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CIK: 0001806428
Total reported value
$511.4M
$511.4M
276 檔
14.4%
According to the latest 13F quarterly dataset, Tempus Wealth Planning, LLC managed an equity portfolio of $511.4M 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 17 new positions and adding to 24 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% | +0.69% | +0.06% | |
| 2 | GEV | GE Vernova Inc | Stock-Industrials | 3.02% | +0.61% | +0.02% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | -0.29% | -9.86% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.24% | +0.04% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 2.43% | +0.03% | -0.66% | |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.12% | +0.49% | +11.30% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.08% | -0.05% | -1.02% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.01% | +0.40% | -11.38% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.96% | -0.11% | +0.01% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.82% | -0.05% | +0.29% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | +0.15% | -4.17% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.59% | +0.04% | +6.21% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.52% | — | -5.40% | |
| 14 | QLD | Proshares Ultra Qqq | ETF-Other | 1.44% | +0.61% | NEW | |
| 15 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.40% | +0.61% | NEW | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.15% | +2.96% | |
| 17 | CGBL | Cap Group Core Balanced | ETF-Other | 1.24% | -0.07% | +15.79% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.22% | -0.07% | +0.42% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.12% | -1.01% | -7.37% | |
| 20 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.08% | -0.05% | -8.37% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.03% | -0.07% | +2.70% | |
| 22 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 1.01% | -0.90% | -9.84% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.00% | -0.01% | +5.86% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.94% | -0.11% | +0.41% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | -0.03% | -0.31% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.53% | -8.45% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.87% | +0.03% | +6.53% | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.86% | +0.04% | +8.26% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.03% | -3.81% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.07% | -5.48% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.01% | +1.41% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.65% | +0.09% | -14.56% | |
| 33 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.64% | +0.16% | +0.63% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.20% | +3.65% | |
| 35 | CGMU | Cap Group Municipal Income | ETF-Other | 0.61% | -0.05% | -0.20% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-Other | 0.60% | -0.21% | +3.14% | |
| 37 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.60% | -0.09% | -3.52% | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.58% | -0.64% | +348.56% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.58% | -0.14% | +103.22% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.05% | +0.18% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.56% | -0.06% | +2.67% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.55% | -0.25% | +1.51% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.54% | +0.13% | +22.57% | |
| 44 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.53% | -0.05% | -19.07% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.53% | -0.04% | +11.16% | |
| 46 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.53% | -0.12% | -0.09% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.51% | -0.15% | -26.62% | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.50% | -0.02% | -2.82% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | -0.29% | -3.14% | |
| 50 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.49% | -0.28% | — |
According to official SEC Form 13F filings, Tempus Wealth Planning, LLC reported a total U.S. public equity portfolio value of $511.4M 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 14.4% 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 50 total portfolio adjustments, initiating 17 new buys, adding to 24 positions, trimming 8 holdings, and fully liquidating 1 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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