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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, AAPL, SCHZ, and represent 16.76% of Tempus Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: ACWX, SPYM, SCHZ, TLT, DYNF, IUSB, GARP, SPCX, VFLO, AAPL.
Started 20 new stock positions in XOM, VFLO, FIX, APH, Space Exploration Techn Corp, SCHD, COWZ, SF, TROW, SCYB. CRM, United Sts Oil, IDEF, GARP, AVLV, INRO, ANET, TPR, RDDT, SPCX.
Reduced shares in these 10 stocks: SPMO, GRNY, AIRR, , JEPQ, DLR, SCHX, QLD, SSO, PFE.
Sold out of its positions in ACVA, AZO, CVS, DLR, ENB, Exxon Mobil Corporation, GRID, Gt Biopharma, GILD, EFA. PFF, KMI, IDEQ, VAC, NKE, SPHY, NOW, XYZ, TENB, GRNY.
Tempus Wealth Planning was a net buyer of stock by $20M.
Tempus Wealth Planning has $522M in assets under management (AUM), dropping by 1.99%.
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 September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ge Aerospace Com New (GE)	5.3	$27M		88k	312.29	View chart
Ge Vernova (GEV)	3.9	$20M		21k	950.49	View chart
NVIDIA Corporation (NVDA)	2.7	$14M	+2%	61k	228.38	View chart
Apple (AAPL)	2.5	$13M	+10%	40k	333.02	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.5	$13M	+17%	583k	22.10	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.4	$12M		253k	48.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$12M	-2%	16k	739.77	View chart
Microsoft Corporation (MSFT)	2.2	$11M	+3%	22k	512.90	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.2	$11M	+25%	125k	89.76	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$8.9M		12k	762.60	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	1.7	$8.7M		95k	92.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$7.8M	-10%	259k	30.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$7.5M		9.8k	765.85	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.3	$6.8M	-25%	45k	151.58	View chart
Capital Group Core Balanced SHS (CGBL)	1.3	$6.6M		179k	36.75	View chart
Tesla Motors (TSLA)	1.2	$6.2M	+3%	18k	354.82	View chart
Amazon (AMZN)	1.1	$5.9M	+20%	24k	249.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.1	$5.9M	+38%	85k	69.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$5.6M		203k	27.47	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	1.0	$5.5M		128k	42.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$5.4M		23k	233.31	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.0	$5.3M		168k	31.47	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.0	$5.2M	+42%	119k	44.09	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.0	$5.2M	+7%	100k	52.62	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.0	$5.0M	+91%	67k	75.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$5.0M	+18%	35k	142.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$5.0M	+5%	139k	35.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$5.0M		15k	344.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$4.2M	+83%	54k	77.78	View chart
JPMorgan Chase & Co. (JPM)	0.8	$4.0M	+3%	12k	330.82	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$3.9M	+30%	77k	50.37	View chart
Applied Materials (AMAT)	0.7	$3.5M		6.9k	511.38	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$3.5M		13k	264.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$3.4M	+19%	15k	228.28	View chart
Meta Platforms Cl A (META)	0.7	$3.4M	+19%	4.7k	725.13	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.6	$3.3M		8.9k	374.25	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$3.3M		59k	56.22	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.6	$3.2M	-6%	34k	91.64	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.6	$3.1M	+40%	86k	36.35	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.6	$3.0M	-4%	60k	50.40	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.6	$3.0M	+13%	21k	143.08	View chart
Cisco Systems (CSCO)	0.6	$2.9M	+5%	27k	107.63	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$2.9M	+49%	29k	101.13	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.5	$2.9M	-16%	47k	61.04	View chart
Wal-Mart Stores (WMT)	0.5	$2.8M	+3%	27k	103.92	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.5	$2.8M	+7%	109k	25.94	View chart
Amgen (AMGN)	0.5	$2.7M	+4%	6.5k	421.54	View chart
Eli Lilly & Co. (LLY)	0.5	$2.7M		2.4k	1157.15	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$2.7M	+27%	124k	21.87	View chart
Visa Com Cl A (V)	0.5	$2.7M	+54%	7.4k	359.31	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$2.6M	-15%	48k	53.75	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$2.6M	+9%	27k	97.24	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.5	$2.5M	+93%	58k	43.98	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.5	$2.5M		68k	37.03	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.4	$2.3M	+8%	16k	146.18	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.4	$2.3M	-26%	34k	69.33	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.4	$2.3M		96k	24.36	View chart
Johnson & Johnson (JNJ)	0.4	$2.3M	+2%	8.7k	264.75	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.4	$2.3M	+54%	47k	48.96	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.4	$2.2M	+37%	75k	29.86	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.4	$2.2M	-7%	77k	28.67	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.4	$2.2M	-28%	23k	95.65	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$2.2M	+15%	46k	47.19	View chart
Oracle Corporation (ORCL)	0.4	$2.2M		16k	137.30	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$2.1M		43k	50.21	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.4	$2.1M	+116%	31k	67.81	View chart
Rockwell Automation (ROK)	0.4	$2.1M		4.8k	435.33	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.4	$2.1M		47k	44.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$2.0M	-16%	7.3k	277.88	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$2.0M		39k	51.76	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.4	$2.0M		30k	65.37	View chart
Palantir Technologies Cl A (PLTR)	0.4	$2.0M	+3%	11k	187.05	View chart
Costco Wholesale Corporation (COST)	0.4	$1.9M	+7%	2.1k	910.41	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$1.9M		42k	45.25	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.4	$1.9M	+53%	38k	50.10	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.9M		12k	152.07	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$1.9M	-13%	17k	110.32	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$1.9M	-17%	22k	84.08	View chart
Rocket Lab Corp (RKLB)	0.4	$1.8M	+2%	26k	69.68	View chart
Bank of America Corporation (BAC)	0.3	$1.8M	+2%	33k	54.43	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.3	$1.7M		37k	47.43	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.7M	+78%	48k	36.45	View chart
Tesla Call Call Option	0.3	$1.7M	-26%	7.1k	245.01	View chart
Boeing Company (BA)	0.3	$1.7M	+4%	9.2k	186.05	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.3	$1.7M		6.0k	282.31	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.7M	+20%	40k	42.38	View chart
TJX Companies (TJX)	0.3	$1.6M	-3%	12k	132.31	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.6M	+10%	50k	32.63	View chart
Waste Management (WM)	0.3	$1.6M	+2%	7.9k	203.91	View chart
Capital Group Global Equity SHS (CGGE)	0.3	$1.6M		46k	34.81	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.3	$1.6M		40k	39.78	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.3	$1.6M		22k	70.66	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	0.3	$1.6M	+115%	39k	39.65	View chart
Ishares Tr Msci Us Garp Etf (GARP)	0.3	$1.5M	NEW	18k	85.26	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$1.5M	-4%	69k	22.04	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$1.5M	NEW	10k	150.86	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.3	$1.5M	-2%	16k	97.27	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$1.5M		9.1k	166.79	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.3	$1.5M		61k	23.85	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.3	$1.5M	-22%	26k	56.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.4M	+35%	2.9k	497.95	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.4M	+6%	7.5k	185.64	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$1.4M		18k	78.03	View chart
J.B. Hunt Transport Services (JBHT)	0.3	$1.4M		6.0k	224.05	View chart
Home Depot (HD)	0.3	$1.4M	+6%	4.8k	284.49	View chart
Spdr Series Trust St Str P500val (SPYV)	0.3	$1.3M	+2%	22k	61.13	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.3M	+4%	55k	23.86	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.3	$1.3M	-9%	59k	22.53	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.3	$1.3M	NEW	26k	51.19	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$1.3M		18k	70.51	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$1.3M		19k	68.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.2M	-20%	17k	71.95	View chart
Ares Capital Corporation (ARCC)	0.2	$1.2M	+64%	64k	19.10	View chart
Merck & Co (MRK)	0.2	$1.2M	+10%	8.3k	145.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M	+4%	3.5k	340.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.2M		7.6k	155.19	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.2M	NEW	18k	66.76	View chart
T. Rowe Price (TROW)	0.2	$1.2M	NEW	11k	104.05	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.2M	-34%	13k	89.62	View chart
Abbvie (ABBV)	0.2	$1.2M		4.4k	261.61	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$1.1M		23k	49.74	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$1.1M	+3%	10k	112.50	View chart
Pepsi (PEP)	0.2	$1.1M	+4%	8.6k	126.72	View chart
Realty Income (O)	0.2	$1.1M	-8%	20k	54.30	View chart
Spdr Series Trust Sst Spdr Bloombe (IBND)	0.2	$1.1M		36k	29.88	View chart
Hershey Company (HSY)	0.2	$1.1M		6.7k	157.60	View chart
Bristol Myers Squibb (BMY)	0.2	$1.0M	+5%	17k	62.40	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$1.0M	-11%	17k	60.08	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$987k		3.2k	304.64	View chart
Target Corporation (TGT)	0.2	$984k	-4%	6.3k	156.69	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$966k	+3%	40k	23.98	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.2	$959k		47k	20.60	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$949k	-8%	12k	79.14	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$948k	+15%	11k	86.48	View chart
Intel Corporation (INTC)	0.2	$932k		7.7k	120.23	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$927k	+2%	44k	21.17	View chart
Snap-on Incorporated (SNA)	0.2	$905k		2.5k	363.36	View chart
Verizon Communications (VZ)	0.2	$877k	+7%	19k	45.87	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$867k		7.0k	123.08	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$863k	+4%	18k	49.46	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$855k	-11%	3.8k	222.23	View chart
Wynn Resorts (WYNN)	0.2	$839k	-7%	11k	79.43	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$837k		8.2k	102.18	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.2	$834k		27k	30.96	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$826k	-66%	8.0k	103.24	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.2	$817k	+2%	1.5k	546.17	View chart
Walt Disney Company (DIS)	0.2	$805k	-5%	7.7k	104.90	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$790k	+2%	32k	24.98	View chart
Advanced Micro Devices (AMD)	0.2	$789k		1.3k	611.76	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.2	$784k		100k	7.84	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$762k	+25%	17k	45.98	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$755k	-11%	15k	50.79	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.1	$748k		30k	24.90	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$748k		9.2k	81.67	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$743k	NEW	8.2k	90.44	View chart
Honeywell International (HON)	0.1	$736k	-8%	3.5k	210.94	View chart
Pfizer (PFE)	0.1	$726k	-47%	26k	28.52	View chart
Lockheed Martin Corporation (LMT)	0.1	$702k	+21%	1.4k	509.24	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$684k		1.1k	609.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$675k		1.8k	380.83	View chart
Labcorp Holdings Com Shs (LH)	0.1	$667k		2.2k	308.08	View chart
Republic Services (RSG)	0.1	$659k	+14%	3.1k	209.87	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$658k	NEW	4.0k	162.74	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$655k	+20%	8.0k	82.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$654k	NEW	20k	32.53	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$644k	-2%	12k	53.40	View chart
Micron Technology (MU)	0.1	$623k	+46%	585.00	1065.11	View chart
Chevron Corporation (CVX)	0.1	$616k	-50%	3.0k	204.24	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$603k		4.8k	125.68	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$603k		9.3k	64.51	View chart
Honeywell Aerospace (HONA)	0.1	$583k		3.8k	154.97	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$559k	+2%	21k	26.23	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$559k	-48%	5.9k	94.02	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$556k		5.1k	108.83	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$532k		24k	21.95	View chart
Broadcom (AVGO)	0.1	$527k	+11%	1.5k	351.11	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.1	$526k		24k	21.78	View chart
Charles Schwab Corporation (SCHW)	0.1	$519k	-2%	5.3k	97.74	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$516k	+368%	2.0k	264.75	View chart
Mastercard Incorporated Cl A (MA)	0.1	$508k		920.00	551.64	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$502k		4.5k	111.65	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$500k	-30%	14k	35.00	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$497k	-8%	6.1k	81.16	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.1	$492k	+19%	12k	40.33	View chart
Capital Group New Geography SHS (CGNG)	0.1	$481k		13k	36.45	View chart
UnitedHealth (UNH)	0.1	$478k	-17%	1.3k	367.04	View chart
Procter & Gamble Company (PG)	0.1	$475k	+42%	3.3k	145.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$472k	-71%	7.7k	61.26	View chart
Zscaler Incorporated (ZS)	0.1	$468k	-2%	2.3k	199.42	View chart
Blackrock Etf Trust Isha U S Ind Etf (INRO)	0.1	$457k	NEW	12k	36.81	View chart
Space Exploration Techn Corp Call Call Option	0.1	$453k	NEW	3.0k	150.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$448k	+34%	5.7k	78.10	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$441k	+37%	5.6k	78.30	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$437k		3.9k	111.97	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$436k		8.1k	54.10	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$436k	+22%	17k	25.39	View chart
Canadian Natl Ry (CNI)	0.1	$434k	-6%	3.6k	118.90	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.1	$434k	-37%	10k	41.87	View chart
Pinterest Cl A (PINS)	0.1	$431k	+32%	23k	18.89	View chart
Jd.com Spon Ads Cl A (JD)	0.1	$414k	+43%	16k	26.60	View chart
Apollo Global Mgmt (APO)	0.1	$409k		3.5k	116.06	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$403k		4.5k	90.12	View chart
Coca-Cola Company (KO)	0.1	$403k		4.7k	86.08	View chart
At&t (T)	0.1	$400k		16k	24.40	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$398k	-3%	5.8k	68.06	View chart
Adobe Systems Incorporated (ADBE)	0.1	$387k	+33%	1.6k	239.94	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$383k	+3%	3.6k	106.48	View chart
ConocoPhillips (COP)	0.1	$381k		3.0k	125.15	View chart
