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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, CGDV, NVDA, QQQ, and represent 18.37% of Tempus Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: QLD, SSO, SPYM, JPST, UWM, IUSB, IDMO, ACWX, IALT, SCHZ.
Started 31 new stock positions in CRWD, ZS, GGOV, UWM, SPHY, Tesla Motors Inc cmn, NOW, PTLC, TFLR, XBI.
Reduced shares in these 10 stocks: BIL, IBHF, PPA, GMOI, GRNY, QUAL, EFV, NVDA, Honeywell International, .
Sold out of its positions in CTSH, Dupont De Nemours, EXR, GPIQ, HLN, Honeywell International, EMB, IYLD, ICVT, JOYT. ROAM, RPD, RXST, Spdr S&p 500 Etf Tr option, CRM, S, VUSB, DOX, ALVO.
Tempus Wealth Planning was a net buyer of stock by $19M.
Tempus Wealth Planning has $511M in assets under management (AUM), dropping by 17.49%.
Central Index Key (CIK): 0001806428

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Portfolio Holdings for Tempus Wealth Planning

Tempus Wealth Planning holds 282 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ge Aerospace Com New (GE)	6.4	$33M		88k	373.73	View chart
Ge Vernova (GEV)	4.9	$25M		21k	1174.86	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.4	$13M	+2%	253k	49.28	View chart
NVIDIA Corporation (NVDA)	2.3	$12M	-8%	59k	200.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$12M	+11%	16k	736.39	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.2	$11M	+12%	495k	23.13	View chart
Apple (AAPL)	2.0	$10M		36k	289.36	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.9	$9.7M	+9%	60k	161.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$8.9M	+12%	12k	746.76	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.7	$8.8M	+47%	100k	87.88	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	1.7	$8.7M		96k	90.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$8.5M	+5%	290k	29.43	View chart
Microsoft Corporation (MSFT)	1.6	$8.0M		22k	373.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$7.4M	+13%	9.9k	748.89	View chart
Tesla Motors (TSLA)	1.4	$7.1M	+3%	17k	420.61	View chart
Capital Group Core Balanced SHS (CGBL)	1.3	$6.7M		176k	37.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$5.6M	+4%	202k	27.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$5.5M		23k	236.62	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	1.1	$5.4M	-2%	129k	41.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$5.2M		15k	357.36	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.0	$5.2M	+9%	166k	31.10	View chart
Applied Materials (AMAT)	1.0	$5.0M		6.9k	723.00	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.9	$4.7M	+28%	93k	50.95	View chart
Amazon (AMZN)	0.9	$4.7M		20k	238.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$4.5M	+5%	132k	33.84	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$4.2M	+19%	61k	68.01	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$4.1M	+27%	30k	137.53	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.8	$3.9M	+93%	84k	46.15	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.8M		12k	327.34	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$3.4M	-2%	14k	252.23	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.7	$3.4M	+90%	56k	60.29	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.7	$3.4M	-53%	37k	91.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$3.3M	+40%	59k	56.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$3.3M		8.9k	370.03	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.6	$3.2M		63k	50.58	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.6	$3.2M	+25%	24k	133.25	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.6	$3.1M	NEW	32k	96.76	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.6	$3.1M	NEW	46k	67.38	View chart
Cisco Systems (CSCO)	0.6	$3.1M		26k	117.46	View chart
Wal-Mart Stores (WMT)	0.6	$3.0M	-3%	26k	113.26	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$3.0M	+2%	57k	52.76	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$3.0M	+1320%	58k	50.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$2.8M	+13%	13k	227.06	View chart
Eli Lilly & Co. (LLY)	0.6	$2.8M	+2%	2.4k	1199.50	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.5	$2.8M	+6%	102k	27.47	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.5	$2.7M	+139%	35k	76.11	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.5	$2.6M	+68%	19k	141.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.6M		8.8k	300.44	View chart
Rocket Lab Corp (RKLB)	0.5	$2.6M		26k	101.65	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.5	$2.5M	+2%	68k	37.51	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$2.5M	-8%	29k	86.42	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.5	$2.4M	+2%	95k	25.52	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$2.4M	+18%	27k	90.10	View chart
Rockwell Automation (ROK)	0.5	$2.4M		4.9k	495.08	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.5	$2.4M		83k	29.01	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$2.3M	+3%	24k	95.62	View chart
Oracle Corporation (ORCL)	0.4	$2.3M		16k	146.55	View chart
Amgen (AMGN)	0.4	$2.3M	+3%	6.3k	362.14	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.4	$2.2M	+79%	61k	36.60	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.4	$2.2M	NEW	33k	67.23	View chart
