We are live on ! Find out more
TIA

Tiemann Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
-1.11%
1 Year Est. Return
+21.35%
3 Year Est. Return
+64.06%
5 Year Est. Return
+80.2%
10 Year Est. Return
+294.9%
AUM
$255M
AUM Growth
-$2.53M
Cap. Flow
+$4.1M
Cap. Flow %
1.61%
Top 10 Hldgs %
41.35%
Holding
217
New
13
Increased
96
Reduced
59
Closed
13

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$1.44M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.31M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$737K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$581K
5
LLY icon
Eli Lilly
LLY
+$441K

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.12M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$979K
3
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$610K
4
NVDA icon
NVIDIA
NVDA
+$517K
5
PHYS icon
Sprott Physical Gold
PHYS
+$330K

Sector Composition

Rank Sector Weight
1 Technology 19.87%
2 Financials 7.47%
3 Healthcare 5.4%
4 Industrials 4.87%
5 Communication Services 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
26
Eli Lilly
LLY
$1.07T
$2.05M 0.81%
2,234
+435
+24% +$441K
IJK icon
27
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$2M 0.78%
19,830
-130
-0.7% -$13.4K
AVGO icon
28
Broadcom
AVGO
$1.82T
$1.95M 0.76%
6,286
+531
+9% +$175K
CAT icon
29
Caterpillar
CAT
$409B
$1.89M 0.74%
2,670
-44
-2% -$30.5K
MDY icon
30
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$1.79M 0.7%
2,906
-33
-1% -$20.9K
IVE icon
31
iShares S&P 500 Value ETF
IVE
$48.9B
$1.79M 0.7%
8,484
-37
-0.4% -$8.01K
CRM icon
32
Salesforce
CRM
$134B
$1.78M 0.7%
9,520
-60
-0.6% -$12.4K
IWB icon
33
iShares Russell 1000 ETF
IWB
$47.7B
$1.72M 0.67%
4,810
– –
EEM icon
34
iShares MSCI Emerging Markets ETF
EEM
$28B
$1.71M 0.67%
30,025
-650
-2% -$38.2K
IVV icon
35
iShares Core S&P 500 ETF
IVV
$876B
$1.54M 0.6%
2,361
+22
+0.9% +$15K
ALL icon
36
Allstate
ALL
$66.9B
$1.51M 0.59%
7,295
+150
+2% +$30.8K
CSCO icon
37
Cisco
CSCO
$450B
$1.46M 0.57%
18,802
+700
+4% +$54.8K
BND icon
38
Vanguard Total Bond Market
BND
$157B
$1.43M 0.56%
+19,459
New +$1.44M
LOW icon
39
Lowe's Companies
LOW
$116B
$1.42M 0.56%
5,993
-100
-2% -$26.1K
V icon
40
Visa
V
$677B
$1.39M 0.54%
4,593
+84
+2% +$27K
AMAT icon
41
Applied Materials
AMAT
$426B
$1.35M 0.53%
3,955
+270
+7% +$90.8K
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$72.5B
$1.33M 0.52%
11,765
-90
-0.8% -$10.8K
WMT icon
43
Walmart Inc
WMT
$871B
$1.33M 0.52%
10,678
+120
+1% +$14.7K
COF icon
44
Capital One
COF
$124B
$1.3M 0.51%
7,112
+29
+0.4% +$6.07K
RTX icon
45
RTX Corp
RTX
$287B
$1.29M 0.51%
6,706
+200
+3% +$39.8K
EWJ icon
46
iShares MSCI Japan ETF
EWJ
$21.7B
$1.28M 0.5%
15,207
-775
-5% -$67.1K
T icon
47
AT&T
T
$165B
$1.28M 0.5%
44,107
+63
+0.1% +$1.68K
GS icon
48
Goldman Sachs
GS
$313B
$1.27M 0.5%
1,499
+60
+4% +$53.5K
VTI icon
49
Vanguard Total Stock Market ETF
VTI
$654B
$1.26M 0.49%
+3,919
New +$1.31M
IEMG icon
50
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$1.25M 0.49%
17,893
-170
-0.9% -$12.3K
1
2
3 4 5

Similar funds

GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
LRIC
Long Road Investment Counsel Kalamazoo, Michigan $255M AUM 12.85% 1-Year Est. Return
WFP
Wrenne Financial Planning Lexington, Kentucky $255M AUM 16.13% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $255M AUM 50.52% 1-Year Est. Return
JFG
Juno Financial Group Richmond, Virginia $255M AUM
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
CIM
Caldwell Investment Management Toronto, Ontario, Canada $255M AUM 36.87% 1-Year Est. Return
2
2Xideas Kusnacht, Switzerland $255M AUM 0.46% 1-Year Est. Return

Tiemann Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Tiemann Investment Advisors held 217 positions worth $255M, down 0.98% from $258M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Tiemann Investment Advisors's Q1 2026 filing shows 13 new, 96 increased, 59 reduced and 13 closed positions. Its largest new stake was Vanguard Total Bond Market: 19,459 shares worth $1.43M. The largest sale was Tesla, an estimated $1.12M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 22% a quarter earlier, followed by Financials and Healthcare.

  • Tiemann Investment Advisors's largest Q1 2026 buy was Vanguard Total Bond Market: 19,459 shares worth $1.43M.
  • Tiemann Investment Advisors added most to Schwab US Broad Market ETF in Q1 2026, an estimated $737K increase.
  • Tiemann Investment Advisors's biggest Q1 2026 reduction was Tesla, cutting an estimated $1.12M.
  • Tiemann Investment Advisors fully exited State Street SPDR S&P 500 ETF Trust in Q1 2026, selling an estimated $979K.
  • Tiemann Investment Advisors's ten largest holdings make up 41% of its $255M portfolio in Q1 2026.
  • Tiemann Investment Advisors opened 13 new positions and closed 13 in Q1 2026.
  • Tiemann Investment Advisors's portfolio value fell 0.98% quarter-over-quarter to $255M.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.