Goldman Sachs (GS)	0.1	$375k	+17%	416.00	900.88	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$372k		1.3k	284.46	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$371k	-6%	7.6k	48.74	View chart
Novo-nordisk A S Adr (NVO)	0.1	$365k	+21%	9.6k	37.91	View chart
United Sts Oil Put Put Option	0.1	$364k	NEW	2.5k	145.66	View chart
MetLife (MET)	0.1	$359k		3.8k	94.15	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$354k	-6%	3.0k	119.82	View chart
Evolent Health Cl A (EVH)	0.1	$352k	+20%	101k	3.49	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$351k		3.8k	91.98	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$345k		6.4k	54.16	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$340k	+24%	16k	21.39	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$334k	+5%	4.9k	68.68	View chart
Qnity Electronics Common Stock (Q)	0.1	$332k	+14%	2.6k	125.74	View chart
eBay (EBAY)	0.1	$329k	-3%	3.1k	106.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$328k	+5%	467.00	701.43	View chart
Enterprise Products Partners (EPD)	0.1	$325k		9.1k	35.61	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$322k	-16%	5.1k	63.61	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$321k	-55%	2.1k	154.64	View chart
Charter Communications Cl A (CHTR)	0.1	$317k	+36%	2.9k	110.90	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$316k		5.5k	57.82	View chart
Finwise Bancorp (FINW)	0.1	$312k		28k	11.14	View chart
Calamos (CCD)	0.1	$310k		14k	22.62	View chart
Phillips 66 (PSX)	0.1	$308k		1.2k	255.31	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$307k	-38%	6.5k	47.34	View chart
T Rowe Price Exchange-traded Floating Rate (TFLR)	0.1	$307k	-41%	6.1k	50.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$304k		3.7k	81.20	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$304k		12k	25.13	View chart
Cummins (CMI)	0.1	$301k	+28%	582.00	516.57	View chart
McDonald's Corporation (MCD)	0.1	$296k		1.3k	230.98	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$295k	-3%	3.1k	94.54	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$294k	+29%	3.5k	84.28	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$287k	+4%	996.00	288.45	View chart
Metropcs Communications (TMUS)	0.1	$284k	+35%	1.7k	163.08	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$279k		11k	25.71	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$274k		2.7k	103.09	View chart
Schwab Strategic Tr High Yiel Bd Etf (SCYB)	0.1	$271k	NEW	11k	25.24	View chart
Spdr Index Shs Fds St Str Sp N Am (NANR)	0.1	$266k	-9%	3.2k	83.77	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.1	$265k	+18%	11k	24.07	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$265k	-66%	5.1k	51.87	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$263k	-8%	5.3k	49.83	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$259k	+5%	2.5k	103.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$259k	+4%	4.6k	56.66	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$253k	-8%	5.4k	46.49	View chart
McKesson Corporation (MCK)	0.0	$252k		296.00	852.82	View chart
Arista Networks Com Shs (ANET)	0.0	$250k	NEW	1.2k	203.59	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$250k	+17%	2.5k	101.09	View chart
Reddit Cl A (RDDT)	0.0	$245k	NEW	1.7k	142.44	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.0	$244k	NEW	7.8k	31.23	View chart
Caterpillar (CAT)	0.0	$239k	+27%	295.00	810.79	View chart
Sofi Technologies (SOFI)	0.0	$239k	+3%	15k	15.72	View chart
Medtronic SHS (MDT)	0.0	$238k		2.8k	86.28	View chart
Franco-Nevada Corporation (FNV)	0.0	$235k		985.00	238.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$233k	-24%	3.0k	78.32	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.0	$232k		7.5k	30.84	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$231k		24k	9.75	View chart
salesforce (CRM)	0.0	$227k	NEW	988.00	229.55	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$226k		3.8k	59.51	View chart
Amphenol Corp Cl A (APH)	0.0	$225k	NEW	2.7k	84.30	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$225k	-2%	1.4k	157.64	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$224k	-8%	4.5k	49.20	View chart
Netflix (NFLX)	0.0	$223k	-28%	3.2k	69.58	View chart
GSK Sponsored Adr (GSK)	0.0	$220k		4.6k	48.17	View chart
Tapestry (TPR)	0.0	$220k	NEW	1.9k	115.07	View chart
Analog Devices (ADI)	0.0	$218k		549.00	396.71	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$215k		2.4k	90.48	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$214k	-9%	3.5k	61.50	View chart
Stifel Financial (SF)	0.0	$206k	NEW	2.9k	70.04	View chart
Qualcomm (QCOM)	0.0	$206k	-14%	1.1k	184.01	View chart
Henry Schein (HSIC)	0.0	$205k	-12%	2.4k	83.97	View chart
Comfort Systems USA (FIX)	0.0	$204k	NEW	123.00	1654.34	View chart
Ford Motor Company (F)	0.0	$132k	-6%	11k	12.06	View chart
Pimco High Income Com Shs (PHK)	0.0	$93k		23k	4.10	View chart
Nano X Imaging Ord Shs (NNOX)	0.0	$50k	-27%	72k	0.69	View chart
Pds Biotechnology Ord (PDSB)	0.0	$46k		62k	0.75	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 Q3 filed Oct. 14, 2026
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

View all past filings

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