§ 13F · FUND PROFILE
Tempus Wealth Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $401.2T (13F)Positions · 259Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GE | GE AEROSPACE | 88K | $27.1T | 6.2% | ±0% |
| 2 | GEV | GE VERNOVA INC | 21K | $14.0T | 3.2% | ±0% |
| 3 | NVDA | NVIDIA CORPORATION | 65K | $12.1T | 2.8% | ±0% |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 252K | $11.0T | 2.5% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 21K | $10.1T | 2.3% | −3% |
| 6 | AAPL | APPLE INC | 36K | $9.7T | 2.2% | ±0% |
| 7 | SPMO | INVESCO EXCH TRADED FD TR II | 79K | $9.4T | 2.1% | +3% |
| 8 | SCHZ | SCHWAB STRATEGIC TR | 398K | $9.3T | 2.1% | +9% |
| 9 | QQQ | INVESCO QQQ TR | 14K | $8.9T | 2.0% | −1% |
| 10 | SPTM | SPDR SERIES TRUST | 98K | $8.1T | 1.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TEMPUS SIGNAL
AC read
Tempus Wealth Planning, LLC is a Other fund managing $401239.3 trillion in assets. The fund runs a broad portfolio of 259 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed