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Tempus Wealth Planning

Latest statistics and disclosures from Tempus Wealth Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are GE, GEV, NVDA, CGDV, MSFT, and represent 17.05% of Tempus Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: IBHF, RECS, IDMO, SCHZ, PINS, NVO, PPA, XOVR, AOR, GRNY.
Started 20 new stock positions in TTD, CGHM, JKHY, CGSM, IYLD, VCIT, SYSB, PINS, SLV, VAC. RECS, DUOL, NVO, FLUT, IDMO, Q, AXP, XOVR, UBER, GILD.
Reduced shares in these 10 stocks: PFF, JEPQ, TLT, JEPI, AVDV, , QUAL, ELV, PYPL, .
Sold out of its positions in AVDV, MJ, ELV, CFLT, ENB, INSP, IJR, ICVT, IBHE, ETHA. JEPQ, KMI, MOH, PTNQ, PANW, PYPL, PG, EET, RWR, XSD, SBUX.
Tempus Wealth Planning was a net buyer of stock by $1.6M.
Tempus Wealth Planning has $437M in assets under management (AUM), dropping by 0.17%.
Central Index Key (CIK): 0001806428

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Portfolio Holdings for Tempus Wealth Planning

Tempus Wealth Planning holds 275 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ge Aerospace Com New (GE)	6.2	$27M		88k	308.03	View chart
Ge Vernova (GEV)	3.2	$14M		22k	653.57	View chart
NVIDIA Corporation (NVDA)	2.8	$12M		65k	186.50	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.5	$11M		252k	43.64	View chart
Microsoft Corporation (MSFT)	2.3	$10M	-3%	21k	483.63	View chart
Apple (AAPL)	2.2	$9.7M		36k	271.86	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.1	$9.4M	+3%	79k	119.32	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.1	$9.3M	+9%	398k	23.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$8.9M		14k	614.32	View chart
Spdr Series Trust State Street Spd (SPTM)	1.8	$8.1M		98k	82.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$7.3M	+3%	271k	26.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$7.2M		11k	681.93	View chart
Tesla Motors (TSLA)	1.6	$7.0M	+5%	16k	449.73	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	1.4	$6.0M	+38%	262k	23.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$6.0M		8.7k	684.94	View chart
Capital Group Core Balanced SHS (CGBL)	1.4	$5.9M	+7%	168k	35.33	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.2	$5.3M	+5%	137k	38.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$5.3M	-2%	24k	219.78	View chart
Spdr Series Trust State Street Spd (BIL)	1.1	$4.8M		52k	91.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$4.7M	+3%	194k	24.04	View chart
Amazon (AMZN)	1.0	$4.5M	+5%	20k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$4.4M		14k	313.00	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$4.2M	+6%	52k	80.22	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.9	$4.1M	+4%	149k	27.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$4.0M	+3%	123k	32.62	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.9	$3.8M	+16%	53k	70.41	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.8	$3.7M	+16%	64k	57.92	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.6M	-2%	11k	322.23	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.8	$3.5M	-13%	70k	50.58	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.7	$3.2M	+23%	20k	156.63	View chart
Oracle Corporation (ORCL)	0.7	$3.1M		16k	194.91	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.7	$3.1M	+2%	67k	45.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$3.0M		8.9k	335.28	View chart
Wal-Mart Stores (WMT)	0.7	$2.9M		26k	111.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$2.8M	-2%	14k	199.67	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.6	$2.6M	+25%	107k	24.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$2.6M	+5%	42k	60.81	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.6	$2.5M	-5%	93k	27.38	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.6	$2.5M		31k	82.02	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$2.5M		55k	45.21	View chart
Eli Lilly & Co. (LLY)	0.6	$2.5M	-4%	2.3k	1074.76	View chart
Spdr Series Trust State Street Spd (SPTS)	0.6	$2.4M	-7%	82k	29.28	View chart
Meta Platforms Cl A (META)	0.5	$2.4M	+8%	3.6k	660.04	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.5	$2.3M		66k	35.64	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$2.3M	-4%	90k	25.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$2.2M	-3%	31k	71.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.2M		18k	123.26	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$2.1M	-2%	24k	89.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.1M		8.4k	246.15	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.5	$2.0M	-9%	18k	110.15	View chart
Amgen (AMGN)	0.5	$2.0M	-2%	6.1k	327.30	View chart
Cisco Systems (CSCO)	0.4	$1.9M		25k	77.03	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$1.9M	+2%	40k	47.85	View chart
Rockwell Automation (ROK)	0.4	$1.9M		4.9k	389.07	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.4	$1.9M		15k	128.83	View chart
TJX Companies (TJX)	0.4	$1.9M		12k	153.61	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$1.9M	-3%	47k	40.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.9M	-9%	13k	141.14	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.8M	+2%	41k	44.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$1.8M		39k	46.54	View chart
Boeing Company (BA)	0.4	$1.8M		8.2k	217.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.8M	-27%	9.0k	198.62	View chart
Bank of America Corporation (BAC)	0.4	$1.7M		32k	55.00	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.4	$1.7M	-3%	26k	66.75	View chart
Rocket Lab Corp (RKLB)	0.4	$1.7M		24k	69.76	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$1.7M	+2%	36k	46.81	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$1.7M		19k	90.00	View chart
Johnson & Johnson (JNJ)	0.4	$1.7M	-6%	8.1k	206.94	View chart
Costco Wholesale Corporation (COST)	0.4	$1.7M	+2%	1.9k	862.26	View chart
Waste Management (WM)	0.4	$1.6M	+2%	7.4k	219.70	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$1.6M	-12%	36k	44.47	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.6M		9.0k	177.75	View chart
Visa Com Cl A (V)	0.4	$1.6M	+7%	4.6k	350.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.6M	+10%	4.0k	396.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.6M	+35%	7.5k	212.08	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$1.6M		11k	148.98	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$1.6M	-4%	21k	75.05	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$1.5M		6.0k	251.17	View chart
Spdr Series Trust State Street Spd (SPTL)	0.3	$1.5M		56k	26.47	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$1.5M	+2%	71k	20.89	View chart
Capital Group Global Equity SHS (CGGE)	0.3	$1.5M	+10%	47k	31.63	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$1.5M		11k	134.32	View chart
Proshares Tr Ultr Msci Etf (EFO)	0.3	$1.5M	-12%	23k	63.84	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$1.4M	+2%	16k	89.56	View chart
Wynn Resorts (WYNN)	0.3	$1.4M		12k	120.33	View chart
Spdr Series Trust State Street Spd (SPHY)	0.3	$1.4M		61k	23.67	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$1.4M		30k	47.02	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.4M	-6%	7.7k	183.41	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$1.4M	-43%	16k	87.16	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$1.4M		39k	34.65	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$1.3M		18k	71.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.3M	-15%	9.0k	143.53	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$1.2M	+38%	13k	98.32	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$1.2M	+93%	19k	65.01	View chart
Hershey Company (HSY)	0.3	$1.2M	+2%	6.7k	181.97	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.2M	+19%	21k	59.28	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.2M	+7%	26k	46.22	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$1.2M		21k	56.81	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$1.2M	+7%	23k	52.77	View chart
Home Depot (HD)	0.3	$1.2M	+8%	3.5k	344.15	View chart
Walt Disney Company (DIS)	0.3	$1.2M	-2%	11k	113.77	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.2M	+3%	42k	28.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.2M	-3%	18k	66.00	View chart
J.B. Hunt Transport Services (JBHT)	0.3	$1.1M		5.8k	194.34	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.3	$1.1M	NEW	27k	40.84	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.3	$1.1M		34k	32.11	View chart
Pepsi (PEP)	0.2	$1.1M		7.6k	143.52	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.1M	+8%	16k	67.22	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.1M	+14%	44k	24.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M	-9%	3.4k	313.79	View chart
Applied Materials (AMAT)	0.2	$1.1M	-2%	4.2k	256.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.0M		2.1k	502.65	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.0M	+5%	11k	95.22	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.2	$1.0M		20k	51.40	View chart
Abbvie (ABBV)	0.2	$1.0M	-14%	4.4k	228.50	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$999k	+100%	19k	52.72	View chart
Honeywell International (HON)	0.2	$996k	+5%	5.1k	195.11	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.2	$986k	NEW	18k	55.57	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.2	$956k		45k	21.37	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$942k	-3%	11k	84.22	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$940k	+9%	8.3k	113.10	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$939k	+4%	11k	85.37	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$923k	+5%	24k	38.56	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$922k	-18%	9.0k	102.42	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$920k	+4%	20k	45.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$916k	+41%	12k	77.02	View chart
Jd.com Spon Ads Cl A (JD)	0.2	$889k	+16%	31k	28.70	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$884k	+5%	39k	22.64	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$874k	-4%	7.9k	110.20	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.2	$867k		1.4k	605.01	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.2	$862k	+25%	39k	22.32	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$853k	+11%	26k	33.30	View chart
Snap-on Incorporated (SNA)	0.2	$838k	-2%	2.4k	344.64	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$822k	-21%	7.7k	106.70	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$797k	+2%	24k	32.75	View chart
Verizon Communications (VZ)	0.2	$794k	-21%	20k	40.73	View chart
Bristol Myers Squibb (BMY)	0.2	$783k		15k	53.94	View chart
Adobe Systems Incorporated (ADBE)	0.2	$780k	+9%	2.2k	349.99	View chart
UnitedHealth (UNH)	0.2	$777k	+126%	2.4k	330.08	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$776k	+13%	3.1k	252.92	View chart
Target Corporation (TGT)	0.2	$757k		7.7k	97.75	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.2	$753k	+10%	26k	28.84	View chart
Merck & Co (MRK)	0.2	$723k	+12%	6.9k	105.25	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$708k	+6%	27k	26.52	View chart
Pinterest Cl A (PINS)	0.2	$708k	NEW	27k	25.89	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.2	$707k	+37%	28k	25.36	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.2	$700k		9.4k	74.09	View chart
Evolent Health Cl A (EVH)	0.2	$695k	+194%	174k	4.00	View chart
Ares Capital Corporation (ARCC)	0.2	$681k	-37%	34k	20.23	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$676k	-2%	12k	54.77	View chart
Metropcs Communications (TMUS)	0.2	$669k	+7%	3.3k	203.04	View chart
Charter Communications Inc N Cl A (CHTR)	0.2	$668k	+36%	3.2k	208.75	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$661k	-40%	25k	26.33	View chart
Novo-nordisk A S Adr (NVO)	0.1	$640k	NEW	13k	50.88	View chart
Exxon Mobil Corporation (XOM)	0.1	$628k		5.2k	120.34	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$619k	+93%	5.2k	119.42	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.1	$604k	NEW	30k	20.14	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$602k	+3%	19k	31.51	View chart
Labcorp Holdings Com Shs (LH)	0.1	$592k		2.4k	250.85	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$570k	-23%	11k	53.15	View chart
Rapid7 (RPD)	0.1	$568k	+39%	37k	15.20	View chart
Canadian Natl Ry (CNI)	0.1	$568k	-9%	5.7k	98.85	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$559k	+2%	16k	36.06	View chart
Chevron Corporation (CVX)	0.1	$558k	-10%	3.7k	152.41	View chart
