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

About Tiemann Investment Advisors, LLC

Investment Activity

  • Tiemann 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

Apple
$16,395,011
Microsoft
$9,478,438

Largest New Holdings this Quarter

24703L202 - Dell Technologies
$382,274 Holding
958102105 - Western Digital
$373,012 Holding
42824C109 - Hewlett Packard Enterprise
$280,810 Holding
747525103 - Qualcomm
$254,130 Holding
64110D104 - 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 Time

Map of 500 Largest Holdings ofTiemann Investment Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$21,986,776$1,111,053 â–²5.3%222,1338.0%ETF
Apple Inc. stock logo
AAPL
Apple
$16,395,011$739,033 â–¼-4.3%56,6595.9%Technology
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$14,146,075$219,398 â–²1.6%306,5235.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$12,649,759$51,284 â–¼-0.4%130,9774.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$9,478,438$216,352 â–¼-2.2%25,4103.4%Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$8,897,172$186,098 â–²2.1%175,9373.2%ETF
Goldman Sachs Ultra Short Bond ETF stock logo
GSST
Goldman Sachs Ultra Short Bond ETF
$8,671,851$475,153 â–²5.8%171,4653.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,149,220$562,253 â–¼-7.3%35,7302.6%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,083,867$433,847 â–¼-6.7%17,0242.2%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,600,616$91,652 â–¼-1.6%17,1102.0%Finance
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$4,359,539$45,469 â–¼-1.0%107,1931.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,351,892$181,642 â–¼-4.0%8,6971.6%Finance
Oracle Corporation stock logo
ORCL
Oracle
$4,330,113$179,084 â–²4.3%29,5471.6%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,618,716$291,966 â–¼-7.5%15,1831.3%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$3,579,586$346,263 â–¼-8.8%10,1311.3%Communication Services
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$3,471,183$26,653 â–¼-0.8%25,3961.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,407,126$39,006 â–¼-1.1%22,9731.2%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$2,792,688$12,853 â–¼-0.5%18,9041.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,702,243$18,584 â–¼-0.7%35,0441.0%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,678,715$180,750 â–¼-6.3%3,7051.0%Technology
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$2,674,353$10,002 â–¼-0.4%14,9731.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,654,240$257,780 â–¼-8.9%10,4511.0%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,577,575$101,952 â–¼-3.8%2,1490.9%Healthcare
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,509,405$18,419 â–¼-0.7%6,8120.9%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,508,904$334,379 â–¼-11.8%2,3560.9%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$2,321,882$83,041 â–¼-3.5%9,2270.8%Healthcare
JPMorgan Diversified Return Emerging Markets Equity ETF stock logo
JPEM
JPMorgan Diversified Return Emerging Markets Equity ETF
$2,320,349$12,870 â–¼-0.6%36,9600.8%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$2,318,863$11,163 â–¼-0.5%19,7350.8%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,263,837$162,772 â–¼-6.7%2,4200.8%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$2,200,772$173,765 â–¼-7.3%5,8260.8%Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,092,902$115,581 â–¼-5.2%17,8180.8%Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,041,093$2,813 â–¼-0.1%2,9020.7%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,002,769$51,309 â–¼-2.5%29,2750.7%ETF
Intel Corporation stock logo
INTC
Intel
$1,993,916$13,963 â–¼-0.7%14,2800.7%Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,949,220$20,475 â–¼-1.0%4,7600.7%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,897,995$28,383 â–¼-1.5%8,3590.7%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,812,235$20,777 â–¼-1.1%1,5700.7%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,765,883$2,247 â–¼-0.1%2,3580.6%ETF
The Allstate Corporation stock logo
ALL
Allstate
$1,729,824$5,949 â–¼-0.3%7,2700.6%Finance
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$1,593,0820.0%17,4680.6%Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,521,357$96,684 â–¼-6.0%11,0620.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,477,700$4,556 â–¼-0.3%17,8380.5%ETF
Visa Inc. stock logo
V
Visa
$1,464,537$111,522 â–¼-7.1%4,2680.5%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,442,894$7,401 â–¼-0.5%3,8990.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,433,991$5,506 â–²0.4%19,5340.5%ETF
Corning Incorporated stock logo
GLW
Corning
$1,424,022$12,771 â–¼-0.9%5,5750.5%Technology
Capital One Financial Corporation stock logo
COF
Capital One Financial
$1,405,945$20,864 â–¼-1.5%7,0080.5%Finance
