Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Tiemann Investment Advisors, LLC

Investment Activity

Tiemann Investment Advisors, LLC has $254.97 million in total holdings as of March 31, 2026.
Tiemann Investment Advisors, LLC owns shares of 204 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
Approximately 4.52% of the portfolio was purchased this quarter.
About 2.96% of the portfolio was sold this quarter.
This quarter, Tiemann Investment Advisors, LLC has purchased 204 new stocks and bought additional shares in 96 stocks.
Tiemann Investment Advisors, LLC sold shares of 59 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

iShares Core U.S. Aggregate Bond ETF: $20,936,889
Apple: $15,027,810
iShares Core Total USD Bond Market ETF: $13,938,748
iShares Core MSCI EAFE ETF: $11,905,419
Microsoft: $9,620,718

Largest New Holdings this Quarter

921937835 - Vanguard Total Bond Market ETF: $1,432,961 Holding
922908769 - Vanguard Total Stock Market ETF: $1,257,348 Holding
922908728 - VANGUARD INDEX FDS: $326,805 Holding
872540109 - TJX Companies: $210,485 Holding
278865100 - Ecolab: $207,496 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF: 19,459 shares (about $1.43M)
Vanguard Total Stock Market ETF: 3,919 shares (about $1.26M)
Schwab US Broad Market ETF: 28,100 shares (about $705.32K)
JPMorgan Ultra-Short Income ETF: 11,470 shares (about $580.50K)
iShares Core U.S. Aggregate Bond ETF: 4,366 shares (about $433.41K)

Largest Sales this Quarter

Tesla: 2,724 shares (about $1.01M)
NVIDIA: 2,819 shares (about $491.63K)
SPDR Gold Shares: 680 shares (about $292.60K)
iShares Core MSCI EAFE ETF: 2,236 shares (about $202.43K)
iShares MSCI Canada ETF: 2,600 shares (about $142.45K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AGG iShares Core U.S. Aggregate Bond ETF	$20,936,889	$433,414 â–²	2.1%	210,908	8.2%	Finance
AAPL Apple	$15,027,810	$286,278 â–²	1.9%	59,213	5.9%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$13,938,748	$294,554 â–²	2.2%	301,769	5.5%	Manufacturing
IEFA iShares Core MSCI EAFE ETF	$11,905,419	$202,425 â–¼	-1.7%	131,508	4.7%	ETF
MSFT Microsoft	$9,620,718	$237,279 â–²	2.5%	25,990	3.8%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$8,717,965	$580,499 â–²	7.1%	172,257	3.4%	ETF
GSST Goldman Sachs Ultra Short Bond ETF	$8,192,653	$211,805 â–²	2.7%	162,070	3.2%	ETF
NVDA NVIDIA	$6,721,379	$491,634 â–¼	-6.8%	38,540	2.6%	Computer and Technology
GOOGL Alphabet	$5,244,519	$392,807 â–²	8.1%	18,238	2.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$5,115,442	$123,841 â–²	2.5%	17,390	2.0%	Finance
BRK.B Berkshire Hathaway	$4,341,552	$31,148 â–²	0.7%	9,060	1.7%	Finance
ORCL Oracle	$4,166,891	$25,744 â–²	0.6%	28,325	1.6%	Computer and Technology
CWI SPDR MSCI ACWI ex-US ETF	$3,963,099	$50,897 â–¼	-1.3%	108,311	1.6%	ETF
AMZN Amazon.com	$3,417,294	$183,486 â–²	5.7%	16,408	1.3%	Retail/Wholesale
GOOG Alphabet	$3,187,301	$118,473 â–¼	-3.6%	11,111	1.3%	Computer and Technology
IJS iShares S&P Small-Cap 600 Value ETF	$3,031,304	$35,299 â–²	1.2%	25,591	1.2%	ETF
GLD SPDR Gold Shares	$2,952,650	$292,597 â–¼	-9.0%	6,862	1.2%	Finance
IJR iShares Core S&P Small-Cap ETF	$2,888,467	$5,097 â–²	0.2%	23,236	1.1%	ETF
JNJ Johnson & Johnson	$2,802,749	$140,064 â–²	5.3%	11,466	1.1%	Medical
COST Costco Wholesale	$2,584,739	$6,975 â–²	0.3%	2,594	1.0%	Retail/Wholesale
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,516,308	$7,950 â–²	0.3%	18,991	1.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,382,796	$13,303 â–¼	-0.6%	35,285	0.9%	ETF
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF	$2,308,935	$18,141 â–¼	-0.8%	37,165	0.9%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$2,174,989	$3,184 â–¼	-0.1%	15,029	0.9%	ETF
ABBV AbbVie	$2,078,552	$108,745 â–¼	-5.0%	9,557	0.8%	Medical
LLY Eli Lilly and Company	$2,054,766	$400,100 â–²	24.2%	2,234	0.8%	Medical
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,995,295	$13,081 â–¼	-0.7%	19,830	0.8%	ETF
AVGO Broadcom	$1,945,580	$164,350 â–²	9.2%	6,286	0.8%	Computer and Technology
CAT Caterpillar	$1,891,588	$31,172 â–¼	-1.6%	2,670	0.7%	Industrials
MDY SPDR S&P MidCap 400 ETF Trust	$1,792,305	$20,353 â–¼	-1.1%	2,906	0.7%	ETF
IVE iShares S&P 500 Value ETF	$1,791,397	$7,813 â–¼	-0.4%	8,484	0.7%	ETF
CRM Salesforce	$1,777,098	$11,200 â–¼	-0.6%	9,520	0.7%	Computer and Technology
IWB iShares Russell 1000 ETF	$1,715,054		0.0%	4,810	0.7%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,705,175	$36,915 â–¼	-2.1%	30,025	0.7%	Finance
IVV iShares Core S&P 500 ETF	$1,542,229	$14,371 â–²	0.9%	2,361	0.6%	ETF
ALL Allstate	$1,512,545	$31,101 â–²	2.1%	7,295	0.6%	Finance
CSCO Cisco Systems	$1,458,847	$54,313 â–²	3.9%	18,802	0.6%	Computer and Technology
BND Vanguard Total Bond Market ETF	$1,432,961	$1,432,961 â–²	New Holding	19,459	0.6%	ETF
LOW Lowe's Companies	$1,416,026	$23,628 â–¼	-1.6%	5,993	0.6%	Retail/Wholesale
V Visa	$1,388,390	$25,392 â–²	1.9%	4,593	0.5%	Business Services
AMAT Applied Materials	$1,351,779	$92,283 â–²	7.3%	3,955	0.5%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$1,330,739	$10,180 â–¼	-0.8%	11,765	0.5%	ETF
WALMART INC	$1,327,131	$14,914 â–²	1.1%	10,678	0.5%	COM
COF Capital One Financial	$1,297,442	$5,290 â–²	0.4%	7,112	0.5%	Finance
RTX RTX	$1,293,587	$38,580 â–²	3.1%	6,706	0.5%	Aerospace
EWJ iShares MSCI Japan ETF	$1,284,079	$65,441 â–¼	-4.8%	15,207	0.5%	ETF
T AT&T	$1,278,662	$1,826 â–²	0.1%	44,107	0.5%	Computer and Technology
GS The Goldman Sachs Group	$1,268,139	$50,759 â–²	4.2%	1,499	0.5%	Finance
VTI Vanguard Total Stock Market ETF	$1,257,348	$1,257,348 â–²	New Holding	3,919	0.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,248,037	$11,858 â–¼	-0.9%	17,893	0.5%	ETF
RGLD Royal Gold	$1,217,640	$10,181 â–²	0.8%	4,784	0.5%	Basic Materials
SCHB Schwab US Broad Market ETF	$1,166,568	$705,322 â–²	152.9%	46,476	0.5%	ETF
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund	$1,159,565	$24,240 â–²	2.1%	47,836	0.5%	ETF
MCHP Microchip Technology	$1,128,607	$6,461 â–²	0.6%	17,468	0.4%	Computer and Technology
EFA iShares MSCI EAFE ETF	$1,040,262	$36,424 â–¼	-3.4%	10,710	0.4%	Finance
NFLX Netflix	$1,011,979	$48,075 â–²	5.0%	10,525	0.4%	Consumer Discretionary
TDTF FlexShares iBoxx 5 Year Target Duration TIPS Index Fund	$999,508	$39,782 â–²	4.1%	41,456	0.4%	ETF
ESS Essex Property Trust	$976,413		0.0%	4,034	0.4%	Finance
CEG Constellation Energy	$975,979	$42,167 â–¼	-4.1%	3,495	0.4%	Energy
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$966,787	$6,387 â–¼	-0.7%	18,165	0.4%	Manufacturing
ABT Abbott Laboratories	$944,872	$35,421 â–¼	-3.6%	9,203	0.4%	Medical
EWU iShares MSCI United Kingdom ETF	$915,073	$11,390 â–¼	-1.2%	20,085	0.4%	ETF
HD Home Depot	$908,175	$32,893 â–²	3.8%	2,761	0.4%	Retail/Wholesale
CMI Cummins	$853,691	$5,383 â–²	0.6%	1,586	0.3%	Auto/Tires/Trucks
GE VERNOVA INC	$811,797	$4,365 â–¼	-0.5%	930	0.3%	COM
GE GE Aerospace	$807,326	$7,094 â–¼	-0.9%	2,845	0.3%	Aerospace
ISRG Intuitive Surgical	$803,506	$2,305 â–²	0.3%	1,743	0.3%	Medical
MRK Merck & Co., Inc.	$780,923	$39,936 â–¼	-4.9%	6,492	0.3%	Medical
GLW Corning	$764,831	$20,395 â–²	2.7%	5,625	0.3%	Computer and Technology
MAR Marriott International	$731,485	$53,978 â–²	8.0%	2,236	0.3%	Consumer Discretionary
MCD McDonald's	$685,603	$57,496 â–²	9.2%	2,206	0.3%	Retail/Wholesale
CAH Cardinal Health	$682,531	$29,583 â–²	4.5%	3,230	0.3%	Medical
FDX FedEx	$679,094	$32,066 â–²	5.0%	1,906	0.3%	Transportation
BAC Bank of America	$676,406	$2,437 â–²	0.4%	13,875	0.3%	Finance
KLAC KLA	$675,836	$54,479 â–²	8.8%	459	0.3%	Computer and Technology
TIP iShares TIPS Bond ETF	$672,644		0.0%	6,095	0.3%	ETF
ELS Equity Lifestyle Properties	$671,803	$12,485 â–²	1.9%	10,762	0.3%	Finance
BSV Vanguard Short-Term Bond ETF	$652,214		0.0%	8,318	0.3%	ETF
INTC Intel	$634,589	$22,065 â–²	3.6%	14,380	0.2%	Computer and Technology
DE Deere & Company	$617,940	$32,671 â–¼	-5.0%	1,097	0.2%	Industrials
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$608,918		0.0%	20,250	0.2%	ETF
IWM iShares Russell 2000 ETF	$598,176		0.0%	2,412	0.2%	Finance
CIEN Ciena	$586,485	$27,188 â–²	4.9%	1,510	0.2%	Computer and Technology
DHI D.R. Horton	$582,773	$34,305 â–²	6.3%	4,247	0.2%	Construction
AXP American Express	$580,459	$30,248 â–²	5.5%	1,919	0.2%	Finance
KEYS Keysight Technologies	$573,776	$2,824 â–²	0.5%	2,032	0.2%	Computer and Technology
GD General Dynamics	$562,881		0.0%	1,640	0.2%	Aerospace
MS Morgan Stanley	$558,551	$82,285 â–²	17.3%	3,394	0.2%	Finance
SCHA Schwab US Small-Cap ETF	$558,103	$4,071 â–¼	-0.7%	19,192	0.2%	ETF
MCK McKesson	$553,830	$21,634 â–²	4.1%	640	0.2%	Medical
EMR Emerson Electric	$548,319	$13,102 â–¼	-2.3%	4,185	0.2%	Industrials
MU Micron Technology	$536,490	$131,082 â–²	32.3%	1,588	0.2%	Computer and Technology
DIS Walt Disney	$525,849	$84,718 â–²	19.2%	5,456	0.2%	Consumer Discretionary
JIRE JPMorgan International Research Enhanced Equity ETF	$521,849	$9,468 â–¼	-1.8%	6,890	0.2%	ETF
PG Procter & Gamble	$519,936	$21,670 â–¼	-4.0%	3,599	0.2%	Consumer Staples
CL Colgate-Palmolive	$514,193	$11,080 â–²	2.2%	6,033	0.2%	Consumer Staples
UNH UnitedHealth Group	$507,294	$42,500 â–¼	-7.7%	1,874	0.2%	Medical
UNP Union Pacific	$505,135	$15,770 â–²	3.2%	2,082	0.2%	Transportation
DUK Duke Energy	$500,191	$10,475 â–²	2.1%	3,820	0.2%	Utilities
PLD Prologis	$494,485	$42,298 â–²	9.4%	3,741	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Tiemann Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Tiemann Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTiemann Investment Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools