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