JONATHAN TIEMANN
Tiemann Investment Advisors, Llc
Assets Managed
$254.973M
Holdings
204
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-0.98%(2Q avg: -1.23%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Tiemann Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 204 positions.
Assets under management
The assets under management (AUM) of Tiemann Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 254.973M in assets, with a quarterly growth rate of -0.98% and a 2-quarter average growth rate of -1.23%. The portfolio is managed by JONATHAN TIEMANN, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AGG Ishares Core U.s. Aggregate
| 8.22% | $20.937M 210,908 shares@ $99.28 avg price | Increased 2.12% |
AAPL Apple Inc
| 5.9% | $15.028M 59,213 shares@ $253.8 avg price | Increased 1.95% |
IUSB Ishares Core Total Bond Etf
| 5.47% | $13.939M 301,769 shares@ $46.2 avg price | Increased 2.16% |
IEFA Ishares Core Msci Eafe Etf
| 4.67% | $11.905M 131,508 shares@ $90.53 avg price | Decreased -1.67% |
MSFT Microsoft Corp
| 3.78% | $9.621M 25,990 shares@ $370.17 avg price | Increased 2.53% |
JPST Jpmorgan Ultra-short Income
| 3.42% | $8.718M 172,257 shares@ $50.62 avg price | Increased 7.14% |
GSST Goldman Sachs Access U Short
| 3.22% | $8.193M 162,070 shares@ $50.56 avg price | Increased 2.66% |
NVDA Nvidia Corp
| 2.64% | $6.721M 38,540 shares@ $174.41 avg price | Decreased -6.81% |
GOOGL Alphabet Inc-cl A
| 2.06% | $5.245M 18,238 shares@ $287.56 avg price | Increased 8.1% |
JPM Jpmorgan Chase & Co
| 2.01% | $5.115M 17,390 shares@ $294.16 avg price | Increased 2.49% |
1-10 of 204