Tiemann Investment Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Tiemann Investment Advisors, LLC reported 204 stock positions worth $255.0 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 8.2% of the portfolio, followed by Apple (AAPL, 5.9%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 5.5%). Compared with Q4 2025, it opened 13 new positions, sold out of 13, added to 96 and reduced 59. The biggest buy was a new position in Vanguard Total Bond Market (BND) and the biggest sale Tesla (TSLA, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001575151
- Portfolio Value
- $255.0M (Q1 2026)
- SEC Filing
- 0001575151-26-000004 ↗ filed May 13, 2026
Holdings Value
Holdings 204 stocks · $255.0M
| AGG iShares Core U.S. Aggregate | 8.21% | 210,908 | $20.9M | Add +2.1% |
| AAPL Apple Inc. | 5.89% | 59,213 | $15.0M | Add +1.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 5.47% | 301,769 | $13.9M | Add +2.2% |
| IEFA iShares Core MSCI Eafe ETF | 4.67% | 131,508 | $11.9M | Reduce -1.7% |
| MSFT Microsoft Corp. | 3.77% | 25,990 | $9.6M | Add +2.5% |
| JPST JPMorgan Ultra-Short Income | 3.42% | 172,257 | $8.7M | Add +7.1% |
| GSST Goldman Sachs Ultra Short Bo | 3.21% | 162,070 | $8.2M | Add +2.6% |
| NVDA Nvidia Corp. | 2.64% | 38,540 | $6.7M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 2.06% | 18,238 | $5.2M | Add +8.1% |
| JPM JPMorgan Chase & Co. | 2.01% | 17,390 | $5.1M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.70% | 9,060 | $4.3M | Add +0.7% |
| ORCL Oracle Corp. | 1.63% | 28,325 | $4.2M | Add +0.6% |
| CWI State Street SPDR MSCI Acwi | 1.55% | 108,311 | $4.0M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 1.34% | 16,408 | $3.4M | Add +5.7% |
| GOOG Alphabet Inc. Class C | 1.25% | 11,111 | $3.2M | Reduce -3.6% |
| IJS iShares S&P Small-Cap 600 Va | 1.19% | 25,591 | $3.0M | Add +1.2% |
| GLD SPDR Gold Shares | 1.16% | 6,862 | $3.0M | Reduce -9.0% |
| IJR iShares Core S&P Small-Cap E | 1.13% | 23,236 | $2.9M | Add +0.2% |
| JNJ Johnson & Johnson | 1.10% | 11,466 | $2.8M | Add +5.3% |
| COST Costco Wholesale Corp. | 1.01% | 2,594 | $2.6M | Add +0.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.99% | 18,991 | $2.5M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.93% | 35,285 | $2.4M | Reduce -0.6% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.91% | 37,165 | $2.3M | Reduce -0.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.85% | 15,029 | $2.2M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.82% | 9,557 | $2.1M | Reduce -5.0% |
| LLY Eli Lilly & Co. | 0.81% | 2,234 | $2.1M | Add +24.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.78% | 19,830 | $2.0M | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.76% | 6,286 | $1.9M | Add +9.2% |
| CAT Caterpillar Inc. | 0.74% | 2,670 | $1.9M | Reduce -1.6% |
| MDY State Street SPDR S&P Midcap | 0.70% | 2,906 | $1.8M | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 0.70% | 8,484 | $1.8M | Reduce -0.4% |
| CRM Salesforce Inc. | 0.70% | 9,520 | $1.8M | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 0.67% | 4,810 | $1.7M | No change |
| EEM iShares MSCI Emerging Market | 0.67% | 30,025 | $1.7M | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 0.60% | 2,361 | $1.5M | Add +0.9% |
| ALL Allstate Corp. | 0.59% | 7,295 | $1.5M | Add +2.1% |
| CSCO Cisco Systems Inc. | 0.57% | 18,802 | $1.5M | Add +3.9% |
| BND Vanguard Total Bond Market | 0.56% | 19,459 | $1.4M | New |
| LOW Lowe's Cos Inc. | 0.56% | 5,993 | $1.4M | Reduce -1.6% |
| V Visa Inc. Class A | 0.54% | 4,593 | $1.4M | Add +1.9% |
| AMAT Applied Materials Inc. | 0.53% | 3,955 | $1.4M | Add +7.3% |
| IVW iShares S&P 500 Growth ETF | 0.52% | 11,765 | $1.3M | Reduce -0.8% |
| WMT Walmart Inc. | 0.52% | 10,678 | $1.3M | Add +1.1% |
| COF Capital One Financial Corp. | 0.51% | 7,112 | $1.3M | Add +0.4% |
| RTX RTX Corp. | 0.51% | 6,706 | $1.3M | Add +3.1% |
| EWJ iShares MSCI Japan ETF | 0.50% | 15,207 | $1.3M | Reduce -4.8% |
| T AT&T Inc. | 0.50% | 44,107 | $1.3M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.50% | 1,499 | $1.3M | Add +4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 3,919 | $1.3M | New |
| IEMG iShares Core MSCI Emerging | 0.49% | 17,893 | $1.2M | Reduce -0.9% |
| RGLD Royal Gold Inc. | 0.48% | 4,784 | $1.2M | Add +0.8% |
| SCHB Schwab US Broad Market ETF | 0.46% | 46,476 | $1.2M | Add +152.9% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.45% | 47,836 | $1.2M | Add +2.1% |
| MCHP Microchip Technology Inc. | 0.44% | 17,468 | $1.1M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 0.41% | 10,710 | $1.0M | Reduce -3.4% |
| NFLX Netflix Inc. | 0.40% | 10,525 | $1.0M | Add +5.0% |
| TDTF NT Iboxx 5Y Dur Tips ETF | 0.39% | 41,456 | $1000K | Add +4.2% |
| ESS Essex Property Trust Inc. | 0.38% | 4,034 | $976K | No change |
| CEG Constellation Energy | 0.38% | 3,495 | $976K | Reduce -4.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.38% | 18,165 | $967K | Reduce -0.7% |
| ABT Abbott Laboratories | 0.37% | 9,203 | $945K | Reduce -3.6% |
| EWU iShares MSCI United Kingdom | 0.36% | 20,085 | $915K | Reduce -1.2% |
| HD Home Depot Inc. | 0.36% | 2,761 | $908K | Add +3.8% |
| CMI Cummins Inc. | 0.33% | 1,586 | $854K | Add +0.6% |
| GEV GE Vernova Inc. | 0.32% | 930 | $812K | Reduce -0.5% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 2,845 | $807K | Reduce -0.9% |
| ISRG Intuitive Surgical Inc. | 0.32% | 1,743 | $804K | Add +0.3% |
| MRK Merck & Co. Inc. | 0.31% | 6,492 | $781K | Reduce -4.9% |
| GLW Corning Inc. | 0.30% | 5,625 | $765K | Add +2.7% |
| MAR Marriott International Class A | 0.29% | 2,236 | $731K | Add +8.0% |
| MCD McDonald's Corp. | 0.27% | 2,206 | $686K | Add +9.2% |
| CAH Cardinal Health Inc. | 0.27% | 3,230 | $683K | Add +4.5% |
| FDX FedEx Corp. | 0.27% | 1,906 | $679K | Add +5.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 13,875 | $676K | Add +0.4% |
| KLAC KLA Corp. | 0.27% | 459 | $676K | Add +8.8% |
| TIP iShares Tips Bond ETF | 0.26% | 6,095 | $673K | No change |
| ELS Equity Lifestyle Properties | 0.26% | 10,762 | $672K | Add +1.9% |
| BSV Vanguard Short-Term Bond ETF | 0.26% | 8,318 | $652K | No change |
| INTC Intel Corp. | 0.25% | 14,380 | $635K | Add +3.6% |
| DE Deere & Co. | 0.24% | 1,097 | $618K | Reduce -5.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.24% | 20,250 | $609K | No change |
| IWM iShares Russell 2000 ETF | 0.23% | 2,412 | $598K | No change |
| CIEN Ciena Corp. | 0.23% | 1,510 | $586K | Add +4.9% |
| DHI D.R. Horton Inc. | 0.23% | 4,247 | $583K | Add +6.3% |
| AXP American Express Co. | 0.23% | 1,919 | $580K | Add +5.5% |
| KEYS Keysight Technologies Inc. | 0.23% | 2,032 | $574K | Add +0.5% |
| GD General Dynamics Corp. | 0.22% | 1,640 | $563K | No change |
