TIEMANN INVESTMENT ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1575151 · latest 13F-HR filed 2026-08-07
TIEMANN INVESTMENT ADVISORS, LLC manages $276.1M in 13F-reported U.S. long-equity assets across 207 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AGG (7.96%), AAPL (5.94%), IUSB (5.12%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 10, added to 103, and trimmed 37.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 300
MENLO PARK, CA 94025
$276.1M
Long-equity book
207
Distinct positions
2026-06-30
Filed 2026-08-07
+13 / −10 / ↑103 / ↓37
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLE INC$1.4M +9.1%
- INTEL CORP$1.4M +214.2%
- APPLIED MATLS INC$1.3M +98.2%
- MICRON TECHNOLOGY INC$1.3M +237.8%
- ISHARES TR$1.0M +5.0%
Top Trims
- AT&T INC-$487.1K -38.1%
- SPDR GOLD TR-$443.2K -15.0%
- SALESFORCE INC-$405.5K -22.8%
- NETFLIX INC.-$362.2K -35.8%
- COSTCO WHOLESALE CORPORATION-$320.9K -12.4%
New Positions
- DELL TECHNOLOGIES INC$382.3K
- WESTERN DIGITAL CORP$373.0K
- HEWLETT PACKARD ENTERPRISE C$280.8K
- QUALCOMM INC$254.1K
- NETAPP INC$229.0K
Exited Positions
- HONEYWELL INTL INC$368.9K
- VANGUARD INDEX FDS$326.8K
- PFIZER INC$240.1K
- SNAP ON INC$198.0K
- PHILLIPS 66$194.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | AGG | 464287226 | $22.0M | 7.96% | 222,133 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $16.4M | 5.94% | 56,659 | SH |
| 3 | ISHARES TR | IUSB | 46434V613 | $14.1M | 5.12% | 306,523 | SH |
| 4 | ISHARES TR | IEFA | 46432F842 | $12.6M | 4.58% | 130,977 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $9.5M | 3.43% | 25,410 | SH |
| 6 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $8.9M | 3.22% | 175,937 | SH |
| 7 | GOLDMAN SACHS ETF TR | GSST | 381430230 | $8.7M | 3.14% | 171,465 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.1M | 2.59% | 35,730 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $6.1M | 2.20% | 17,024 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.6M | 2.03% | 17,110 | SH |
| 11 | SPDR INDEX SHS FDS | XCNY | 78463X848 | $4.4M | 1.58% | 107,193 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.4M | 1.58% | 8,697 | SH |
| 13 | ORACLE CORP | ORCL | 68389X105 | $4.3M | 1.57% | 29,547 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $3.6M | 1.31% | 15,183 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $3.6M | 1.30% | 10,131 | SH |
| 16 | ISHARES TR | IJS | 464287879 | $3.5M | 1.26% | 25,396 | SH |
| 17 | ISHARES TR | IJR | 464287804 | $3.4M | 1.23% | 22,973 | SH |
| 18 | ISHARES TR | IJJ | 464287705 | $2.8M | 1.01% | 18,904 | SH |
| 19 | ISHARES TR | IJH | 464287507 | $2.7M | 0.98% | 35,044 | SH |
| 20 | APPLIED MATLS INC | AMAT | 038222105 | $2.7M | 0.97% | 3,705 | SH |
| 21 | ISHARES TR | IJT | 464287887 | $2.7M | 0.97% | 14,973 | SH |
| 22 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.7M | 0.96% | 10,451 | SH |
| 23 | ELI LILLY & CO | LLY | 532457108 | $2.6M | 0.93% | 2,149 | SH |
| 24 | SPDR GOLD TR | GLD | 78463V107 | $2.5M | 0.91% | 6,812 | SH |
| 25 | CATERPILLAR INC | CAT | 149123101 | $2.5M | 0.91% | 2,356 | SH |
| 26 | ABBVIE INC | ABBV | 00287Y109 | $2.3M | 0.84% | 9,227 | SH |
| 27 | J P MORGAN EXCHANGE TRADED F | JPEM | 46641Q308 | $2.3M | 0.84% | 36,960 | SH |
| 28 | ISHARES TR | IJK | 464287606 | $2.3M | 0.84% | 19,735 | SH |
| 29 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.3M | 0.82% | 2,420 | SH |
| 30 | BROADCOM INC | AVGO | 11135F101 | $2.2M | 0.80% | 5,826 | SH |
| 31 | CISCO SYS INC | CSCO | 17275R102 | $2.1M | 0.76% | 17,818 | SH |
| 32 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $2.0M | 0.74% | 2,902 | SH |
| 33 | ISHARES TR | EEM | 464287234 | $2.0M | 0.73% | 29,275 | SH |
| 34 | INTEL CORP | INTC | 458140100 | $2.0M | 0.72% | 14,280 | SH |
| 35 | ISHARES TR | IWB | 464287622 | $1.9M | 0.71% | 4,760 | SH |
| 36 | ISHARES TR | IVE | 464287408 | $1.9M | 0.69% | 8,359 | SH |
| 37 | MICRON TECHNOLOGY INC | MU | 595112103 | $1.8M | 0.66% | 1,570 | SH |
| 38 | ISHARES TR | IVV | 464287200 | $1.8M | 0.64% | 2,358 | SH |
| 39 | ALLSTATE CORP | ALL | 020002101 | $1.7M | 0.63% | 7,270 | SH |
| 40 | MICROCHIP TECHNOLOGY INC. | MCHP | 595017104 | $1.6M | 0.58% | 17,468 | SH |
| 41 | ISHARES TR | IVW | 464287309 | $1.5M | 0.55% | 11,062 | SH |
| 42 | ISHARES INC | IEMG | 46434G103 | $1.5M | 0.54% | 17,838 | SH |
| 43 | VISA INC | V | 92826C839 | $1.5M | 0.53% | 4,268 | SH |
| 44 | VANGUARD INDEX FDS | VTI | 922908769 | $1.4M | 0.52% | 3,899 | SH |
| 45 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.4M | 0.52% | 19,534 | SH |
| 46 | CORNING INC | GLW | 219350105 | $1.4M | 0.52% | 5,575 | SH |
| 47 | CAPITAL ONE FINL CORP | COF | 14040H105 | $1.4M | 0.51% | 7,008 | SH |
| 48 | ISHARES INC | EWJ | 46434G822 | $1.4M | 0.51% | 15,007 | SH |
| 49 | SALESFORCE INC | CRM | 79466L302 | $1.4M | 0.50% | 8,755 | SH |
| 50 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $1.4M | 0.49% | 1,336 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $276.1M | 207 | 0001575151-26-000006 |
| 2026-03-31 | 2026-05-13 | $255.0M | 204 | 0001575151-26-000004 |
| 2025-12-31 | 2026-02-13 | $257.5M | 204 | 0001575151-26-000002 |
| 2025-09-30 | 2025-11-13 | $261.4M | 206 | 0001575151-25-000011 |