Tiemann Investment Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Tiemann Investment Advisors, LLC reported 199 stock positions worth $244.1 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 7.6% of the portfolio, followed by Microsoft (MSFT, 5.6%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 5.4%). Compared with Q1 2025, it opened 10 new positions, sold out of 3, added to 61 and reduced 75. The biggest buy was a new position in Capital One Financial (COF) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001575151
- Portfolio Value
- $244.1M (Q2 2025)
- SEC Filing
- 0001575151-25-000009 ↗ filed Aug 8, 2025
Holdings Value
Holdings 199 stocks · $244.1M
| AGG iShares Core U.S. Aggregate | 7.62% | 187,409 | $18.6M | Add +8.0% |
| MSFT Microsoft Corp. | 5.62% | 27,600 | $13.7M | Reduce -0.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 5.43% | 286,808 | $13.3M | Add +0.0% |
| AAPL Apple Inc. | 5.14% | 61,188 | $12.6M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 4.56% | 133,324 | $11.1M | Add +0.6% |
| JPST JPMorgan Ultra-Short Income | 3.67% | 176,768 | $9.0M | Add +30.4% |
| GSST Goldman Sachs Ultra Short Bo | 3.54% | 171,069 | $8.6M | Add +30.5% |
| NVDA Nvidia Corp. | 3.08% | 47,563 | $7.5M | Reduce -2.5% |
| ORCL Oracle Corp. | 2.54% | 28,365 | $6.2M | Reduce -21.3% |
| JPM JPMorgan Chase & Co. | 2.11% | 17,768 | $5.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.91% | 9,610 | $4.7M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.50% | 16,712 | $3.7M | Reduce -0.3% |
| CWI State Street SPDR MSCI Acwi | 1.48% | 110,878 | $3.6M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 1.39% | 19,292 | $3.4M | Reduce -0.1% |
| CRM Salesforce Inc. | 1.12% | 10,026 | $2.7M | Add +2.0% |
| COST Costco Wholesale Corp. | 1.06% | 2,610 | $2.6M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 1.03% | 23,049 | $2.5M | Reduce -2.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.99% | 24,223 | $2.4M | Add +2.7% |
| GLD SPDR Gold Shares | 0.97% | 7,762 | $2.4M | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.96% | 18,926 | $2.3M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 0.84% | 11,609 | $2.1M | Reduce -8.6% |
| IJH iShares Core S&P Midcap ETF | 0.84% | 32,937 | $2.0M | Add +1.2% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.83% | 35,942 | $2.0M | Add +2.9% |
| ABBV Abbvie Inc. | 0.79% | 10,330 | $1.9M | Reduce -2.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.78% | 14,247 | $1.9M | Add +2.3% |
| AVGO Broadcom Inc. | 0.76% | 6,715 | $1.9M | Reduce -0.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.74% | 19,908 | $1.8M | Add +2.8% |
| JNJ Johnson & Johnson | 0.71% | 11,348 | $1.7M | Reduce -1.4% |
| V Visa Inc. Class A | 0.71% | 4,860 | $1.7M | Add +1.1% |
| BSV Vanguard Short-Term Bond ETF | 0.69% | 21,260 | $1.7M | Add +179.7% |
| MDY State Street SPDR S&P Midcap | 0.68% | 2,933 | $1.7M | Reduce -5.6% |
| IWB iShares Russell 1000 ETF | 0.67% | 4,810 | $1.6M | No change |
| NFLX Netflix Inc. | 0.65% | 1,190 | $1.6M | Reduce -2.5% |
| COF Capital One Financial Corp. | 0.65% | 7,463 | $1.6M | New |
| IVE iShares S&P 500 Value ETF | 0.64% | 8,044 | $1.6M | Add +3.4% |
| EEM iShares MSCI Emerging Market | 0.64% | 32,525 | $1.6M | Reduce -3.1% |
| ALL Allstate Corp. | 0.60% | 7,295 | $1.5M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 0.59% | 1,842 | $1.4M | No change |
| IVV iShares Core S&P 500 ETF | 0.56% | 2,184 | $1.4M | Add +1.4% |
