§ 13F · FUND PROFILE
Tempus Wealth Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $436M (13F)Positions · 276Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GE | GE AEROSPACE | 88K | $25M | 5.7% | ±0% |
| 2 | GEV | GE VERNOVA INC | 21K | $19M | 4.3% | ±0% |
| 3 | NVDA | NVIDIA CORPORATION | 65K | $11M | 2.6% | ±0% |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 246K | $10M | 2.4% | −2% |
| 5 | SCHZ | SCHWAB STRATEGIC TR | 440K | $10M | 2.3% | +11% |
| 6 | AAPL | APPLE INC | 36K | $9M | 2.1% | ±0% |
| 7 | QQQ | INVESCO QQQ TR | 14K | $8M | 1.9% | −1% |
| 8 | MSFT | MICROSOFT CORP | 21K | $8M | 1.8% | +2% |
| 9 | SPTM | SPDR SERIES TRUST | 97K | $8M | 1.8% | −1% |
| 10 | BIL | SPDR SERIES TRUST | 79K | $7M | 1.7% | +52% |
§ 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 $436 million in assets. The fund runs a broad portfolio of 276 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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