Tiemann Investment Advisors
Tiemann Investment Advisors reported 207 stocks worth $276M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AGG (8.0%), AAPL (5.9%) and IUSB (5.1%). Compared with Q1 2026, the fund added to AGG, IUSB and JPST, trimmed AAPL, IEFA and MSFT and sold out of VTSAX, PFE and SNA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AGG Ishares TR | $22M | 8.0% | 222K | +11K (+5%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $16.4M | 5.9% | 57K | −2,554 (−4%) | 8 of 8 | |
| 3 |  IUSB Ishares Core | $14.1M | 5.1% | 307K | +4,754 (+2%) | 8 of 8 | |
| 4 |  IEFA Ishares TR | $12.6M | 4.6% | 131K | −531 (−0%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $9.5M | 3.4% | 25K | −580 (−2%) | 8 of 8 | |
| 6 |  JPST J P Morgan Exchange Traded F | $8.9M | 3.2% | 176K | +3,680 (+2%) | 8 of 8 | |
| 7 |  GSST Goldman Sachs ETF TR | $8.7M | 3.1% | 171K | +9,395 (+6%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $7.1M | 2.6% | 36K | −2,810 (−7%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $6.1M | 2.2% | 17K | −1,214 (−7%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $5.6M | 2.0% | 17K | −280 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $369K | 1,632 |
 VTSAX Vanguard Total Stock Market in | $327K | 2,091 |
 PFE Pfizer Inc | $240K | 8,550 |
 SNA Snap on Inc | $198K | 545 |
 PSX Phillips 66 | $194K | 1,067 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tiemann Investment Advisors 13F FAQ
What does Tiemann Investment Advisors own?
Tiemann Investment Advisors reported 207 stocks worth $276M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AGG (8.0%), AAPL (5.9%) and IUSB (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Tiemann Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 19 added to, 121 trimmed and 10 sold out. It sold all of VTSAX, PFE and SNA.
When will Tiemann Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tiemann Investment Advisors's portfolio worth?
The Q2 2026 filing reports $276M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.