Tempus Wealth Planning, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$435.2M
Q ending 2026-03-31
Prior quarter
$436.5M
Q ending 2025-12-31
Change
-0.3% QoQ · +30.0% YoY
Positions
270
reported holdings
Largest positions
Top 100 of 270 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ge Aerospace | GE | Shares | $24.9M | 88K |
| Ge Vernova Inc | GEV | Shares | $18.7M | 21K |
| Nvidia Corporation | NVDA | Shares | $11.3M | 65K |
| Capital Group Dividend Value | CGDV | Shares | $10.5M | 246K |
| Schwab Strategic Tr | SCHZ | Shares | $10.2M | 440K |
| Apple Inc | AAPL | Shares | $9.0M | 36K |
| Invesco Qqq Tr | QQQ | Shares | $8.2M | 14K |
| Microsoft Corp | MSFT | Shares | $7.9M | 21K |
| Spdr Series Trust | SPTM | Shares | $7.6M | 97K |
| Spdr Series Trust | BIL | Shares | $7.3M | 79K |
| Schwab Strategic Tr | SCHX | Shares | $7.1M | 276K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.9M | 11K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $6.2M | 55K |
| Tesla Inc | TSLA | Shares | $6.0M | 16K |
| Capital Group Core Balanced | CGBL | Shares | $6.0M | 174K |
| Ishares Tr | IVV | Shares | $5.7M | 9K |
| Ishares Tr | IBHF | Shares | $5.2M | 226K |
| Spdr Series Trust | SPYM | Shares | $5.2M | 68K |
| Vanguard Specialized Funds | VIG | Shares | $5.0M | 23K |
| Schwab Strategic Tr | SCHF | Shares | $4.8M | 194K |
| Gmo Etf Trust | QLTY | Shares | $4.8M | 132K |
| Schwab Strategic Tr | FNDX | Shares | $4.2M | 151K |
| Amazon Com Inc | AMZN | Shares | $4.1M | 20K |
| Alphabet Inc | GOOGL | Shares | $4.1M | 14K |
| Schwab Strategic Tr | SCHG | Shares | $3.6M | 125K |
| Invesco Exchange Traded Fd T | PPA | Shares | $3.5M | 21K |
| Jpmorgan Chase & Co | JPM | Shares | $3.4M | 12K |
| Walmart Inc | WMT | Shares | $3.4M | 27K |
| Putnam Etf Trust | PVAL | Shares | $3.3M | 72K |
| Ishares Tr | ICSH | Shares | $3.2M | 63K |
| Blackrock Etf Trust | DYNF | Shares | $3.0M | 51K |
| Tidal Trust I | GRNY | Shares | $2.9M | 120K |
| Gmo Etf Trust | GMOI | Shares | $2.9M | 79K |
| Vanguard Index Fds | VTI | Shares | $2.8M | 9K |
| Ishares Tr | TLT | Shares | $2.8M | 32K |
| Schwab Strategic Tr | FNDF | Shares | $2.7M | 55K |
| Ishares Tr | IVW | Shares | $2.7M | 23K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $2.6M | 96K |
| Ishares Tr | IYW | Shares | $2.5M | 14K |
| Ishares Tr | SHV | Shares | $2.5M | 22K |
| Spdr Series Trust | SPTS | Shares | $2.4M | 83K |
| Applied Matls Inc | AMAT | Shares | $2.4M | 7K |
| Capital Group Dividend Growe | CGDG | Shares | $2.4M | 66K |
| Spdr Series Trust | SPAB | Shares | $2.4M | 93K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2.4M | 42K |
| Ishares Tr | IVE | Shares | $2.3M | 11K |
| Oracle Corp | ORCL | Shares | $2.3M | 15K |
| Ishares Tr | IWM | Shares | $2.2M | 9K |
| Ge Healthcare Technologies I | GEHC | Shares | $2.2M | 30K |
| Meta Platforms Inc | META | Shares | $2.1M | 4K |
| Ishares Tr | EFV | Shares | $2.1M | 29K |
| Amgen Inc | AMGN | Shares | $2.1M | 6K |
| Eli Lilly & Co | LLY | Shares | $2.1M | 2K |
| First Tr Exchange Traded Fd | AIRR | Shares | $2.1M | 19K |
| Wisdomtree Tr | DGRW | Shares | $2.1M | 23K |
| Johnson & Johnson | JNJ | Shares | $2.0M | 8K |
| Cisco Sys Inc | CSCO | Shares | $2.0M | 26K |
| Tjx Cos Inc New | TJX | Shares | $2.0M | 13K |
| Ishares Tr | IUSB | Shares | $2.0M | 43K |
| Costco Wholesale Corporation | COST | Shares | $2.0M | 2K |
| Ishares Tr | DVY | Shares | $2.0M | 13K |
| Spdr Index Shs Fds | SPDW | Shares | $2.0M | 43K |
| Ishares Tr | EAGG | Shares | $1.9M | 41K |
| Ishares Tr | QUAL | Shares | $1.9M | 10K |
| Vanguard Whitehall Fds | VYMI | Shares | $1.8M | 19K |
| Capital Group Core Equity Et | CGUS | Shares | $1.8M | 47K |
| Spdr Index Shs Fds | SPEM | Shares | $1.8M | 39K |
| Ishares Tr | DSI | Shares | $1.8M | 15K |
| Rockwell Automation Inc | ROK | Shares | $1.7M | 5K |
| Waste Mgmt Inc Del | WM | Shares | $1.7M | 8K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $1.7M | 23K |
| Boeing Co | BA | Shares | $1.7M | 9K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $1.6M | 30K |
| Rocket Lab Corp | RKLB | Shares | $1.6M | 25K |
| Alps Etf Tr | AMLP | Shares | $1.6M | 30K |
| Bank America Corp | BAC | Shares | $1.5M | 32K |
| Bondbloxx Etf Trust | XTEN | Shares | $1.5M | 34K |
| Spdr Series Trust | SPTL | Shares | $1.5M | 59K |
| Schwab Strategic Tr | SCHH | Shares | $1.5M | 70K |
| Ishares Tr | AOA | Shares | $1.5M | 17K |
| Invesco Exchange Traded Fd T | PKW | Shares | $1.5M | 11K |
| Ishares Tr | IJH | Shares | $1.5M | 22K |
| Capital Group Growth Etf | CGGR | Shares | $1.4M | 36K |
| Capital Group Global Equity | CGGE | Shares | $1.4M | 47K |
| Visa Inc | V | Shares | $1.4M | 5K |
| Fidelity Covington Trust | FDLO | Shares | $1.4M | 22K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $1.4M | 26K |
| Vanguard World Fd | MGC | Shares | $1.4M | 6K |
| Palantir Technologies Inc | PLTR | Shares | $1.4M | 10K |
| Hershey Co | HSY | Shares | $1.4M | 7K |
| Home Depot Inc | HD | Shares | $1.4M | 4K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $1.4M | 19K |
| Chevron Corporation | CVX | Shares | $1.3M | 6K |
| Ishares Tr | MBB | Shares | $1.3M | 14K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $1.3M | 40K |
| Rtx Corporation | RTX | Shares | $1.3M | 7K |
| Ishares Tr | ESGU | Shares | $1.3M | 9K |
| Blackrock Etf Trust Ii | BINC | Shares | $1.3M | 25K |
| Vanguard Whitehall Fds | VYM | Shares | $1.3M | 9K |
| Pepsico Inc | PEP | Shares | $1.3M | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.