# TIEMANN INVESTMENT ADVISORS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1575151. Source: https://holderbook.com/funds/1575151-tiemann-investment-advisors-llc/

- Reported value: $276.1M
- Positions: 207
- Weight of the ten largest: 40.2%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $22.0M | 222,133 | 8.0% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $16.4M | 56,659 | 5.9% | 31 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $14.1M | 306,523 | 5.1% | 15 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $12.6M | 130,977 | 4.6% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $9.5M | 25,410 | 3.4% | 31 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $8.9M | 175,937 | 3.2% | 31 |
| GOLDMAN SACHS ETF TR | [GSST](https://holderbook.com/stocks/GSST/) | $8.7M | 171,465 | 3.1% | 15 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $7.1M | 35,730 | 2.6% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $6.1M | 17,024 | 2.2% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $5.6M | 17,110 | 2.0% | 31 |
| SPDR INDEX SHS FDS | [CWI](https://holderbook.com/stocks/CWI/) | $4.4M | 107,193 | 1.6% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $4.4M | 8,697 | 1.6% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $4.3M | 29,547 | 1.6% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.6M | 15,183 | 1.3% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.6M | 10,131 | 1.3% | 31 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $3.5M | 25,396 | 1.3% | 31 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $3.4M | 22,973 | 1.2% | 31 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $2.8M | 18,904 | 1.0% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $2.7M | 35,044 | 1.0% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.7M | 3,705 | 1.0% | 30 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $2.7M | 14,973 | 1.0% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.7M | 10,451 | 1.0% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.6M | 2,149 | 0.9% | 31 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.5M | 6,812 | 0.9% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.5M | 2,356 | 0.9% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $2.3M | 9,227 | 0.8% | 31 |
| J P MORGAN EXCHANGE TRADED F | [JPEM](https://holderbook.com/stocks/JPEM/) | $2.3M | 36,960 | 0.8% | 23 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $2.3M | 19,735 | 0.8% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.3M | 2,420 | 0.8% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.2M | 5,826 | 0.8% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.1M | 17,818 | 0.8% | 31 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $2.0M | 2,902 | 0.7% | 31 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $2.0M | 29,275 | 0.7% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.0M | 14,280 | 0.7% | 31 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $1.9M | 4,760 | 0.7% | 31 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $1.9M | 8,359 | 0.7% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.8M | 1,570 | 0.7% | 5 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.8M | 2,358 | 0.6% | 31 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $1.7M | 7,270 | 0.6% | 31 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $1.6M | 17,468 | 0.6% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.5M | 11,062 | 0.6% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.5M | 17,838 | 0.5% | 12 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.5M | 4,268 | 0.5% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.4M | 3,899 | 0.5% | 2 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.4M | 19,534 | 0.5% | 2 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.4M | 5,575 | 0.5% | 9 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $1.4M | 7,008 | 0.5% | 5 |
| ISHARES INC | [EWJ](https://holderbook.com/stocks/EWJ/) | $1.4M | 15,007 | 0.5% | 31 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $1.4M | 8,755 | 0.5% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.4M | 1,336 | 0.5% | 31 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $1.3M | 46,145 | 0.5% | 23 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $1.3M | 5,743 | 0.5% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.3M | 6,616 | 0.5% | 25 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $1.2M | 4,040 | 0.4% | 22 |
