Tiemann Investment Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Tiemann Investment Advisors, LLC reported 206 stock positions worth $261.4 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 7.5% of the portfolio, followed by Apple (AAPL, 6.0%) and Microsoft (MSFT, 5.4%). Compared with Q2 2025, it opened 11 new positions, sold out of 4, added to 40 and reduced 86. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale Goldman Sachs Ultra Short Bo (GSST, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001575151
- Portfolio Value
- $261.4M (Q3 2025)
- SEC Filing
- 0001575151-25-000011 ↗ filed Nov 13, 2025
Holdings Value
Holdings 206 stocks · $261.4M
| AGG iShares Core U.S. Aggregate | 7.48% | 195,008 | $19.5M | Add +4.0% |
| AAPL Apple Inc. | 5.97% | 61,252 | $15.6M | Add +0.1% |
| MSFT Microsoft Corp. | 5.42% | 27,372 | $14.2M | Reduce -0.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 5.26% | 294,387 | $13.8M | Add +2.6% |
| IEFA iShares Core MSCI Eafe ETF | 4.46% | 133,383 | $11.6M | Add +0.0% |
| NVDA Nvidia Corp. | 3.30% | 46,249 | $8.6M | Reduce -2.8% |
| JPST JPMorgan Ultra-Short Income | 3.12% | 160,563 | $8.1M | Reduce -9.2% |
| ORCL Oracle Corp. | 3.06% | 28,440 | $8.0M | Add +0.3% |
| GSST Goldman Sachs Ultra Short Bo | 2.98% | 153,756 | $7.8M | Reduce -10.1% |
| JPM JPMorgan Chase & Co. | 2.12% | 17,598 | $5.6M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.85% | 9,595 | $4.8M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.78% | 19,097 | $4.6M | Reduce -1.0% |
| CWI State Street SPDR MSCI Acwi | 1.47% | 110,242 | $3.8M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 1.38% | 16,422 | $3.6M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 1.07% | 11,529 | $2.8M | Reduce -0.7% |
| GLD SPDR Gold Shares | 1.05% | 7,742 | $2.8M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 1.04% | 22,818 | $2.7M | Reduce -1.0% |
| IJS iShares S&P Small-Cap 600 Va | 1.04% | 24,488 | $2.7M | Add +1.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.94% | 18,976 | $2.5M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.92% | 2,595 | $2.4M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.90% | 10,173 | $2.4M | Reduce -1.5% |
| CRM Salesforce Inc. | 0.88% | 9,755 | $2.3M | Reduce -2.7% |
| IJH iShares Core S&P Midcap ETF | 0.86% | 34,497 | $2.3M | Add +4.7% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.84% | 37,092 | $2.2M | Add +3.2% |
| AVGO Broadcom Inc. | 0.81% | 6,415 | $2.1M | Reduce -4.5% |
| JNJ Johnson & Johnson | 0.81% | 11,393 | $2.1M | Add +0.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.77% | 14,311 | $2.0M | Add +0.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.73% | 19,995 | $1.9M | Add +0.4% |
| IWB iShares Russell 1000 ETF | 0.67% | 4,810 | $1.8M | No change |
| MDY State Street SPDR S&P Midcap | 0.67% | 2,939 | $1.8M | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.66% | 8,327 | $1.7M | Add +3.5% |
| EEM iShares MSCI Emerging Market | 0.63% | 30,925 | $1.7M | Reduce -4.9% |
| V Visa Inc. Class A | 0.63% | 4,809 | $1.6M | Reduce -1.1% |
| COF Capital One Financial Corp. | 0.61% | 7,463 | $1.6M | No change |
| TSLA Tesla Inc. | 0.60% | 3,539 | $1.6M | Reduce -4.7% |
| EFA iShares MSCI Eafe ETF | 0.60% | 16,845 | $1.6M | Add +48.5% |
| ALL Allstate Corp. | 0.60% | 7,295 | $1.6M | No change |
| LOW Lowe's Cos Inc. | 0.59% | 6,093 | $1.5M | No change |
