Tiemann Investment Advisors, LLC Top Holdings and 13F Report (2026) About Tiemann Investment Advisors, LLCInvestment ActivityTiemann Investment Advisors, LLC has $276.05 million in total holdings as of June 30, 2026.Tiemann Investment Advisors, LLC owns shares of 207 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 2.44% of the portfolio was purchased this quarter.About 3.55% of the portfolio was sold this quarter.This quarter, Tiemann Investment Advisors, LLC has purchased 204 new stocks and bought additional shares in 20 stocks.Tiemann Investment Advisors, LLC sold shares of 121 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $21,986,776Apple $16,395,011iShares Core Total USD Bond Market ETF $14,146,075iShares Core MSCI EAFE ETF $12,649,759Microsoft $9,478,438 Largest New Holdings this Quarter 24703L202 - Dell Technologies $382,274 Holding958102105 - Western Digital $373,012 Holding42824C109 - Hewlett Packard Enterprise $280,810 Holding747525103 - Qualcomm $254,130 Holding64110D104 - NetApp $229,045 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 11,225 shares (about $1.11M)KLA 3,581 shares (about $1.08M)Goldman Sachs Ultra Short Bond ETF 9,395 shares (about $475.15K)Dell Technologies 886 shares (about $382.27K)Western Digital 584 shares (about $373.01K) Largest Sales this Quarter Apple 2,554 shares (about $739.03K)NVIDIA 2,810 shares (about $562.25K)Alphabet 1,214 shares (about $433.85K)Alphabet 980 shares (about $346.26K)Caterpillar 314 shares (about $334.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTiemann Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$21,986,776$1,111,053 â–²5.3%222,1338.0%ETFAAPLApple$16,395,011$739,033 â–¼-4.3%56,6595.9%TechnologyIUSBiShares Core Total USD Bond Market ETF$14,146,075$219,398 â–²1.6%306,5235.1%ETFIEFAiShares Core MSCI EAFE ETF$12,649,759$51,284 â–¼-0.4%130,9774.6%ETFMSFTMicrosoft$9,478,438$216,352 â–¼-2.2%25,4103.4%TechnologyJPSTJPMorgan Ultra-Short Income ETF$8,897,172$186,098 â–²2.1%175,9373.2%ETFGSSTGoldman Sachs Ultra Short Bond ETF$8,671,851$475,153 â–²5.8%171,4653.1%ETFNVDANVIDIA$7,149,220$562,253 â–¼-7.3%35,7302.6%TechnologyGOOGLAlphabet$6,083,867$433,847 â–¼-6.7%17,0242.2%Communication ServicesJPMJPMorgan Chase & Co.$5,600,616$91,652 â–¼-1.6%17,1102.0%FinanceCWISPDR MSCI ACWI ex-US ETF$4,359,539$45,469 â–¼-1.0%107,1931.6%ETFBRK.BBerkshire Hathaway$4,351,892$181,642 â–¼-4.0%8,6971.6%FinanceORCLOracle$4,330,113$179,084 â–²4.3%29,5471.6%TechnologyAMZNAmazon.com$3,618,716$291,966 â–¼-7.5%15,1831.3%Consumer DiscretionaryGOOGAlphabet$3,579,586$346,263 â–¼-8.8%10,1311.3%Communication ServicesIJSiShares S&P Small-Cap 600 Value ETF$3,471,183$26,653 â–¼-0.8%25,3961.3%ETFIJRiShares Core S&P Small-Cap ETF$3,407,126$39,006 â–¼-1.1%22,9731.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$2,792,688$12,853 â–¼-0.5%18,9041.0%ETFIJHiShares Core S&P Mid-Cap ETF$2,702,243$18,584 â–¼-0.7%35,0441.0%ETFAMATApplied Materials$2,678,715$180,750 â–¼-6.3%3,7051.0%TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$2,674,353$10,002 â–¼-0.4%14,9731.0%ETFJNJJohnson & Johnson$2,654,240$257,780 â–¼-8.9%10,4511.0%HealthcareLLYEli Lilly and Company$2,577,575$101,952 â–¼-3.8%2,1490.9%HealthcareGLDSPDR Gold Shares$2,509,405$18,419 â–¼-0.7%6,8120.9%ETFCATCaterpillar$2,508,904$334,379 â–¼-11.8%2,3560.9%IndustrialsABBVAbbVie$2,321,882$83,041 â–¼-3.5%9,2270.8%HealthcareJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$2,320,349$12,870 â–¼-0.6%36,9600.8%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$2,318,863$11,163 â–¼-0.5%19,7350.8%ETFCOSTCostco Wholesale$2,263,837$162,772 â–¼-6.7%2,4200.8%Consumer StaplesAVGOBroadcom$2,200,772$173,765 â–¼-7.3%5,8260.8%TechnologyCSCOCisco Systems$2,092,902$115,581 â–¼-5.2%17,8180.8%TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,041,093$2,813 â–¼-0.1%2,9020.7%ETFEEMiShares MSCI Emerging Markets ETF$2,002,769$51,309 â–¼-2.5%29,2750.7%ETFINTCIntel$1,993,916$13,963 â–¼-0.7%14,2800.7%TechnologyIWBiShares Russell 1000 ETF$1,949,220$20,475 â–¼-1.0%4,7600.7%ETFIVEiShares S&P 500 Value ETF$1,897,995$28,383 â–¼-1.5%8,3590.7%ETFMUMicron Technology$1,812,235$20,777 â–¼-1.1%1,5700.7%TechnologyIVViShares Core S&P 500 ETF$1,765,883$2,247 â–¼-0.1%2,3580.6%ETFALLAllstate$1,729,824$5,949 â–¼-0.3%7,2700.6%FinanceMCHPMicrochip Technology$1,593,0820.0%17,4680.6%TechnologyIVWiShares S&P 500 Growth ETF$1,521,357$96,684 â–¼-6.0%11,0620.