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CIK: 0001806428
Total reported value
$511.4M
$511.4M
275 檔
14.6%
As reported in its official Q4 2025 Form 13F filing, Tempus Wealth Planning, LLC's tracked investment portfolio stood at $511.4M with 275 total positions.
Tempus Wealth Planning, LLC executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 8 holdings and trimming 14 positions.
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 6.22% | +0.69% | -0.40% | |
| 2 | GEV | GE Vernova Inc | Stock-Industrials | 3.21% | +0.61% | +0.42% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | -0.29% | +0.07% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 2.52% | +0.03% | -0.15% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.24% | -3.23% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.21% | -0.05% | -0.41% | |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.15% | +0.49% | +3.20% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.13% | -0.11% | +9.27% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.03% | +0.40% | -0.96% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.85% | -0.05% | -0.89% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.67% | +0.04% | +3.45% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.65% | +0.15% | -0.16% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.61% | — | +5.30% | |
| 14 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 1.39% | -0.90% | +38.65% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.15% | -1.68% | |
| 16 | CGBL | Cap Group Core Balanced | ETF-Other | 1.36% | -0.07% | +7.70% | |
| 17 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.21% | -0.05% | +5.37% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.20% | -0.07% | -2.91% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.09% | -1.01% | -1.95% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.07% | -0.01% | +3.31% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.03% | +5.94% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.07% | +0.64% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.53% | +6.24% | |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.93% | +0.04% | +4.24% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.92% | +0.03% | +3.32% | |
| 26 | QLD | Proshares Ultra Qqq | ETF-Other | 0.86% | +0.61% | NEW | |
| 27 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.85% | +0.61% | NEW | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.03% | -2.80% | |
| 29 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.81% | -0.11% | -13.92% | |
| 30 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.73% | -0.64% | +23.79% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.07% | +0.23% | |
| 32 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.70% | +0.16% | +2.91% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | -0.01% | -0.65% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.20% | +0.23% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.65% | +0.09% | -2.64% | |
| 36 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.61% | -0.28% | +25.89% | |
| 37 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.59% | +0.13% | +5.42% | |
| 38 | CGMU | Cap Group Municipal Income | ETF-Other | 0.58% | -0.05% | -5.26% | |
| 39 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.57% | -0.12% | -0.50% | |
| 40 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.57% | -0.04% | +1.84% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.06% | -4.06% | |
| 42 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.55% | -0.09% | -7.82% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.05% | +8.40% | |
| 44 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.54% | -0.05% | -1.58% | |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.53% | -0.06% | -4.01% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | -0.29% | -3.47% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.19% | +1.96% | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.49% | -0.02% | -2.57% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.47% | +0.02% | -1.22% | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.15% | -9.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBHF | Ishares Ibond 2026 Hy & Inc | +0.4% | +38.65% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.64% | Add |
| 3 | GEV | GE Vernova Inc | +0.2% | +0.42% | Add |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +9.27% | Add |
| 5 | PPA | Invesco Aerospace & Defense | +0.2% | +23.79% | Add |
| 6 | LLY | Eli Lilly & Co | +0.1% | -4.06% | Trim |
| 7 | AOR | Ishares Core 60/40 Balanced | +0.1% | +93.86% | Add |
| 8 | AAPL | Apple Inc | +0.1% | -0.41% | Trim |
| 9 | QLTY | Gmo U.s. Quality ETF | +0.1% | +5.37% | Add |
| 10 | RKLB | Rocket Lab CORP | +0.1% | +1.71% | Add |
| 11 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +25.89% | Add |
| 12 | CGBL | Cap Group Core Balanced | +0.1% | +7.70% | Add |
| 13 | GE | General Electric | +0.1% | -0.40% | Trim |
| 14 | AMZN | Amazon.com Inc | +0.1% | +5.94% | Add |
| 15 | IVE | Ishares S&p 500 Value ETF | +0.1% | +35.54% | Add |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | +126.35% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +5.30% | Add |
| 18 | CGDV | Cap Group Dividend Value | +0.1% | -0.15% | Trim |
| 19 | SCHX | Schwab US Large-cap ETF | +0.1% | +3.45% | Add |
| 20 | AIRR | First Trust Rba American Ind | +0.1% | +38.92% | Add |
| 21 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | +0.49% | Add |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +6.24% | Add |
| 23 | ARCC | Ares Capital CORP | -0.1% | -37.28% | Trim |
| 24 | BXSL | Blackstone Secured Lending F | -0.1% | -40.39% | Trim |
| 25 | HYT | Blackrock CORP Hi Yld | -0.1% | -44.38% | Trim |
| 26 | ICSH | Ishares Ultra Short Duration | -0.1% | -13.92% | Trim |
| 27 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -27.16% | Trim |
| 28 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -52.27% | Trim |
| 29 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -81.33% | Trim |
| 30 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -43.52% | Trim |
| 31 | MSFT | Microsoft CORP | -0.3% | -3.23% | Trim |
| 32 | ORCL | Oracle CORP | -0.3% | +0.23% | Add |
| 33 | PFF | Ishares Preferred & Income S | -0.5% | -78.70% | Trim |
| 34 | SSO | Proshares Ultra S&p500 | -0.6% | +16.79% | Add |
| 35 | QLD | Proshares Ultra Qqq | -0.6% | +16.56% | Add |
| 36 | JEPQ | JPM Nasdaq Equity Premium | — | EXIT | Sold out |
| 37 | RECS | Columbia Resear Enh Cor ETF | — | NEW | New buy |
| 38 | IDMO | Invesco S&p International De | — | NEW | New buy |
| 39 | AVDV | Avantis Intl S/c Value ETF | — | EXIT | Sold out |
| 40 | EET | Proshares Ult Msci Emer Mkts | — | EXIT | Sold out |
| 41 | PINS | Pinterest Inc- Class A | — | NEW | New buy |
| 42 | ELV | Elevance Health Inc | — | EXIT | Sold out |
| 43 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 44 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 45 | MOH | Molina Healthcare Inc | — | EXIT | Sold out |
| 46 | XOVR | Ershares Private-public Cros | — | NEW | New buy |
| 47 | ICVT | Ishares Convertible Bond ETF | — | EXIT | Sold out |
| 48 | IYLD | Ishares Morningstar Multi-as | — | NEW | New buy |
| 49 | ETHA | Ishares Ethereum Trust ETF | — | EXIT | Sold out |
| 50 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
According to official SEC Form 13F filings, Tempus Wealth Planning, LLC reported a total U.S. public equity portfolio value of $511.4M across 275 disclosed positions in Q4 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 14.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
RECS
市值: $1.1M
Top Position Liquidated / Trimmed
JEPQ
前期市值: $1.2M
During Q4 2025, Tempus Wealth Planning, LLC's top holdings by market value included GE (6.2%)、GEV (3.2%)、NVDA (2.8%). The largest single position, GE, represented 6.2% of total portfolio value.
In Q4 2025, Tempus Wealth Planning, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 21 positions, trimming 14 holdings, and fully liquidating 8 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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