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CIK: 0001806428
Total reported value
$521.5M
$521.5M
282 檔
18.0%
The Q2 2026 SEC filing reveals that Tempus Wealth Planning, LLC held a total portfolio value of $521.5M, covering 282 public equity positions.
In Q2 2026, Tempus Wealth Planning, LLC displayed an active expansion posture, initiating 30 new positions and adding to 93 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 6.42% | -1.16% | +0.04% | |
| 2 | GEV | GE Vernova Inc | Stock-Industrials | 4.90% | -1.04% | -0.30% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 2.44% | -0.07% | +2.86% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | +0.34% | -8.94% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.29% | -0.09% | +11.83% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.24% | +0.23% | +12.40% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.50% | +0.34% | |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.90% | -0.60% | +9.48% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | -0.02% | +12.41% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +0.44% | +47.88% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.70% | -0.03% | -1.00% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.67% | -0.18% | +5.04% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | +0.62% | +1.11% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | -0.01% | +13.99% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.39% | -0.20% | +3.88% | |
| 16 | CGBL | Cap Group Core Balanced | ETF-Other | 1.31% | -0.05% | +1.34% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.09% | -0.02% | +4.09% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.08% | -0.04% | +0.22% | |
| 19 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.05% | — | -2.38% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | -0.05% | +1.82% | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.01% | +0.01% | +9.50% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 0.98% | -0.30% | -0.53% | |
| 23 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.93% | +0.07% | +28.88% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.21% | -0.51% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.87% | +0.09% | +5.18% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.81% | +0.32% | +20.00% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.16% | +27.22% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.75% | +0.26% | +93.80% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.02% | +1.47% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.67% | +0.01% | -2.41% | |
| 31 | IDMO | Invesco S&p International De | ETF-Other | 0.66% | -0.11% | +90.15% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.66% | -0.06% | -53.59% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.65% | -0.02% | +40.24% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | — | -0.16% | |
| 35 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.62% | -0.04% | +0.52% | |
| 36 | AIRR | First Trust Rba American Ind | ETF-Other | 0.62% | -0.46% | +25.22% | |
| 37 | QLD | Proshares Ultra Qqq | ETF-Other | 0.61% | -0.19% | — | |
| 38 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.61% | -0.16% | — | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | -0.03% | +0.65% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.04% | -3.11% | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.58% | -0.09% | +2.83% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.58% | +0.16% | +1320.35% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | +0.10% | +13.48% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | -0.02% | +2.13% | |
| 45 | CGMU | Cap Group Municipal Income | ETF-Other | 0.55% | -0.01% | +6.09% | |
| 46 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.52% | +0.45% | +139.04% | |
| 47 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.52% | +0.06% | +68.03% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | -0.13% | +0.34% | |
| 49 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.51% | -0.16% | +1.38% | |
| 50 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.50% | -0.01% | +2.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +0.7% | +0.04% | Add |
| 2 | GEV | GE Vernova Inc | +0.6% | -0.30% | Trim |
| 3 | QLD | Proshares Ultra Qqq | +0.6% | NEW | New buy |
| 4 | SSO | Proshares Ultra S&p500 | +0.6% | NEW | New buy |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +47.88% | Add |
| 6 | JPST | Jpmorgan Ultra-short Income | +0.5% | +1320.35% | Add |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | +0.5% | +9.48% | Add |
| 8 | UWM | Proshares Ultra Russell2000 | +0.4% | NEW | New buy |
| 9 | AMAT | Applied Materials Inc | +0.4% | -0.53% | Trim |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +11.83% | Add |
| 11 | IALT | Ishrs Sys Alt Act ETF | +0.3% | NEW | New buy |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +93.80% | Add |
| 13 | IDMO | Invesco S&p International De | +0.3% | +90.15% | Add |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | +0.3% | +139.04% | Add |
| 15 | GGOV | Ishares Global Gb Usd Ha ETF | +0.2% | NEW | New buy |
| 16 | SPHY | Ss Spdr P High Yield ETF | +0.2% | NEW | New buy |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +27.22% | Add |
| 18 | PKW | Invesco Buyback Achievers Et | +0.2% | +68.03% | Add |
| 19 | CORO | Ish Intl Ctry Rot Act ETF | +0.2% | +79.97% | Add |
| 20 | IUS | Invesco Rafi Strategic US Et | +0.2% | NEW | New buy |
| 21 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +102.01% | Add |
| 22 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.2% | +115.25% | Add |
| 23 | ✓ | +0.2% | NEW | New buy | |
| 24 | PVAL | Putnam Focused Lrg Cap Value | +0.2% | +28.88% | Add |
| 25 | ✓ | +0.2% | NEW | New buy | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +12.41% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.2% | +13.99% | Add |
| 28 | AIRR | First Trust Rba American Ind | +0.1% | +25.22% | Add |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +0.65% | Add |
| 30 | RKLB | Rocket Lab CORP | +0.1% | +1.38% | Add |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +20.00% | Add |
| 32 | INTC | Intel CORP | +0.1% | -1.27% | Trim |
| 33 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +5.71% | Add |
| 34 | JSCP | Jpmorgan Short Duration Core | +0.1% | NEW | New buy |
| 35 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +40.24% | Add |
| 36 | TQQQ | Proshares Ultrapro Qqq | +0.1% | -7.85% | Trim |
| 37 | TFLR | T Rowe Price Floating Rt ETF | +0.1% | NEW | New buy |
| 38 | IYW | Ishares Ustechnology ETF | +0.1% | -2.41% | Trim |
| 39 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +158.07% | Add |
| 40 | AMD | Advanced Micro Devices | +0.1% | -0.69% | Trim |
| 41 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +18.77% | Add |
| 43 | IDEQ | Lazard Intl Dynamic Eqy ETF | +0.1% | NEW | New buy |
| 44 | TSLA | Tesla, Inc. | +0.1% | NEW | New buy |
| 45 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.82% | Add |
| 46 | ROK | Rockwell Automation Inc | +0.1% | +0.08% | Add |
| 47 | PYLD | Pimco Multisector Bond Actv | +0.1% | NEW | New buy |
| 48 | ZS | Zscaler Inc | +0.1% | NEW | New buy |
| 49 | LLY | Eli Lilly & Co | +0.1% | +2.13% | Add |
| 50 | MBB | Ishares Mbs ETF | +0.1% | +41.18% | 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 282 disclosed positions in Q2 2026.
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, CGDV) accounted for 18.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
QLD
市值: $3.1M
Top Position Liquidated / Trimmed
HON
前期市值: $1.1M
During Q2 2026, Tempus Wealth Planning, LLC's top holdings by market value included GE (6.4%)、GEV (4.9%)、CGDV (2.4%). The largest single position, GE, represented 6.4% of total portfolio value.
In Q2 2026, Tempus Wealth Planning, LLC made 196 total portfolio adjustments, initiating 30 new buys, adding to 93 positions, trimming 54 holdings, and fully liquidating 19 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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