Tiemann Investment Advisors, LLC

Name: TIEMANN INVESTMENT ADVISORS, LLC 13F holdings, Q2 2026
Creator: TIEMANN INVESTMENT ADVISORS, LLC
Published: 2026-08-07

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Tiemann Investment Advisors, LLC reported 207 stock positions worth $276.1 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 8.0% of the portfolio, followed by Apple (AAPL, 5.9%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 5.1%). Compared with Q1 2026, it opened 13 new positions, sold out of 10, added to 19 and reduced 122. The biggest buy was a new position in Dell Technologies -C (DELL) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F: Q2 2026
Location: MENLO PARK, CA
CIK: 0001575151
Portfolio Value: $276.1M (Q2 2026)
SEC Filing: 0001575151-26-000006 ↗ filed Aug 7, 2026

Holdings Value

Holdings 207 stocks · $276.1M


AGG iShares Core U.S. Aggregate	7.96%	222,133	$22.0M	Add +5.3%
AAPL Apple Inc.	5.94%	56,659	$16.4M	Reduce -4.3%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	5.12%	306,523	$14.1M	Add +1.6%
IEFA iShares Core MSCI Eafe ETF	4.58%	130,977	$12.6M	Reduce -0.4%
MSFT Microsoft Corp.	3.43%	25,410	$9.5M	Reduce -2.2%
JPST JPMorgan Ultra-Short Income	3.22%	175,937	$8.9M	Add +2.1%
GSST Goldman Sachs Ultra Short Bo	3.14%	171,465	$8.7M	Add +5.8%
NVDA Nvidia Corp.	2.59%	35,730	$7.1M	Reduce -7.3%
GOOGL Alphabet Inc. Class A	2.20%	17,024	$6.1M	Reduce -6.7%
JPM JPMorgan Chase & Co.	2.03%	17,110	$5.6M	Reduce -1.6%
CWI State Street SPDR MSCI Acwi	1.58%	107,193	$4.4M	Reduce -1.0%
BRK.B Berkshire Hathaway Inc. Class B	1.58%	8,697	$4.4M	Reduce -4.0%
ORCL Oracle Corp.	1.57%	29,547	$4.3M	Add +4.3%
AMZN Amazon.com Inc.	1.31%	15,183	$3.6M	Reduce -7.5%
GOOG Alphabet Inc. Class C	1.30%	10,131	$3.6M	Reduce -8.8%
IJS iShares S&P Small-Cap 600 Va	1.26%	25,396	$3.5M	Reduce -0.8%
IJR iShares Core S&P Small-Cap E	1.23%	22,973	$3.4M	Reduce -1.1%
IJJ iShares S&P Mid-Cap 400 Valu	1.01%	18,904	$2.8M	Reduce -0.5%
IJH iShares Core S&P Midcap ETF	0.98%	35,044	$2.7M	Reduce -0.7%
AMAT Applied Materials Inc.	0.97%	3,705	$2.7M	Reduce -6.3%
IJT iShares S&P Small-Cap 600 GR	0.97%	14,973	$2.7M	Reduce -0.4%
JNJ Johnson & Johnson	0.96%	10,451	$2.7M	Reduce -8.8%
LLY Eli Lilly & Co.	0.93%	2,149	$2.6M	Reduce -3.8%
GLD SPDR Gold Shares	0.91%	6,812	$2.5M	Reduce -0.7%
CAT Caterpillar Inc.	0.91%	2,356	$2.5M	Reduce -11.8%
ABBV Abbvie Inc.	0.84%	9,227	$2.3M	Reduce -3.5%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F	0.84%	36,960	$2.3M	Reduce -0.6%
IJK iShares S&P Mid-Cap 400 Grow	0.84%	19,735	$2.3M	Reduce -0.5%
COST Costco Wholesale Corp.	0.82%	2,420	$2.3M	Reduce -6.7%
AVGO Broadcom Inc.	0.80%	5,826	$2.2M	Reduce -7.3%
CSCO Cisco Systems Inc.	0.76%	17,818	$2.1M	Reduce -5.2%
MDY State Street SPDR S&P Midcap	0.74%	2,902	$2.0M	Reduce -0.1%
EEM iShares MSCI Emerging Market	0.73%	29,275	$2.0M	Reduce -2.5%
INTC Intel Corp.	0.72%	14,280	$2.0M	Reduce -0.7%
IWB iShares Russell 1000 ETF	0.71%	4,760	$1.9M	Reduce -1.0%
IVE iShares S&P 500 Value ETF	0.69%	8,359	$1.9M	Reduce -1.5%
MU Micron Technology Inc.	0.66%	1,570	$1.8M	Reduce -1.1%
IVV iShares Core S&P 500 ETF	0.64%	2,358	$1.8M	Reduce -0.1%
ALL Allstate Corp.	0.63%	7,270	$1.7M	Reduce -0.3%
MCHP Microchip Technology Inc.	0.58%	17,468	$1.6M	No change
IVW iShares S&P 500 Growth ETF	0.55%	11,062	$1.5M	Reduce -6.0%
IEMG iShares Core MSCI Emerging	0.54%	17,838	$1.5M	Reduce -0.3%
V Visa Inc. Class A	0.53%	4,268	$1.5M	Reduce -7.1%
VTI VG Morningstar TS MKT ETF-US	0.52%	3,899	$1.4M	Reduce -0.5%
BND Vanguard Total Bond Market	0.52%	19,534	$1.4M	Add +0.4%
GLW Corning Inc.	0.52%	5,575	$1.4M	Reduce -0.9%
COF Capital One Financial Corp.	0.51%	7,008	$1.4M	Reduce -1.5%
EWJ iShares MSCI Japan ETF	0.51%	15,007	$1.4M	Reduce -1.3%
CRM Salesforce Inc.	0.50%	8,755	$1.4M	Reduce -8.0%
GS Goldman Sachs Group Inc.	0.49%	1,336	$1.4M	Reduce -10.9%
SCHB Schwab US Broad Market ETF	0.48%	46,145	$1.3M	Reduce -0.7%
LOW Lowe's Cos Inc.	0.46%	5,743	$1.3M	Reduce -4.2%
RTX RTX Corp.	0.45%	6,616	$1.3M	Reduce -1.3%
KLAC KLA Corp.	0.44%	4,040	$1.2M	Reduce -12.0%
ESS Essex Property Trust Inc.	0.42%	3,959	$1.2M	Reduce -1.9%
WMT Walmart Inc.	0.42%	10,178	$1.2M	Reduce -4.7%
TDTT NT Iboxx 3Y Dur Tips ETF	0.41%	47,836	$1.1M	No change
CMI Cummins Inc.	0.40%	1,559	$1.1M	Reduce -1.7%
EFA iShares MSCI Eafe ETF	0.40%	10,610	$1.1M	Reduce -0.9%
GEV GE Vernova Inc.	0.38%	890	$1.0M	Reduce -4.3%
AMD Advanced Micro Devices	0.37%	1,776	$1.0M	Reduce -2.2%
GE General Electric filed as GE AEROSPACE	0.37%	2,705	$1.0M	Reduce -4.9%
TDTF NT Iboxx 5Y Dur Tips ETF	0.36%	41,456	$985K	No change
IGIB iShares 5-10Y Inv Grade Corp.	0.35%	18,165	$966K	No change
HD Home Depot Inc.	0.35%	2,726	$962K	Reduce -1.3%
EWU iShares MSCI United Kingdom	0.34%	20,085	$927K	No change
RGLD Royal Gold Inc.	0.33%	4,619	$922K	Reduce -3.5%
MRK Merck & Co. Inc.	0.30%	6,492	$834K	No change
CEG Constellation Energy	0.29%	3,245	$806K	Reduce -7.2%
BAC Bank of America Corp.	0.29%	14,035	$800K	Add +1.1%
MAR Marriott International Class A	0.29%	2,156	$799K	Reduce -3.6%
T AT&T Inc.	0.29%	38,242	$792K	Reduce -13.3%
UNH Unitedhealth Group Inc.	0.29%	1,894	$788K	Add +1.1%
CAH Cardinal Health Inc.	0.28%	3,230	$767K	No change
ABT Abbott Laboratories	0.28%	8,418	$764K	Reduce -8.5%
IWM iShares Russell 2000 ETF	0.26%	2,412	$725K	No change
KEYS Keysight Technologies Inc.	0.26%	2,032	$711K	No change
DE Deere & Co.	0.25%	1,097	$696K	No change
SCHA Schwab US Small-Cap ETF	0.25%	19,127	$691K	Reduce -0.3%
ELS Equity Lifestyle Properties	0.25%	10,662	$687K	Reduce -0.9%
BSV Vanguard Short-Term Bond ETF	0.24%	8,618	$671K	Add +3.6%
DHI D.R. Horton Inc.	0.24%	4,117	$671K	Reduce -3.1%
TIP iShares Tips Bond ETF	0.24%	6,095	$667K	No change
NFLX Netflix Inc.	0.24%	9,100	$650K	Reduce -13.5%
MS Morgan Stanley	0.23%	3,069	$642K	Reduce -9.6%
AXP American Express Co.	0.23%	1,868	$632K	Reduce -2.7%
CIEN Ciena Corp.	0.23%	1,280	$628K	Reduce -15.2%
SPSB SS SPDR P St C Corp. ETF	0.22%	20,250	$608K	No change
ISRG Intuitive Surgical Inc.	0.22%	1,528	$608K	Reduce -12.3%
EMR Emerson Electric Co.	0.22%	4,185	$599K	No change
TXN Texas Instruments Inc.	0.22%	2,004	$597K	Add +1.2%
MCD McDonald's Corp.	0.22%	2,206	$596K	No change
GD General Dynamics Corp.	0.21%	1,640	$581K	No change
UNP Union Pacific Corp.	0.21%	2,117	$576K	Add +1.7%
JIRE JPMorgan Int Res Enh Eqty	0.21%	6,890	$568K	No change
EWN iShares MSCI Netherlands ETF	0.20%	8,025	$564K	Reduce -2.4%
FDX FedEx Corp.	0.20%	1,756	$550K	Reduce -7.9%
IMSR Terrestrial Energy Inc.	0.19%	75,995	$538K	No change
VWO Vanguard Ftse Emerging Marke	0.19%	8,955	$535K	Reduce -1.9%
CL Colgate-Palmolive Co.	0.19%	5,723	$525K	Reduce -5.1%

