2026 Q1 Portfolio Activity
In 2026 Q1, TIEMANN INVESTMENT ADVISORS, LLC maintained a portfolio of 217 distinct positions. The most significant new addition was VANGUARD BD INDEX FDS, now representing 0.56% of the total fund value. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing the position by 152.9%. The fund also reduced its exposure to TESLA INC by 79.8%.
Position History
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Total Positions
217
Quarter
2026 Q1
Top Holding
AGG (8.2%)
Top 10 Concentration
41.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 217
TIEMANN INVESTMENT ADVISORS, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AGG
ISHARES TR
|
ETF | 8.21% | 8.01% |
#1
Prev: #1
|
5.8 |
—
|
4,366 | 2.1% |
P
S
|
210,908 | $20,936,889 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC
|
Technology | 5.89% | 6.13% |
#2
Prev: #2
|
4.4 |
—
|
1,128 | 1.9% |
P
S
|
59,213 | $15,027,810 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IUSB
ISHARES TR
|
ETF | 5.47% | 5.34% |
#3
Prev: #3
|
3.7 |
—
|
6,377 | 2.2% |
P
S
|
301,769 | $13,938,748 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IEFA
ISHARES TR
|
ETF | 4.67% | 4.65% |
#4
1
Prev: #5
|
2.9 |
—
|
-2,236 | -1.7% |
P
S
|
131,508 | $11,905,419 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.77% | 4.76% |
#5
1
Prev: #4
|
2.5 |
—
|
641 | 2.5% |
P
S
|
25,990 | $9,620,718 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 3.42% | 3.16% |
#6
Prev: #6
|
3.4 |
—
|
11,470 | 7.1% |
P
S
|
172,257 | $8,717,965 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GSST
GOLDMAN SACHS E...
|
Bond/Debt | 3.21% | 3.09% |
#7
Prev: #7
|
1.8 |
—
|
4,190 | 2.7% |
P
S
|
162,070 | $8,192,653 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.64% | 3.00% |
#8
Prev: #8
|
1.6 |
—
|
-2,819 | -6.8% |
P
S
|
38,540 | $6,721,379 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.06% | 2.05% |
#9
2
Prev: #11
|
2.8 |
—
|
1,366 | 8.1% |
P
S
|
18,238 | $5,244,519 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.01% | 2.12% |
#10
Prev: #10
|
1.3 |
—
|
421 | 2.5% |
P
S
|
17,390 | $5,115,442 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.70% | 1.76% |
#11
1
Prev: #12
|
1.2 |
—
|
65 | 0.7% |
P
S
|
9,060 | $4,341,552 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ORCL
ORACLE CORP
|
Technology | 1.63% | 2.13% |
#12
3
Prev: #9
|
1.2 |
—
|
175 | 0.6% |
P
S
|
28,325 | $4,166,891 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CWI
SPDR INDEX SHS ...
|
Unknown | 1.55% | 1.53% |
#13
Prev: #13
|
1.1 |
—
|
-1,391 | -1.3% |
P
S
|
108,311 | $3,963,099 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.34% | 1.39% |
#14
1
Prev: #15
|
2.5 |
—
|
881 | 5.7% |
P
S
|
16,408 | $3,417,294 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.25% | 1.40% |
#15
1
Prev: #14
|
1.0 |
—
|
-413 | -3.6% |
P
S
|
11,111 | $3,187,301 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJS
ISHARES TR
|
ETF | 1.19% | 1.12% |
#16
1
Prev: #17
|
1.0 |
—
|
298 | 1.2% |
P
S
|
25,591 | $3,031,304 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.16% | 1.16% |
#17
1
Prev: #16
|
1.0 |
—
|
-680 | -9.0% |
P
S
|
6,862 | $2,952,650 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJR
ISHARES TR
|
ETF | 1.13% | 1.08% |
#18
Prev: #18
|
1.0 |
—
|
41 | 0.2% |
P
S
|
23,236 | $2,888,467 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.10% | 0.88% |
#19
5
Prev: #24
|
2.4 |
—
|
573 | 5.3% |
P
S
|
11,466 | $2,802,749 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.01% | 0.87% |
#20
5
Prev: #25
|
0.9 |
—
|
7 | 0.3% |
P
S
|
2,594 | $2,584,739 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJJ
ISHARES TR
|
ETF | 0.99% | 0.97% |
#21
1
Prev: #20
|
0.9 |
—
|
60 | 0.3% |
P
S
|
18,991 | $2,516,308 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJH
ISHARES TR
|
ETF | 0.93% | 0.91% |
#22
1
Prev: #21
|
0.9 |
—
|
-197 | -0.6% |
P
S
|
35,285 | $2,382,796 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPEM
J P MORGAN EXCH...
