§ 13F · FUND PROFILE
Tempus Wealth Planning, LLC.
AUM · $511M (13F)Positions · 282Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GE | GE AEROSPACE | 88K | $33M | 6.4% | ±0% |
| 2 | GEV | GE VERNOVA INC | 21K | $25M | 4.9% | ±0% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 253K | $12M | 2.4% | +3% |
| 4 | NVDA | NVIDIA CORPORATION | 59K | $12M | 2.3% | −9% |
| 5 | QQQ | INVESCO QQQ TR | 16K | $12M | 2.3% | +12% |
| 6 | SCHZ | SCHWAB STRATEGIC TR | 495K | $11M | 2.2% | +12% |
| 7 | AAPL | APPLE INC | 36K | $10M | 2.0% | ±0% |
| 8 | SPMO | INVESCO EXCH TRADED FD TR II | 60K | $10M | 1.9% | +9% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 12K | $9M | 1.7% | +12% |
| 10 | SPYM | SPDR SERIES TRUST | 100K | $9M | 1.7% | +48% |
§ 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 $511 million in assets. The fund runs a broad portfolio of 282 positions.
Read the full dossier →