Tiemann Investment Advisors, LLC holds a diversified book of 207 stocks worth $276.1M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Apple Inc. Their largest long position is Ishares Core U.S. Aggregate at 8% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.9 points over this window.
Growth of $10,000 cloning Tiemann Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
55% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE US AGGBD ET | $22.0M | 222.1K | 8.0% | ▲+5.3% Added · +11K sh | |
| 2 | Apple Inc COM | $16.4M | 56.7K | 5.9% | ▼−4.3% Reduced · −3K sh | |
| 3 | Ishares TR CORE UNIVRSL USD | $14.1M | 306.5K | 5.1% | ▲+1.6% Added · +5K sh | |
| 4 | Ishares TR CORE MSCI EAFE | $12.6M | 131.0K | 4.6% | ▼−0.4% Reduced · −531 sh | |
| 5 | Microsoft Corp COM | $9.5M | 25.4K | 3.4% | ▼−2.2% Reduced · −580 sh | |
| 6 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $8.9M | 175.9K | 3.2% | ▲+2.1% Added · +4K sh | |
| 7 | Goldman Sachs ETF TR ULTR SHOR BD ETF | $8.7M | 171.5K | 3.1% | ▲+5.8% Added · +9K sh | |
| 8 | Nvidia Corporation COM | $7.1M | 35.7K | 2.6% | ▼−7.3% Reduced · −3K sh | |
| 9 | Alphabet Inc CAP STK CL A | $6.1M | 17.0K | 2.2% | ▼−6.7% Reduced · −1K sh | |
| 10 | JPMorgan Chase & Co COM | $5.6M | 17.1K | 2.0% | ▼−1.6% Reduced · −280 sh | |
| 11 | SPDR Index SHS FDS ST STR ACWI ETF | $4.4M | 107.2K | 1.6% | ▼−1.0% Reduced · −1K sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $4.4M | 8.7K | 1.6% | ▼−4.0% Reduced · −363 sh | |
| 13 | Oracle Corp COM | $4.3M | 29.5K | 1.6% | ▲+4.3% Added · +1K sh | |
| 14 | Amazon Com Inc COM | $3.6M | 15.2K | 1.3% | ▼−7.5% Reduced · −1K sh | |
| 15 | Alphabet Inc CAP STK CL C | $3.6M | 10.1K | 1.3% | ▼−8.8% Reduced · −980 sh | |
| 16 | Ishares TR SP SMCP600VL ETF | $3.5M | 25.4K | 1.3% | ▼−0.8% Reduced · −195 sh | |
| 17 | Ishares TR CORE S&P SCP ETF | $3.4M | 23.0K | 1.2% | ▼−1.1% Reduced · −263 sh | |
| 18 | Ishares TR S&P MC 400VL ETF | $2.8M | 18.9K | 1.0% | ▼−0.5% Reduced · −87 sh | |
| 19 | Ishares TR CORE S&P MCP ETF | $2.7M | 35.0K | 1.0% | ▼−0.7% Reduced · −241 sh | |
| 20 | Applied Matls Inc COM | $2.7M | 3.7K | 1.0% | ▼−6.3% Reduced · −250 sh | |
| 21 | Ishares TR S&P SML 600 GWT | $2.7M | 15.0K | 1.0% | ▼−0.4% Reduced · −56 sh | |
| 22 | Johnson & Johnson COM | $2.7M | 10.5K | 1.0% | ▼−8.8% Reduced · −1K sh | |
| 23 | Eli Lilly & Co COM | $2.6M | 2.1K | 0.9% | ▼−3.8% Reduced · −85 sh | |
| 24 | SPDR Gold TR GOLD SHS | $2.5M | 6.8K | 0.9% | ▼−0.7% Reduced · −50 sh | |
| 25 | Caterpillar Inc COM | $2.5M | 2.4K | 0.9% | ▼−12% Reduced · −314 sh | |
| 26 | Abbvie Inc COM | $2.3M | 9.2K | 0.8% | ▼−3.5% Reduced · −330 sh | |
| 27 | J P Morgan Exchange Traded F DIV RTN EM EQT | $2.3M | 37.0K | 0.8% | ▼−0.6% Reduced · −205 sh | |
| 28 | Ishares TR S&P MC 400GR ETF | $2.3M | 19.7K | 0.8% | ▼−0.5% Reduced · −95 sh | |
| 29 | Costco Wholesale Corporation COM | $2.3M | 2.4K | 0.8% | ▼−6.7% Reduced · −174 sh | |
| 30 | Broadcom Inc COM | $2.2M | 5.8K | 0.8% | ▼−7.3% Reduced · −460 sh | |
| 31 | Cisco Sys Inc COM | $2.1M | 17.8K | 0.8% | ▼−5.2% Reduced · −984 sh | |
| 32 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.0M | 2.9K | 0.7% | ▼−0.1% Reduced · −4 sh | |
| 33 | Ishares TR MSCI EMG MKT ETF | $2.0M | 29.3K | 0.7% | ▼−2.5% Reduced · −750 sh | |
| 34 | Intel Corp COM | $2.0M | 14.3K | 0.7% | ▼−0.7% Reduced · −100 sh | |
| 35 | Ishares TR RUS 1000 ETF | $1.9M | 4.8K | 0.7% | ▼−1.0% Reduced · −50 sh | |
| 36 | Ishares TR S&P 500 VAL ETF | $1.9M | 8.4K | 0.7% | ▼−1.5% Reduced · −125 sh | |
| 37 | Micron Technology Inc COM | $1.8M | 1.6K | 0.7% | ▼−1.1% Reduced · −18 sh | |
| 38 | Ishares TR CORE S&P500 ETF | $1.8M | 2.4K | 0.6% | ▼−0.1% Reduced · −3 sh | |
| 39 | Allstate Corp COM | $1.7M | 7.3K | 0.6% | ▼−0.3% Reduced · −25 sh | |
| 40 | Microchip Technology Inc. COM | $1.6M | 17.5K | 0.6% | —Held | |
| 41 | Ishares TR S&P 500 GRWT ETF | $1.5M | 11.1K | 0.6% | ▼−6.0% Reduced · −703 sh | |
| 42 | Ishares Inc CORE MSCI EMKT | $1.5M | 17.8K | 0.5% | ▼−0.3% Reduced · −55 sh | |
| 43 | Visa Inc COM CL A | $1.5M | 4.3K | 0.5% | ▼−7.1% Reduced · −325 sh | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $1.4M | 3.9K | 0.5% | ▼−0.5% Reduced · −20 sh | |
| 45 | Vanguard BD Index FDS TOTAL BND MRKT | $1.4M | 19.5K | 0.5% | ▲+0.4% Added · +75 sh | |
| 46 | Corning Inc COM | $1.4M | 5.6K | 0.5% | ▼−0.9% Reduced · −50 sh | |
| 47 | Capital One Finl Corp COM | $1.4M | 7.0K | 0.5% | ▼−1.5% Reduced · −104 sh | |
| 48 | Ishares Inc MSCI JAPAN ETF | $1.4M | 15.0K | 0.5% | ▼−1.3% Reduced · −200 sh | |
| 49 | Salesforce Inc COM | $1.4M | 8.8K | 0.5% | ▼−8.0% Reduced · −765 sh | |
| 50 | Goldman Sachs Group Inc COM | $1.4M | 1.3K | 0.5% | ▼−11% Reduced · −163 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1575151/holdings"
Use Arkolith to show TIEMANN INVESTMENT ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 207 | $276.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 204 | $255.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 204 | $257.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 206 | $261.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 199 | $244.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 192 | $220.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 192 | $224.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 197 | $231.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.