Show all 207 holdings

Portfolio Sells Q1 2026 → Q2 2026


MSFT Microsoft Corp.	Reduce -2.2%	3.43%	−0.34
GLD SPDR Gold Shares	Reduce -0.7%	0.91%	−0.25
T AT&T Inc.	Reduce -13.3%	0.29%	−0.21
CRM Salesforce Inc.	Reduce -8.0%	0.50%	−0.20
COST Costco Wholesale Corp.	Reduce -6.7%	0.82%	−0.19
NFLX Netflix Inc.	Reduce -13.5%	0.24%	−0.16
HON Honeywell International Inc.	Sold out	0.00%	−0.14
RGLD Royal Gold Inc.	Reduce -3.5%	0.33%	−0.14
JNJ Johnson & Johnson	Reduce -8.8%	0.96%	−0.14
VTSAX VNGD Mrngst TS MK Idx FD-Adm	Sold out	0.00%	−0.13
BRK.B Berkshire Hathaway Inc. Class B	Reduce -4.0%	1.58%	−0.13
WMT Walmart Inc.	Reduce -4.7%	0.42%	−0.10
LOW Lowe's Cos Inc.	Reduce -4.2%	0.46%	−0.10
ISRG Intuitive Surgical Inc.	Reduce -12.3%	0.22%	−0.10
PFE Pfizer Inc.	Sold out	0.00%	−0.09
ABT Abbott Laboratories	Reduce -8.5%	0.28%	−0.09
CEG Constellation Energy	Reduce -7.2%	0.29%	−0.09
IEFA iShares Core MSCI Eafe ETF	Reduce -0.4%	4.58%	−0.09
INTU Intuit Inc.	Reduce -14.6%	0.08%	−0.09
SNA Snap-on Inc.	Sold out	0.00%	−0.08
PSX Phillips 66	Sold out	0.00%	−0.08
AMP Ameriprise Financial Inc.	Sold out	0.00%	−0.08
LMT Lockheed Martin Corp.	Sold out	0.00%	−0.08
TSCO Tractor Supply Company	Sold out	0.00%	−0.08
AMT American Tower Corp.	Sold out	0.00%	−0.07
RIO Rio Tinto PLC-Spon ADR	Sold out	0.00%	−0.07
FDX FedEx Corp.	Reduce -7.9%	0.20%	−0.07
JPEM JPM Diversified Ret Em Equit	Reduce -0.6%	0.84%	−0.07
RTX RTX Corp.	Reduce -1.3%	0.45%	−0.05
NVDA Nvidia Corp.	Reduce -7.3%	2.59%	−0.05
VZ Verizon Communications Inc.	Reduce -5.0%	0.12%	−0.04
DIS The Walt Disney Co.	Reduce -11.0%	0.17%	−0.04
DUK Duke Energy Corp.	Reduce -7.8%	0.16%	−0.03
EXC Exelon Corp.	Reduce -13.1%	0.10%	−0.03
AMZN Amazon.com Inc.	Reduce -7.5%	1.31%	−0.03
PLD Prologis Inc.	Reduce -8.8%	0.17%	−0.03
CMCSA Comcast Corp. Class A	Reduce -1.0%	0.09%	−0.02
BWXT BWX Technologies Inc.	Reduce -5.9%	0.11%	−0.02
PEP Pepsico Inc.	Reduce -6.5%	0.07%	−0.02
GILD Gilead Sciences Inc.	Reduce -3.4%	0.10%	−0.02
NEE Nextera Energy Inc.	Reduce -4.0%	0.11%	−0.02
EMN Eastman Chemical Co.	Reduce -2.1%	0.08%	−0.02
THC Tenet Healthcare Corp.	Reduce -15.3%	0.07%	−0.02
KO The Coca-Cola Co.	Reduce -9.2%	0.17%	−0.02
PG The Procter & Gamble Co.	Reduce -3.2%	0.19%	−0.02
SO The Southern Co.	Reduce -12.9%	0.07%	−0.02
OTIS Otis Worldwide Corp.	Reduce -4.7%	0.07%	−0.02
META Meta Platforms Inc. Class A	Reduce -7.4%	0.09%	−0.02
IVE iShares S&P 500 Value ETF	Reduce -1.5%	0.69%	−0.01
ELS Equity Lifestyle Properties	Reduce -0.9%	0.25%	−0.01