Pfizer (PFE)	0.1	$555k		22k	24.90	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$553k	-16%	1.6k	342.97	View chart
Tenable Hldgs (TENB)	0.1	$553k	+33%	24k	23.53	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$549k	-78%	18k	30.96	View chart
Haleon Spon Ads (HLN)	0.1	$542k		54k	10.11	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$539k		23k	23.38	View chart
Charles Schwab Corporation (SCHW)	0.1	$536k		5.4k	99.90	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$528k	-33%	11k	50.01	View chart
Lockheed Martin Corporation (LMT)	0.1	$516k	+13%	1.1k	483.82	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$512k	+7%	19k	27.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$510k	-12%	4.5k	113.93	View chart
Apollo Global Mgmt (APO)	0.1	$510k	-12%	3.5k	144.76	View chart
Finwise Bancorp (FINW)	0.1	$503k		28k	17.94	View chart
Nike CL B (NKE)	0.1	$490k	+4%	7.7k	63.71	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$482k	+2%	5.0k	96.28	View chart
Mastercard Incorporated Cl A (MA)	0.1	$459k	+4%	803.00	571.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$455k		604.00	753.53	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$451k	-52%	9.1k	49.65	View chart
Coca-Cola Company (KO)	0.1	$449k	+3%	6.4k	69.91	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$445k	-44%	50k	8.90	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.1	$428k	NEW	20k	21.42	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$423k	-10%	5.1k	83.00	View chart
Amdocs SHS (DOX)	0.1	$422k	-5%	5.2k	80.51	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$420k	-3%	4.0k	104.07	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$412k	+6%	8.6k	47.73	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$411k	-4%	1.1k	360.16	View chart
At&t (T)	0.1	$407k	+13%	16k	24.84	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$407k		4.0k	101.82	View chart
Broadcom (AVGO)	0.1	$401k	-7%	1.2k	346.13	View chart
Capital Group New Geography SHS (CGNG)	0.1	$384k	+8%	12k	31.93	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$384k	-2%	6.7k	57.58	View chart
Realty Income (O)	0.1	$378k	-8%	6.7k	56.37	View chart
McDonald's Corporation (MCD)	0.1	$375k	-5%	1.2k	305.64	View chart
Rxsight (RXST)	0.1	$372k	-12%	36k	10.42	View chart
Draftkings Com Cl A (DKNG)	0.1	$370k		11k	34.46	View chart
Netflix (NFLX)	0.1	$369k	+1554%	3.9k	93.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$368k		753.00	488.02	View chart
Qualcomm (QCOM)	0.1	$367k		2.1k	171.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$354k		1.4k	257.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$353k	-26%	4.3k	81.17	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$345k	+7%	15k	23.02	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$342k		4.1k	82.82	View chart
Intel Corporation (INTC)	0.1	$325k		8.8k	36.90	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$320k	-5%	3.0k	105.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$319k	NEW	3.8k	83.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$316k	-3%	3.2k	99.88	View chart
4068594 Enphase Energy (ENPH)	0.1	$311k	+13%	9.7k	32.05	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$307k	+7%	6.2k	49.84	View chart
Enterprise Products Partners (EPD)	0.1	$303k		9.5k	32.06	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$301k		13k	23.19	View chart
Henry Schein (HSIC)	0.1	$301k	-5%	4.0k	75.58	View chart
The Trade Desk Com Cl A (TTD)	0.1	$301k	NEW	7.9k	37.96	View chart
Nano X Imaging Ord Shs (NNOX)	0.1	$298k	-6%	106k	2.80	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$297k	NEW	11k	26.34	View chart
MetLife (MET)	0.1	$296k		3.8k	78.94	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$294k		5.5k	53.83	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.1	$290k	NEW	5.0k	57.68	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$289k		4.0k	71.45	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$288k	-2%	4.9k	58.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$287k	+37%	5.7k	50.59	View chart
ConocoPhillips (COP)	0.1	$286k		3.1k	93.61	View chart
Calamos (CCD)	0.1	$286k		14k	20.86	View chart
Advanced Micro Devices (AMD)	0.1	$286k		1.3k	214.16	View chart
eBay (EBAY)	0.1	$282k	-3%	3.2k	87.10	View chart