Meta Platforms Cl A (META)	0.4	$2.2M	+5%	4.0k	563.24	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$2.2M	+102%	97k	22.78	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$2.2M		43k	50.39	View chart
Johnson & Johnson (JNJ)	0.4	$2.2M	+2%	8.5k	253.98	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$2.2M	-13%	20k	110.35	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$2.1M	+5%	40k	52.72	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.4	$2.1M		15k	142.39	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.4	$2.1M		47k	44.48	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$2.0M		39k	51.78	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$2.0M		42k	47.41	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.4	$2.0M	-41%	71k	27.65	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.4	$1.9M		30k	64.01	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.9M	-5%	12k	156.30	View chart
TJX Companies (TJX)	0.4	$1.9M		13k	151.50	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$1.9M		19k	98.20	View chart
Boeing Company (BA)	0.4	$1.9M	+2%	8.7k	216.47	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$1.9M	+41%	20k	94.52	View chart
Costco Wholesale Corporation (COST)	0.4	$1.8M		2.0k	935.40	View chart
Bank of America Corporation (BAC)	0.4	$1.8M		32k	56.98	View chart
J.B. Hunt Transport Services (JBHT)	0.3	$1.7M		6.0k	289.41	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$1.7M	+3%	73k	23.68	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.3	$1.7M		37k	47.20	View chart
Waste Management (WM)	0.3	$1.7M		7.7k	222.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$1.7M	+6%	27k	61.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.7M		22k	77.11	View chart
Visa Com Cl A (V)	0.3	$1.7M		4.8k	343.06	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.3	$1.6M		39k	42.33	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$1.6M		6.0k	273.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.6M	+5%	45k	36.13	View chart
Capital Group Global Equity SHS (CGGE)	0.3	$1.6M	-4%	45k	35.24	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.3	$1.6M	+2%	61k	26.23	View chart
Home Depot (HD)	0.3	$1.6M	+7%	4.5k	352.67	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.3	$1.6M	-4%	16k	97.60	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$1.5M	+115%	30k	50.37	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.3	$1.5M	NEW	54k	28.05	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.3	$1.5M		22k	68.33	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.5M	-2%	33k	45.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$1.5M		9.0k	163.67	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.3	$1.5M	-71%	65k	22.65	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$1.4M	-7%	18k	81.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$1.4M		19k	74.90	View chart
Realty Income (O)	0.3	$1.3M	+29%	22k	61.96	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.3M	+2%	7.0k	189.73	View chart
Spdr Series Trust St Str P500val (SPYV)	0.3	$1.3M	+3%	22k	60.79	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.3	$1.3M		19k	69.50	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.3	$1.3M	-9%	30k	43.11	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.3M	+7%	53k	24.14	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.2	$1.2M	NEW	25k	50.29	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.2	$1.2M	NEW	52k	23.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.2M	-10%	7.7k	158.03	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.2M	+6%	10k	116.67	View chart
Hershey Company (HSY)	0.2	$1.2M		6.8k	175.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M		3.4k	353.35	View chart
Pfizer (PFE)	0.2	$1.2M	+16%	48k	24.08	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$1.2M	+85%	20k	59.71	View chart
Pepsi (PEP)	0.2	$1.1M	+2%	8.3k	135.40	View chart
Abbvie (ABBV)	0.2	$1.1M		4.5k	251.63	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.1M	-17%	12k	96.49	View chart
Wynn Resorts (WYNN)	0.2	$1.1M		12k	97.09	View chart
Spdr Series Trust Sst Spdr Bloombe (IBND)	0.2	$1.1M	+3%	35k	31.18	View chart
Intel Corporation (INTC)	0.2	$1.1M		7.7k	139.63	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$1.1M	+5%	22k	48.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.1M		2.1k	500.39	View chart
Chevron Corporation (CVX)	0.2	$1.0M	-5%	6.1k	165.76	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.0M	-54%	13k	76.55	View chart
Snap-on Incorporated (SNA)	0.2	$1.0M		2.5k	402.44	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$993k	-8%	3.3k	302.97	View chart
Digital Realty Trust (DLR)	0.2	$988k	+58%	5.5k	179.57	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.2	$974k	+3%	47k	20.92	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$968k	+8%	27k	36.26	View chart
Merck & Co (MRK)	0.2	$963k	+7%	7.5k	128.50	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$961k	+3%	9.6k	100.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$957k	-56%	4.4k	219.41	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$956k	+6%	43k	22.29	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.2	$953k	NEW	15k	65.58	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$925k		39k	23.71	View chart
Bristol Myers Squibb (BMY)	0.2	$908k	+10%	16k	57.62	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$891k	+2%	8.2k	109.07	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$882k	-31%	17k	52.34	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.2	$876k		27k	32.97	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$867k	+4%	9.5k	91.57	View chart
Target Corporation (TGT)	0.2	$859k	-6%	6.6k	130.62	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.2	$856k		100k	8.56	View chart
Honeywell International (HON)	0.2	$850k	NEW	3.8k	223.90	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$845k	-5%	7.1k	118.99	View chart
Honeywell Aerospace (HONA)	0.2	$839k	NEW	3.8k	221.08	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$825k	+158%	17k	49.55	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$815k	-77%	4.6k	176.66	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$806k	+12%	31k	26.18	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$789k	+6%	21k	38.06	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$784k	-49%	15k	51.85	View chart
Walt Disney Company (DIS)	0.2	$779k	-3%	8.1k	96.25	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.1	$754k	+3%	30k	25.53	View chart
Advanced Micro Devices (AMD)	0.1	$752k		1.3k	580.91	View chart
Verizon Communications (VZ)	0.1	$751k		18k	42.34	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$737k		1.1k	655.94	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$723k	-4%	9.0k	80.16	View chart
Ares Capital Corporation (ARCC)	0.1	$716k		39k	18.53	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	0.1	$683k	-76%	18k	37.48	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$660k		12k	53.61	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$658k	+5%	17k	39.68	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$657k		1.5k	450.98	View chart
UnitedHealth (UNH)	0.1	$657k	-33%	1.6k	415.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$643k		1.7k	368.38	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$622k	NEW	13k	47.15	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$610k		5.2k	117.28	View chart
Labcorp Holdings Com Shs (LH)	0.1	$609k	-3%	2.2k	280.06	View chart
Republic Services (RSG)	0.1	$585k	+17%	2.7k	213.08	View chart
Lockheed Martin Corporation (LMT)	0.1	$578k	+2%	1.1k	509.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$576k	+697%	4.8k	119.52	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$575k	-9%	9.3k	61.60	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$572k	+8%	25k	23.15	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$567k	+8%	21k	27.33	View chart
Exxon Mobil Corporation (XOM)	0.1	$557k	-6%	4.1k	136.70	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$554k	-45%	6.7k	82.84	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.1	$538k	-38%	24k	22.08	View chart
T Rowe Price Exchange-traded Floating Rate (TFLR)	0.1	$527k	NEW	11k	50.41	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$525k	+2%	6.6k	79.42	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.1	$519k		5.1k	101.88	View chart
Broadcom (AVGO)	0.1	$511k	+4%	1.4k	377.75	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$508k	-50%	4.5k	112.88	View chart
Charles Schwab Corporation (SCHW)	0.1	$501k		5.4k	92.27	View chart
Capital Group New Geography SHS (CGNG)	0.1	$487k	+8%	13k	37.46	View chart
Tenable Hldgs (TENB)	0.1	$477k	-44%	13k	36.88	View chart
Mastercard Incorporated Cl A (MA)	0.1	$466k	+7%	907.00	513.74	View chart
Canadian Natl Ry (CNI)	0.1	$463k	-9%	3.9k	119.24	View chart
Micron Technology (MU)	0.1	$462k	NEW	400.00	1154.29	View chart
Evolent Health Cl A (EVH)	0.1	$454k	-47%	84k	5.42	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$453k	+100%	8.1k	56.16	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$444k		3.9k	113.68	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.1	$423k	+53%	10k	41.48	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$423k	-6%	6.1k	69.46	View chart
Apollo Global Mgmt (APO)	0.1	$417k		3.5k	118.31	View chart
Finwise Bancorp (FINW)	0.1	$406k		28k	14.50	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$405k	-15%	8.1k	49.89	View chart
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)	0.1	$403k	NEW	12k	35.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$398k	-2%	1.3k	303.19	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$393k	-5%	3.2k	124.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$390k	+501%	4.5k	86.14	View chart
Tesla Call Call Option	0.1	$387k	NEW	9.6k	40.31	View chart
Coca-Cola Company (KO)	0.1	$382k	-5%	4.7k	81.26	View chart
Novo-nordisk A S Adr (NVO)	0.1	$379k	-31%	7.9k	47.94	View chart
Qnity Electronics Common Stock (Q)	0.1	$378k	-28%	2.3k	163.31	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$377k		3.8k	98.68	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$372k	-61%	6.1k	61.23	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$371k	NEW	14k	26.52	View chart
Pinterest Cl A (PINS)	0.1	$363k	-26%	17k	21.03	View chart
eBay (EBAY)	0.1	$358k		3.2k	111.75	View chart
Goldman Sachs (GS)	0.1	$358k		354.00	1011.69	View chart
