Tiemann Investment Advisors, LLC 13F Holdings · Q2 2026
Tiemann Investment Advisors, LLC reported 207 securities worth $276.05M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AGG (7.96%), AAPL (5.94%), IUSB (5.12%). Among its top 25 positions this quarter: 5 added, 20 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $22.0M | 7.96% | 222,133 | Added |
| 2 | AAPL | APPLE INC | $16.4M | 5.94% | 56,659 | Trimmed |
| 3 | IUSB | ISHARES TR | $14.1M | 5.12% | 306,523 | Added |
| 4 | IEFA | ISHARES TR | $12.6M | 4.58% | 130,977 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $9.5M | 3.43% | 25,410 | Trimmed |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $8.9M | 3.22% | 175,937 | Added |
| 7 | GSST | GOLDMAN SACHS ETF TR | $8.7M | 3.14% | 171,465 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $7.1M | 2.59% | 35,730 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $6.1M | 2.20% | 17,024 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $5.6M | 2.03% | 17,110 | Trimmed |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.4M | 1.58% | 8,697 | Trimmed |
| 12 | CWI | SPDR INDEX SHS FDS | $4.4M | 1.58% | 107,193 | Trimmed |
| 13 | ORCL | ORACLE CORP | $4.3M | 1.57% | 29,547 | Added |
| 14 | AMZN | AMAZON COM INC | $3.6M | 1.31% | 15,183 | Trimmed |
| 15 | GOOG | ALPHABET INC | $3.6M | 1.30% | 10,131 | Trimmed |
| 16 | IJS | ISHARES TR | $3.5M | 1.26% | 25,396 | Trimmed |
| 17 | IJR | ISHARES TR | $3.4M | 1.23% | 22,973 | Trimmed |
| 18 | IJJ | ISHARES TR | $2.8M | 1.01% | 18,904 | Trimmed |
| 19 | IJH | ISHARES TR | $2.7M | 0.98% | 35,044 | Trimmed |
| 20 | AMAT | APPLIED MATLS INC | $2.7M | 0.97% | 3,705 | Trimmed |
| 21 | IJT | ISHARES TR | $2.7M | 0.97% | 14,973 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $2.7M | 0.96% | 10,451 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $2.6M | 0.93% | 2,149 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $2.5M | 0.91% | 2,356 | Trimmed |
| 25 | GLD | SPDR GOLD TR | $2.5M | 0.91% | 6,812 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR