sil—EXITSold out
32PHYSSprott Physical Gold Trust—EXITSold out
33VTSAXVanguard Ttl Stk Mkt-adm—NEWNew buy
34AEPAmerican Electric Power—EXITSold out
35ADBEAdobe INC—EXITSold out
36GDXVaneck Gold Miners ETF—EXITSold out
37TJXTjx Companies INC—NEWNew buy
38ECLEcolab INC—NEWNew buy
39ITWIllinois Tool Works—NEWNew buy
40QCOMQualcomm INC—EXITSold out
41TERTeradyne INC—NEWNew buy
42PSXPhillips 66—NEWNew buy
43LMTLockheed Martin CORP—NEWNew buy
44EIXEdison International—NEWNew buy
45TMFSMotley Fool Small-cap Growth—EXITSold out
46AMTAmerican Tower CORP—NEWNew buy
47METMetlife INC—EXITSold out
48NOBLProshares S&p 500 Dividend A—EXITSold out
49RIORio Tinto Plc-spon Adr—NEWNew buy
50AZOAutozone INC—NEWNew buy

FAQ

What is Tiemann Investment Advisors, LLC and what type of investor is it?
Tiemann Investment Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $255.0M, spread across 204 disclosed positions.
What are Tiemann Investment Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Tiemann Investment Advisors, LLC's top holdings by market value are: 1. Ishares Core U.s. Aggregate (AGG) — $20.9M (8.2%) 2. Apple INC (AAPL) — $15.0M (5.9%) 3. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $13.9M (5.5%) 4. Ishares Core Msci Eafe ETF (IEFA) — $11.9M (4.7%) 5. Microsoft CORP (MSFT) — $9.6M (3.8%)
What changes did Tiemann Investment Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Tiemann Investment Advisors, LLC made 50 notable position adjustments: 13 new positions were initiated, 18 existing holdings were added to, 9 positions were partially reduced, and 10 were completely exited. The largest of these moves: 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)
What sectors does Tiemann Investment Advisors, LLC focus on?
Tiemann Investment Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.5% • Financials: 14.1% • Health Care: 10.4% • Communication Services: 9.2% • Industrials: 9.0% • Consumer Discretionary: 8.2%