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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
+8.27%
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
$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
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$138B
$19.5M 7.48%
195,008
+7,599
+4% +$754K
AAPL icon
2
Apple
AAPL
$4.9T
$15.6M 5.97%
61,252
+64
+0.1% +$14.5K
MSFT icon
3
Microsoft
MSFT
$3.35T
$14.2M 5.42%
27,372
-228
-0.8% -$116K
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$43B
$13.8M 5.26%
294,387
+7,579
+3% +$351K
IEFA icon
5
iShares Core MSCI EAFE ETF
IEFA
$192B
$11.6M 4.46%
133,383
+59
+0% +$5.01K
NVDA icon
6
NVIDIA
NVDA
$4.72T
$8.63M 3.3%
46,249
-1,314
-3% -$229K
JPST icon
7
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$8.15M 3.12%
160,563
-16,205
-9% -$820K
ORCL icon
8
Oracle
ORCL
$367B
$8M 3.06%
28,440
+75
+0.3% +$19.1K
GSST icon
9
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.57B
$7.8M 2.98%
153,756
-17,313
-10% -$875K
JPM icon
10
JPMorgan Chase
JPM
$933B
$5.55M 2.12%
17,598
-170
-1% -$50.6K
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.1T
$4.82M 1.85%
9,595
-15
-0.2% -$7.26K
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.08T
$4.64M 1.78%
19,097
-195
-1% -$40.8K
CWI icon
13
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.79B
$3.85M 1.47%
110,242
-636
-0.6% -$21.3K
AMZN icon
14
Amazon
AMZN
$2.53T
$3.61M 1.38%
16,422
-290
-2% -$65.6K
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.08T
$2.81M 1.07%
11,529
-80
-0.7% -$16.8K
GLD icon
16
SPDR Gold Trust
GLD
$133B
$2.75M 1.05%
7,742
-20
-0.3% -$6.37K
IJR icon
17
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.71M 1.04%
22,818
-231
-1% -$26.6K
IJS icon
18
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$2.71M 1.04%
24,488
+265
+1% +$28.1K
IJJ icon
19
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$2.46M 0.94%
18,976
+50
+0.3% +$6.4K
COST icon
20
Costco
COST
$423B
$2.4M 0.92%
2,595
-15
-0.6% -$14.4K
ABBV icon
21
AbbVie
ABBV
$455B
$2.36M 0.9%
10,173
-157
-2% -$32K
CRM icon
22
Salesforce
CRM
$148B
$2.31M 0.88%
9,755
-271
-3% -$68.3K
IJH icon
23
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.25M 0.86%
34,497
+1,560
+5% +$100K
JPEM icon
24
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$389M
$2.19M 0.84%
37,092
+1,150
+3% +$66.4K
AVGO icon
25
Broadcom
AVGO
$1.85T
$2.12M 0.81%
6,415
-300
-4% -$92K
1
2 3 4 5

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LRIC
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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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IGM
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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.