| MS Morgan Stanley | 0.22% | 3,394 | $559K | Add +17.3% |
| SCHA Schwab US Small-Cap ETF | 0.22% | 19,192 | $558K | Reduce -0.7% |
| MCK McKesson Corp. | 0.22% | 640 | $554K | Add +4.1% |
| EMR Emerson Electric Co. | 0.22% | 4,185 | $548K | Reduce -2.3% |
| MU Micron Technology Inc. | 0.21% | 1,588 | $536K | Add +32.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 5,456 | $526K | Add +19.2% |
| JIRE JPMorgan Int Res Enh Eqty | 0.20% | 6,890 | $522K | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.20% | 3,599 | $520K | Reduce -4.0% |
| CL Colgate-Palmolive Co. | 0.20% | 6,033 | $514K | Add +2.2% |
| UNH Unitedhealth Group Inc. | 0.20% | 1,874 | $507K | Reduce -7.7% |
| UNP Union Pacific Corp. | 0.20% | 2,082 | $505K | Add +3.2% |
| DUK Duke Energy Corp. | 0.20% | 3,820 | $500K | Add +2.1% |
| PLD Prologis Inc. | 0.19% | 3,741 | $494K | Add +9.3% |
Portfolio Sells Q4 2025 → Q1 2026
| TSLA Tesla Inc. | Reduce -79.8% | 0.10% | −0.50 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.38 |
| NVDA Nvidia Corp. | Reduce -6.8% | 2.64% | −0.36 |
| CRM Salesforce Inc. | Reduce -0.6% | 0.70% | −0.29 |
| CEF Sprott Physical Gold and Sil | Sold out | 0.00% | −0.24 |
| GOOG Alphabet Inc. Class C | Reduce -3.6% | 1.25% | −0.15 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.13 |
| CEG Constellation Energy | Reduce -4.1% | 0.38% | −0.12 |
| AEP American Electric Power | Sold out | 0.00% | −0.11 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.10 |
| ABT Abbott Laboratories | Reduce -3.6% | 0.37% | −0.09 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.09 |
| ABBV Abbvie Inc. | Reduce -5.0% | 0.82% | −0.08 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.08 |
| TMFS Motley Fool Small-Cap Growth | Sold out | 0.00% | −0.07 |
| MET Metlife Inc. | Sold out | 0.00% | −0.07 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.07 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.07 |
| HPQ HP Inc. | Sold out | 0.00% | −0.07 |
| NVR NVR Inc. | Sold out | 0.00% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -7.7% | 0.20% | −0.06 |
| EWC iShares MSCI Canada ETF | Reduce -37.0% | 0.10% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.8% | 0.52% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -19.4% | 0.13% | −0.03 |
| GE General Electric | Reduce -0.9% | 0.32% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -17.9% | 0.09% | −0.02 |
| GPC Genuine Parts Co. | Reduce -4.2% | 0.09% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.6% | 0.56% | −0.02 |
| GM General Motors Co. | Reduce -1.0% | 0.15% | −0.01 |
| CVS CVS Health Corp. | Reduce -3.5% | 0.08% | −0.01 |
| EWG iShares MSCI Germany ETF | Reduce -1.3% | 0.13% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -24.5% | 0.16% | −0.01 |
| EWQ iShares MSCI France ETF | Reduce -2.7% | 0.15% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -1.6% | 0.09% | −0.01 |
| PEP Pepsico Inc. | Reduce -15.2% | 0.09% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -2.0% | 0.08% | −0.01 |
| EMR Emerson Electric Co. | Reduce -2.3% | 0.22% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -3.4% | 0.41% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -4.0% | 0.20% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -1.8% | 0.18% | −0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.7% | 0.38% | −0.00 |
| O Realty Income Corp. | Reduce -10.9% | 0.13% | −0.00 |
