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
ROK icon
176
Rockwell Automation
ROK
$51.4B
$224K 0.09%
623
-10
-2% -$3.95K
SLYV icon
177
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$223K 0.09%
2,356
– –
EWD icon
178
iShares MSCI Sweden ETF
EWD
$522M
$222K 0.09%
4,550
– –
KMB icon
179
Kimberly-Clark
KMB
$36.4B
$218K 0.09%
2,255
-490
-18% -$50.1K
TLT icon
180
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$215K 0.08%
2,475
– –
TJX icon
181
TJX Companies
TJX
$170B
$210K 0.08%
+1,318
New +$205K
EWA icon
182
iShares MSCI Australia ETF
EWA
$1.34B
$209K 0.08%
7,533
-500
-6% -$14K
TEL icon
183
TE Connectivity
TEL
$58.8B
$209K 0.08%
1,000
– –
ECL icon
184
Ecolab
ECL
$75.6B
$207K 0.08%
+780
New +$220K
ITW icon
185
Illinois Tool Works
ITW
$81.4B
$207K 0.08%
+797
New +$217K
BKNG icon
186
Booking.com
BKNG
$138B
$202K 0.08%
1,200
+75
+7% +$13.8K
EW icon
187
Edwards Lifesciences
EW
$47.6B
$200K 0.08%
2,500
-50
-2% -$4.12K
OMC icon
188
Omnicom Group
OMC
$22.7B
$199K 0.08%
2,646
– –
SNA icon
189
Snap-on
SNA
$20.9B
$198K 0.08%
545
– –
VOO icon
190
Vanguard S&P 500 ETF
VOO
$968B
$198K 0.08%
331
– –
CVS icon
191
CVS Health
CVS
$137B
$198K 0.08%
2,749
-100
-4% -$7.7K
PCAR icon
192
PACCAR
PCAR
$69.6B
$197K 0.08%
1,705
– –
TER icon
193
Teradyne
TER
$54.8B
$196K 0.08%
+660
New +$184K
PSX icon
194
Phillips 66
PSX
$82.9B
$194K 0.08%
+1,067
New +$167K
MTD icon
195
Mettler-Toledo International
MTD
$26.8B
$194K 0.08%
154
– –
AMP icon
196
Ameriprise Financial
AMP
$46.8B
$194K 0.08%
436
– –
PII icon
197
Polaris
PII
$4.15B
$193K 0.08%
3,550
– –
LMT icon
198
Lockheed Martin
LMT
$134B
$193K 0.08%
+319
New +$197K
EIX icon
199
Edison International
EIX
$30.7B
$193K 0.08%
+2,633
New +$178K
TSCO icon
200
Tractor Supply
TSCO
$16.3B
$191K 0.08%
4,225
+350
+9% +$17.8K
5 6 7
8
9

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.