| LOW Lowe's Cos Inc. | 0.55% | 6,093 | $1.4M | Add +1.7% |
| ABT Abbott Laboratories | 0.54% | 9,748 | $1.3M | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.53% | 18,802 | $1.3M | Add +1.8% |
| IVW iShares S&P 500 Growth ETF | 0.53% | 11,824 | $1.3M | Reduce -4.5% |
| CEG Constellation Energy | 0.52% | 3,942 | $1.3M | Reduce -0.4% |
| EWJ iShares MSCI Japan ETF | 0.51% | 16,600 | $1.2M | Reduce -4.2% |
| ISRG Intuitive Surgical Inc. | 0.51% | 2,288 | $1.2M | Reduce -0.2% |
| MCHP Microchip Technology Inc. | 0.50% | 17,428 | $1.2M | No change |
| TSLA Tesla Inc. | 0.48% | 3,715 | $1.2M | No change |
| ESS Essex Property Trust Inc. | 0.47% | 4,035 | $1.1M | Reduce -0.8% |
| WMT Walmart Inc. | 0.46% | 11,564 | $1.1M | Add +1.1% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.46% | 46,387 | $1.1M | Add +13.4% |
| CAT Caterpillar Inc. | 0.46% | 2,874 | $1.1M | Reduce -8.9% |
| GS Goldman Sachs Group Inc. | 0.45% | 1,560 | $1.1M | Add +3.3% |
| IEMG iShares Core MSCI Emerging | 0.43% | 17,653 | $1.1M | Add +5.1% |
| EFA iShares MSCI Eafe ETF | 0.42% | 11,344 | $1.0M | No change |
| HD Home Depot Inc. | 0.41% | 2,751 | $1.0M | Add +0.2% |
| RTX RTX Corp. | 0.41% | 6,906 | $1.0M | Reduce -9.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.40% | 18,286 | $974K | Reduce -3.5% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 0.38% | 38,956 | $938K | Add +16.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 1,469 | $907K | Add +1.0% |
| EWU iShares MSCI United Kingdom | 0.35% | 21,485 | $853K | Reduce -2.5% |
| GE General Electric filed as GE AEROSPACE | 0.33% | 3,104 | $799K | Add +1.6% |
| INTU Intuit Inc. | 0.32% | 993 | $782K | Add +1.7% |
| AMAT Applied Materials Inc. | 0.31% | 4,135 | $757K | Reduce -13.3% |
| UNH Unitedhealth Group Inc. | 0.31% | 2,393 | $746K | Reduce -10.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 15,100 | $715K | Add +7.9% |
| ELS Equity Lifestyle Properties | 0.28% | 11,248 | $694K | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.28% | 4,315 | $687K | Add +11.4% |
| TIP iShares Tips Bond ETF | 0.27% | 6,095 | $671K | Reduce -0.2% |
| AXP American Express Co. | 0.27% | 2,044 | $652K | Reduce -8.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.27% | 21,510 | $649K | Add +59.2% |
| IWM iShares Russell 2000 ETF | 0.26% | 2,960 | $639K | No change |
| MCD McDonald's Corp. | 0.26% | 2,146 | $627K | Reduce -0.2% |
| MAR Marriott International Class A | 0.25% | 2,266 | $619K | Add +1.2% |
| DE Deere & Co. | 0.24% | 1,155 | $587K | Reduce -0.9% |
| EMR Emerson Electric Co. | 0.24% | 4,360 | $581K | No change |
| MRK Merck & Co. Inc. | 0.24% | 7,249 | $574K | Reduce -8.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 4,565 | $566K | Add +2.1% |
| CMI Cummins Inc. | 0.23% | 1,689 | $553K | Add +1.1% |
| CL Colgate-Palmolive Co. | 0.23% | 6,083 | $553K | Add +2.1% |
| DHI D.R. Horton Inc. | 0.22% | 4,212 | $543K | Reduce -13.3% |
| CAH Cardinal Health Inc. | 0.22% | 3,230 | $543K | Add +3.2% |
| SMR Nuscale Power Corp. | 0.22% | 13,500 | $534K | Reduce -3.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 1,780 | $525K | Add +5.0% |
| HON Honeywell International Inc. | 0.21% | 2,247 | $523K | Add +6.4% |
| JIRE JPMorgan Int Res Enh Eqty | 0.21% | 7,115 | $504K | Add +77.2% |
| MS Morgan Stanley | 0.20% | 3,496 | $492K | Reduce -3.5% |
| SCHA Schwab US Small-Cap ETF | 0.20% | 19,332 | $489K | Reduce -0.8% |
