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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
SHY icon
126
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$343K 0.13%
4,150
-1,000
-19% -$82.8K
TSM icon
127
TSMC
TSM
$2.09T
$341K 0.13%
1,008
– –
EWG icon
128
iShares MSCI Germany ETF
EWG
$1.5B
$340K 0.13%
8,563
-112
-1% -$4.75K
APD icon
129
Air Products & Chemicals
APD
$66.3B
$339K 0.13%
1,167
+1
+0.1% +$276
EXC icon
130
Exelon
EXC
$48.6B
$337K 0.13%
6,875
+200
+3% +$9.3K
CARR icon
131
Carrier Global
CARR
$57.2B
$329K 0.13%
5,846
+100
+2% +$5.92K
O icon
132
Realty Income
O
$61.2B
$329K 0.13%
5,370
-660
-11% -$41.3K
DLR icon
133
Digital Realty Trust
DLR
$73.7B
$320K 0.13%
1,775
– –
SNPS icon
134
Synopsys
SNPS
$71.5B
$319K 0.13%
805
+15
+2% +$6.78K
WSM icon
135
Williams-Sonoma
WSM
$26.7B
$319K 0.13%
1,750
+200
+13% +$39.9K
SCHX icon
136
Schwab US Large- Cap ETF
SCHX
$70.9B
$317K 0.12%
12,360
– –
BLK icon
137
Blackrock
BLK
$164B
$315K 0.12%
328
+13
+4% +$13.7K
GILD icon
138
Gilead Sciences
GILD
$161B
$306K 0.12%
2,197
-100
-4% -$14K
ROST icon
139
Ross Stores
ROST
$76.6B
$301K 0.12%
1,388
+255
+23% +$50.8K
SHW icon
140
Sherwin-Williams
SHW
$78.3B
$299K 0.12%
932
+67
+8% +$23.1K
TMO icon
141
Thermo Fisher Scientific
TMO
$211B
$296K 0.12%
603
+125
+26% +$67.8K
AMLP icon
142
Alerian MLP ETF
AMLP
$13B
$295K 0.12%
5,600
– –
SBUX icon
143
Starbucks
SBUX
$118B
$289K 0.11%
3,230
+300
+10% +$28.4K
XLI icon
144
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$288K 0.11%
1,780
-20
-1% -$3.36K
ADM icon
145
Archer Daniels Midland
ADM
$41.4B
$288K 0.11%
3,960
+200
+5% +$13.5K
CMCSA icon
146
Comcast
CMCSA
$79.1B
$285K 0.11%
9,910
– –
JBL icon
147
Jabil
JBL
$32.8B
$282K 0.11%
1,060
– –
ALB icon
148
Albemarle
ALB
$13.5B
$279K 0.11%
1,554
+12
+0.8% +$2.05K
AEM icon
149
Agnico Eagle Mines
AEM
$72.6B
$275K 0.11%
1,356
– –
EMN icon
150
Eastman Chemical
EMN
$7.8B
$273K 0.11%
3,575
-180
-5% -$13K
4 5
6
7 8

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LRIC
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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.