| GLD SPDR Gold Shares | Reduce -9.0% | 1.16% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.5% | 0.19% | −0.00 |
| HON Honeywell International Inc. | Reduce -14.9% | 0.14% | −0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -3.0% | 0.15% | +0.00 |
| EWA iShares MSCI Australia ETF | Reduce -6.2% | 0.08% | +0.00 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -1.8% | 0.20% | +0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -0.4% | 0.70% | +0.00 |
| EWJ iShares MSCI Japan ETF | Reduce -4.8% | 0.50% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| BND Vanguard Total Bond Market | New | 0.56% | +0.56 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.49% | +0.49 |
| SCHB Schwab US Broad Market ETF | Add +152.9% | 0.46% | +0.27 |
| JPST JPMorgan Ultra-Short Income | Add +7.1% | 3.42% | +0.26 |
| JNJ Johnson & Johnson | Add +5.3% | 1.10% | +0.22 |
| AGG iShares Core U.S. Aggregate | Add +2.1% | 8.21% | +0.20 |
| AMAT Applied Materials Inc. | Add +7.3% | 0.53% | +0.16 |
| COST Costco Wholesale Corp. | Add +0.3% | 1.01% | +0.15 |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm | New | 0.13% | +0.13 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +2.2% | 5.47% | +0.13 |
| GSST Goldman Sachs Ultra Short Bo | Add +2.6% | 3.21% | +0.12 |
| GLW Corning Inc. | Add +2.7% | 0.30% | +0.11 |
| CIEN Ciena Corp. | Add +4.9% | 0.23% | +0.10 |
| TJX TJX Companies Inc. | New | 0.08% | +0.08 |
| ECL Ecolab Inc. | New | 0.08% | +0.08 |
| ITW Illinois Tool Works | New | 0.08% | +0.08 |
| MU Micron Technology Inc. | Add +32.3% | 0.21% | +0.08 |
| TER Teradyne Inc. | New | 0.08% | +0.08 |
| T AT&T Inc. | Add +0.1% | 0.50% | +0.08 |
| PSX Phillips 66 | New | 0.08% | +0.08 |
| EIX Edison International | New | 0.08% | +0.08 |
| LMT Lockheed Martin Corp. | New | 0.08% | +0.08 |
| AMT American Tower Corp. | New | 0.07% | +0.07 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.07% | +0.07 |
| AZO AutoZone Inc. | New | 0.07% | +0.07 |
| IJS iShares S&P Small-Cap 600 Va | Add +1.2% | 1.19% | +0.07 |
| RGLD Royal Gold Inc. | Add +0.8% | 0.48% | +0.07 |
| KLAC KLA Corp. | Add +8.8% | 0.27% | +0.07 |
| KEYS Keysight Technologies Inc. | Add +0.5% | 0.23% | +0.07 |
| WMT Walmart Inc. | Add +1.1% | 0.52% | +0.06 |
| FDX FedEx Corp. | Add +5.0% | 0.27% | +0.06 |
| LLY Eli Lilly & Co. | Add +24.2% | 0.81% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 1.13% | +0.05 |
| INTC Intel Corp. | Add +3.6% | 0.25% | +0.05 |
| PH Parker Hannifin Corp. | Add +41.0% | 0.15% | +0.05 |
| RTX RTX Corp. | Add +3.1% | 0.51% | +0.04 |
| CW Curtiss-Wright Corp. | Add +15.3% | 0.14% | +0.04 |
| ROST Ross Stores Inc. | Add +22.5% | 0.12% | +0.04 |
| LIN Linde PLC | Add +8.4% | 0.18% | +0.04 |
| MAR Marriott International Class A | Add +8.0% | 0.29% | +0.04 |
| KO The Coca-Cola Co. | Add +11.6% | 0.19% | +0.04 |
| NFLX Netflix Inc. | Add +5.0% | 0.40% | +0.03 |
| AMD Advanced Micro Devices | Add +33.5% | 0.14% | +0.03 |
| CSCO Cisco Systems Inc. | Add +3.9% | 0.57% | +0.03 |
| ADM Archer-Daniels-Midland Co. | Add +5.3% | 0.11% | +0.03 |
| MCD McDonald's Corp. | Add +9.2% | 0.27% | +0.03 |
| FITB Fifth Third Bancorp | Add +22.6% | 0.14% | +0.03 |
| DUK Duke Energy Corp. | Add +2.1% | 0.20% | +0.03 |
| ALB Albemarle Corp. | Add +0.8% | 0.11% | +0.02 |
| PLD Prologis Inc. | Add +9.3% | 0.19% | +0.02 |
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 |