Skip to content

Tiemann Investment Advisors reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 7 August 2026, signed by JONATHAN TIEMANN, PRESIDENT. Retrieved 14 October 2026. Page updated 21 October 2026.

Tiemann Investment Advisors’ reported 13F holdings total $276M across 207 positions as of 30 June 2026. The ten largest make up 40.2% of it, and its value rose 8.3% from the prior quarter.

$276M
Reported 13F value
207
Positions
40.2%
In the 10 largest
+8.3%
Value vs. prior quarter

Largest positions

iShares TRCORE US AGGBD ET$22M
Class
CORE US AGGBD ET
Share
8.0%
Apple Inc.COM$16.4M
Class
COM
Share
5.9%
iShares TRCORE UNIVRSL USD$14.1M
Class
CORE UNIVRSL USD
Share
5.1%
iShares TRCORE MSCI EAFE$12.6M
Class
CORE MSCI EAFE
Share
4.6%
Microsoft Corp.COM$9.48M
Class
COM
Share
3.4%
J P Morgan Exchange Traded FULTRA SHRT ETF$8.9M
Class
ULTRA SHRT ETF
Share
3.2%
Goldman Sachs ETF TRULTR SHOR BD ETF$8.67M
Class
ULTR SHOR BD ETF
Share
3.1%
Nvidia CorporationCOM$7.15M
Class
COM
Share
2.6%
Alphabet Inc.CAP STK CL A$6.08M
Class
CAP STK CL A
Share
2.2%
JPMORGAN Chase & COCOM$5.6M
Class
COM
Share
2.0%
SPDR Index Shs FdsST STR ACWI ETF$4.36M
Class
ST STR ACWI ETF
Share
1.6%
Berkshire Hathaway Inc. DelCL B NEW$4.35M
Class
CL B NEW
Share
1.6%
Oracle Corp.COM$4.33M
Class
COM
Share
1.6%
Amazon Com Inc.COM$3.62M
Class
COM
Share
1.3%
Alphabet Inc.CAP STK CL C$3.58M
Class
CAP STK CL C
Share
1.3%
iShares TRSP SMCP600VL ETF$3.47M
Class
SP SMCP600VL ETF
Share
1.3%
iShares TRCORE S&P SCP ETF$3.41M
Class
CORE S&P SCP ETF
Share
1.2%
iShares TRS&P MC 400VL ETF$2.79M
Class
S&P MC 400VL ETF
Share
1.0%
iShares TRCORE S&P MCP ETF$2.7M
Class
CORE S&P MCP ETF
Share
1.0%
Applied Matls Inc.COM$2.68M
Class
COM
Share
1.0%
iShares TRS&P SML 600 GWT$2.67M
Class
S&P SML 600 GWT
Share
1.0%
Johnson & JohnsonCOM$2.65M
Class
COM
Share
1.0%
Eli Lilly & COCOM$2.58M
Class
COM
Share
0.9%
SPDR Gold TRGOLD SHS$2.51M
Class
GOLD SHS
Share
0.9%
Caterpillar Inc.COM$2.51M
Class
COM
Share
0.9%
Abbvie Inc.COM$2.32M
Class
COM
Share
0.8%
J P Morgan Exchange Traded FDIV RTN EM EQT$2.32M
Class
DIV RTN EM EQT
Share
0.8%
iShares TRS&P MC 400GR ETF$2.32M
Class
S&P MC 400GR ETF
Share
0.8%
Costco Wholesale CorporationCOM$2.26M
Class
COM
Share
0.8%
Broadcom Inc.COM$2.2M
Class
COM
Share
0.8%
Cisco Sys Inc.COM$2.09M
Class
COM
Share
0.8%
State Str SPDR S&P Midcap 40UTSER1 S&PDCRP$2.04M
Class
UTSER1 S&PDCRP
Share
0.7%
iShares TRMSCI EMG MKT ETF$2M
Class
MSCI EMG MKT ETF
Share
0.7%
Intel Corp.COM$1.99M
Class
COM
Share
0.7%
iShares TRRUS 1000 ETF$1.95M
Class
RUS 1000 ETF
Share
0.7%
iShares TRS&P 500 VAL ETF$1.9M
Class
S&P 500 VAL ETF
Share
0.7%
Micron Technology Inc.COM$1.81M
Class
COM
Share
0.7%
iShares TRCORE S&P500 ETF$1.77M
Class
CORE S&P500 ETF
Share
0.6%
Allstate Corp.COM$1.73M
Class
COM
Share
0.6%
Microchip Technology Inc..COM$1.59M
Class
COM
Share
0.6%
iShares TRS&P 500 GRWT ETF$1.52M
Class
S&P 500 GRWT ETF
Share
0.6%
iShares Inc.CORE MSCI EMKT$1.48M
Class
CORE MSCI EMKT
Share
0.5%
Visa Inc.COM CL A$1.46M
Class
COM CL A
Share
0.5%
Vanguard Index FdsTOTAL STK MKT$1.44M
Class
TOTAL STK MKT
Share
0.5%
Vanguard BD Index FdsTOTAL BND MRKT$1.43M
Class
TOTAL BND MRKT
Share
0.5%
Corning Inc.COM$1.42M
Class
COM
Share
0.5%
Capital One Finl Corp.COM$1.41M
Class
COM
Share
0.5%
iShares Inc.MSCI JAPAN ETF$1.4M
Class
MSCI JAPAN ETF
Share
0.5%
Salesforce Inc.COM$1.37M
Class
COM
Share
0.5%
Goldman Sachs Group Inc.COM$1.35M
Class
COM
Share
0.5%

The share class is shown on a wider screen.

The 50 largest of 207 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1575151
File number
028-15716
Options
0 call, 0 put
In the 25 largest
57.7%
Prior quarter
$255M at 31 March 2026
Positions opened
13
Positions closed
10

Common questions

What are Tiemann Investment Advisors’ 13F holdings worth?

$276 million across 207 positions for the quarter ended 30 June 2026.

What is Tiemann Investment Advisors’ largest 13F holding?

ISHARES TR (CORE US AGGBD ET) was the largest position at $22 million, or 8.0% of reported 13F value, as of 30 June 2026.

How concentrated is Tiemann Investment Advisors’ 13F portfolio?

The ten largest positions accounted for 40.2% of reported value and the twenty-five largest for 57.7%, across 207 positions as of 30 June 2026.

Does Form 13F show everything Tiemann Investment Advisors manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Tiemann Investment Advisors file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Tiemann Investment Advisors profile

Sources

  1. Form 13F-HR, accession 0001575151-26-000006, filed 7 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001575151-26-000004, filed 13 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Tiemann Investment Advisors, LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.