| UNP Union Pacific Corp. | 0.20% | 2,119 | $488K | Reduce -2.3% |
| FICO Fair Isaac Corp. | 0.20% | 265 | $484K | No change |
| GD General Dynamics Corp. | 0.20% | 1,655 | $483K | Add +2.5% |
| MCK McKesson Corp. | 0.19% | 640 | $469K | No change |
| DUK Duke Energy Corp. | 0.19% | 3,940 | $465K | Reduce -8.9% |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 9,355 | $463K | Reduce -5.5% |
| T AT&T Inc. | 0.19% | 15,929 | $461K | No change |
| FISV Fiserv Inc. | 0.19% | 2,655 | $458K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.19% | 4,173 | $457K | Reduce -7.8% |
| KLAC KLA Corp. | 0.18% | 502 | $450K | Reduce -3.8% |
| AMT American Tower Corp. | 0.18% | 2,030 | $449K | Add +8.3% |
| EWN iShares MSCI Netherlands ETF | 0.18% | 8,225 | $448K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.4% | 5.14% | −1.05 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.52 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 1.91% | −0.42 |
| UNH Unitedhealth Group Inc. | Reduce -10.3% | 0.31% | −0.33 |
| ABBV Abbvie Inc. | Reduce -2.2% | 0.79% | −0.22 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.71% | −0.16 |
| ALL Allstate Corp. | Reduce -4.0% | 0.60% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.11 |
| ESS Essex Property Trust Inc. | Reduce -0.8% | 0.47% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.9% | 1.03% | −0.09 |
| AMPH Amphastar Pharmaceuticals Inc. | Sold out | 0.00% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -8.6% | 0.24% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 1.06% | −0.09 |
| MDY State Street SPDR S&P Midcap | Reduce -5.6% | 0.68% | −0.07 |
| ADM Archer-Daniels-Midland Co. | Reduce -43.6% | 0.08% | −0.07 |
| ELS Equity Lifestyle Properties | Reduce -1.9% | 0.28% | −0.06 |
| DHI D.R. Horton Inc. | Reduce -13.3% | 0.22% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -8.6% | 0.84% | −0.06 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -3.5% | 0.40% | −0.05 |
| DUK Duke Energy Corp. | Reduce -8.9% | 0.19% | −0.05 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.26% | −0.05 |
| RTX RTX Corp. | Reduce -9.9% | 0.41% | −0.05 |
| EMN Eastman Chemical Co. | Reduce -0.8% | 0.13% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.0% | 0.09% | −0.04 |
| CWI State Street SPDR MSCI Acwi | Reduce -2.1% | 1.48% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -7.8% | 0.19% | −0.04 |
| O Realty Income Corp. | Reduce -9.6% | 0.15% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -0.2% | 0.27% | −0.03 |
| UNP Union Pacific Corp. | Reduce -2.3% | 0.20% | −0.03 |
| AMLP Alerian MLP ETF | Reduce -8.2% | 0.11% | −0.03 |
| PEP Pepsico Inc. | Reduce -5.4% | 0.09% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -4.5% | 0.15% | −0.03 |
| PLD Prologis Inc. | Reduce -0.4% | 0.16% | −0.03 |
| EWJ iShares MSCI Japan ETF | Reduce -4.2% | 0.51% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -8.9% | 0.09% | −0.03 |
| EWU iShares MSCI United Kingdom | Reduce -2.5% | 0.35% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -4.8% | 0.08% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -0.3% | 0.14% | −0.02 |
| INTC Intel Corp. | Reduce -4.6% | 0.13% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -3.1% | 0.64% | −0.02 |
| TSCO Tractor Supply Company | Reduce -5.0% | 0.10% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -1.1% | 0.13% | −0.02 |
| LEN Lennar Corp. Class A | Reduce -8.2% | 0.08% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -3.1% | 0.18% | −0.02 |
| AEP American Electric Power | Reduce -1.0% | 0.11% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -3.8% | 0.11% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -4.4% | 0.10% | −0.02 |
| TRV The Travelers Cos Inc. | Reduce -1.0% | 0.16% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -7.3% | 0.10% | −0.02 |
| CAT Caterpillar Inc. | Reduce -8.9% | 0.46% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| COF Capital One Financial Corp. | New | 0.65% | +0.65 |
| JPST JPMorgan Ultra-Short Income | Add +30.4% | 3.67% | +0.56 |
| GSST Goldman Sachs Ultra Short Bo | Add +30.5% | 3.54% | +0.54 |
| BSV Vanguard Short-Term Bond ETF | Add +179.7% | 0.69% | +0.42 |
| JBL Jabil Inc. | New | 0.10% | +0.10 |
| BWXT BWX Technologies Inc. | New | 0.10% | +0.10 |
| CW Curtiss-Wright Corp. | New | 0.09% | +0.09 |
| THC Tenet Healthcare Corp. | New | 0.09% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.09% | +0.09 |
| JIRE JPMorgan Int Res Enh Eqty | Add +77.2% | 0.21% | +0.09 |
| EWD iShares MSCI Sweden ETF | New | 0.09% | +0.09 |
| MU Micron Technology Inc. | New | 0.09% | +0.09 |
| ROK Rockwell Automation Inc. | New | 0.09% | +0.09 |
| JCI Johnson Controls Internation | New | 0.09% | +0.09 |
| SPSB SS SPDR P St C Corp. ETF | Add +59.2% | 0.27% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +3.3% | 0.45% | +0.08 |
| GEV GE Vernova Inc. | Add +4.2% | 0.17% | +0.07 |
| GE General Electric | Add +1.6% | 0.33% | +0.05 |
| INTU Intuit Inc. | Add +1.7% | 0.32% | +0.05 |
| DIS The Walt Disney Co. | Add +2.1% | 0.23% | +0.03 |
| BAC Bank of America Corp. | Add +7.9% | 0.29% | +0.03 |
| CAH Cardinal Health Inc. | Add +3.2% | 0.22% | +0.03 |
| IBM Intl Business Machines Corp. | Add +5.0% | 0.21% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +5.1% | 0.43% | +0.02 |
| TXN Texas Instruments Inc. | Add +6.8% | 0.17% | +0.02 |
| CSCO Cisco Systems Inc. | Add +1.8% | 0.53% | +0.02 |
| TDTF NT Iboxx 5Y Dur Tips ETF | Add +16.4% | 0.38% | +0.02 |
| CDNS Cadence Design SYS Inc. | Add +2.9% | 0.13% | +0.01 |
| HON Honeywell International Inc. | Add +6.4% | 0.21% | +0.01 |
| MAR Marriott International Class A | Add +1.2% | 0.25% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.6% | 4.56% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +2.8% | 0.74% | +0.01 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Add +13.4% | 0.46% | +0.01 |
| WMT Walmart Inc. | Add +1.1% | 0.46% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +1.4% | 0.56% | +0.01 |
| LH Labcorp Holdings Inc. | Add +2.7% | 0.11% | +0.00 |
| AMP Ameriprise Financial Inc. | Add +4.6% | 0.10% | +0.00 |
| RGLD Royal Gold Inc. | Add +3.6% | 0.16% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.0% | 0.37% | +0.00 |
| ECL Ecolab Inc. | Add +6.2% | 0.09% | +0.00 |
| SO The Southern Co. | Add +12.4% | 0.10% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +3.0% | 0.13% | +0.00 |
| AMT American Tower Corp. | Add +8.3% | 0.18% | −0.00 |
| FITB Fifth Third Bancorp | Add +3.9% | 0.11% | −0.00 |
| GD General Dynamics Corp. | Add +2.5% | 0.20% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +8.4% | 0.17% | −0.00 |
| JPEM JPM Diversified Ret Em Equit | Add +2.9% | 0.83% | −0.00 |
| PFE Pfizer Inc. | Add +8.7% | 0.10% | −0.01 |
| ORLY O'reilly Automotive Inc. | Add +9.4% | 0.10% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +2.3% | 0.78% | −0.01 |
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 |