Dex (DXCM)	0.1	$280k	+2%	4.2k	66.37	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$279k	+18%	11k	26.49	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$277k		6.3k	44.17	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$277k	-49%	4.3k	64.79	View chart
Alvotech Ordinary Shares (ALVO)	0.1	$276k	+59%	54k	5.13	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$275k	+27%	6.2k	44.50	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$273k	NEW	3.0k	89.76	View chart
Flutter Entmt SHS (FLUT)	0.1	$273k	NEW	1.3k	215.04	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$273k	-3%	2.2k	121.95	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$270k		1.0k	269.18	View chart
Qnity Electronics Common Stock (Q)	0.1	$267k	NEW	3.3k	81.65	View chart
Sentinelone Cl A (S)	0.1	$267k	+3%	18k	15.00	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$267k		6.6k	40.13	View chart
Legend Biotech Corp Sponsored Ads (LEGN)	0.1	$266k	+51%	12k	21.74	View chart
Dupont De Nemours (DD)	0.1	$265k	+2%	6.6k	40.20	View chart
Wells Fargo & Company (WFC)	0.1	$264k	-14%	2.8k	93.20	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$263k		5.9k	44.55	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.1	$262k	-29%	3.9k	67.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$261k	+2%	415.00	627.76	View chart
Uber Technologies (UBER)	0.1	$259k	NEW	3.2k	81.71	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$258k	NEW	4.0k	64.42	View chart
Goldman Sachs (GS)	0.1	$257k		293.00	878.03	View chart
Duolingo Cl A Com (DUOL)	0.1	$254k	NEW	1.4k	175.50	View chart
Medtronic SHS (MDT)	0.1	$253k	-3%	2.6k	96.07	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$251k		24k	10.60	View chart
salesforce (CRM)	0.1	$244k	-10%	922.00	264.94	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$244k	+12%	4.9k	49.59	View chart
AutoZone (AZO)	0.1	$231k	+23%	68.00	3391.50	View chart
Gilead Sciences (GILD)	0.1	$225k	NEW	1.8k	122.74	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$225k		3.8k	58.96	View chart
GSK Sponsored Adr (GSK)	0.1	$224k	-7%	4.6k	49.04	View chart
Franco-Nevada Corporation (FNV)	0.1	$221k	-21%	1.1k	207.28	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$219k	NEW	8.6k	25.48	View chart
Acv Auctions Com Cl A (ACVA)	0.1	$219k		27k	8.02	View chart
Jack Henry & Associates (JKHY)	0.0	$215k	NEW	1.2k	182.51	View chart
McKesson Corporation (MCK)	0.0	$215k		262.00	819.22	View chart
CVS Caremark Corporation (CVS)	0.0	$213k	-2%	2.7k	79.36	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$213k	-6%	2.0k	107.11	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$211k	-24%	3.8k	55.58	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$208k	-81%	3.6k	57.24	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$201k		1.9k	108.65	View chart
General Mills (GIS)	0.0	$201k		4.3k	46.50	View chart
American Express Company (AXP)	0.0	$201k	NEW	543.00	369.91	View chart
Ford Motor Company (F)	0.0	$167k		13k	13.12	View chart
Pimco High Income Com Shs (PHK)	0.0	$111k	-2%	23k	4.86	View chart
Pds Biotechnology Ord (PDSB)	0.0	$48k	+29%	62k	0.77	View chart
Eon Resources Com Cl A (EONR)	0.0	$4.6k		12k	0.38	View chart

Past Filings by Tempus Wealth Planning

SEC 13F filings are viewable for Tempus Wealth Planning going back to 2019

Tempus Wealth Planning 2025 Q4 filed Jan. 16, 2026
Tempus Wealth Planning 2025 Q3 filed Nov. 6, 2025
Tempus Wealth Planning 2025 Q2 filed July 17, 2025
Tempus Wealth Planning 2025 Q1 filed May 6, 2025
Tempus Wealth Planning 2024 Q4 filed Jan. 24, 2025
Tempus Wealth Planning 2024 Q3 filed Oct. 22, 2024
Tempus Wealth Planning 2024 Q2 filed July 25, 2024
Tempus Wealth Planning 2024 Q1 filed April 19, 2024
Tempus Wealth Planning 2023 Q4 filed Jan. 24, 2024
Tempus Wealth Planning 2023 Q3 filed Nov. 1, 2023
Tempus Wealth Planning 2023 Q2 filed July 21, 2023
Tempus Wealth Planning 2023 Q1 filed May 8, 2023
Tempus Wealth Planning 2022 Q4 filed Feb. 10, 2023
Tempus Wealth Planning 2022 Q3 filed Nov. 14, 2022
Tempus Wealth Planning 2022 Q2 filed Aug. 5, 2022
Tempus Wealth Planning 2022 Q1 filed May 6, 2022

View all past filings

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