We are live on ! Find out more
TIA

Tiemann Investment Advisors Portfolio holdings

AUM $276M
1-Year Est. Return 27.03%
This Fund
S&P 500
This Quarter Est. Return
+8.27%
1 Year Est. Return
+27.03%
3 Year Est. Return
+77.05%
5 Year Est. Return
+93.67%
10 Year Est. Return
+343.55%
AUM
$261M
AUM Growth
+$17.3M
Cap. Flow
+$294K
Cap. Flow %
0.11%
Top 10 Hldgs %
43.17%
Holding
210
New
11
Increased
40
Reduced
86
Closed
4

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$806K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$754K
3
IWM icon
iShares Russell 2000 ETF
IWM
+$595K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$351K

Top Sells

Rank Stock Value
1
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.01M
2
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$875K
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$820K
4
ISRG icon
Intuitive Surgical
ISRG
+$240K
5
NVDA icon
NVIDIA
NVDA
+$229K

Sector Composition

Rank Sector Weight
1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$625B
$2.11M 0.81%
11,393
+45
+0.4% +$7.71K
IJT icon
27
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$2.03M 0.77%
14,311
+64
+0.4% +$8.83K
IJK icon
28
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$1.92M 0.73%
19,995
+87
+0.4% +$8.2K
IWB icon
29
iShares Russell 1000 ETF
IWB
$50.2B
$1.76M 0.67%
4,810
– –
MDY icon
30
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$1.75M 0.67%
2,939
+6
+0.2% +$3.52K
IVE icon
31
iShares S&P 500 Value ETF
IVE
$49.8B
$1.72M 0.66%
8,327
+283
+4% +$56.8K
EEM icon
32
iShares MSCI Emerging Markets ETF
EEM
$30B
$1.65M 0.63%
30,925
-1,600
-5% -$80.3K
V icon
33
Visa
V
$677B
$1.64M 0.63%
4,809
-51
-1% -$17.7K
COF icon
34
Capital One
COF
$134B
$1.59M 0.61%
7,463
– –
TSLA icon
35
Tesla
TSLA
$1.3T
$1.57M 0.6%
3,539
-176
-5% -$61K
EFA icon
36
iShares MSCI EAFE ETF
EFA
$80.2B
$1.57M 0.6%
16,845
+5,501
+48% +$500K
ALL icon
37
Allstate
ALL
$67.5B
$1.57M 0.6%
7,295
– –
LOW icon
38
Lowe's Companies
LOW
$125B
$1.53M 0.59%
6,093
– –
IVV icon
39
iShares Core S&P 500 ETF
IVV
$904B
$1.52M 0.58%
2,276
+92
+4% +$59.3K
IVW icon
40
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.42M 0.54%
11,785
-39
-0.3% -$4.49K
LLY icon
41
Eli Lilly
LLY
$1.06T
$1.38M 0.53%
1,807
-35
-2% -$26K
NFLX icon
42
Netflix
NFLX
$309B
$1.38M 0.53%
11,470
-430
-4% -$52.5K
IWM icon
43
iShares Russell 2000 ETF
IWM
$81.9B
$1.34M 0.51%
5,555
+2,595
+88% +$595K
CAT icon
44
Caterpillar
CAT
$387B
$1.34M 0.51%
2,809
-65
-2% -$27.7K
ABT icon
45
Abbott
ABT
$187B
$1.3M 0.5%
9,698
-50
-0.5% -$6.56K
EWJ icon
46
iShares MSCI Japan ETF
EWJ
$22.8B
$1.3M 0.5%
16,157
-443
-3% -$34.3K
CSCO icon
47
Cisco
CSCO
$479B
$1.29M 0.49%
18,802
– –
CEG icon
48
Constellation Energy
CEG
$95.6B
$1.27M 0.49%
3,856
-86
-2% -$27.8K
GS icon
49
Goldman Sachs
GS
$303B
$1.26M 0.48%
1,584
+24
+2% +$17.8K
T icon
50
AT&T
T
$163B
$1.25M 0.48%
44,319
+28,390
+178% +$806K
1
2
3 4 5

Similar funds

AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 1-Year Est. Return
AAM
Arohi Asset Management Singapore $275M AUM 20.81% 1-Year Est. Return
RFA
Resurgent Financial Advisors Atlanta, Georgia $277M AUM 21.5% 1-Year Est. Return

Tiemann Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Tiemann Investment Advisors held 210 positions worth $261M, up 7.1% from $244M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Tiemann Investment Advisors's Q3 2025 filing shows 11 new, 40 increased, 86 reduced and 4 closed positions. Its largest new stake was TE Connectivity: 1,087 shares worth $239K. The largest sale was Vanguard Short-Term Bond ETF, an estimated $1.01M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Tiemann Investment Advisors's largest Q3 2025 buy was TE Connectivity: 1,087 shares worth $239K.
  • Tiemann Investment Advisors added most to AT&T in Q3 2025, an estimated $806K increase.
  • Tiemann Investment Advisors's biggest Q3 2025 reduction was Vanguard Short-Term Bond ETF, cutting an estimated $1.01M.
  • Tiemann Investment Advisors fully exited Cintas in Q3 2025, selling an estimated $204K.
  • Tiemann Investment Advisors's ten largest holdings make up 43% of its $261M portfolio in Q3 2025.
  • Tiemann Investment Advisors opened 11 new positions and closed 4 in Q3 2025.
  • Tiemann Investment Advisors's portfolio value rose 7.1% quarter-over-quarter to $261M.

Based on Tiemann Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.