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,477,700$4,556 â–¼-0.3%17,8380.5%ETFVVisa$1,464,537$111,522 â–¼-7.1%4,2680.5%FinanceVTIVanguard Total Stock Market ETF$1,442,894$7,401 â–¼-0.5%3,8990.5%ETFBNDVanguard Total Bond Market ETF$1,433,991$5,506 â–²0.4%19,5340.5%ETFGLWCorning$1,424,022$12,771 â–¼-0.9%5,5750.5%TechnologyCOFCapital One Financial$1,405,945$20,864 â–¼-1.5%7,0080.5%FinanceEWJiShares MSCI Japan ETF$1,399,703$18,654 â–¼-1.3%15,0070.5%ETFCRMSalesforce$1,371,558$119,845 â–¼-8.0%8,7550.5%TechnologyGSThe Goldman Sachs Group$1,351,190$164,853 â–¼-10.9%1,3360.5%FinanceSCHBSchwab US Broad Market ETF$1,336,379$9,586 â–¼-0.7%46,1450.5%ETFLOWLowe's Companies$1,266,274$55,122 â–¼-4.2%5,7430.5%Consumer DiscretionaryRTXRTX$1,255,254$17,076 â–¼-1.3%6,6160.5%IndustrialsKLACKLA$1,218,908$1,080,423 â–²780.2%4,0400.4%TechnologyESSEssex Property Trust$1,154,628$21,873 â–¼-1.9%3,9590.4%Real EstateWALMART INC$1,152,823$56,633 â–¼-4.7%10,1780.4%COMTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$1,143,7790.0%47,8360.4%ETFCMICummins$1,112,413$19,266 â–¼-1.7%1,5590.4%IndustrialsEFAiShares MSCI EAFE ETF$1,102,167$10,388 â–¼-0.9%10,6100.4%ETFGE VERNOVA INC$1,045,625$46,994 â–¼-4.3%8900.4%COMAMDAdvanced Micro Devices$1,031,696$23,236 â–¼-2.2%1,7760.4%TechnologyGEGE Aerospace$1,010,940$52,322 â–¼-4.9%2,7050.4%IndustrialsTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$985,4120.0%41,4560.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$965,8780.0%18,1650.3%ETFHDHome Depot$961,523$12,345 â–¼-1.3%2,7260.3%Consumer DiscretionaryEWUiShares MSCI United Kingdom ETF$926,7220.0%20,0850.3%ETFRGLDRoyal Gold$922,124$32,940 â–¼-3.4%4,6190.3%MaterialsMRKMerck & Co., Inc.$834,2220.0%6,4920.3%HealthcareCEGConstellation Energy$805,961$62,093 â–¼-7.2%3,2450.3%UtilitiesBACBank of America$799,714$9,117 â–²1.2%14,0350.3%FinanceMARMarriott International$799,341$29,660 â–¼-3.6%2,1560.3%Consumer DiscretionaryTAT&T$791,609$121,405 â–¼-13.3%38,2420.3%Communication ServicesUNHUnitedHealth Group$787,523$8,316 â–²1.1%1,8940.3%HealthcareCAHCardinal Health$767,3190.0%3,2300.3%HealthcareABTAbbott Laboratories$763,849$71,231 â–¼-8.5%8,4180.3%HealthcareIWMiShares Russell 2000 ETF$724,6850.0%2,4120.3%ETFKEYSKeysight Technologies$711,3420.0%2,0320.3%TechnologyDEDeere & Company$695,8600.0%1,0970.3%IndustrialsSCHASchwab US Small-Cap ETF$691,059$2,348 â–¼-0.3%19,1270.3%ETFELSEquity Lifestyle Properties$687,206$6,445 â–¼-0.9%10,6620.2%Real EstateBSVVanguard Short-Term Bond ETF$671,428$23,373 â–²3.6%8,6180.2%ETFDHID.R. Horton$670,577$21,174 â–¼-3.1%4,1170.2%Consumer DiscretionaryTIPiShares TIPS Bond ETF$666,9760.0%6,0950.2%ETFNFLXNetflix$649,740$101,745 â–¼-13.5%9,1000.2%Communication ServicesMSMorgan Stanley$641,544$67,938 â–¼-9.6%3,0690.2%FinanceAXPAmerican Express$631,851$17,251 â–¼-2.7%1,8680.2%FinanceCIENCiena$628,243$112,887 â–¼-15.2%1,2800.2%TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$607,7030.0%20,2500.2%ETFISRGIntuitive Surgical$607,655$85,501 â–¼-12.3%1,5280.2%HealthcareEMREmerson Electric$599,0830.0%4,1850.2%IndustrialsTXNTexas Instruments$597,332$7,154 â–²1.2%2,0040.2%TechnologyMCDMcDonald's$596,3040.0%2,2060.2%Consumer DiscretionaryGDGeneral Dynamics$580,9540.0%1,6400.2%IndustrialsUNPUnion Pacific$575,824$9,520 â–²1.7%2,1170.2%IndustrialsJIREJPMorgan International Research Enhanced Equity ETF$568,3560.0%6,8900.2%ETFEWNiShares MSCI Netherlands ETF$564,479$14,068 â–¼-2.4%8,0250.2%ETFFDXFedEx$550,046$46,986 â–¼-7.9%1,7560.2%IndustrialsTERRESTRIAL ENERGY INC$538,0450.0%75,9950.2%COM SHSVWOVanguard FTSE Emerging Markets ETF$534,524$10,147 â–¼-1.9%8,9550.2%ETFCLColgate-Palmolive$524,685$28,421 â–¼-5.1%5,7230.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.