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CIK: 0002112005
Total reported value
$820.7M
$820.7M
237 檔
21.5%
In Q2 2026, Tempo Wealth, LLC's U.S. equity holdings reached a combined market value of $820.7M, distributed across 237 disclosed stock positions.
In Q2 2026, Tempo Wealth, LLC displayed an active expansion posture, initiating 27 new positions and adding to 110 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | Stock-Industrials | 10.63% | -1.75% | -20.33% | |
| 2 | PGR | Progressive CORP | Stock-Financials | 5.81% | -1.20% | +13.33% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.45% | -0.58% | -0.18% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.25% | -0.49% | -0.24% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.98% | -0.54% | +3.61% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.85% | -0.05% | +1.68% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.83% | -0.50% | +0.55% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 2.81% | -0.49% | -0.68% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.76% | -0.09% | +6.60% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.68% | -0.29% | +3.78% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.60% | -0.61% | -1.54% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | -0.19% | +3.26% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.88% | -0.46% | -1.14% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.81% | -0.41% | +1.99% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.71% | -0.32% | -1.08% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | +0.28% | +11.22% | |
| 17 | MU | Micron Technology Inc | Stock-Tech | 1.53% | -0.44% | -0.42% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.50% | -0.34% | +4.01% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.37% | -0.25% | +4.71% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 1.33% | -0.93% | -32.11% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.17% | +0.71% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.17% | -0.22% | -4.19% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.07% | +0.56% | +1635.17% | |
| 24 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.06% | -0.22% | -1.03% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.95% | -0.13% | -2.11% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.90% | -0.14% | +493.27% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.07% | +4.10% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.85% | -0.15% | -0.56% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | +0.10% | +10.51% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | -0.14% | +2.38% | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.73% | -0.12% | +12.17% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.07% | +10.38% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.71% | -0.14% | +4.06% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.21% | +0.59% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.12% | +1.87% | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.68% | -0.16% | +1.14% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.07% | +4.69% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.08% | +3.53% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.60% | -0.12% | +10.42% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | -0.07% | -3.99% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.52% | -0.13% | -0.03% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.51% | -0.12% | +0.25% | |
| 43 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.49% | -0.12% | -0.03% | |
| 44 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.48% | -0.21% | +16.16% | |
| 45 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.46% | -0.18% | -9.32% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | -0.12% | +8.25% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | +0.21% | +18.93% | |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.44% | -0.12% | -2.37% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.03% | +5.40% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.42% | +0.07% | +51.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.6% | -0.68% | Trim |
| 2 | MU | Micron Technology Inc | +1% | -0.42% | Trim |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +1% | +1635.17% | Add |
| 4 | PGR | Progressive CORP | +0.3% | +13.33% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.61% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +51.77% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.55% | Add |
| 8 | MRVL | Marvell Technology Inc | +0.2% | +0.08% | Add |
| 9 | RKLB | Rocket Lab CORP | +0.2% | +16.16% | Add |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +4.71% | Add |
| 11 | INTC | Intel CORP | +0.2% | +0.24% | Add |
| 12 | SOXX | Ishares Semiconductor ETF | +0.1% | -0.16% | Trim |
| 13 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +109.22% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | +37.67% | Add |
| 15 | DDOG | Datadog Inc - Class A | +0.1% | +55.66% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +6.60% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +1.99% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +29.79% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | +22.70% | Add |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -0.24% | Trim |
| 21 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -0.03% | Trim |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.25% | Add |
| 23 | LLY | Eli Lilly & Co | +0.1% | +42.17% | Add |
| 24 | XLK | Ss Technology Select Sector | +0.1% | -3.99% | Trim |
| 25 | VRT | Vertiv Holdings Co-a | +0.1% | +13.75% | Add |
| 26 | AXP | American Express Co | +0.1% | +97.77% | Add |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +11.04% | Add |
| 28 | JMST | JPM Ultra-short Muni Income | +0.1% | NEW | New buy |
| 29 | GS | Goldman Sachs Group Inc | +0.1% | +10.42% | Add |
| 30 | ANET | Arista Networks Inc | +0.1% | +45.98% | Add |
| 31 | FTNT | Fortinet Inc | +0.1% | -3.67% | Trim |
| 32 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 33 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | NEW | New buy |
| 34 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 35 | IGRO | Ishares Intl Div Growth ETF | +0.1% | NEW | New buy |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | +2.38% | Add |
| 37 | QBTS | D-wave Quantum Inc | +0.1% | +4.36% | Add |
| 38 | TAFI | AB Tax Aware Short Dur Muni | +0.1% | NEW | New buy |
| 39 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 40 | IXN | Ishares Global Tech ETF | 0% | -1.76% | Trim |
| 41 | UNH | Unitedhealth Group Inc | 0% | +5.78% | Add |
| 42 | RDVY | First Trust Rising Dividend | 0% | +102.55% | Add |
| 43 | SCHW | Schwab (charles) CORP | 0% | NEW | New buy |
| 44 | HWM | Howmet Aerospace Inc | 0% | NEW | New buy |
| 45 | GILD | Gilead Sciences Inc | 0% | NEW | New buy |
| 46 | AXON | Axon Enterprise Inc | 0% | NEW | New buy |
| 47 | BROS | Dutch Bros Inc-class A | 0% | NEW | New buy |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | +3.78% | Add |
| 49 | JPM | Jpmorgan Chase & Co | 0% | +10.38% | Add |
| 50 | VGT | Vanguard Info Tech ETF | 0% | +704.81% | Add |
According to official SEC Form 13F filings, Tempo Wealth, LLC reported a total U.S. public equity portfolio value of $820.7M across 237 disclosed positions in Q2 2026.
During Q2 2026, Tempo Wealth, LLC's top holdings by market value included PH (10.6%)、PGR (5.8%)、SPY (3.5%). The largest single position, PH, represented 10.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PH, PGR, SPY) accounted for 21.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
JMST
市值: $537.0K
Top Position Liquidated / Trimmed
SLV
前期市值: $242.6K
In Q2 2026, Tempo Wealth, LLC made 199 total portfolio adjustments, initiating 27 new buys, adding to 110 positions, trimming 60 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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