Tempus Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Tempus Wealth Planning, LLC

Investment Activity

Tempus Wealth Planning, LLC has $435.22 million in total holdings as of March 31, 2026.
Tempus Wealth Planning, LLC owns shares of 270 different stocks, but just 104 companies or ETFs make up 80% of its holdings.
Approximately 9.00% of the portfolio was purchased this quarter.
About 6.75% of the portfolio was sold this quarter.
This quarter, Tempus Wealth Planning, LLC has purchased 275 new stocks and bought additional shares in 132 stocks.
Tempus Wealth Planning, LLC sold shares of 97 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

GE Aerospace: $24,924,624
GE VERNOVA INC: $18,675,696
NVIDIA: $11,327,418
Capital Group Dividend Value ETF: $10,475,802
Schwab U.S. Aggregate Bond ETF: $10,225,967

Largest New Holdings this Quarter

90139K407 - GMO ETF TRUST: $2,852,388 Holding
46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF: $1,421,312 Holding
09290C764 - BLACKROCK ETF TRUST: $1,096,353 Holding
464288240 - iShares MSCI ACWI ex U.S. ETF: $998,840 Holding
38149W630 - GOLDMAN SACHS ETF TR: $989,800 Holding

Largest Purchases this Quarter

GMO ETF TRUST: 78,730 shares (about $2.85M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 27,055 shares (about $2.48M)
JPMorgan Equity Premium Income ETF: 38,113 shares (about $2.16M)
JPMorgan Nasdaq Equity Premium Income ETF: 25,600 shares (about $1.42M)
iShares 20+ Year Treasury Bond ETF: 15,789 shares (about $1.37M)

Largest Sales this Quarter

Invesco S&P 500 Momentum ETF: 23,646 shares (about $2.65M)
SPDR Gold Shares: 2,244 shares (about $965.57K)
iShares iBonds 2026 Term High Yield and Income ETF: 35,650 shares (about $818.17K)
SPDR Gold MiniShares Trust: 4,555 shares (about $422.20K)
Charter Communications: 1,615 shares (about $348.65K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GE GE Aerospace	$24,924,624	$77,469 â–¼	-0.3%	87,834	5.7%	Aerospace
GE VERNOVA INC	$18,675,696	$52,374 â–¼	-0.3%	21,395	4.3%	COM
NVDA NVIDIA	$11,327,418	$1,046 â–¼	0.0%	64,951	2.6%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$10,475,802	$236,480 â–¼	-2.2%	246,258	2.4%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$10,225,967	$989,172 â–²	10.7%	440,395	2.3%	ETF
AAPL Apple	$9,024,175	$11,167 â–²	0.1%	35,558	2.1%	Computer and Technology
QQQ Invesco QQQ	$8,219,438	$119,474 â–¼	-1.4%	14,241	1.9%	Finance
MSFT Microsoft	$7,890,170	$125,858 â–²	1.6%	21,315	1.8%	Computer and Technology
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$7,631,501	$88,626 â–¼	-1.1%	96,528	1.8%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$7,259,928	$2,479,328 â–²	51.9%	79,222	1.7%	ETF
SCHX Schwab US Large-Cap ETF	$7,088,979	$130,456 â–²	1.9%	276,481	1.6%	ETF
SPY SPDR S&P 500 ETF Trust	$6,867,573	$19,510 â–¼	-0.3%	10,560	1.6%	Finance
SPMO Invesco S&P 500 Momentum ETF	$6,157,265	$2,650,936 â–¼	-30.1%	54,922	1.4%	ETF
TSLA Tesla	$6,038,105	$217,479 â–²	3.7%	16,242	1.4%	Auto/Tires/Trucks
CAPITAL GROUP CORE BALANCED	$5,987,201	$209,110 â–²	3.6%	173,996	1.4%	SHS
IVV iShares Core S&P 500 ETF	$5,671,169	$41,805 â–¼	-0.7%	8,682	1.3%	ETF
IBHF iShares iBonds 2026 Term High Yield and Income ETF	$5,193,024	$818,166 â–¼	-13.6%	226,276	1.2%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$5,178,547	$1,208,185 â–²	30.4%	67,658	1.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$4,990,454	$150,111 â–¼	-2.9%	23,205	1.1%	ETF
SCHF Schwab International Equity ETF	$4,796,088	$5,074 â–¼	-0.1%	193,781	1.1%	ETF
GMO ETF TRUST	$4,785,021	$180,683 â–¼	-3.6%	132,256	1.1%	GMO US QUALITY E
FNDX Schwab Fundamental U.S. Large Company ETF	$4,213,454	$63,832 â–²	1.5%	151,291	1.0%	ETF
AMZN Amazon.com	$4,115,854	$57,691 â–²	1.4%	19,762	0.9%	Retail/Wholesale
GOOGL Alphabet	$4,100,569	$48,597 â–²	1.2%	14,260	0.9%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$3,642,211	$63,299 â–²	1.8%	125,033	0.8%	ETF
PPA Invesco Aerospace & Defense ETF	$3,468,976	$106,049 â–²	3.2%	20,935	0.8%	ETF
JPM JPMorgan Chase & Co.	$3,401,893	$78,539 â–²	2.4%	11,565	0.8%	Finance
WALMART INC	$3,376,733	$143,172 â–²	4.4%	27,170	0.8%	COM
PVAL Putnam Focused Large Cap Value ETF	$3,347,115	$227,360 â–²	7.3%	72,136	0.8%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$3,179,948	$347,101 â–¼	-9.8%	62,820	0.7%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$2,966,479	$515,009 â–²	21.0%	50,988	0.7%	ETF
TIDAL TRUST I	$2,875,858	$322,245 â–²	12.6%	120,480	0.7%	FUNDSTRAT GRANNY
GMO ETF TRUST	$2,852,388	$2,852,388 â–²	New Holding	78,730	0.7%	GMO INTL VALUE
VTI Vanguard Total Stock Market ETF	$2,844,659	$321 â–¼	0.0%	8,867	0.7%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$2,755,025	$1,368,757 â–²	98.7%	31,780	0.6%	ETF
FNDF Schwab Fundamental International Equity ETF	$2,688,245	$1,517 â–²	0.1%	54,941	0.6%	ETF
IVW iShares S&P 500 Growth ETF	$2,656,009	$678,876 â–²	34.3%	23,482	0.6%	ETF
CGMU Capital Group Municipal Income ETF	$2,598,002	$82,807 â–²	3.3%	95,691	0.6%	ETF
IYW iShares U.S. Technology ETF	$2,510,263	$57,509 â–¼	-2.2%	13,837	0.6%	Manufacturing
SHV iShares Short Treasury Bond ETF	$2,476,858	$472,918 â–²	23.6%	22,437	0.6%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$2,426,862	$21,914 â–²	0.9%	83,169	0.6%	ETF
AMAT Applied Materials	$2,375,441	$949,835 â–²	66.6%	6,950	0.5%	Computer and Technology
CAPITAL GROUP DIVIDEND GROWE	$2,374,607	$10,124 â–²	0.4%	66,145	0.5%	SHS ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$2,371,359	$67,150 â–²	2.9%	92,559	0.5%	ETF
JEPI JPMorgan Equity Premium Income ETF	$2,366,503	$2,160,245 â–²	1,047.3%	41,752	0.5%	ETF
IVE iShares S&P 500 Value ETF	$2,334,287	$759,303 â–²	48.2%	11,055	0.5%	ETF
ORCL Oracle	$2,278,515	$63,550 â–¼	-2.7%	15,489	0.5%	Computer and Technology
IWM iShares Russell 2000 ETF	$2,170,600	$82,092 â–²	3.9%	8,752	0.5%	Finance
GEHC GE HealthCare Technologies	$2,167,219	$285 â–¼	0.0%	30,447	0.5%	Medical
META Meta Platforms	$2,144,637	$70,935 â–²	3.4%	3,749	0.5%	Computer and Technology
EFV iShares MSCI EAFE Value ETF	$2,138,287	$144,163 â–¼	-6.3%	28,760	0.5%	ETF
AMGN Amgen	$2,131,293	$15,834 â–¼	-0.7%	6,057	0.5%	Medical
LLY Eli Lilly and Company	$2,117,407	$7,358 â–²	0.3%	2,302	0.5%	Medical
AIRR First Trust RBA American Industrial Renaissance ETF	$2,108,250	$712,425 â–²	51.0%	19,031	0.5%	Manufacturing
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$2,061,166	$34,082 â–¼	-1.6%	23,465	0.5%	Manufacturing
JNJ Johnson & Johnson	$2,030,152	$59,157 â–²	3.0%	8,305	0.5%	Medical
CSCO Cisco Systems	$2,003,104	$47,096 â–²	2.4%	25,817	0.5%	Computer and Technology
TJX TJX Companies	$1,996,186	$35,612 â–²	1.8%	12,500	0.5%	Retail/Wholesale
IUSB iShares Core Total USD Bond Market ETF	$1,990,403	$194,828 â–²	10.9%	43,092	0.5%	Manufacturing
COST Costco Wholesale	$1,985,632	$66,752 â–²	3.5%	1,993	0.5%	Retail/Wholesale
DVY iShares Select Dividend ETF	$1,977,765	$9,690 â–¼	-0.5%	13,062	0.5%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$1,968,577	$86,188 â–²	4.6%	43,123	0.5%	ETF
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$1,933,619	$34,093 â–²	1.8%	40,665	0.4%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$1,912,637	$193,911 â–²	11.3%	9,972	0.4%	ETF
VYMI Vanguard International High Dividend Yield ETF	$1,821,937	$68,135 â–²	3.9%	19,333	0.4%	ETF
CGUS Capital Group Core Equity ETF	$1,808,181	$15,675 â–²	0.9%	47,064	0.4%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$1,806,405	$118,541 â–²	7.0%	38,508	0.4%	ETF
DSI iShares ESG MSCI KLD 400 ETF	$1,797,296	$11,392 â–²	0.6%	14,830	0.4%	ETF
ROK Rockwell Automation	$1,743,439	$7,895 â–¼	-0.5%	4,858	0.4%	Computer and Technology
WM Waste Management	$1,740,901	$41,822 â–²	2.5%	7,576	0.4%	Business Services
SPHQ Invesco S&P 500 Quality ETF	$1,699,910	$142,862 â–²	9.2%	22,608	0.4%	ETF
BA Boeing	$1,697,925	$61,699 â–²	3.8%	8,531	0.4%	Aerospace
IDMO Invesco S&P International Developed Momentum ETF	$1,626,006	$652,596 â–²	67.0%	29,650	0.4%	ETF
ROCKET LAB CORP	$1,623,738	$66,789 â–²	4.3%	25,284	0.4%	COM
AMLP Alerian MLP ETF	$1,585,043		0.0%	30,111	0.4%	ETF
BAC Bank of America	$1,548,582	$2,291 â–¼	-0.1%	31,766	0.4%	Finance
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$1,546,786	$344,505 â–²	28.7%	33,728	0.4%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$1,546,641	$66,933 â–²	4.5%	58,808	0.4%	ETF
SCHH Schwab U.S. REIT ETF	$1,511,837	$15,086 â–¼	-1.0%	70,351	0.3%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$1,474,590	$52,651 â–²	3.7%	16,664	0.3%	ETF
PKW Invesco BuyBack Achievers ETF	$1,455,909	$19,556 â–²	1.4%	11,093	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,452,165	$257,087 â–²	21.5%	21,504	0.3%	ETF
CGGR Capital Group Growth ETF	$1,449,154	$13,705 â–¼	-0.9%	36,058	0.3%	ETF
CAPITAL GROUP GLOBAL EQUITY	$1,441,671	$19,916 â–²	1.4%	47,268	0.3%	SHS
V Visa	$1,440,537	$55,312 â–²	4.0%	4,766	0.3%	Business Services
FDLO Fidelity Low Volatility Factor ETF	$1,427,051	$232,524 â–¼	-14.0%	22,094	0.3%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,421,312	$1,421,312 â–²	New Holding	25,600	0.3%	ETF
MGC Vanguard Mega Cap ETF	$1,418,100		0.0%	6,000	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$1,403,995	$80,600 â–²	6.1%	9,598	0.3%	CL A
HSY Hershey	$1,390,930	$2,287 â–²	0.2%	6,691	0.3%	Consumer Staples
HD Home Depot	$1,370,698	$229,546 â–²	20.1%	4,168	0.3%	Retail/Wholesale
SPLV Invesco S&P 500 Low Volatility ETF	$1,355,218	$18,724 â–²	1.4%	18,529	0.3%	ETF
CVX Chevron	$1,336,795	$578,912 â–²	76.4%	6,461	0.3%	Energy
MBB iShares MBS ETF	$1,335,576	$302,893 â–²	29.3%	14,066	0.3%	ETF
CGGO Capital Group Global Growth Equity ETF	$1,320,278	$14,282 â–²	1.1%	39,565	0.3%	ETF
RTX RTX	$1,319,009	$158,945 â–¼	-10.8%	6,838	0.3%	Aerospace
ESGU iShares ESG Aware MSCI USA ETF	$1,288,105	$211,149 â–¼	-14.1%	9,108	0.3%	Manufacturing
BINC iShares Flexible Income Active ETF	$1,273,791	$88,073 â–²	7.4%	24,529	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$1,264,929	$61,018 â–¼	-4.6%	8,541	0.3%	Financial Services
PEP PepsiCo	$1,260,762	$86,805 â–²	7.4%	8,119	0.3%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Tempus Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Tempus Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Tempus Wealth Planning, LLC Top Holdings and 13F Report (2026)

About Tempus Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTempus Wealth Planning, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools