TIEMANN INVESTMENT ADVISORS, LLC

MENLO PARK, CA · CIK 1575151 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 2005 · limited liability company

Assets managed$341.1m
Staff2 · 1 in investment roles
Main clients (by assets)High net worth individuals 95%, Individuals 5%
Websitetiemanninvestmentadvisors.com
Form ADV · 2026-03-25SEC adviser record

$276.1m reported value +8.3% vs Q1 2026

207positions

40.2%in top 10

13 new 19 added 122 reduced 10 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE US AGGBD ET AGG	AGG	222,133	$22.0m7.96%	7.96%	Added +11.2k	+11,225 5.3%
2	APPLE INC COM AAPL	AAPL	56,659	$16.4m5.94%	5.94%	Reduced -2.6k	-2,554 -4.3%
3	ISHARES TR CORE TOTAL USD IUSB	IUSB	306,523	$14.1m5.12%	5.12%	Added +4.8k	+4,754 1.6%
4	ISHARES TR CORE MSCI EAFE IEFA	IEFA	130,977	$12.6m4.58%	4.58%	Reduced -531	-531 -0.4%
5	MICROSOFT CORP COM MSFT	MSFT	25,410	$9.5m3.43%	3.43%	Reduced -580	-580 -2.2%
6	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	175,937	$8.9m3.22%	3.22%	Added +3.7k	+3,680 2.1%
7	GOLDMAN SACHS ETF TR ULTRA SHORT BOND GSST	GSST	171,465	$8.7m3.14%	3.14%	Added +9.4k	+9,395 5.8%
8	NVIDIA CORPORATION COM NVDA	NVDA	35,730	$7.1m2.59%	2.59%	Reduced -2.8k	-2,810 -7.3%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	17,024	$6.1m2.20%	2.20%	Reduced -1.2k	-1,214 -6.7%
10	JPMORGAN CHASE & CO COM JPM	JPM	17,110	$5.6m2.03%	2.03%	Reduced -280	-280 -1.6%
11	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	107,193	$4.4m1.58%	1.58%	Reduced -1.1k	-1,118 -1.0%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	8,697	$4.4m1.58%	1.58%	Reduced -363	-363 -4.0%
13	ORACLE CORP COM ORCL	ORCL	29,547	$4.3m1.57%	1.57%	Added +1.2k	+1,222 4.3%
14	AMAZON COM INC COM AMZN	AMZN	15,183	$3.6m1.31%	1.31%	Reduced -1.2k	-1,225 -7.5%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	10,131	$3.6m1.30%	1.30%	Reduced -980	-980 -8.8%
16	ISHARES TR SP SMCP600VL ETF IJS	IJS	25,396	$3.5m1.26%	1.26%	Reduced -195	-195 -0.8%
17	ISHARES TR CORE S&P SCP ETF IJR	IJR	22,973	$3.4m1.23%	1.23%	Reduced -263	-263 -1.1%
18	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	18,904	$2.8m1.01%	1.01%	Reduced -87	-87 -0.5%
19	ISHARES TR CORE S&P MCP ETF IJH	IJH	35,044	$2.7m0.98%	0.98%	Reduced -241	-241 -0.7%
20	APPLIED MATLS INC COM AMAT	AMAT	3,705	$2.7m0.97%	0.97%	Reduced -250	-250 -6.3%
21	ISHARES TR S&P SML 600 GWT IJT	IJT	14,973	$2.7m0.97%	0.97%	Reduced -56	-56 -0.4%
22	JOHNSON & JOHNSON COM JNJ	JNJ	10,451	$2.7m0.96%	0.96%	Reduced -1.0k	-1,015 -8.8%
23	ELI LILLY & CO COM LLY	LLY	2,149	$2.6m0.93%	0.93%	Reduced -85	-85 -3.8%
24	SPDR GOLD TR GOLD SHS GLD	GLD	6,812	$2.5m0.91%	0.91%	Reduced -50	-50 -0.7%
25	CATERPILLAR INC COM CAT	CAT	2,356	$2.5m0.91%	0.91%	Reduced -314	-314 -11.8%
26	ABBVIE INC COM ABBV	ABBV	9,227	$2.3m0.84%	0.84%	Reduced -330	-330 -3.5%
27	J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT JPEM	JPEM	36,960	$2.3m0.84%	0.84%	Reduced -205	-205 -0.6%
28	ISHARES TR S&P MC 400GR ETF IJK	IJK	19,735	$2.3m0.84%	0.84%	Reduced -95	-95 -0.5%
29	COSTCO WHSL CORP NEW COM COST	COST	2,420	$2.3m0.82%	0.82%	Reduced -174	-174 -6.7%
30	BROADCOM INC COM AVGO	AVGO	5,826	$2.2m0.80%	0.80%	Reduced -460	-460 -7.3%
31	CISCO SYS INC COM CSCO	CSCO	17,818	$2.1m0.76%	0.76%	Reduced -984	-984 -5.2%
32	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	2,902	$2.0m0.74%	0.74%	Reduced -4	-4 -0.1%
33	ISHARES TR MSCI EMG MKT ETF EEM	EEM	29,275	$2.0m0.73%	0.73%	Reduced -750	-750 -2.5%
34	INTEL CORP COM INTC	INTC	14,280	$2.0m0.72%	0.72%	Reduced -100	-100 -0.7%
35	ISHARES TR RUS 1000 ETF IWB	IWB	4,760	$1.9m0.71%	0.71%	Reduced -50	-50 -1.0%
36	ISHARES TR S&P 500 VAL ETF IVE	IVE	8,359	$1.9m0.69%	0.69%	Reduced -125	-125 -1.5%
37	MICRON TECHNOLOGY INC COM MU	MU	1,570	$1.8m0.66%	0.66%	Reduced -18	-18 -1.1%
38	ISHARES TR CORE S&P500 ETF IVV	IVV	2,358	$1.8m0.64%	0.64%	Reduced -3	-3 -0.1%
39	ALLSTATE CORP COM ALL	ALL	7,270	$1.7m0.63%	0.63%	Reduced -25	-25 -0.3%
40	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	17,468	$1.6m0.58%	0.58%	Unchanged
41	ISHARES TR S&P 500 GRWT ETF IVW	IVW	11,062	$1.5m0.55%	0.55%	Reduced -703	-703 -6.0%
42	ISHARES INC CORE MSCI EMKT IEMG	IEMG	17,838	$1.5m0.54%	0.54%	Reduced -55	-55 -0.3%
43	VISA INC COM CL A V	V	4,268	$1.5m0.53%	0.53%	Reduced -325	-325 -7.1%
44	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,899	$1.4m0.52%	0.52%	Reduced -20	-20 -0.5%
45	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	19,534	$1.4m0.52%	0.52%	Added +75	+75 0.4%
46	CORNING INC COM GLW	GLW	5,575	$1.4m0.52%	0.52%	Reduced -50	-50 -0.9%
47	CAPITAL ONE FINL CORP COM COF	COF	7,008	$1.4m0.51%	0.51%	Reduced -104	-104 -1.5%
48	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	15,007	$1.4m0.51%	0.51%	Reduced -200	-200 -1.3%
49	SALESFORCE INC COM CRM	CRM	8,755	$1.4m0.50%	0.50%	Reduced -765	-765 -8.0%
50	GOLDMAN SACHS GROUP INC COM GS	GS	1,336	$1.4m0.49%	0.49%	Reduced -163	-163 -10.9%
51	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	46,145	$1.3m0.48%	0.48%	Reduced -331	-331 -0.7%
52	LOWES COS INC COM LOW	LOW	5,743	$1.3m0.46%	0.46%	Reduced -250	-250 -4.2%
53	RTX CORPORATION COM RTX	RTX	6,616	$1.3m0.45%	0.45%	Reduced -90	-90 -1.3%
54	KLA CORP COM NEW KLAC	KLAC	4,040	$1.2m0.44%	0.44%	Reduced -550	-550 -12.0%
55	ESSEX PPTY TR INC COM ESS	ESS	3,959	$1.2m0.42%	0.42%	Reduced -75	-75 -1.9%
56	WALMART INC COM WMT	WMT	10,178	$1.2m0.42%	0.42%	Reduced -500	-500 -4.7%
57	FLEXSHARES TR IBOXX 3R TARGT TDTT	TDTT	47,836	$1.1m0.41%	0.41%	Unchanged
58	CUMMINS INC COM CMI	CMI	1,559	$1.1m0.40%	0.40%	Reduced -27	-27 -1.7%
59	ISHARES TR MSCI EAFE ETF EFA	EFA	10,610	$1.1m0.40%	0.40%	Reduced -100	-100 -0.9%
60	GE VERNOVA INC COM GEV	GEV	890	$1.0m0.38%	0.38%	Reduced -40	-40 -4.3%
61	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,776	$1.0m0.37%	0.37%	Reduced -40	-40 -2.2%
62	GE AEROSPACE COM NEW GE	GE	2,705	$1.0m0.37%	0.37%	Reduced -140	-140 -4.9%
63	FLEXSHARES TR IBOXX 5YR TRGT TDTF	TDTF	41,456	$985.4k0.36%	0.36%	Unchanged
64	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	18,165	$965.9k0.35%	0.35%	Unchanged
65	HOME DEPOT INC COM HD	HD	2,726	$961.5k0.35%	0.35%	Reduced -35	-35 -1.3%
66	ISHARES TR MSCI UK ETF NEW EWU	EWU	20,085	$926.7k0.34%	0.34%	Unchanged
67	ROYAL GOLD INC COM RGLD	RGLD	4,619	$922.1k0.33%	0.33%	Reduced -165	-165 -3.5%
68	MERCK & CO INC COM MRK	MRK	6,492	$834.2k0.30%	0.30%	Unchanged
