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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, SCHZ, and represent 17.38% of Tempus Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: GMOI, BIL, JEPI, JEPQ, TLT, SPYM, CORO, ACWX, GPIQ, SCHZ.
Started 22 new stock positions in XLE, GPIQ, JOYT, VGIT, ACWX, CORO, CMI, ROAM, PSX, ENB. GRID, PG, RDVY, KMI, RSG, DLR, ICVT, GMOI, EXR, JEPQ, Spdr S&p 500 Etf Tr option, BLCR.
Reduced shares in these 10 stocks: , , SPMO, , , RECS, TFLR, GLD, IBHF, XOVR.
Sold out of its positions in AXP, CVS, RECS, DXCM, DKNG, DUOL, ENPH, XOVR, FIW, GIS.
Tempus Wealth Planning was a net buyer of stock by $9.8M.
Tempus Wealth Planning has $435M in assets under management (AUM), dropping by -0.29%.
Central Index Key (CIK): 0001806428

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Portfolio Holdings for Tempus Wealth Planning

Tempus Wealth Planning holds 270 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ge Aerospace Com New (GE)	5.7	$25M		88k	283.77	View chart
Ge Vernova (GEV)	4.3	$19M		21k	872.90	View chart
NVIDIA Corporation (NVDA)	2.6	$11M		65k	174.40	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.4	$11M	-2%	246k	42.54	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.3	$10M	+10%	440k	23.22	View chart
Apple (AAPL)	2.1	$9.0M		36k	253.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$8.2M		14k	577.17	View chart
Microsoft Corporation (MSFT)	1.8	$7.9M		21k	370.17	View chart
Spdr Series Trust State Street Spd (SPTM)	1.8	$7.6M		97k	79.06	View chart
Spdr Series Trust State Street Spd (BIL)	1.7	$7.3M	+51%	79k	91.64	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$7.1M		277k	25.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$6.9M		11k	650.34	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.4	$6.2M	-30%	55k	112.11	View chart
Tesla Motors (TSLA)	1.4	$6.0M	+3%	16k	371.76	View chart
Capital Group Core Balanced SHS (CGBL)	1.4	$6.0M	+3%	174k	34.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$5.7M		8.7k	653.21	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	1.2	$5.2M	-13%	226k	22.95	View chart
Spdr Series Trust State Street Spd (SPYM)	1.2	$5.2M	+30%	68k	76.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$5.0M	-2%	23k	215.06	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$4.8M		194k	24.75	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.1	$4.8M	-3%	132k	36.18	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.0	$4.2M		151k	27.85	View chart
Amazon (AMZN)	0.9	$4.1M		20k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$4.1M		14k	287.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$3.6M		125k	29.13	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.8	$3.5M	+3%	21k	165.70	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.4M	+2%	12k	294.15	View chart
Wal-Mart Stores (WMT)	0.8	$3.4M	+4%	27k	124.28	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.8	$3.3M	+7%	72k	46.40	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.7	$3.2M	-9%	63k	50.62	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$3.0M	+21%	51k	58.18	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.7	$2.9M	+12%	121k	23.87	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	0.7	$2.9M	NEW	79k	36.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.8M		8.9k	320.81	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$2.8M	+98%	32k	86.69	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$2.7M		55k	48.93	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.7M	+34%	24k	113.11	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.6	$2.6M	+3%	96k	27.15	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$2.5M	-2%	14k	181.42	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.6	$2.5M	+23%	22k	110.39	View chart
Spdr Series Trust State Street Spd (SPTS)	0.6	$2.4M		83k	29.18	View chart
Applied Materials (AMAT)	0.5	$2.4M	+66%	7.0k	341.79	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.5	$2.4M		66k	35.90	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$2.4M	+2%	93k	25.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$2.4M	+1047%	42k	56.68	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.3M	+48%	11k	211.15	View chart
Oracle Corporation (ORCL)	0.5	$2.3M	-2%	16k	147.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.2M	+3%	8.8k	248.01	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.5	$2.2M		30k	71.18	View chart
Meta Platforms Cl A (META)	0.5	$2.1M	+3%	3.7k	572.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$2.1M	-6%	29k	74.35	View chart
Amgen (AMGN)	0.5	$2.1M		6.1k	351.87	View chart
Eli Lilly & Co. (LLY)	0.5	$2.1M		2.3k	919.81	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.5	$2.1M	+51%	19k	110.78	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$2.1M		24k	87.84	View chart
Johnson & Johnson (JNJ)	0.5	$2.0M	+3%	8.3k	244.45	View chart
Cisco Systems (CSCO)	0.5	$2.0M	+2%	26k	77.59	View chart
TJX Companies (TJX)	0.5	$2.0M		13k	159.69	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$2.0M	+10%	43k	46.19	View chart
Costco Wholesale Corporation (COST)	0.5	$2.0M	+3%	2.0k	996.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$2.0M		13k	151.41	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$2.0M	+4%	43k	45.65	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.4	$1.9M		41k	47.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.9M	+11%	10k	191.80	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$1.8M	+3%	19k	94.24	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$1.8M		47k	38.42	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$1.8M	+7%	39k	46.91	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.4	$1.8M		15k	121.19	View chart
Rockwell Automation (ROK)	0.4	$1.7M		4.9k	358.88	View chart
Waste Management (WM)	0.4	$1.7M	+2%	7.6k	229.79	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$1.7M	+9%	23k	75.19	View chart
Boeing Company (BA)	0.4	$1.7M	+3%	8.5k	199.03	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.4	$1.6M	+67%	30k	54.84	View chart
Rocket Lab Corp (RKLB)	0.4	$1.6M	+4%	25k	64.22	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$1.6M		30k	52.64	View chart
Bank of America Corporation (BAC)	0.4	$1.5M		32k	48.75	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.4	$1.5M	+28%	34k	45.86	View chart
Spdr Series Trust State Street Spd (SPTL)	0.4	$1.5M	+4%	59k	26.30	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$1.5M		70k	21.49	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$1.5M	+3%	17k	88.49	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$1.5M		11k	131.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.5M	+21%	22k	67.53	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$1.4M		36k	40.19	View chart
Capital Group Global Equity SHS (CGGE)	0.3	$1.4M		47k	30.50	View chart
Visa Com Cl A (V)	0.3	$1.4M	+3%	4.8k	302.25	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.3	$1.4M	-14%	22k	64.59	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$1.4M	NEW	26k	55.52	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$1.4M		6.0k	236.35	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.4M	+6%	9.6k	146.28	View chart
Hershey Company (HSY)	0.3	$1.4M		6.7k	207.88	View chart
Home Depot (HD)	0.3	$1.4M	+20%	4.2k	328.86	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$1.4M		19k	73.14	View chart
Chevron Corporation (CVX)	0.3	$1.3M	+76%	6.5k	206.90	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.3M	+29%	14k	94.95	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$1.3M		40k	33.37	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.3M	-10%	6.8k	192.89	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$1.3M	-14%	9.1k	141.43	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$1.3M	+7%	25k	51.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.3M	-4%	8.5k	148.10	View chart
Pepsi (PEP)	0.3	$1.3M	+7%	8.1k	155.29	View chart
J.B. Hunt Transport Services (JBHT)	0.3	$1.3M	+3%	5.9k	211.91	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$1.2M	+47%	38k	32.95	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$1.2M		19k	64.35	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.2M		42k	29.08	View chart
Wynn Resorts (WYNN)	0.3	$1.2M	-2%	12k	101.55	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.2M	+10%	49k	24.27	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$1.2M	+36%	33k	36.22	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$1.2M		21k	56.58	View chart
Pfizer (PFE)	0.3	$1.2M	+86%	42k	28.08	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.1M	+112%	38k	30.32	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$1.1M	+18%	14k	80.58	View chart
Honeywell International (HON)	0.3	$1.1M	-2%	5.0k	226.05	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.3	$1.1M	NEW	34k	32.15	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$1.1M	+218%	48k	22.91	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.2	$1.1M	+145%	49k	21.73	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.2	$1.1M		34k	31.08	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.1M	+99%	21k	50.04	View chart
Realty Income (O)	0.2	$1.0M	+149%	17k	61.18	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$999k	NEW	15k	68.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$996k		2.1k	479.20	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.2	$990k	NEW	20k	49.49	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$982k	+3%	21k	46.74	View chart
Abbvie (ABBV)	0.2	$960k		4.4k	217.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$956k	-2%	3.3k	286.84	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.2	$931k		45k	20.64	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$930k		9.0k	103.37	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$924k	+55%	39k	23.69	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$901k	+3%	40k	22.34	View chart
Verizon Communications (VZ)	0.2	$895k	-8%	18k	50.20	View chart
Snap-on Incorporated (SNA)	0.2	$894k		2.5k	363.18	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.2	$880k	+3%	40k	22.13	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$866k		7.9k	108.99	View chart
Bristol Myers Squibb (BMY)	0.2	$862k	-2%	14k	60.65	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$859k	-23%	16k	54.55	View chart
Target Corporation (TGT)	0.2	$854k	-9%	7.0k	121.20	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.2	$852k	+100%	100k	8.52	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$851k	-24%	12k	69.75	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$850k	+16%	3.6k	237.62	View chart
Merck & Co (MRK)	0.2	$834k		6.9k	120.28	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$811k		25k	32.95	View chart
Walt Disney Company (DIS)	0.2	$806k	-20%	8.4k	96.38	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$789k		19k	41.68	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$785k	-18%	9.1k	86.41	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.2	$772k		26k	29.36	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$762k	-55%	1.8k	430.29	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.2	$760k		1.5k	522.71	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$743k	+145%	11k	70.84	View chart
Exxon Mobil Corporation (XOM)	0.2	$740k	-16%	4.4k	169.65	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$732k	-2%	7.5k	97.91	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.2	$719k	+2%	29k	25.24	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$716k	+2%	27k	26.26	View chart
Ares Capital Corporation (ARCC)	0.2	$696k	+14%	39k	18.02	View chart
Jd.com Spon Ads Cl A (JD)	0.2	$690k	-24%	23k	29.57	View chart
Lockheed Martin Corporation (LMT)	0.2	$671k	+4%	1.1k	604.58	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.2	$660k		9.4k	70.14	View chart
UnitedHealth (UNH)	0.1	$644k		2.4k	270.64	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$641k	+11%	9.3k	69.30	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$631k		19k	32.43	View chart
Digital Realty Trust (DLR)	0.1	$627k	NEW	3.5k	180.22	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$610k		12k	49.37	View chart
Labcorp Holdings Com Shs (LH)	0.1	$602k	-4%	2.3k	266.79	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$602k		16k	38.26	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$598k	-41%	6.4k	92.69	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$577k	NEW	14k	41.06	View chart
Extra Space Storage (EXR)	0.1	$568k	NEW	4.3k	131.13	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$565k		5.2k	108.97	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$563k	NEW	5.5k	101.79	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$555k	-4%	10k	53.95	View chart
Haleon Spon Ads (HLN)	0.1	$548k	+2%	55k	10.01	View chart
J P Morgan Exchange Traded F Equity And Optn (JOYT)	0.1	$532k	NEW	10k	53.17	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$528k		23k	23.14	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$522k	+3%	19k	27.23	View chart
Republic Services (RSG)	0.1	$514k	NEW	2.3k	219.02	View chart
Lattice Strategies Tr Hartfrd Emrg Etf (ROAM)	0.1	$512k	NEW	17k	31.01	View chart
Charles Schwab Corporation (SCHW)	0.1	$505k		5.4k	93.98	View chart
At&t (T)	0.1	$476k		16k	28.99	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$454k	+10%	9.6k	47.37	View chart
Finwise Bancorp (FINW)	0.1	$444k		28k	15.86	View chart
Canadian Natl Ry (CNI)	0.1	$443k	-24%	4.3k	102.77	View chart
Metropcs Communications (TMUS)	0.1	$443k	-36%	2.1k	210.03	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$432k		1.1k	383.43	View chart
Pinterest Cl A (PINS)	0.1	$430k	-14%	23k	18.34	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$427k		4.0k	106.01	View chart
Adobe Systems Incorporated (ADBE)	0.1	$427k	-21%	1.8k	243.08	View chart
Novo-nordisk A S Adr (NVO)	0.1	$427k	-7%	12k	36.75	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$427k	-2%	3.9k	109.22	View chart
Mastercard Incorporated Cl A (MA)	0.1	$422k	+5%	845.00	499.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$421k		604.00	697.53	View chart
ConocoPhillips (COP)	0.1	$401k		3.0k	132.00	View chart
Nike CL B (NKE)	0.1	$400k		7.6k	52.82	View chart
Broadcom (AVGO)	0.1	$399k	+11%	1.3k	309.41	View chart
McDonald's Corporation (MCD)	0.1	$397k	+4%	1.3k	310.70	View chart
Tenable Hldgs (TENB)	0.1	$396k		23k	16.91	View chart
Apollo Global Mgmt (APO)	0.1	$392k		3.5k	111.42	View chart
Netflix (NFLX)	0.1	$387k	+2%	4.0k	96.15	View chart
Capital Group New Geography SHS (CGNG)	0.1	$378k		12k	31.57	View chart
Coca-Cola Company (KO)	0.1	$378k	-22%	5.0k	76.05	View chart
Qnity Electronics Common Stock (Q)	0.1	$375k		3.3k	115.38	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$373k	-25%	3.3k	111.38	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$371k	+6%	9.7k	38.42	View chart
Evolent Health Cl A (EVH)	0.1	$364k	-8%	160k	2.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$362k	+14%	4.4k	82.75	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$361k		6.5k	55.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$354k		1.4k	261.86	View chart
Intel Corporation (INTC)	0.1	$346k	-10%	7.8k	44.13	View chart
Charter Communications Cl A (CHTR)	0.1	$342k	-50%	1.6k	215.88	View chart
Enterprise Products Partners (EPD)	0.1	$339k	-5%	9.0k	37.84	View chart
Spdr Index Shs Fds State Street Spd (NANR)	0.1	$332k	+2%	4.0k	84.00	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.1	$332k		5.1k	65.12	View chart
Dupont De Nemours (DD)	0.1	$329k	+9%	7.2k	45.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$329k		753.00	436.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$325k	-15%	3.7k	88.16	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$320k	-5%	3.9k	82.57	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$319k	+31%	6.5k	49.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$319k		3.2k	99.27	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$314k		5.4k	57.64	View chart
Goldman Sachs (GS)	0.1	$306k	+23%	361.00	846.73	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$297k	-4%	4.8k	61.35	View chart
Amdocs SHS (DOX)	0.1	$297k	-13%	4.6k	65.26	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$296k		13k	22.98	View chart
Calamos (CCD)	0.1	$293k		14k	21.35	View chart
eBay (EBAY)	0.1	$293k		3.2k	91.02	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$288k	+2%	11k	26.61	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$286k		6.3k	45.47	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$284k	-7%	5.7k	49.79	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$280k	-5%	11k	26.28	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$277k		6.2k	44.85	View chart
Henry Schein (HSIC)	0.1	$266k	-9%	3.6k	73.70	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$266k		6.7k	39.89	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$266k	+9%	3.3k	80.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$266k	+6%	444.00	598.19	View chart
Advanced Micro Devices (AMD)	0.1	$265k	-2%	1.3k	203.43	View chart
Gilead Sciences (GILD)	0.1	$265k	+3%	1.9k	139.37	View chart
Franco-Nevada Corporation (FNV)	0.1	$263k		1.1k	247.05	View chart
MetLife (MET)	0.1	$263k		3.7k	70.72	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$257k	NEW	3.8k	68.29	View chart
GSK Sponsored Adr (GSK)	0.1	$252k		4.6k	55.19	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$249k	-8%	5.4k	46.36	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$249k	NEW	1.5k	163.58	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$247k	NEW	4.0k	61.25	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$246k	-6%	4.6k	53.43	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$246k		24k	10.40	View chart
Cummins (CMI)	0.1	$237k	NEW	440.00	538.02	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$236k		3.8k	61.85	View chart
Rapid7 (RPD)	0.1	$233k	+13%	42k	5.51	View chart
Procter & Gamble Company (PG)	0.1	$232k	NEW	1.6k	144.48	View chart
salesforce (CRM)	0.1	$231k	+34%	1.2k	186.64	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$231k	+9%	2.2k	106.15	View chart
AutoZone (AZO)	0.1	$230k		68.00	3377.78	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$229k	+4%	9.0k	25.32	View chart
Nano X Imaging Ord Shs (NNOX)	0.1	$228k	-5%	101k	2.27	View chart
State Str Spdr S&p 500 Etf T Put Put Option	0.1	$226k	NEW	500.00	451.19	View chart
Medtronic SHS (MDT)	0.1	$226k		2.6k	86.64	View chart
Phillips 66 (PSX)	0.1	$224k	NEW	1.2k	182.18	View chart
Enbridge (ENB)	0.1	$224k	NEW	4.1k	54.14	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$219k	-53%	2.3k	93.93	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$218k	-7%	933.00	234.03	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$217k	-14%	3.5k	62.68	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$215k	NEW	3.6k	59.55	View chart
Kinder Morgan (KMI)	0.0	$213k	NEW	6.4k	33.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$208k	-27%	4.1k	50.61	View chart
Qualcomm (QCOM)	0.0	$207k	-24%	1.6k	128.76	View chart
McKesson Corporation (MCK)	0.0	$201k	-11%	233.00	864.09	View chart
Sentinelone Cl A (S)	0.0	$167k	-27%	13k	12.88	View chart
Rxsight (RXST)	0.0	$159k	-27%	26k	6.16	View chart
Alvotech Ordinary Shares (ALVO)	0.0	$152k	-17%	44k	3.43	View chart
Ford Motor Company (F)	0.0	$145k		13k	11.54	View chart
Acv Auctions Com Cl A (ACVA)	0.0	$120k	+3%	28k	4.24	View chart
Pimco High Income Com Shs (PHK)	0.0	$105k		23k	4.63	View chart
Pds Biotechnology Ord (PDSB)	0.0	$37k		62k	0.60	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 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
Tempus Wealth Planning 2022 Q2 filed Aug. 5, 2022

View all past filings

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