Tempus Wealth Planning, LLC

Registered adviser

CIK

1806428

Location

IRVINE, CA

Portfolio Value

Small $476,941,675

Diversification

Diversified

Filing Date

Global Rank

#3,813 / 8,818 ▲ 82 · as of Jun 2026

Top Industry

Aerospace & Defense 17.8%

Period ended 28 days ago

Filed Oct 14, 2026 · 14d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 285349

Roster of Oct 1, 2026

Regulatory AUM

$699,383,573

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$699,383,573	Individuals and high net worth (96%)
Mar 2025 to Mar 2026	$506,514,848	Individuals and high net worth (96%)
Apr 2024 to Feb 2025	$400,480,124	Individuals and high net worth (99%)
May 2023 to Mar 2024	$312,385,501	Individuals and high net worth (99%)
Apr 2023	$312,385,501	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$247,951,298	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 48.9%, 27.9 effective positions, active share 68.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

22.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.5 quarters (12+), a floor since 14.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 68.2%; sector active share 49.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

278 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.8%

+1.7 pts

Top 5

38.0%

+1.8 pts

Top 10

52.8%

+3.9 pts

HHI

415

Diversified+57

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	58.5%	$278,877,002	160
Industrials	13.4%	$63,820,377	18
Technology	11.5%	$54,733,938	20
Financial Services	3.9%	$18,738,596	25
Consumer Cyclical	3.8%	$18,123,514	11
Healthcare	3.5%	$16,774,973	18
Communication Services	2.8%	$13,191,262	11
Consumer Defensive	1.9%	$9,085,479	8
Energy	0.5%	$2,287,291	5
Real Estate	0.2%	$1,074,705	1
Basic Materials	0.0%	$234,538	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHZ	Schwab U.S. Aggregate Bond ETF	+87,791	582,814	$12,880,189
IUSB	iShares Core Universal USD Bond ETF	+35,402	118,913	$5,242,874
ACWX	iShares MSCI ACWI ex U.S. ETF	+31,748	66,619	$5,037,728
THRO		+27,893	57,580	$2,532,368
GOVT	iShares U.S. Treasury Bond ETF	+26,936	123,592	$2,702,957
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+25,300	125,350	$11,251,416
ARCC	Ares Capital Corp	+25,000	63,642	$1,215,562
CORO		+24,570	85,935	$3,123,737
TLT	iShares 20+ Year Treasury Bond ETF	+24,491	53,727	$4,178,886
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+23,729	84,913	$5,881,074
SCHE	Schwab Emerging Markets Equity ETF	+21,052	47,737	$1,740,013
—		+21,020	39,240	$0
IALT		+20,451	74,738	$2,231,676
JPST	JPMorgan Ultra-Short Income ETF	+18,105	76,538	$3,855,219
EVH	Evolent Health, Inc.	+16,969	100,774	$351,701
IUS	Invesco RAFI Strategic US ETF	+16,910	31,440	$2,132,043
BLCR		+16,437	46,701	$2,286,480
GGOV		+13,191	37,852	$1,896,385
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+9,625	29,001	$2,932,871
SCHG	Schwab U.S. Large-Cap Growth ETF	+7,642	139,150	$4,999,659
CGMU	Capital Group Municipal Income ETF	+7,237	108,758	$2,821,182
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	+6,893	39,891	$1,690,580
BAI	BlackRock ETF Trust	+6,126	46,005	$2,170,975
PINS	Pinterest, Inc.	+5,579	22,818	$431,032
IVW	iShares S&P 500 Growth ETF	+5,393	35,267	$5,017,083
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	−31,738	258,673	$7,760,190
NNOX	Nano-X Imaging Ltd.	−27,340	72,147	$50,041
PFE	Pfizer Inc	−22,869	25,456	$726,005
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	−19,666	7,699	$471,640
AIRR	First Trust Exchange-Traded Fund VI	−15,830	8,001	$826,023
SPMO	Invesco Ltd.	−15,317	44,814	$0
SSO	ProShares Ultra S&P500	−12,433	33,621	$2,330,943
AMLP	Alerian MLP ETF	−10,000	5,111	$265,107
IDMO	Invesco Ltd.	−9,580	46,800	$0
QLD	ProShares Ultra QQQ	−9,237	22,924	$2,192,680
FNDF	Schwab Fundamental International Equity ETF	−8,482	48,013	$2,580,698
UWM	ProShares Ultra Russell2000	−7,491	25,766	$1,461,447
MBB	iShares MBS ETF	−6,798	13,060	$1,170,437
FNDA	Schwab Strategic Trust	−6,422	14,295	$500,325
FNDE	Schwab Fundamental Emerging Markets Equity ETF	−6,236	10,358	$433,689
IBHF	iShares iBonds 2026 Term High Yield and Income ETF	−6,145	58,544	$1,318,996
—		−5,818	76,744	$0
AVEM	Avantis Emerging Markets Equity ETF	−5,650	5,946	$559,042
SPHQ	Invesco S&P 500 Quality ETF	−4,750	22,102	$1,858,336
TFLR	T. Rowe Price Floating Rate ETF	−4,379	6,078	$306,939
IJH	iShares Core S&P Mid-Cap ETF	−4,360	17,163	$1,234,877
IBIT	iShares Bitcoin Trust ETF	−4,027	6,493	$307,378
SCHH	Schwab U.S. REIT ETF	−3,626	69,328	$1,527,989
CVX	Chevron Corp	−3,098	3,014	$615,488
ICSH	iShares Ultra Short Duration Bond Active ETF	−2,795	60,350	$3,041,640
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
GARP	iShares MSCI USA Quality GARP ETF	18,065	$1,540,221
SPCX	Space Exploration Technologies Corp	10,060	$1,517,651
VFLO	VictoryShares Free Cash Flow ETF	25,645	$1,312,767
COWZ	Pacer US Cash Cows 100 ETF	17,722	$1,183,120
TROW	Price T Rowe Group Inc	11,250	$1,170,562
AVLV	Avantis U.S. Large Cap Value ETF	8,215	$742,964
SCHD	Schwab U.S. Dividend Equity ETF	20,100	$653,853
INRO		12,415	$456,961
SCYB	Schwab High Yield Bond ETF	10,739	$271,052
ANET	Arista Networks, Inc.	1,229	$250,212
RDDT	Reddit, Inc.	1,719	$244,854
IDEF		7,821	$244,226
CRM	Salesforce, Inc.	988	$226,815
APH	Amphenol Corp	2,669	$224,996
TPR	Tapestry, Inc.	1,910	$219,726
SF	Stifel Financial Corp	2,946	$206,337
FIX	Comfort Systems USA Inc	123	$203,453
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
—		70,680	$1,954,302
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	52,438	$1,229,146
DLR	Digital Realty Trust, Inc.	5,504	$988,408
VAC	MARRIOTT VACATIONS WORLDWIDE Corp	5,092	$518,772
TENB	Tenable Holdings, Inc.	12,940	$477,227
IDEQ	Lazard International Dynamic Equity ETF	11,500	$403,305
NKE	NIKE, Inc.	7,226	$296,627
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	1,486	$284,940
GILD	Gilead Sciences, Inc.	2,116	$267,335
PFF	iShares Preferred and Income Securities ETF	8,052	$245,505
CVS	CVS HEALTH Corp	2,367	$244,866
ENB	Enbridge Inc	4,133	$224,049
AZO	Autozone Inc	68	$217,323
NOW	ServiceNow, Inc.	2,127	$211,168
EFA	iShares MSCI EAFE ETF	2,026	$210,460
KMI	Kinder Morgan, Inc.	6,362	$203,393
XYZ	Block, Inc.	2,675	$203,300
ACVA	ACV Auctions Inc.	20,476	$147,222
GTBP	GT Biopharma, Inc.	15,000	$7,350
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

278 tracked positions · $476,941,675 total · filing declares 282 positions · $521,537,864 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 278 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GE	General Electric Co Industrials	Reduced	87,824	-42	$27,426,556	−16.5%	5.75%
GEV	GE Vernova Inc. Industrials	Reduced	21,169	-162	$20,120,922	−19.7%	4.22%
NVDA	Nvidia Corp Technology	Added	60,528	+1,385	$13,823,384	+16.8%	2.90%
AAPL	Apple Inc. Technology	Added	39,534	+3,855	$13,165,612	+27.5%	2.76%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	582,814	+87,791	$12,880,189	+12.5%	2.70%
CGDV	Capital Group Dividend Value ETF	Reduced	252,938	-375	$12,356,021	−1.0%	2.59%
QQQ	Invesco Qqq Trust, Series 1	Reduced	15,521	-405	$11,481,970	−2.1%	2.41%
MSFT	Microsoft Corp Technology	Added	22,232	+680	$11,402,792	+41.8%	2.39%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	125,350	+25,300	$11,251,416	+28.0%	2.36%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,690	-181	$8,915,144	+0.6%	1.87%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	94,883	-681	$8,733,980	+0.7%	1.83%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	258,673	-31,738	$7,760,190	−9.2%	1.63%
IVV	iShares Core S&P 500 ETF	Reduced	9,790	-107	$7,497,671	+1.2%	1.57%
CGBL	Capital Group Core Balanced ETF	Added	178,843	+2,516	$6,572,480	−1.8%	1.38%
TSLA	Tesla, Inc. Consumer Cyclical	Added	17,514	+641	$6,214,142	−12.4%	1.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,649	+3,987	$5,892,148	+25.7%	1.24%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	84,913	+23,729	$5,881,074	+41.3%	1.23%
SCHF	Schwab International Equity ETF	Added	203,210	+1,501	$5,582,178	−0.1%	1.17%
VIG	Vanguard Specialized Funds	Added	23,262	+7	$5,427,257	−1.4%	1.14%
FNDX	Schwab Fundamental U.S. Large Company ETF	Added	168,411	+2,744	$5,299,894	+2.9%	1.11%
IUSB	iShares Core Universal USD Bond ETF	Added	118,913	+35,402	$5,242,874	+36.0%	1.10%
ACWX	iShares MSCI ACWI ex U.S. ETF	Added	66,619	+31,748	$5,037,728	+89.8%	1.06%
IVW	iShares S&P 500 Growth ETF	Added	35,267	+5,393	$5,017,083	+22.1%	1.05%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	139,150	+7,642	$4,999,659	+12.3%	1.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,515	-5	$4,994,321	−3.8%	1.05%
TLT	iShares 20+ Year Treasury Bond ETF	Added	53,727	+24,491	$4,178,886	+65.4%	0.88%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,203	+468	$4,037,118	+5.1%	0.85%
JPST	JPMorgan Ultra-Short Income ETF	Added	76,538	+18,105	$3,855,219	+30.5%	0.81%
AMAT	Applied Materials Inc Technology	Added	6,927	+14	$3,542,329	−29.1%	0.74%
IVE	iShares S&P 500 Value ETF	Added	14,998	+2,453	$3,423,743	+20.2%	0.72%
META	Meta Platforms, Inc. Communication Services	Added	4,718	+759	$3,421,399	+53.4%	0.72%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	8,868	+15	$3,318,760	+1.3%	0.70%
JEPI	JPMorgan Equity Premium Income ETF	Reduced	58,458	-94	$3,286,508	−0.6%	0.69%
CORO		Added	85,935	+24,570	$3,123,737	+39.1%	0.65%
ICSH	iShares Ultra Short Duration Bond Active ETF	Reduced	60,350	-2,795	$3,041,640	−4.8%	0.64%
CSCO	Cisco Systems, Inc. Technology	Added	27,389	+1,404	$2,947,878	−3.4%	0.62%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	29,001	+9,625	$2,932,871	+54.1%	0.61%
WMT	Walmart Inc. Consumer Defensive	Added	27,175	+850	$2,824,026	−5.3%	0.59%
CGMU	Capital Group Municipal Income ETF	Added	108,758	+7,237	$2,821,182	+1.2%	0.59%
AMGN	Amgen Inc Healthcare	Added	6,521	+269	$2,748,666	+21.4%	0.58%
LLY	ELI LILLY & Co Healthcare	Added	2,372	+21	$2,744,593	−2.7%	0.58%
GOVT	iShares U.S. Treasury Bond ETF	Added	123,592	+26,936	$2,702,957	+22.8%	0.57%
V	Visa Inc. Financial Services	Added	7,431	+2,620	$2,670,181	+61.8%	0.56%
FNDF	Schwab Fundamental International Equity ETF	Reduced	48,013	-8,482	$2,580,698	−13.4%	0.54%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Added	26,478	+2,278	$2,574,720	+11.3%	0.54%
THRO		Added	57,580	+27,893	$2,532,368	+97.9%	0.53%
CGDG	Capital Group Dividend Growers ETF	Added	68,343	+562	$2,530,741	−0.5%	0.53%
DSI	iShares ESG MSCI KLD 400 ETF	Added	16,004	+1,278	$2,339,464	+11.6%	0.49%
SSO	ProShares Ultra S&P500	Reduced	33,621	-12,433	$2,330,943	−24.9%	0.49%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Added	95,633	+366	$2,329,619	−4.2%	0.49%

Showing the top 50 of 278 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.