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$1,399,703$18,654 â–¼-1.3%15,0070.5%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$1,371,558$119,845 â–¼-8.0%8,7550.5%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,351,190$164,853 â–¼-10.9%1,3360.5%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$1,336,379$9,586 â–¼-0.7%46,1450.5%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,266,274$55,122 â–¼-4.2%5,7430.5%Consumer Discretionary
RTX Corporation stock logo
RTX
RTX
$1,255,254$17,076 â–¼-1.3%6,6160.5%Industrials
KLA Corporation stock logo
KLAC
KLA
$1,218,908$1,080,423 â–²780.2%4,0400.4%Technology
Essex Property Trust, Inc. stock logo
ESS
Essex Property Trust
$1,154,628$21,873 â–¼-1.9%3,9590.4%Real Estate
WALMART INC
$1,152,823$56,633 â–¼-4.7%10,1780.4%COM
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund stock logo
TDTT
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund
$1,143,7790.0%47,8360.4%ETF
Cummins Inc. stock logo
CMI
Cummins
$1,112,413$19,266 â–¼-1.7%1,5590.4%Industrials
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,102,167$10,388 â–¼-0.9%10,6100.4%ETF
GE VERNOVA INC
$1,045,625$46,994 â–¼-4.3%8900.4%COM
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,031,696$23,236 â–¼-2.2%1,7760.4%Technology
GE Aerospace stock logo
GE
GE Aerospace
$1,010,940$52,322 â–¼-4.9%2,7050.4%Industrials
FlexShares iBoxx 5 Year Target Duration TIPS Index Fund stock logo
TDTF
FlexShares iBoxx 5 Year Target Duration TIPS Index Fund
$985,4120.0%41,4560.4%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$965,8780.0%18,1650.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$961,523$12,345 â–¼-1.3%2,7260.3%Consumer Discretionary
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$926,7220.0%20,0850.3%ETF
Royal Gold, Inc. stock logo
RGLD
Royal Gold
$922,124$32,940 â–¼-3.4%4,6190.3%Materials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$834,2220.0%6,4920.3%Healthcare
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$805,961$62,093 â–¼-7.2%3,2450.3%Utilities
Bank of America Corporation stock logo
BAC
Bank of America
$799,714$9,117 â–²1.2%14,0350.3%Finance
Marriott International, Inc. stock logo
MAR
Marriott International
$799,341$29,660 â–¼-3.6%2,1560.3%Consumer Discretionary
AT&T Inc. stock logo
T
AT&T
$791,609$121,405 â–¼-13.3%38,2420.3%Communication Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$787,523$8,316 â–²1.1%1,8940.3%Healthcare
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$767,3190.0%3,2300.3%Healthcare
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$763,849$71,231 â–¼-8.5%8,4180.3%Healthcare
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$724,6850.0%2,4120.3%ETF
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$711,3420.0%2,0320.3%Technology
Deere & Company stock logo
DE
Deere & Company
$695,8600.0%1,0970.3%Industrials
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$691,059$2,348 â–¼-0.3%19,1270.3%ETF
Equity Lifestyle Properties, Inc. stock logo
ELS
Equity Lifestyle Properties
$687,206$6,445 â–¼-0.9%10,6620.2%Real Estate
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$671,428$23,373 â–²3.6%8,6180.2%ETF
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$670,577$21,174 â–¼-3.1%4,1170.2%Consumer Discretionary
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$666,9760.0%6,0950.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$649,740$101,745 â–¼-13.5%9,1000.2%Communication Services
Morgan Stanley stock logo
MS
Morgan Stanley
$641,544$67,938 â–¼-9.6%3,0690.2%Finance
American Express Company stock logo
AXP
American Express
$631,851$17,251 â–¼-2.7%1,8680.2%Finance
Ciena Corporation stock logo
CIEN
Ciena
$628,243$112,887 â–¼-15.2%1,2800.2%Technology
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$607,7030.0%20,2500.2%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$607,655$85,501 â–¼-12.3%1,5280.2%Healthcare
Emerson Electric Co. stock logo
EMR
Emerson Electric
$599,0830.0%4,1850.2%Industrials
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$597,332$7,154 â–²1.2%2,0040.2%Technology
McDonald's Corporation stock logo
MCD
McDonald's
$596,3040.0%2,2060.2%Consumer Discretionary
General Dynamics Corporation stock logo
GD
General Dynamics
$580,9540.0%1,6400.2%Industrials
Union Pacific Corporation stock logo
UNP
Union Pacific
$575,824$9,520 â–²1.7%2,1170.2%Industrials
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$568,3560.0%6,8900.2%ETF
iShares MSCI Netherlands ETF stock logo
EWN
iShares MSCI Netherlands ETF
$564,479$14,068 â–¼-2.4%8,0250.2%ETF
FedEx Corporation stock logo
FDX
FedEx
$550,046$46,986 â–¼-7.9%1,7560.2%Industrials
TERRESTRIAL ENERGY INC
$538,0450.0%75,9950.2%COM SHS
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$534,524$10,147 â–¼-1.9%8,9550.2%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$524,685$28,421 â–¼-5.1%5,7230.2%Consumer Staples

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