Arkolith/Funds/Tiemann Investment Advisors, LLC

Tiemann Investment Advisors, LLC

CIK 1575151
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

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.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.6%
+14.6%/yr · since Nov '24
Their reported book
+21.6%
held from quarter-end
S&P 500
+32.3%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Apr '26Aug '26
Tiemann Investment Advisors, LLC (copied at disclosure) S&P 500

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.

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
40%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

55% mapped to company sectors

ETF / fund or unclassified
45%
Information Technology
26%
Financials
9%
Industrials
5%
Consumer Discretionary
5%
Health Care
4%
Materials
2%
Real Estate
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

207 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE US AGGBD ET
$22.0M222.1K
8.0%
+5.3%
Added · +11K sh
2Apple Inc
COM
$16.4M56.7K
5.9%
−4.3%
Reduced · −3K sh
3Ishares TR
CORE UNIVRSL USD
$14.1M306.5K
5.1%
+1.6%
Added · +5K sh
4Ishares TR
CORE MSCI EAFE
$12.6M131.0K
4.6%
−0.4%
Reduced · −531 sh
5Microsoft Corp
COM
$9.5M25.4K
3.4%
−2.2%
Reduced · −580 sh
6J P Morgan Exchange Traded F
ULTRA SHRT ETF
$8.9M175.9K
3.2%
+2.1%
Added · +4K sh
7Goldman Sachs ETF TR
ULTR SHOR BD ETF
$8.7M171.5K
3.1%
+5.8%
Added · +9K sh
8Nvidia Corporation
COM
$7.1M35.7K
2.6%
−7.3%
Reduced · −3K sh
9Alphabet Inc
CAP STK CL A
$6.1M17.0K
2.2%
−6.7%
Reduced · −1K sh
10JPMorgan Chase & Co
COM
$5.6M17.1K
2.0%
−1.6%
Reduced · −280 sh
11SPDR Index SHS FDS
ST STR ACWI ETF
$4.4M107.2K
1.6%
−1.0%
Reduced · −1K sh
12Berkshire Hathaway Inc Del
CL B NEW
$4.4M8.7K
1.6%
−4.0%
Reduced · −363 sh
13Oracle Corp
COM
$4.3M29.5K
1.6%
+4.3%
Added · +1K sh
14Amazon Com Inc
COM
$3.6M15.2K
1.3%
−7.5%
Reduced · −1K sh
15Alphabet Inc
CAP STK CL C
$3.6M10.1K
1.3%
−8.8%
Reduced · −980 sh
16Ishares TR
SP SMCP600VL ETF
$3.5M25.4K
1.3%
−0.8%
Reduced · −195 sh
17Ishares TR
CORE S&P SCP ETF
$3.4M23.0K
1.2%
−1.1%
Reduced · −263 sh
18Ishares TR
S&P MC 400VL ETF
$2.8M18.9K
1.0%
−0.5%
Reduced · −87 sh
19Ishares TR
CORE S&P MCP ETF
$2.7M35.0K
1.0%
−0.7%
Reduced · −241 sh
20Applied Matls Inc
COM
$2.7M3.7K
1.0%
−6.3%
Reduced · −250 sh
21Ishares TR
S&P SML 600 GWT
$2.7M15.0K
1.0%
−0.4%
Reduced · −56 sh
22Johnson & Johnson
COM
$2.7M10.5K
1.0%
−8.8%
Reduced · −1K sh
23Eli Lilly & Co
COM
$2.6M2.1K
0.9%
−3.8%
Reduced · −85 sh
24SPDR Gold TR
GOLD SHS
$2.5M6.8K
0.9%
−0.7%
Reduced · −50 sh
25Caterpillar Inc
COM
$2.5M2.4K
0.9%
−12%
Reduced · −314 sh
26Abbvie Inc
COM
$2.3M9.2K
0.8%
−3.5%
Reduced · −330 sh
27J P Morgan Exchange Traded F
DIV RTN EM EQT
$2.3M37.0K
0.8%
−0.6%
Reduced · −205 sh
28Ishares TR
S&P MC 400GR ETF
$2.3M19.7K
0.8%
−0.5%
Reduced · −95 sh
29Costco Wholesale Corporation
COM
$2.3M2.4K
0.8%
−6.7%
Reduced · −174 sh
30Broadcom Inc
COM
$2.2M5.8K
0.8%
−7.3%
Reduced · −460 sh
31Cisco Sys Inc
COM
$2.1M17.8K
0.8%
−5.2%
Reduced · −984 sh
32State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$2.0M2.9K
0.7%
−0.1%
Reduced · −4 sh
33Ishares TR
MSCI EMG MKT ETF
$2.0M29.3K
0.7%
−2.5%
Reduced · −750 sh
34Intel Corp
COM
$2.0M14.3K
0.7%
−0.7%
Reduced · −100 sh
35Ishares TR
RUS 1000 ETF
$1.9M4.8K
0.7%
−1.0%
Reduced · −50 sh
36Ishares TR
S&P 500 VAL ETF
$1.9M8.4K
0.7%
−1.5%
Reduced · −125 sh
37Micron Technology Inc
COM
$1.8M1.6K
0.7%
−1.1%
Reduced · −18 sh
38Ishares TR
CORE S&P500 ETF
$1.8M2.4K
0.6%
−0.1%
Reduced · −3 sh
39Allstate Corp
COM
$1.7M7.3K
0.6%
−0.3%
Reduced · −25 sh
40Microchip Technology Inc.
COM
$1.6M17.5K
0.6%
Held
41Ishares TR
S&P 500 GRWT ETF
$1.5M11.1K
0.6%
−6.0%
Reduced · −703 sh
42Ishares Inc
CORE MSCI EMKT
$1.5M17.8K
0.5%
−0.3%
Reduced · −55 sh
43Visa Inc
COM CL A
$1.5M4.3K
0.5%
−7.1%
Reduced · −325 sh
44Vanguard Index FDS
TOTAL STK MKT
$1.4M3.9K
0.5%
−0.5%
Reduced · −20 sh
45Vanguard BD Index FDS
TOTAL BND MRKT
$1.4M19.5K
0.5%
+0.4%
Added · +75 sh
46Corning Inc
COM
$1.4M5.6K
0.5%
−0.9%
Reduced · −50 sh
47Capital One Finl Corp
COM
$1.4M7.0K
0.5%
−1.5%
Reduced · −104 sh
48Ishares Inc
MSCI JAPAN ETF
$1.4M15.0K
0.5%
−1.3%
Reduced · −200 sh
49Salesforce Inc
COM
$1.4M8.8K
0.5%
−8.0%
Reduced · −765 sh
50Goldman Sachs Group Inc
COM
$1.4M1.3K
0.5%
−11%
Reduced · −163 sh
Showing 50 of 207 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026207$276.1M13F-HR
Q1 2026Mar 31, 2026May 13, 2026204$255.0M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026204$257.5M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025206$261.4M13F-HR
Q2 2025Jun 30, 2025Aug 8, 2025199$244.1M13F-HR
Q1 2025Mar 31, 2025May 14, 2025192$220.4M13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025192$224.9M13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024197$231.9M13F-HR

Data source

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.