| IVV iShares Core S&P 500 ETF | 0.58% | 2,276 | $1.5M | Add +4.2% |
| IVW iShares S&P 500 Growth ETF | 0.54% | 11,785 | $1.4M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.53% | 1,807 | $1.4M | Reduce -1.9% |
| NFLX Netflix Inc. | 0.53% | 1,147 | $1.4M | Reduce -3.6% |
| IWM iShares Russell 2000 ETF | 0.51% | 5,555 | $1.3M | Add +87.7% |
| CAT Caterpillar Inc. | 0.51% | 2,809 | $1.3M | Reduce -2.3% |
| ABT Abbott Laboratories | 0.50% | 9,698 | $1.3M | Reduce -0.5% |
| EWJ iShares MSCI Japan ETF | 0.50% | 16,157 | $1.3M | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 0.49% | 18,802 | $1.3M | No change |
| CEG Constellation Energy | 0.49% | 3,856 | $1.3M | Reduce -2.2% |
| GS Goldman Sachs Group Inc. | 0.48% | 1,584 | $1.3M | Add +1.5% |
| T AT&T Inc. | 0.48% | 44,319 | $1.3M | Add +178.2% |
| IEMG iShares Core MSCI Emerging | 0.45% | 18,028 | $1.2M | Add +2.1% |
| WMT Walmart Inc. | 0.45% | 11,373 | $1.2M | Reduce -1.6% |
| RTX RTX Corp. | 0.43% | 6,773 | $1.1M | Reduce -1.9% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.43% | 46,386 | $1.1M | Reduce 0.0% |
| HD Home Depot Inc. | 0.43% | 2,766 | $1.1M | Add +0.6% |
| MCHP Microchip Technology Inc. | 0.43% | 17,428 | $1.1M | No change |
| ESS Essex Property Trust Inc. | 0.41% | 4,034 | $1.1M | Reduce -0.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.38% | 18,285 | $989K | Reduce -0.0% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 0.37% | 39,356 | $955K | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 1,428 | $952K | Reduce -2.8% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 3,133 | $942K | Add +0.9% |
| EWU iShares MSCI United Kingdom | 0.33% | 20,335 | $853K | Reduce -5.3% |
| AMAT Applied Materials Inc. | 0.31% | 3,935 | $806K | Reduce -4.8% |
| ISRG Intuitive Surgical Inc. | 0.31% | 1,788 | $800K | Reduce -21.9% |
| UNH Unitedhealth Group Inc. | 0.30% | 2,282 | $788K | Reduce -4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 14,825 | $765K | Reduce -1.8% |
| DHI D.R. Horton Inc. | 0.28% | 4,247 | $720K | Add +0.8% |
| CMI Cummins Inc. | 0.27% | 1,673 | $707K | Reduce -0.9% |
| INTU Intuit Inc. | 0.26% | 1,008 | $688K | Add +1.5% |
| TIP iShares Tips Bond ETF | 0.26% | 6,095 | $678K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.25% | 8,418 | $664K | Reduce -60.4% |
| MCD McDonald's Corp. | 0.25% | 2,146 | $652K | No change |
| ELS Equity Lifestyle Properties | 0.25% | 10,722 | $651K | Reduce -4.7% |
| AXP American Express Co. | 0.25% | 1,934 | $642K | Reduce -5.4% |
| PG The Procter & Gamble Co. | 0.24% | 4,164 | $640K | Reduce -3.5% |
| SPSB SS SPDR P St C Corp. ETF | 0.23% | 20,250 | $613K | Reduce -5.9% |
| GEV GE Vernova Inc. | 0.23% | 990 | $609K | Add +24.7% |
| MRK Merck & Co. Inc. | 0.23% | 7,249 | $608K | No change |
| MAR Marriott International Class A | 0.22% | 2,231 | $581K | Reduce -1.5% |
| GD General Dynamics Corp. | 0.22% | 1,655 | $564K | No change |
| EMR Emerson Electric Co. | 0.21% | 4,285 | $562K | Reduce -1.7% |
| MS Morgan Stanley | 0.21% | 3,481 | $553K | Reduce -0.4% |
| VZ Verizon Communications Inc. | 0.21% | 12,357 | $543K | Add +138.6% |
| SCHA Schwab US Small-Cap ETF | 0.21% | 19,332 | $539K | No change |
| DE Deere & Co. | 0.20% | 1,145 | $524K | Reduce -0.9% |
| JIRE JPMorgan Int Res Enh Eqty | 0.20% | 7,115 | $523K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 4,565 | $523K | No change |
| KLAC KLA Corp. | 0.20% | 482 | $520K | Reduce -4.0% |
| CAH Cardinal Health Inc. | 0.19% | 3,230 | $507K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 9,355 | $507K | No change |
| MCK McKesson Corp. | 0.19% | 640 | $494K | No change |
| UNP Union Pacific Corp. | 0.19% | 2,082 | $492K | Reduce -1.8% |
| SAND Sandstorm Gold Ltd. | 0.19% | 39,081 | $489K | No change |
| CEF Sprott Physical Gold and Sil | 0.19% | 13,310 | $488K | No change |
| DUK Duke Energy Corp. | 0.19% | 3,940 | $488K | No change |
| CL Colgate-Palmolive Co. | 0.19% | 6,083 | $486K | No change |
| EWN iShares MSCI Netherlands ETF | 0.18% | 8,225 | $477K | No change |
| SCHB Schwab US Broad Market ETF | 0.18% | 18,456 | $475K | Reduce -0.0% |
| MA Mastercard Inc. Class A | 0.18% | 834 | $474K | Add +5.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 1,680 | $474K | Reduce -5.6% |
Portfolio Sells Q2 2025 → Q3 2025
| GSST Goldman Sachs Ultra Short Bo | Reduce -10.1% | 2.98% | −0.56 |
| JPST JPMorgan Ultra-Short Income | Reduce -9.2% | 3.12% | −0.55 |
| BSV Vanguard Short-Term Bond ETF | Reduce -60.4% | 0.25% | −0.43 |
| CRM Salesforce Inc. | Reduce -2.7% | 0.88% | −0.24 |
| ISRG Intuitive Surgical Inc. | Reduce -21.9% | 0.31% | −0.20 |
| MSFT Microsoft Corp. | Reduce -0.8% | 5.42% | −0.20 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 0.92% | −0.14 |
| NFLX Netflix Inc. | Reduce -3.6% | 0.53% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -1.7% | 1.38% | −0.12 |
| AMT American Tower Corp. | Reduce -40.5% | 0.09% | −0.09 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.08 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.08 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.08 |
| V Visa Inc. Class A | Reduce -1.1% | 0.63% | −0.08 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 1.85% | −0.07 |
| SMR Nuscale Power Corp. | Reduce -16.8% | 0.15% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 0.53% | −0.06 |
| FISV Fiserv Inc. | Reduce -2.8% | 0.13% | −0.06 |
| ESS Essex Property Trust Inc. | Reduce -0.0% | 0.41% | −0.06 |
| FICO Fair Isaac Corp. | Reduce -1.1% | 0.15% | −0.05 |
| HON Honeywell International Inc. | Reduce -7.6% | 0.17% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.50% | −0.05 |
| DE Deere & Co. | Reduce -0.9% | 0.20% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.24% | −0.04 |
| CEG Constellation Energy | Reduce -2.2% | 0.49% | −0.04 |
| ELS Equity Lifestyle Properties | Reduce -4.7% | 0.25% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -5.6% | 0.18% | −0.03 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -5.9% | 0.23% | −0.03 |
| MAR Marriott International Class A | Reduce -1.5% | 0.22% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -28.2% | 0.08% | −0.03 |
| TDTT NT Iboxx 3Y Dur Tips ETF | Reduce 0.0% | 0.43% | −0.03 |
| EMN Eastman Chemical Co. | Reduce -1.2% | 0.10% | −0.03 |
| SNPS Synopsys Inc. | Reduce -5.8% | 0.15% | −0.03 |
| SBUX Starbucks Corp. | Reduce -7.1% | 0.11% | −0.03 |
| EMR Emerson Electric Co. | Reduce -1.7% | 0.21% | −0.02 |
| EWU iShares MSCI United Kingdom | Reduce -5.3% | 0.33% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -4.0% | 0.10% | −0.02 |
| AXP American Express Co. | Reduce -5.4% | 0.25% | −0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.0% | 0.38% | −0.02 |
| ZTS Zoetis Inc. | Reduce -9.7% | 0.08% | −0.02 |
| MET Metlife Inc. | Reduce -12.1% | 0.08% | −0.02 |
| WMT Walmart Inc. | Reduce -1.6% | 0.45% | −0.01 |
| EWJ iShares MSCI Japan ETF | Reduce -2.7% | 0.50% | −0.01 |
| UNP Union Pacific Corp. | Reduce -1.8% | 0.19% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -4.9% | 0.63% | −0.01 |
| TMFS Motley Fool Small-Cap Growth | Reduce -3.2% | 0.08% | −0.01 |
| CWI State Street SPDR MSCI Acwi | Reduce -0.6% | 1.47% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -8.2% | 0.09% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.0% | 0.18% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +0.1% | 5.97% | +0.82 |
| ORCL Oracle Corp. | Add +0.3% | 3.06% | +0.52 |
| T AT&T Inc. | Add +178.2% | 0.48% | +0.29 |
| IWM iShares Russell 2000 ETF | Add +87.7% | 0.51% | +0.25 |
| EFA iShares MSCI Eafe ETF | Add +48.5% | 0.60% | +0.19 |
| VZ Verizon Communications Inc. | Add +138.6% | 0.21% | +0.12 |
| CIEN Ciena Corp. | New | 0.11% | +0.11 |
| JNJ Johnson & Johnson | Add +0.4% | 0.81% | +0.10 |
| GDX Vaneck Gold Miners ETF | New | 0.09% | +0.09 |
| TEL Te Connectivity PLC | New | 0.09% | +0.09 |
| AEM Agnico Eagle Mines Ltd. | New | 0.09% | +0.09 |
| NVR NVR Inc. | New | 0.08% | +0.08 |
| CVS CVS Health Corp. | New | 0.08% | +0.08 |
| PII Polaris Inc. | New | 0.08% | +0.08 |
| RJF Raymond James Financial Inc. | New | 0.08% | +0.08 |
| ETN Eaton Corp. PLC | New | 0.08% | +0.08 |
| AN Autonation Inc. | New | 0.08% | +0.08 |
| NTAP Netapp Inc. | New | 0.08% | +0.08 |
| GEV GE Vernova Inc. | Add +24.7% | 0.23% | +0.06 |
| DHI D.R. Horton Inc. | Add +0.8% | 0.28% | +0.05 |
| IJS iShares S&P Small-Cap 600 Va | Add +1.1% | 1.04% | +0.05 |
| GE General Electric | Add +0.9% | 0.36% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +1.5% | 0.48% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +4.2% | 0.58% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +4.7% | 0.86% | +0.02 |
| BWXT BWX Technologies Inc. | Add +2.5% | 0.12% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +2.1% | 0.45% | +0.02 |
| GM General Motors Co. | Add +3.1% | 0.12% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +8.5% | 0.10% | +0.02 |
| HD Home Depot Inc. | Add +0.6% | 0.43% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +3.5% | 0.66% | +0.01 |
| TOL Toll Brothers Inc. | Add +1.4% | 0.10% | +0.01 |
| RGLD Royal Gold Inc. | Add +1.1% | 0.17% | +0.01 |
| AMD Advanced Micro Devices | Add +3.0% | 0.11% | +0.01 |
| ADM Archer-Daniels-Midland Co. | Add +4.5% | 0.09% | +0.01 |
| JPEM JPM Diversified Ret Em Equit | Add +3.2% | 0.84% | +0.01 |
| PEP Pepsico Inc. | Add +4.0% | 0.10% | +0.00 |
| KEYS Keysight Technologies Inc. | Add +2.3% | 0.15% | +0.00 |
| MA Mastercard Inc. Class A | Add +5.3% | 0.18% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.5% | 0.77% | −0.00 |
| CMCSA Comcast Corp. Class A | Add +16.6% | 0.15% | −0.01 |
| KMB Kimberly-Clark Corp. | Add +5.6% | 0.15% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.4% | 0.73% | −0.01 |
| MDY State Street SPDR S&P Midcap | Add +0.2% | 0.67% | −0.01 |
| APD Air Products & Chemicals Inc. | Add +1.3% | 0.13% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.3% | 0.94% | −0.02 |
| TDTF NT Iboxx 5Y Dur Tips ETF | Add +1.0% | 0.37% | −0.02 |
| INTU Intuit Inc. | Add +1.5% | 0.26% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.0% | 4.46% | −0.10 |
| AGG iShares Core U.S. Aggregate | Add +4.0% | 7.48% | −0.14 |
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 |