TIEMANN INVESTMENT ADVISORS, LLC

RIA/Wealth

TIEMANN INVESTMENT ADVISORS, LLC is a RIA/Wealth based in Menlo Park, CA led by Jonathan Tiemann, reporting $312.2M in AUM as of Q3 2025 with 43% ETF concentration.

PresidentJonathan Tiemann

Portfolio Value: $261.4M
Positions: 206
Top Holding: AGG at 7.48%
Last Reported: Q3 2025

Address750 Menlo Avenue, Suite 300, Menlo Park, CA, 94025, United States

Top Holdings

Largest long holdings in TIEMANN INVESTMENT ADVISORS, LLC's portfolio (43.2% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$19.5M	7.48%	+$761.8K Bought	— 195.0K shares	Q4 2013 Held for 11y 11m
2 Apple AAPL	Consumer Electronics Technology	$15.6M	5.97%	+$16.3K Bought	0.00% 61.3K shares	Q4 2013 Held for 11y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$14.2M	5.42%	-$118.1K Sold	0.00% 27.4K shares	Q4 2013 Held for 11y 11m
4 iShares Core Total USD Bond Market IUSB	ETF ETF	$13.8M	5.26%	+$354.0K Bought	— 294.4K shares	Q4 2022 Held for 2y 11m
5 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$11.6M	4.46%	+$5.2K Bought	— 133.4K shares	Q3 2018 Held for 7y 2m
6 Nvidia NVDA	Semiconductors Technology	$8.6M	3.30%	-$245.2K Sold	0.00% 46.2K shares	Q2 2017 Held for 8y 5m
7 JPMorgan Ultra-Short Income JPST	ETF ETF	$8.1M	3.12%	-$822.1K Sold	— 160.6K shares	Q1 2018 Held for 7y 8m
8 Oracle ORCL	Software - Infrastructure Technology	$8.0M	3.06%	+$21.1K Bought	0.00% 28.4K shares	Q4 2013 Held for 11y 11m
9 Goldman Sachs Access Ultra Short Bond GSST	ETF ETF	$7.8M	2.98%	-$877.8K Sold	— 153.8K shares	Q4 2022 Held for 2y 11m
10 JPMorgan Chase JPM	Banks - Diversified Financial Services	$5.6M	2.12%	-$53.6K Sold	0.00% 17.6K shares	Q4 2013 Held for 11y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in TIEMANN INVESTMENT ADVISORS, LLC's latest filing

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Market Value

$261.4M

Prior: $244.1M

Q/Q Change

+7.07%

+$17.3M

Net Flows % of MV

-0.287%

Turnover Ratio

2.57%

New Purchases

7 stocks

$1.6M

Added To

40 stocks

+$4.2M

Sold Out Of

5 stocks

$1.2M

Reduced Holdings

85 stocks

-$5.2M

Increased Positions

Position	Shares Δ	Change
1 Ciena CIEN	New	0 → 2.0K +$293.6K
2 TE Connectivity TEL	New	0 → 1.1K +$238.6K
3 Agnico Eagle Mines AEM	New	0 → 1.4K +$228.6K
4 Raymond James Financial RJF	New	0 → 1.2K +$204.4K
5 Eaton Corporation ETN	New	0 → 543.0 +$203.2K

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	2.7K → 0 −$457.7K
2 Cintas CTAS	Sold	916.0 → 0 −$204.1K
3 T-Mobile US TMUS	Sold	817.0 → 0 −$194.7K
4 Constellation Brands STZ	Sold	1.2K → 0 −$192.8K
5 Paychex PAYX	Sold	1.3K → 0 −$189.8K