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CIK: 0001806428
Total reported value
$521.5M
$521.5M
276 檔
14.1%
According to the latest 13F quarterly dataset, Tempus Wealth Planning, LLC managed an equity portfolio of $521.5M at the end of Q3 2025, spanning 276 distinct U.S. exchange-listed positions.
In Q3 2025, Tempus Wealth Planning, LLC displayed an active expansion posture, initiating 50 new positions and adding to 81 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 276 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 6.11% | -1.16% | +0.06% | |
| 2 | GEV | GE Vernova Inc | Stock-Industrials | 3.02% | -1.04% | +0.02% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | +0.34% | -9.86% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | +0.62% | +0.04% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 2.43% | -0.07% | -0.66% | |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.12% | -0.60% | +11.30% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.50% | -1.02% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.01% | -0.09% | -11.38% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.96% | +0.23% | +0.01% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.82% | -0.03% | +0.29% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | -0.02% | -4.17% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.59% | -0.18% | +6.21% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.52% | -0.20% | -5.40% | |
| 14 | QLD | Proshares Ultra Qqq | ETF-Other | 1.44% | -0.19% | -12.56% | |
| 15 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.40% | -0.16% | -11.79% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | -0.01% | +2.96% | |
| 17 | CGBL | Cap Group Core Balanced | ETF-Other | 1.24% | -0.05% | +15.79% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.22% | -0.04% | +0.42% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.12% | -0.06% | -7.37% | |
| 20 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.08% | — | -8.37% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.03% | -0.03% | +2.70% | |
| 22 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 1.01% | -0.04% | -9.84% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.00% | -0.02% | +5.86% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.94% | -0.04% | +0.41% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.21% | -0.31% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.44% | -8.45% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.87% | +0.09% | +6.53% | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.86% | +0.01% | +8.26% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.02% | -3.81% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | -0.05% | -5.48% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | — | +1.41% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.65% | +0.01% | -14.56% | |
| 33 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.64% | +0.07% | +0.63% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.04% | +3.65% | |
| 35 | CGMU | Cap Group Municipal Income | ETF-Other | 0.61% | -0.01% | -0.20% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-Other | 0.60% | -0.05% | EXIT | |
| 37 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.60% | -0.05% | -3.52% | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.58% | -0.10% | +348.56% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.58% | +0.31% | +103.22% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | +0.22% | +0.18% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.56% | -0.03% | +2.67% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.55% | -0.03% | +1.51% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.54% | +0.32% | +22.57% | |
| 44 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.53% | -0.01% | -19.07% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.53% | -0.09% | +11.16% | |
| 46 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.53% | — | -0.09% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.51% | -0.06% | -26.62% | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.50% | +0.04% | -2.82% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | -0.02% | -3.14% | |
| 50 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.49% | -0.38% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +1.1% | +0.02% | Trim |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | +1% | +11.30% | Add |
| 3 | GE | General Electric | +0.8% | +0.06% | Add |
| 4 | ORCL | Oracle CORP | +0.5% | +2.70% | Add |
| 5 | TSLA | Tesla Inc | +0.4% | -5.40% | Add |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +103.22% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | +12.00% | Add |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +78.15% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | +0.04% | Add |
| 10 | EFO | Proshares Ultra Msci Eafe | +0.2% | -44.85% | Add |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +69.85% | Add |
| 12 | NVDA | Nvidia CORP | +0.1% | -9.86% | Trim |
| 13 | PFF | Ishares Preferred & Income S | +0.1% | +3.14% | Add |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +22.57% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -4.17% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | -51.40% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | +13.75% | Add |
| 18 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.1% | -19.69% | Add |
| 19 | SCHG | Schwab US Large-cap Growth | +0.1% | +6.53% | Add |
| 20 | WYNN | Wynn Resorts LTD | +0.1% | -0.80% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -11.38% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.48% | Trim |
| 23 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -3.14% | Add |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | -25.85% | Add |
| 25 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +9.48% | Add |
| 26 | TQQQ | Proshares Ultrapro Qqq | +0.1% | — | Trim |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +14.50% | Add |
| 28 | SCHX | Schwab US Large-cap ETF | 0% | +6.21% | Add |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +48.68% | Add |
| 30 | ULTA | Ulta Beauty Inc | 0% | — | Add |
| 31 | AMAT | Applied Materials Inc | 0% | +13.26% | Add |
| 32 | AVGO | Broadcom Inc | 0% | +14.79% | Trim |
| 33 | CGDV | Cap Group Dividend Value | 0% | -0.66% | Add |
| 34 | QUAL | Ishares Msci USA Quality Fac | 0% | +1.51% | Add |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +11.16% | Add |
| 36 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +8.19% | Add |
| 37 | IAU | Ishares Gold Trust | 0% | +59.22% | Add |
| 38 | CGBL | Cap Group Core Balanced | 0% | +15.79% | Add |
| 39 | RTX | Rtx CORP | 0% | +1.62% | Add |
| 40 | SCHC | Schwab Intl Small-cap Equity | 0% | +8.75% | Add |
| 41 | PYPL | Paypal Holdings Inc | 0% | +27.27% | Add |
| 42 | MOH | Molina Healthcare Inc | 0% | +69.17% | Add |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +20.95% | Add |
| 44 | VGT | Vanguard Info Tech ETF | 0% | +16.38% | Add |
| 45 | SMH | Vaneck Semiconductor ETF | 0% | +3.45% | Add |
| 46 | META | Meta Platforms Inc-class A | 0% | +0.18% | Add |
| 47 | ROK | Rockwell Automation Inc | 0% | -0.59% | Trim |
| 48 | SCHA | Schwab US Small-cap ETF | 0% | +6.51% | Add |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +5.95% | Add |
| 50 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | +8.52% | Add |
According to official SEC Form 13F filings, Tempus Wealth Planning, LLC reported a total U.S. public equity portfolio value of $521.5M across 276 disclosed positions in Q3 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, GEV, NVDA) accounted for 14.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
QLD
市值: $6.3M
Top Position Liquidated / Trimmed
RCL
前期市值: $748.6K
During Q3 2025, Tempus Wealth Planning, LLC's top holdings by market value included GE (6.1%)、GEV (3.0%)、NVDA (2.8%). The largest single position, GE, represented 6.1% of total portfolio value.
In Q3 2025, Tempus Wealth Planning, LLC made 199 total portfolio adjustments, initiating 50 new buys, adding to 81 positions, trimming 42 holdings, and fully liquidating 26 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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