| ESSEX PPTY TR INC | [ESS](https://holderbook.com/stocks/ESS/) | $1.2M | 3,959 | 0.4% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.2M | 10,178 | 0.4% | 31 |
| FLEXSHARES TR | [TDTT](https://holderbook.com/stocks/TDTT/) | $1.1M | 47,836 | 0.4% | 31 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $1.1M | 1,559 | 0.4% | 31 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.1M | 10,610 | 0.4% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.0M | 890 | 0.4% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.0M | 1,776 | 0.4% | 14 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.0M | 2,705 | 0.4% | 13 |
| FLEXSHARES TR | [TDTF](https://holderbook.com/stocks/TDTF/) | $985.4K | 41,456 | 0.4% | 31 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $965.9K | 18,165 | 0.3% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $961.5K | 2,726 | 0.3% | 31 |
| ISHARES TR | [EWU](https://holderbook.com/stocks/EWU/) | $926.7K | 20,085 | 0.3% | 31 |
| ROYAL GOLD INC | [RGLD](https://holderbook.com/stocks/RGLD/) | $922.1K | 4,619 | 0.3% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $834.2K | 6,492 | 0.3% | 31 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $806.0K | 3,245 | 0.3% | 16 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $799.7K | 14,035 | 0.3% | 31 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $799.3K | 2,156 | 0.3% | 25 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $791.6K | 38,242 | 0.3% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $787.5K | 1,894 | 0.3% | 31 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $767.3K | 3,230 | 0.3% | 16 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $763.8K | 8,418 | 0.3% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $724.7K | 2,412 | 0.3% | 31 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $711.3K | 2,032 | 0.3% | 30 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $695.9K | 1,097 | 0.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $691.1K | 19,127 | 0.3% | 31 |
| EQUITY LIFESTYLE PROPERTIES | [ELS](https://holderbook.com/stocks/ELS/) | $687.2K | 10,662 | 0.2% | 23 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $671.4K | 8,618 | 0.2% | 15 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $670.6K | 4,117 | 0.2% | 25 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $667.0K | 6,095 | 0.2% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $649.7K | 9,100 | 0.2% | 16 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $641.5K | 3,069 | 0.2% | 25 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $631.9K | 1,868 | 0.2% | 31 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $628.2K | 1,280 | 0.2% | 3 |
| SPDR SERIES TRUST | [SPSB](https://holderbook.com/stocks/SPSB/) | $607.7K | 20,250 | 0.2% | 31 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $607.7K | 1,528 | 0.2% | 31 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $599.1K | 4,185 | 0.2% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $597.3K | 2,004 | 0.2% | 23 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $596.3K | 2,206 | 0.2% | 31 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $581.0K | 1,640 | 0.2% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $575.8K | 2,117 | 0.2% | 31 |
| J P MORGAN EXCHANGE TRADED F | [JIRE](https://holderbook.com/stocks/JIRE/) | $568.4K | 6,890 | 0.2% | 7 |
| ISHARES INC | [EWN](https://holderbook.com/stocks/EWN/) | $564.5K | 8,025 | 0.2% | 30 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $550.0K | 1,756 | 0.2% | 31 |
| TERRESTRIAL ENERGY INC | [IMSR](https://holderbook.com/stocks/IMSR/) | $538.0K | 75,995 | 0.2% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $534.5K | 8,955 | 0.2% | 31 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $524.7K | 5,723 | 0.2% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.0% | +14.8% | -4.8% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.0% | 100% |
| Q4 2025 | +1.4% | +2.4% | -1.0% | 100% |
| Q3 2025 | +6.8% | +7.8% | -1.0% | 100% |
| Q2 2025 | +7.9% | +10.5% | -2.5% | 100% |
| Q1 2025 | -2.9% | -4.6% | +1.7% | 100% |
| Q4 2024 | -0.9% | +2.1% | -3.0% | 100% |
| Q3 2024 | +5.7% | +5.4% | +0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $276.1M | 207 |
| Q1 2026 | $255.0M | 204 |
| Q4 2025 | $257.5M | 204 |
| Q3 2025 | $261.4M | 206 |
| Q2 2025 | $244.1M | 199 |
| Q1 2025 | $220.4M | 192 |
| Q4 2024 | $224.9M | 192 |
| Q3 2024 | $231.9M | 197 |
| Q2 2024 | $224.7M | 192 |
| Q1 2024 | $223.7M | 197 |
| Q4 2023 | $206.0M | 186 |
| Q3 2023 | $187.0M | 183 |