Tempus Wealth Planning, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Tempus Wealth Planning, LLC 13F Holdings
CIK 0001806428 · IRVINE, CA
As of Sep 30, 2025, Tempus Wealth Planning, LLC reported
276 positions worth $415.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| GE AEROSPACE | GE | Industrials | 88,457 | $26.6M | 6.40% |
| GE VERNOVA INC | GEV | Utilities | 21,366 |
|
3.1M3.16% |
| NVIDIA CORP | NVDA | Technology | 64,912 |
2.1M | 2.91% |
| MICROSOFT CORP | MSFT | Technology | 21,674 |
1.2M | 2.70% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 252,193 |
0.6M | 2.55% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 76,135 | $9.2M | 2.22% |
| APPLE INC | AAPL | Technology | 35,661 | $9.1M | 2.19% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 14,588 | $8.8M | 2.11% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 364,034 | $8.5M | 2.06% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 98,529 | $7.9M | 1.91% |
| SPDR S&P 500 ETF TRUST | SPY | — | 10,607 | $7.1M | 1.70% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 262,338 | $6.9M | 1.66% |
| TESLA INC | TSLA | Consumer Cyclical | 14,869 | $6.6M | 1.59% |
| PROSHARES ULTRA QQQ | QLD | — | 45,727 | $6.3M | 1.51% |
| PROSHARES ULTRA S&P500 | SSO | — | 54,541 | $6.1M | 1.47% |
| ISHARES CORE S&P 500 ETF | IVV | — | 8,895 | $6.0M | 1.43% |
| CAPITAL GROUP CORE BALANCED ETF | CGBL | — | 155,911 | $5.4M | 1.30% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 24,620 | $5.3M | 1.28% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 53,206 | $4.9M | 1.17% |
| 2023 ETF SERIES TRUST II | QLTY | — | 130,250 | $4.7M | 1.13% |
| ORACLE CORP | ORCL | Technology | 15,884 | $4.5M | 1.08% |
| ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | IBHF | — | 188,906 | $4.4M | 1.06% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 187,775 | $4.4M | 1.05% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 80,945 | $4.1M | 0.99% |
| AMAZON.COM INC | AMZN | Equity | 18,393 | $4.0M | 0.97% |