Portfolio Buys Q1 2026 → Q2 2026


DELL Dell Technologies -C	New	0.14%	+0.14
WDC Western Digital Corp.	New	0.14%	+0.14
HPE Hewlett Packard Enterprise	New	0.10%	+0.10
QCOM Qualcomm Inc.	New	0.09%	+0.09
UNH Unitedhealth Group Inc.	Add +1.1%	0.29%	+0.09
NTAP Netapp Inc.	New	0.08%	+0.08
FLEX Flex Ltd.	New	0.08%	+0.08
STX Seagate Technology Holdings	New	0.08%	+0.08
STT State Street Corp.	New	0.07%	+0.07
SPY SS SPDR S&P 500 ETF Trust-US	New	0.07%	+0.07
JBHT Hunt (jb) Transprt SVCS Inc.	New	0.07%	+0.07
MET Metlife Inc.	New	0.07%	+0.07
ETN Eaton Corp. PLC	New	0.07%	+0.07
TXT Textron Inc.	New	0.07%	+0.07
TXN Texas Instruments Inc.	Add +1.2%	0.22%	+0.07
BAC Bank of America Corp.	Add +1.1%	0.29%	+0.02
UNP Union Pacific Corp.	Add +1.7%	0.21%	+0.01
CW Curtiss-Wright Corp.	Add +3.9%	0.15%	+0.01
BKNG Booking Holdings Inc.	Add +2.5%	0.08%	+0.00
AZO AutoZone Inc.	Add +7.3%	0.07%	−0.00
TJX TJX Companies Inc.	Add +7.6%	0.08%	−0.00
BLK BlackRock Inc.	Add +3.0%	0.12%	−0.01
ROST Ross Stores Inc.	Add +2.5%	0.11%	−0.01
APD Air Products & Chemicals Inc.	Add +0.1%	0.12%	−0.01
BSV Vanguard Short-Term Bond ETF	Add +3.6%	0.24%	−0.01
MCK McKesson Corp.	Add +1.3%	0.18%	−0.04
BND Vanguard Total Bond Market	Add +0.4%	0.52%	−0.04
ORCL Oracle Corp.	Add +4.3%	1.57%	−0.07
GSST Goldman Sachs Ultra Short Bo	Add +5.8%	3.14%	−0.07
JPST JPMorgan Ultra-Short Income	Add +2.1%	3.22%	−0.20
AGG iShares Core U.S. Aggregate	Add +5.3%	7.96%	−0.25
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +1.6%	5.12%	−0.34

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	207	$276.1M	AGG, AAPL, IUSB, IEFA, MSFT
Q1 2026	204	$255.0M	AGG, AAPL, IUSB, IEFA, MSFT
Q4 2025	204	$257.5M	AGG, AAPL, IUSB, MSFT, IEFA
Q3 2025	206	$261.4M	AGG, AAPL, MSFT, IUSB, IEFA
Q2 2025	199	$244.1M	AGG, MSFT, IUSB, AAPL, IEFA
Q1 2025	192	$220.4M	AGG, AAPL, IUSB, MSFT, IEFA
Q4 2024	192	$224.9M	AAPL, AGG, MSFT, IUSB, IEFA
Q3 2024	197	$231.9M	AGG, AAPL, MSFT, IUSB, IEFA
Q2 2024	192	$224.7M	AGG, AAPL, MSFT, IUSB, IEFA
Q1 2024	197	$223.7M	AGG, MSFT, IUSB, AAPL, IEFA