|
ETF | 0.91% | 0.88% |
#23
Prev: #23
|
0.9 |
—
|
-292 | -0.8% |
P
S
|
37,165 | $2,308,935 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJT
ISHARES TR
|
Warrant | 0.85% | 0.83% |
#24
2
Prev: #26
|
0.8 |
—
|
-22 | -0.1% |
P
S
|
15,029 | $2,174,989 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.82% | 0.89% |
#25
3
Prev: #22
|
0.8 |
—
|
-500 | -5.0% |
P
S
|
9,557 | $2,078,552 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.81% | 0.75% |
#26
3
Prev: #29
|
2.8 |
—
|
435 | 24.2% |
P
S
|
2,234 | $2,054,766 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJK
ISHARES TR
|
ETF | 0.78% | 0.75% |
#27
1
Prev: #28
|
0.8 |
—
|
-130 | -0.7% |
P
S
|
19,830 | $1,995,295 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.76% | 0.77% |
#28
1
Prev: #27
|
2.3 |
—
|
531 | 9.2% |
P
S
|
6,286 | $1,945,580 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.74% | 0.60% |
#29
8
Prev: #37
|
0.8 |
—
|
-44 | -1.6% |
P
S
|
2,670 | $1,891,588 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.70% | 0.69% |
#30
2
Prev: #32
|
0.8 |
—
|
-33 | -1.1% |
P
S
|
2,906 | $1,792,305 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVE
ISHARES TR
|
ETF | 0.70% | 0.70% |
#31
1
Prev: #30
|
0.8 |
—
|
-37 | -0.4% |
P
S
|
8,484 | $1,791,397 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.70% | 0.99% |
#32
13
Prev: #19
|
0.8 |
—
|
-60 | -0.6% |
P
S
|
9,520 | $1,777,098 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWB
ISHARES TR
|
ETF | 0.67% | 0.70% |
#33
2
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
4,810 | $1,715,054 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EEM
ISHARES TR
|
ETF | 0.67% | 0.65% |
#34
Prev: #34
|
0.8 |
—
|
-650 | -2.1% |
P
S
|
30,025 | $1,705,175 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVV
ISHARES TR
|
ETF | 0.60% | 0.62% |
#35
Prev: #35
|
0.7 |
—
|
22 | 0.9% |
P
S
|
2,361 | $1,542,229 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ALL
ALLSTATE CORP
|
Financial Services | 0.59% | 0.58% |
#36
3
Prev: #39
|
0.7 |
—
|
150 | 2.1% |
P
S
|
7,295 | $1,512,545 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.57% | 0.54% |
#37
5
Prev: #42
|
0.7 |
—
|
700 | 3.9% |
P
S
|
18,802 | $1,458,847 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.56% | — |
#38
Prev: #—
|
3.7 |
—
|
19,459 | — |
NEW
|
19,459 | $1,432,961 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.56% | 0.57% |
#39
1
Prev: #40
|
0.7 |
—
|
-100 | -1.6% |
P
S
|
5,993 | $1,416,026 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
V
VISA INC
|
Financial Services | 0.54% | 0.61% |
#40
4
Prev: #36
|
0.7 |
—
|
84 | 1.9% |
P
S
|
4,593 | $1,388,390 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.53% | 0.37% |
#41
19
Prev: #60
|
2.2 |
—
|
270 | 7.3% |
P
S
|
3,955 | $1,351,779 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVW
ISHARES TR
|
Warrant | 0.52% | 0.57% |
#42
1
Prev: #41
|
0.7 |
—
|
-90 | -0.8% |
P
S
|
11,765 | $1,330,739 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.52% | 0.46% |
#43
6
Prev: #49
|
0.7 |
—
|
120 | 1.1% |
P
S
|
10,678 | $1,327,131 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.51% | 0.67% |
#44
11
Prev: #33
|
0.7 |
—
|
29 | 0.4% |
P
S
|
7,112 | $1,297,442 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.51% | 0.46% |
#45
3
Prev: #48
|
0.7 |
—
|
200 | 3.1% |
P
S
|
6,706 | $1,293,587 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EWJ
ISHARES INC
|
ETF | 0.50% | 0.50% |
#46
3
Prev: #43
|
0.7 |
—
|
-775 | -4.8% |
P
S
|
15,207 | $1,284,079 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
T
AT&T INC
|
Communication Services | 0.50% | 0.42% |
#47
5
Prev: #52
|
0.7 |
—
|
63 | 0.1% |
P
S
|
44,107 | $1,278,662 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.50% | 0.49% |
#48
3
Prev: #45
|
0.7 |
—
|
60 | 4.2% |
P
S
|
1,499 | $1,268,139 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.49% | — |
#49
Prev: #—
|
3.7 |
—
|
3,919 | — |
NEW
|
3,919 | $1,257,348 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IEMG
ISHARES INC
|
ETF | 0.49% | 0.47% |
#50
4
Prev: #46
|
0.7 |
—
|
-170 | -0.9% |
P
S
|
17,893 | $1,248,037 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 217 holdings