Calamos (CCD)	0.1	$354k		14k	25.77	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$353k	+2%	6.5k	54.69	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$350k	+8%	11k	33.29	View chart
McDonald's Corporation (MCD)	0.1	$347k		1.3k	270.40	View chart
Zscaler Incorporated (ZS)	0.1	$340k	NEW	2.4k	141.15	View chart
At&t (T)	0.1	$340k		16k	20.70	View chart
Procter & Gamble Company (PG)	0.1	$337k	+42%	2.3k	146.61	View chart
Enterprise Products Partners (EPD)	0.1	$336k		9.1k	36.76	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$333k	+9%	4.1k	81.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$325k	-9%	3.9k	82.65	View chart
MetLife (MET)	0.1	$325k	+3%	3.8k	84.61	View chart
Cummins (CMI)	0.1	$324k	+3%	454.00	713.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$323k	+15%	4.3k	75.51	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$320k	+11%	12k	26.50	View chart
Netflix (NFLX)	0.1	$319k	+10%	4.5k	71.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$318k		3.2k	98.98	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$318k	NEW	416.00	763.14	View chart
ConocoPhillips (COP)	0.1	$317k		3.0k	103.96	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$316k		5.5k	57.84	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$314k	+4%	3.5k	90.60	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$307k	-3%	3.7k	82.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$305k		444.00	687.49	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$305k		4.6k	66.03	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$301k		13k	23.52	View chart
Charter Communications Cl A (CHTR)	0.1	$299k	+32%	2.1k	142.21	View chart
Nike CL B (NKE)	0.1	$297k	-4%	7.2k	41.05	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$286k		11k	26.38	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$285k	-2%	1.5k	191.75	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$279k	+6%	5.7k	48.56	View chart
Jd.com Spon Ads Cl A (JD)	0.1	$276k	-53%	11k	25.48	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$273k	-3%	6.0k	45.70	View chart
Gilead Sciences (GILD)	0.1	$267k	+11%	2.1k	126.34	View chart
Spdr Index Shs Fds St Str Sp N Am (NANR)	0.1	$266k	-10%	3.5k	75.50	View chart
Sofi Technologies (SOFI)	0.1	$264k	NEW	15k	17.93	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$260k	NEW	2.4k	109.51	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$260k		24k	10.99	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$257k	+20%	4.4k	58.98	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$251k		949.00	264.72	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$250k	-76%	4.9k	50.60	View chart
Adobe Systems Incorporated (ADBE)	0.0	$248k	-31%	1.2k	205.02	View chart
Caterpillar (CAT)	0.0	$247k	NEW	232.00	1064.90	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$246k	-78%	8.1k	30.49	View chart
CVS Caremark Corporation (CVS)	0.0	$245k	NEW	2.4k	103.46	View chart
Qualcomm (QCOM)	0.0	$242k	-18%	1.3k	184.76	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.0	$240k	+2%	9.3k	25.85	View chart
GSK Sponsored Adr (GSK)	0.0	$240k		4.6k	52.42	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.0	$239k	NEW	2.7k	88.72	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$235k	-24%	2.6k	89.85	View chart
Henry Schein (HSIC)	0.0	$234k	-22%	2.8k	83.52	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$232k	NEW	1.5k	158.20	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.0	$229k	NEW	7.4k	30.85	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$227k	-3%	2.1k	107.64	View chart
Enbridge (ENB)	0.0	$224k		4.1k	54.21	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$223k	NEW	2.4k	93.52	View chart
McKesson Corporation (MCK)	0.0	$222k	+26%	294.00	754.72	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$221k	NEW	3.8k	58.26	View chart
Analog Devices (ADI)	0.0	$218k	NEW	549.00	397.17	View chart
AutoZone (AZO)	0.0	$217k		68.00	3195.94	View chart
Metropcs Communications (TMUS)	0.0	$215k	-39%	1.3k	167.73	View chart
Medtronic SHS (MDT)	0.0	$214k	+4%	2.7k	78.22	View chart
Servicenow (NOW)	0.0	$211k	NEW	2.1k	99.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$211k	NEW	2.0k	103.88	View chart
Franco-Nevada Corporation (FNV)	0.0	$205k	-7%	985.00	208.44	View chart
Phillips 66 (PSX)	0.0	$205k		1.2k	169.05	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$204k	-4%	3.8k	53.10	View chart
Kinder Morgan (KMI)	0.0	$203k		6.4k	31.97	View chart
Block Cl A (XYZ)	0.0	$203k	NEW	2.7k	76.00	View chart
Ford Motor Company (F)	0.0	$163k	-6%	12k	13.90	View chart
Acv Auctions Com Cl A (ACVA)	0.0	$147k	-27%	21k	7.19	View chart
Nano X Imaging Ord Shs (NNOX)	0.0	$115k		100k	1.16	View chart
Pimco High Income Com Shs (PHK)	0.0	$106k		23k	4.66	View chart
Pds Biotechnology Ord (PDSB)	0.0	$55k		62k	0.88	View chart
Gt Biopharma (GTBP)	0.0	$7.3k	NEW	15k	0.49	View chart

Past Filings by Tempus Wealth Planning

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

Tempus Wealth Planning 2026 Q2 filed July 22, 2026
Tempus Wealth Planning 2026 Q1 filed April 29, 2026
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

View all past filings

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