69	CONSTELLATION ENERGY CORP COM CEG	CEG	3,245	$806.0k0.29%	0.29%	Reduced -250	-250 -7.2%
70	BANK AMERICA CORP COM BAC	BAC	14,035	$799.7k0.29%	0.29%	Added +160	+160 1.1%
71	MARRIOTT INTL INC NEW CL A MAR	MAR	2,156	$799.3k0.29%	0.29%	Reduced -80	-80 -3.6%
72	AT&T INC COM T	T	38,242	$791.6k0.29%	0.29%	Reduced -5.9k	-5,865 -13.3%
73	UNITEDHEALTH GROUP INC COM UNH	UNH	1,894	$787.5k0.29%	0.29%	Added +20	+20 1.1%
74	CARDINAL HEALTH INC COM CAH	CAH	3,230	$767.3k0.28%	0.28%	Unchanged
75	ABBOTT LABS COM ABT	ABT	8,418	$763.8k0.28%	0.28%	Reduced -785	-785 -8.5%
76	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,412	$724.7k0.26%	0.26%	Unchanged
77	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	2,032	$711.3k0.26%	0.26%	Unchanged
78	DEERE & CO COM DE	DE	1,097	$695.9k0.25%	0.25%	Unchanged
79	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	19,127	$691.1k0.25%	0.25%	Reduced -65	-65 -0.3%
80	EQUITY LIFESTYLE PPTYS INC COM ELS	ELS	10,662	$687.2k0.25%	0.25%	Reduced -100	-100 -0.9%
81	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	8,618	$671.4k0.24%	0.24%	Added +300	+300 3.6%
82	D R HORTON INC COM DHI	DHI	4,117	$670.6k0.24%	0.24%	Reduced -130	-130 -3.1%
83	ISHARES TR TIPS BD ETF TIP	TIP	6,095	$667.0k0.24%	0.24%	Unchanged
84	NETFLIX INC COM NFLX	NFLX	9,100	$649.7k0.24%	0.24%	Reduced -1.4k	-1,425 -13.5%
85	MORGAN STANLEY COM NEW MS	MS	3,069	$641.5k0.23%	0.23%	Reduced -325	-325 -9.6%
86	AMERICAN EXPRESS CO COM AXP	AXP	1,868	$631.9k0.23%	0.23%	Reduced -51	-51 -2.7%
87	CIENA CORP COM NEW CIEN	CIEN	1,280	$628.2k0.23%	0.23%	Reduced -230	-230 -15.2%
88	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	20,250	$607.7k0.22%	0.22%	Unchanged
89	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,528	$607.7k0.22%	0.22%	Reduced -215	-215 -12.3%
90	EMERSON ELEC CO COM EMR	EMR	4,185	$599.1k0.22%	0.22%	Unchanged
91	TEXAS INSTRS INC COM TXN	TXN	2,004	$597.3k0.22%	0.22%	Added +24	+24 1.2%
92	MCDONALDS CORP COM MCD	MCD	2,206	$596.3k0.22%	0.22%	Unchanged
93	GENERAL DYNAMICS CORP COM GD	GD	1,640	$581.0k0.21%	0.21%	Unchanged
94	UNION PAC CORP COM UNP	UNP	2,117	$575.8k0.21%	0.21%	Added +35	+35 1.7%
95	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	6,890	$568.4k0.21%	0.21%	Unchanged
96	ISHARES INC MSCI NETHERL ETF EWN	EWN	8,025	$564.5k0.20%	0.20%	Reduced -200	-200 -2.4%
97	FEDEX CORP COM FDX	FDX	1,756	$550.0k0.20%	0.20%	Reduced -150	-150 -7.9%
98	TERRESTRIAL ENERGY INC COM SHS IMSR	IMSR	75,995	$538.0k0.19%	0.19%	Unchanged
99	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	8,955	$534.5k0.19%	0.19%	Reduced -170	-170 -1.9%
100	COLGATE PALMOLIVE CO COM CL	CL	5,723	$524.7k0.19%	0.19%	Reduced -310	-310 -5.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		816	$368.9k816 shares
VANGUARD TOTAL STOCK MKT IDX ADM VTSAX	VTSAX	2,091	$326.8k2.1k shares
PFIZER INC PFE	PFE	8,550	$240.1k8.6k shares
SNAP ON INC SNA	SNA	545	$198.0k545 shares
PHILLIPS 66 PSX	PSX	1,067	$194.4k1.1k shares
AMERIPRISE FINL INC AMP	AMP	436	$193.8k436 shares
LOCKHEED MARTIN CORP LMT	LMT	319	$192.8k319 shares
TRACTOR SUPPLY CO TSCO	TSCO	4,225	$191.4k4.2k shares
AMERICAN TOWER CORP NEW AMT	AMT	1,092	$188.5k1.1k shares
RIO TINTO PLC RIO	RIO	2,000	$186.6k2.0k shares