13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001806428
Total reported value
$511.4M
$511.4M
259 檔
13.0%
In Q2 2025, Tempus Wealth Planning, LLC's U.S. equity holdings reached a combined market value of $511.4M, distributed across 259 disclosed stock positions.
In Q2 2025, Tempus Wealth Planning, LLC displayed an active expansion posture, initiating 12 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 5.67% | +0.69% | -0.06% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.84% | -0.29% | -11.88% | |
| 3 | GEV | GE Vernova Inc | Stock-Industrials | 2.82% | +0.61% | -0.21% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.24% | +0.14% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 2.50% | +0.03% | +12.49% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.26% | +0.40% | +17.97% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.11% | -0.11% | +4.51% | |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.92% | +0.49% | +62.09% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.84% | -0.05% | -0.74% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.83% | -0.05% | +3.77% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | +0.15% | +23.06% | |
| 12 | QLD | Proshares Ultra Qqq | ETF-Other | 1.53% | +0.61% | NEW | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.51% | +0.61% | NEW | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.50% | +0.04% | +4.91% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.15% | -0.55% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.31% | -1.01% | +3.30% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.25% | -0.07% | +2.75% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.24% | — | +10.78% | |
| 19 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.21% | -0.05% | -2.57% | |
| 20 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 1.21% | -0.90% | +11.40% | |
| 21 | CGBL | Cap Group Core Balanced | ETF-Other | 1.12% | -0.07% | +2.51% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.02% | -0.11% | +1.57% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.03% | +6.48% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.98% | -0.01% | +5.17% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.53% | -22.93% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.03% | +5.44% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.84% | -0.07% | +14.49% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.81% | +0.03% | +5.28% | |
| 29 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.81% | +0.04% | +6.12% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.75% | -0.15% | +65.77% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.73% | +0.09% | +1.28% | |
| 32 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.69% | -0.05% | +3.46% | |
| 33 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.68% | -0.09% | +5.16% | |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.68% | +0.08% | +40.49% | |
| 35 | EFO | Proshares Ultra Msci Eafe | ETF-Other | 0.67% | — | +222.24% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.01% | — | |
| 37 | CGMU | Cap Group Municipal Income | ETF-Other | 0.65% | -0.05% | +9.63% | |
| 38 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.65% | +0.16% | -40.71% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.07% | -4.30% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-Other | 0.62% | -0.21% | +58.94% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.05% | +4.28% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.20% | +0.34% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.58% | -0.06% | +1.85% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.05% | +239.17% | |
| 45 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.57% | -0.12% | -0.18% | |
| 46 | CGGR | Cap Group Growth Equity | ETF-Other | 0.55% | +0.01% | -0.12% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.55% | -0.25% | +19.42% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.54% | +0.29% | -4.88% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.53% | -0.07% | -3.85% | |
| 50 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.53% | -0.02% | -30.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QLD | Proshares Ultra Qqq | +1.5% | NEW | New buy |
| 2 | SSO | Proshares Ultra S&p500 | +1.5% | NEW | New buy |
| 3 | GEV | GE Vernova Inc | +0.9% | -0.21% | Trim |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | +0.8% | +62.09% | Add |
| 5 | EFO | Proshares Ultra Msci Eafe | +0.5% | +222.24% | Add |
| 6 | GE | General Electric | +0.4% | -0.06% | Trim |
| 7 | GLD | Spdr Gold Shares | +0.4% | +239.17% | Add |
| 8 | SPHY | Ss Spdr P High Yield ETF | +0.4% | NEW | New buy |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +17.97% | Add |
| 10 | ORCL | Oracle CORP | +0.3% | +14.49% | Add |
| 11 | MSFT | Microsoft CORP | +0.3% | +0.14% | Add |
| 12 | TFLR | T Rowe Price Floating Rt ETF | +0.3% | NEW | New buy |
| 13 | JD | Jd.com Inc-adr | +0.2% | NEW | New buy |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +65.77% | Add |
| 15 | RKLB | Rocket Lab CORP | +0.2% | NEW | New buy |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +23.06% | Add |
| 17 | NVDA | Nvidia CORP | +0.2% | -11.88% | Trim |
| 18 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.2% | +140.72% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | +0.2% | +126.40% | Add |
| 20 | TMUS | T-mobile US Inc | +0.2% | NEW | New buy |
| 21 | HOOD | Robinhood Markets Inc - A | +0.2% | NEW | New buy |
| 22 | GRW | Tcw Durable Growth ETF | +0.2% | NEW | New buy |
| 23 | THRO | Ishares U.s. Thematic Rotati | +0.2% | NEW | New buy |
| 24 | PFF | Ishares Preferred & Income S | +0.2% | +58.94% | Add |
| 25 | IAGG | Ishares Intl Aggregate Bond | +0.2% | NEW | New buy |
| 26 | TSLA | Tesla Inc | +0.1% | +10.78% | Add |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +40.49% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | +0.1% | +97.94% | Add |
| 29 | PPA | Invesco Aerospace & Defense | +0.1% | NEW | New buy |
| 30 | CGDV | Cap Group Dividend Value | +0.1% | +12.49% | Add |
| 31 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +75.48% | Add |
| 32 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +30.50% | Add |
| 33 | META | Meta Platforms Inc-class A | +0.1% | +4.28% | Add |
| 34 | AMZN | Amazon.com Inc | 0% | +6.48% | Add |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +5.44% | Add |
| 36 | IYW | Ishares Ustechnology ETF | 0% | +1.28% | Add |
| 37 | SCHG | Schwab US Large-cap Growth | 0% | +5.28% | Add |
| 38 | SCHF | Schwab Intl Equity ETF | 0% | +5.17% | Add |
| 39 | SCHX | Schwab US Large-cap ETF | -0.1% | +4.91% | Add |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | +3.77% | Add |
| 41 | IBHF | Ishares Ibond 2026 Hy & Inc | -0.1% | +11.40% | Add |
| 42 | FFLC | Fidelity Fndmntl L/c Cor ETF | -0.2% | EXIT | Sold out |
| 43 | LLY | Eli Lilly & Co | -0.2% | -16.46% | Trim |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | -0.3% | -30.42% | Trim |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.4% | -22.93% | Trim |
| 46 | XMHQ | Invesco S&p Midcap Qual ETF | -0.4% | -57.04% | Trim |
| 47 | PULS | Pgim Ultra Short Bond ETF | -0.5% | EXIT | Sold out |
| 48 | AAPL | Apple Inc | -0.6% | -0.74% | Trim |
| 49 | PVAL | Putnam Focused Lrg Cap Value | -0.6% | -40.71% | Trim |
| 50 | QGRW | Wisdomtree US Quality Growth | -0.7% | -91.04% | Trim |
According to official SEC Form 13F filings, Tempus Wealth Planning, LLC reported a total U.S. public equity portfolio value of $511.4M across 259 disclosed positions in Q2 2025.
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 GE, NVDA, GEV) accounted for 13.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
QLD
市值: $6.2M
Top Position Liquidated / Trimmed
PULS
前期市值: $1.8M
During Q2 2025, Tempus Wealth Planning, LLC's top holdings by market value included GE (5.7%)、NVDA (2.8%)、GEV (2.8%). The largest single position, GE, represented 5.7% of total portfolio value.
In Q2 2025, Tempus Wealth Planning, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 26 positions, trimming 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.