Filed: 8/8/2025ACC: 0001575151-25-000009
๐ What this filing means
TIEMANN INVESTMENT ADVISORS, LLC filed this quarterly 13FโHR report disclosing 199 equity positions with a total reported market value of $244.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
199
Positions
$244.13M
Total AUM (reported)
2.52M
Total Shares
Allocation by class
COM$113.02M46.3%
CORE US AGGBD ET$18.59M7.6%
CORE TOTAL USD$13.26M5.4%
CORE MSCI EAFE$11.13M4.6%
ULTRA SHRT ETF$8.96M3.7%
ULTRA SHORT BOND$8.65M3.5%
CL B NEW$4.67M1.9%
Portfolio Concentration
Top 3$45.58M18.7%
4โ10$60.16M24.6%
11โ25$40.25M16.5%
Rest$98.14M40.2%
Top 3 weight
18.7%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 2.52M
Sole
Full voting authority
2.52M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole199
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings199
Rows:
ISHARES TR
SOLEShares187.41K
TypeSH
Market value$18.59M
7.62%
Sole
187.41K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.60K
TypeSH
Market value$13.73M
5.62%
Sole
27.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares286.81K
TypeSH
Market value$13.26M
5.43%
Sole
286.81K
Shared
0.00
None
0.00
APPLE INC
SOLEShares61.19K
TypeSH
Market value$12.55M
5.14%
Sole
61.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares133.32K
TypeSH
Market value$11.13M
4.56%
Sole
133.32K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares176.77K
TypeSH
Market value$8.96M
3.67%
Sole
176.77K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares171.07K
TypeSH
Market value$8.65M
3.54%
Sole
171.07K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares47.56K
TypeSH
Market value$7.51M
3.08%
Sole
47.56K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares28.36K
TypeSH
Market value$6.20M
2.54%
Sole
28.36K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares17.77K
TypeSH
Market value$5.15M
2.11%
Sole
17.77K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.61K
TypeSH
Market value$4.67M
1.91%
Sole
9.61K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares16.71K
TypeSH
Market value$3.67M
1.50%
Sole
16.71K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares110.88K
TypeSH
Market value$3.62M
1.48%
Sole
110.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.29K
TypeSH
Market value$3.40M
1.39%
Sole
19.29K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares10.03K
TypeSH
Market value$2.73M
1.12%
Sole
10.03K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares2.61K
TypeSH
Market value$2.58M
1.06%
Sole
2.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.05K
TypeSH
Market value$2.52M
1.03%
Sole
23.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.22K
TypeSH
Market value$2.41M
0.99%
Sole
24.22K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares7.76K
TypeSH
Market value$2.37M
0.97%
Sole
7.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.93K
TypeSH
Market value$2.34M
0.96%
Sole
18.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.61K
TypeSH
Market value$2.06M
0.84%
Sole
11.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.94K
TypeSH
Market value$2.04M
0.84%
Sole
32.94K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares35.94K
TypeSH
Market value$2.03M
0.83%
Sole
35.94K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.33K
TypeSH
Market value$1.92M
0.79%
Sole
10.33K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.25K
TypeSH
Market value$1.90M
0.78%
Sole
14.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 187.41K | SH | $18.59M 7.62% | 187.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.60K | SH | $13.73M 5.62% | 27.60K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 286.81K | SH | $13.26M 5.43% | 286.81K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 61.19K | SH | $12.55M 5.14% | 61.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 133.32K | SH | $11.13M 4.56% | 133.32K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 176.77K | SH | $8.96M 3.67% | 176.77K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ULTRA SHORT BOND | 171.07K | SH | $8.65M 3.54% | 171.07K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 47.56K | SH | $7.51M 3.08% | 47.56K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 28.36K | SH | $6.20M 2.54% | 28.36K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 17.77K | SH | $5.15M 2.11% | 17.77K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.61K | SH | $4.67M 1.91% | 9.61K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 16.71K | SH | $3.67M 1.50% | 16.71K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | MSCI ACWI EXUS | 110.88K | SH | $3.62M 1.48% | 110.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.29K | SH | $3.40M 1.39% | 19.29K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 10.03K | SH | $2.73M 1.12% | 10.03K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 2.61K | SH | $2.58M 1.06% | 2.61K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 23.05K | SH | $2.52M 1.03% | 23.05K | 0.00 | 0.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 24.22K | SH | $2.41M 0.99% | 24.22K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 7.76K | SH | $2.37M 0.97% | 7.76K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P MC 400VL ETF | 18.93K | SH | $2.34M 0.96% | 18.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 11.61K | SH | $2.06M 0.84% | 11.61K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 32.94K | SH | $2.04M 0.84% | 32.94K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | DIV RTN EM EQT | 35.94K | SH | $2.03M 0.83% | 35.94K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.33K | SH | $1.92M 0.79% | 10.33K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P SML 600 GWT | 14.25K | SH | $1.90M 0.78% | 14.25K | 0.00 | 0.00 |
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