TIEMANN INVESTMENT ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1575151 · latest 13F-HR filed 2026-05-13
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.
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AUM
$255.0M
Long-equity book
Holdings
204
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+13 / −13 / ↑72 / ↓45
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$684.5K +142.0%
- J P MORGAN EXCHANGE TRADED F$583.7K +7.2%
- JOHNSON & JOHNSON$548.4K +24.3%
- APPLIED MATLS INC$404.8K +42.7%
- COSTCO WHOLESALE CORPORATION$353.9K +15.9%
Top Trims
- MICROSOFT CORP-$2.6M -21.5%
- ORACLE CORP-$1.3M -24.1%
- TESLA INC-$1.3M -83.3%
- NVIDIA CORPORATION-$992.1K -12.9%
- SALESFORCE INC-$760.7K -30.0%
New Positions
- VANGUARD BD INDEX FDS$1.4M
- VANGUARD INDEX FDS$1.3M
- VANGUARD INDEX FDS$326.8K
- TJX COS INC NEW$210.5K
- ECOLAB INC$207.5K
Exited Positions
- SPDR S&P 500 ETF TR$979.0K
- SPROTT ASSET MANAGEMENT LP$609.6K
- SPROTT ASSET MANAGEMENT LP$330.2K
- AMERICAN ELEC PWR CO INC$290.0K
- ADOBE INC$245.0K
All Holdings
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 | $20.9M | 8.21% | 210,908 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $15.0M | 5.89% | 59,213 | SH |
| 3 | ISHARES TR | IUSB | 46434V613 | $13.9M | 5.47% | 301,769 | SH |
| 4 | ISHARES TR | IEFA | 46432F842 | $11.9M | 4.67% | 131,508 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $9.6M | 3.77% | 25,990 | SH |
| 6 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $8.7M | 3.42% | 172,257 | SH |
| 7 | GOLDMAN SACHS ETF TR | GSST | 381430230 | $8.2M | 3.21% | 162,070 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.7M | 2.64% | 38,540 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $5.2M | 2.06% | 18,238 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.1M | 2.01% | 17,390 | SH |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.3M | 1.70% | 9,060 | SH |
| 12 | ORACLE CORP | ORCL | 68389X105 | $4.2M | 1.63% | 28,325 | SH |
| 13 | SPDR INDEX SHS FDS | XCNY | 78463X848 | $4.0M | 1.55% | 108,311 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $3.4M | 1.34% | 16,408 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $3.2M | 1.25% | 11,111 | SH |
| 16 | ISHARES TR | IJS | 464287879 | $3.0M | 1.19% | 25,591 | SH |
| 17 | SPDR GOLD TR | GLD | 78463V107 | $3.0M | 1.16% | 6,862 | SH |
| 18 | ISHARES TR | IJR | 464287804 | $2.9M | 1.13% | 23,236 | SH |
| 19 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.8M | 1.10% | 11,466 | SH |
| 20 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.6M | 1.01% | 2,594 | SH |
| 21 | ISHARES TR | IJJ | 464287705 | $2.5M | 0.99% | 18,991 | SH |
| 22 | ISHARES TR | IJH | 464287507 | $2.4M | 0.93% | 35,285 | SH |
| 23 | J P MORGAN EXCHANGE TRADED F | JPEM | 46641Q308 | $2.3M | 0.91% | 37,165 | SH |
| 24 | ISHARES TR | IJT | 464287887 | $2.2M | 0.85% | 15,029 | SH |
| 25 | ABBVIE INC | ABBV | 00287Y109 | $2.1M | 0.82% | 9,557 | SH |
| 26 | ELI LILLY & CO | LLY | 532457108 | $2.1M | 0.81% | 2,234 | SH |
| 27 | ISHARES TR | IJK | 464287606 | $2.0M | 0.78% | 19,830 | SH |
| 28 | BROADCOM INC | AVGO | 11135F101 | $1.9M | 0.76% | 6,286 | SH |
| 29 | CATERPILLAR INC | CAT | 149123101 | $1.9M | 0.74% | 2,670 | SH |
| 30 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $1.8M | 0.70% | 2,906 | SH |
| 31 | ISHARES TR | IVE | 464287408 | $1.8M | 0.70% | 8,484 | SH |
| 32 | SALESFORCE INC | CRM | 79466L302 | $1.8M | 0.70% | 9,520 | SH |
| 33 | ISHARES TR | IWB | 464287622 | $1.7M | 0.67% | 4,810 | SH |
| 34 | ISHARES TR | EEM | 464287234 | $1.7M | 0.67% | 30,025 | SH |
| 35 | ISHARES TR | IVV | 464287200 | $1.5M | 0.60% | 2,361 | SH |
| 36 | ALLSTATE CORP | ALL | 020002101 | $1.5M | 0.59% | 7,295 | SH |
| 37 | CISCO SYS INC | CSCO | 17275R102 | $1.5M | 0.57% | 18,802 | SH |
| 38 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.4M | 0.56% | 19,459 | SH |
| 39 | LOWES COS INC | LOW | 548661107 | $1.4M | 0.56% | 5,993 | SH |
| 40 | VISA INC | V | 92826C839 | $1.4M | 0.54% | 4,593 | SH |
| 41 | APPLIED MATLS INC | AMAT | 038222105 | $1.4M | 0.53% | 3,955 | SH |
| 42 | ISHARES TR | IVW | 464287309 | $1.3M | 0.52% | 11,765 | SH |
| 43 | WALMART INC | WMT | 931142103 | $1.3M | 0.52% | 10,678 | SH |
| 44 | CAPITAL ONE FINL CORP | COF | 14040H105 | $1.3M | 0.51% | 7,112 | SH |
| 45 | RTX CORPORATION | RTX | 75513E101 | $1.3M | 0.51% | 6,706 | SH |
| 46 | ISHARES INC | EWJ | 46434G822 | $1.3M | 0.50% | 15,207 | SH |
| 47 | AT&T INC | T | 00206R102 | $1.3M | 0.50% | 44,107 | SH |
| 48 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $1.3M | 0.50% | 1,499 | SH |
| 49 | VANGUARD INDEX FDS | VTI | 922908769 | $1.3M | 0.49% | 3,919 | SH |
| 50 | ISHARES INC | IEMG | 46434G103 | $1.2M | 0.49% | 17,893 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |