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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
TIP icon
76
iShares TIPS Bond ETF
TIP
$14.6B
$673K 0.26%
6,095
– –
ELS icon
77
Equity Lifestyle Properties
ELS
$12.7B
$672K 0.26%
10,762
+200
+2% +$13K
BSV icon
78
Vanguard Short-Term Bond ETF
BSV
$44.7B
$652K 0.26%
8,318
– –
INTC icon
79
Intel
INTC
$488B
$635K 0.25%
14,380
+500
+4% +$22.9K
DE icon
80
Deere & Co
DE
$158B
$618K 0.24%
1,097
-58
-5% -$32.7K
SPSB icon
81
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$609K 0.24%
20,250
– –
IWM icon
82
iShares Russell 2000 ETF
IWM
$81.2B
$598K 0.23%
2,412
– –
CIEN icon
83
Ciena
CIEN
$53.6B
$586K 0.23%
1,510
+70
+5% +$21.4K
DHI icon
84
D.R. Horton
DHI
$41.1B
$583K 0.23%
4,247
+250
+6% +$37.8K
AXP icon
85
American Express
AXP
$240B
$580K 0.23%
1,919
+100
+5% +$33.5K
KEYS icon
86
Keysight
KEYS
$53.7B
$574K 0.23%
2,032
+10
+0.5% +$2.5K
GD icon
87
General Dynamics
GD
$100B
$563K 0.22%
1,640
– –
MS icon
88
Morgan Stanley
MS
$332B
$559K 0.22%
3,394
+500
+17% +$86.6K
SCHA icon
89
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$558K 0.22%
19,192
-140
-0.7% -$4.2K
MCK icon
90
McKesson
MCK
$97.3B
$554K 0.22%
640
+25
+4% +$22.3K
EMR icon
91
Emerson Electric
EMR
$76.5B
$548K 0.22%
4,185
-100
-2% -$14.4K
MU icon
92
Micron Technology
MU
$977B
$536K 0.21%
1,588
+388
+32% +$152K
DIS icon
93
Walt Disney
DIS
$167B
$526K 0.21%
5,456
+879
+19% +$92.9K
JIRE icon
94
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.9B
$522K 0.2%
6,890
-125
-2% -$9.76K
PG icon
95
Procter & Gamble
PG
$347B
$520K 0.2%
3,599
-150
-4% -$22.7K
CL icon
96
Colgate-Palmolive
CL
$73.6B
$514K 0.2%
6,033
+130
+2% +$11.6K
UNH icon
97
UnitedHealth
UNH
$383B
$507K 0.2%
1,874
-157
-8% -$46.8K
UNP icon
98
Union Pacific
UNP
$176B
$505K 0.2%
2,082
+65
+3% +$15.9K
DUK icon
99
Duke Energy
DUK
$98.1B
$500K 0.2%
3,820
+80
+2% +$10K
PLD icon
100
Prologis
PLD
$138B
$494K 0.19%
3,741
+320
+9% +$42.8K
2 3
4
5 6

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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.