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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
RGLD icon
51
Royal Gold
RGLD
$17.1B
$1.22M 0.48%
4,784
+40
+0.8% +$10.6K
SCHB icon
52
Schwab US Broad Market ETF
SCHB
$42.8B
$1.17M 0.46%
46,476
+28,100
+153% +$737K
TDTT icon
53
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.52B
$1.16M 0.45%
47,836
+1,000
+2% +$24.2K
MCHP icon
54
Microchip Technology
MCHP
$42.8B
$1.13M 0.44%
17,468
+100
+0.6% +$7.19K
EFA icon
55
iShares MSCI EAFE ETF
EFA
$76.4B
$1.04M 0.41%
10,710
-375
-3% -$37.5K
NFLX icon
56
Netflix
NFLX
$292B
$1.01M 0.4%
10,525
+500
+5% +$44.1K
TDTF icon
57
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$1,000K 0.39%
41,456
+1,650
+4% +$39.8K
ESS icon
58
Essex Property Trust
ESS
$18.9B
$976K 0.38%
4,034
– –
CEG icon
59
Constellation Energy
CEG
$98B
$976K 0.38%
3,495
-151
-4% -$45.9K
IGIB icon
60
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
$967K 0.38%
18,165
-120
-0.7% -$6.46K
ABT icon
61
Abbott
ABT
$180B
$945K 0.37%
9,203
-345
-4% -$39K
EWU icon
62
iShares MSCI United Kingdom ETF
EWU
$4.04B
$915K 0.36%
20,085
-250
-1% -$11.5K
HD icon
63
Home Depot
HD
$332B
$908K 0.36%
2,761
+100
+4% +$36.4K
CMI icon
64
Cummins
CMI
$91.7B
$854K 0.33%
1,586
+10
+0.6% +$5.66K
GEV icon
65
GE Vernova
GEV
$270B
$812K 0.32%
930
-5
-0.5% -$3.9K
GE icon
66
GE Aerospace
GE
$367B
$807K 0.32%
2,845
-25
-0.9% -$7.86K
ISRG icon
67
Intuitive Surgical
ISRG
$121B
$804K 0.32%
1,743
+5
+0.3% +$2.53K
MRK icon
68
Merck
MRK
$324B
$781K 0.31%
6,492
-332
-5% -$38.3K
GLW icon
69
Corning
GLW
$126B
$765K 0.3%
5,625
+150
+3% +$18.1K
MAR icon
70
Marriott International
MAR
$98.7B
$731K 0.29%
2,236
+165
+8% +$54.3K
MCD icon
71
McDonald's
MCD
$188B
$686K 0.27%
2,206
+185
+9% +$58.9K
CAH icon
72
Cardinal Health
CAH
$53.4B
$683K 0.27%
3,230
+140
+5% +$30.1K
FDX icon
73
FedEx
FDX
$74.5B
$679K 0.27%
1,906
+90
+5% +$31.2K
BAC icon
74
Bank of America
BAC
$435B
$676K 0.27%
13,875
+50
+0.4% +$2.58K
KLAC icon
75
KLA
KLAC
$275B
$676K 0.27%
4,590
+370
+9% +$54.1K
1 2
3
4 5

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WFP
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PIP
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JFG
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WWM
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CIM
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2
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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.