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Livermore
Livermore
ZHEN

Tiemann Investment Advisors, LLC

SEC CIK
0001575151
Latest filing
Aug 7, 2026

The latest 13F from Tiemann Investment Advisors, LLC covers Q2 2026 (filed Aug 7, 2026): 207 long positions worth $276.1M. The top 10 holdings make up 40.2% of the portfolio, and the largest is iShares Core U.S. Aggregate Bond ETF at 8.0%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
13
Est. +$3.14M
Added
19
Est. +$2.31M
Reduced
122
Est. −$7.68M
Sold out
10
Est. −$2.28M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core U.S. Aggregate Bond ETF464287226
    8.0%$22.0M
  2. AAPLApple Inc.
    5.9%$16.4MHistory
  3. iShares Tr46434V613
    5.1%$14.1M
  4. iShares Core MSCI Eafe ETF46432F842
    4.6%$12.6M
  5. MSFTMicrosoft Corp
    3.4%$9.48MHistory

Share of portfolio

Top 5 holdings and the other 202 positions, by share of portfolio value

  1. iShares Core U.S. Aggregate Bond ETF8.0%
  2. AAPL5.9%
  3. iShares Tr5.1%
  4. iShares Core MSCI Eafe ETF4.6%
  5. MSFT3.4%
  6. Other 202 positions73.0%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core U.S. Aggregate Bond ETF464287226
    +$1.11MAdded
  2. Goldman Sachs ETF Tr381430230
    +$475.2KAdded
  3. DELLDell Technologies Inc.
    +$382.3KNewHistory
  4. WDCWestern Digital Corp
    +$373.0KNewHistory
  5. HPEHewlett Packard Enterprise Co
    +$280.8KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. DELLDell Technologies Inc.
    +0.14 pp0.0% → 0.1%History
  2. WDCWestern Digital Corp
    +0.14 pp0.0% → 0.1%History
  3. HPEHewlett Packard Enterprise Co
    +0.10 pp0.0% → 0.1%History
  4. QCOMQualcomm Inc
    +0.09 pp0.0% → 0.1%History
  5. UNHUnitedHealth Group Inc
    +0.09 pp0.2% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AAPLApple Inc.
    −$739.0KReducedHistory
  2. NVDANVIDIA Corp
    −$562.3KReducedHistory
  3. GOOGLAlphabet Inc.
    −$433.8KReducedHistory
  4. HONHoneywell International Inc
    −$368.9KSold outHistory
  5. GOOGAlphabet Inc.
    −$346.3KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MSFTMicrosoft Corp
    −0.34 pp3.8% → 3.4%History
  2. GLDSPDR Gold Trust
    −0.25 pp1.2% → 0.9%History
  3. TAT&T Inc.
    −0.21 pp0.5% → 0.3%History
  4. CRMSalesforce, Inc.
    −0.20 pp0.7% → 0.5%History
  5. COSTCostco Wholesale Corp
    −0.19 pp1.0% → 0.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$276.1M
+$21.1M (+8.3%) vs. prior quarter
Positions
207
+3 vs. prior quarter
Top 10 concentration
40.2%
Top 10 as share of value
Turnover
2.0%
Q2 2026, one quarter
Average holding period
19.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $276.1M (Q2 2026)

Q1 2021: $200.6MQ2 2021: $213.8MQ3 2021: $210.4MQ4 2021: $236.6MQ1 2022: $216.3MQ2 2022: $187.3MQ3 2022: $154.3MQ4 2022: $170.7MQ1 2023: $182.9MQ2 2023: $196.4MQ3 2023: $187.0MQ4 2023: $206.0MQ1 2024: $223.7MQ2 2024: $224.7MQ3 2024: $231.9MQ4 2024: $224.9MQ1 2025: $220.4MQ2 2025: $244.1MQ3 2025: $261.4MQ4 2025: $257.5MQ1 2026: $255.0MQ2 2026: $276.1M
Q1 2021Q2 2026
13F filings of Tiemann Investment Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 2026207$276.1MiShares Core U.S. Aggregate Bond ETFAAPLiShares Trvs. Q1 2026SEC
Q1 2026May 13, 2026204$255.0MiShares Core U.S. Aggregate Bond ETFAAPLiShares Trvs. Q4 2025SEC
Q4 2025Feb 13, 2026204$257.5MiShares Core U.S. Aggregate Bond ETFAAPLiShares Trvs. Q3 2025SEC
Q3 2025Nov 13, 2025206$261.4MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q2 2025SEC
Q2 2025Aug 8, 2025199$244.1MiShares Core U.S. Aggregate Bond ETFMSFTiShares Trvs. Q1 2025SEC
Q1 2025May 14, 2025192$220.4MiShares Core U.S. Aggregate Bond ETFAAPLiShares Trvs. Q4 2024SEC
Q4 2024Feb 7, 2025192$224.9MAAPLiShares Core U.S. Aggregate Bond ETFMSFTvs. Q3 2024SEC
Q3 2024Nov 14, 2024197$231.9MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q2 2024SEC
Q2 2024Aug 12, 2024192$224.7MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q1 2024SEC
Q1 2024May 13, 2024197$223.7MiShares Core U.S. Aggregate Bond ETFMSFTiShares Trvs. Q4 2023SEC
Q4 2023Feb 14, 2024186$206.0MAAPLiShares Core U.S. Aggregate Bond ETFMSFTvs. Q3 2023SEC
Q3 2023Nov 13, 2023183$187.0MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q2 2023SEC
Q2 2023Aug 11, 2023192$196.4MAAPLiShares Core U.S. Aggregate Bond ETFMSFTvs. Q1 2023SEC
Q1 2023May 11, 2023190$182.9MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q4 2022SEC
Q4 2022Feb 14, 2023191$170.7MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q3 2022SEC
Q3 2022Nov 15, 2022182$154.3MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q2 2022SEC
Q2 2022Aug 12, 2022197$187.3MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q1 2022SEC
Q1 2022May 13, 2022209$216.3MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q4 2021SEC
Q4 2021Feb 14, 2022228$236.6MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q3 2021SEC
Q3 2021Nov 15, 2021209$210.4MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q2 2021SEC
Q2 2021Aug 13, 2021212$213.8MiShares Core U.S. Aggregate Bond ETFAAPLMSFTvs. Q1 2021SEC
Q1 2021May 12, 2021Amended206$200.6MiShares Core U.S. Aggregate Bond ETFAAPLMSFT–SEC