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Tiemann Investment Advisors, LLC
TIEMANN INVESTMENT ADVISORS, LLC is an independent, SEC-registered investment advisory firm based in Menlo Park, California, providing customized investment management services, primarily to high net worth individuals and families in the U.S.
Investment Strategy
The firm’s primary focus is discretionary direct equity investments in U.S.-listed large-cap stocks, as evidenced by their 13F holdings in major firms such as Apple, Microsoft, Nvidia, Oracle, and Google, among others. No further publicly available detail on broader investment philosophy or risk management.
Latest 13F Filing Activity
Tiemann Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 198 equity positions with a total 13F market value of $244M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, J P Morgan Exchange Traded F among other positions. Tiemann Investment Advisors, LLC reduced exposure to Discover Finl SVCS, Apple Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (198)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 7.62% | $18.6M | 187,409 | $107.84 | $99.20 | +$1.4M |
M MSFT | MICROSOFT CORP | 5.62% | $13.7M | 27,600 | $44.39 | $497.41 | +$3.3M |
I IUSB | ISHARES TR | 5.43% | $13.3M | 286,808 | $45.11 | $46.23 | +$46.5K |
A AAPL | APPLE INC | 5.14% | $12.6M | 61,188 | $29.17 | $205.17 | -$1.1M |
I IEFA | ISHARES TR | 4.56% | $11.1M | 133,324 | $64.24 | $83.48 | +$1.1M |
Industry Allocation
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