Tempus Wealth Planning, LLC

CIK

1806428

Location

IRVINE, CA

Portfolio Value

Small $220,438,075

Diversification

Diversified

Filing Date

Global Rank

#4,367 / 8,700 ▼ 488

Top Industry

Aerospace & Defense 20.2%

Period ended 2 months ago

Filed Jul 22, 2026 · 53d

26 quarters · since Mar 2020

Portfolio Concentration

122 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.9%

+2.8 pts

Top 5

41.6%

+4.7 pts

Top 10

57.1%

+8.6 pts

HHI

513

Diversified+129

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	33.8%	$74,465,123	16
Technology	21.3%	$46,942,526	20
Unclassified	10.2%	$22,433,979	6
Consumer Cyclical	8.8%	$19,370,056	14
Healthcare	7.7%	$17,041,999	21
Financial Services	6.9%	$15,279,348	18
Communication Services	4.8%	$10,483,230	9
Consumer Defensive	4.1%	$9,029,767	8
Energy	1.3%	$2,854,910	7
Real Estate	1.1%	$2,331,824	2
Basic Materials	0.1%	$205,313	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+6,667	48,325	$1,163,666
O	Realty Income Corp	+4,961	21,682	$1,343,416
DLR	Digital Realty Trust, Inc.	+2,024	5,504	$988,408
QQQ	Invesco Qqq Trust, Series 1	+1,685	15,926	$11,727,906
BMY	Bristol Myers Squibb Co	+1,548	15,761	$908,148
SPY	Spdr S&P 500 ETF Trust	+1,311	11,871	$8,864,906
IBIT	iShares Bitcoin Trust ETF	+868	10,520	$350,210
PG	PROCTER & GAMBLE Co	+690	2,297	$336,832
PLTR	Palantir Technologies Inc.	+664	10,262	$1,197,267
TSLA	Tesla, Inc.	+631	16,873	$7,096,783
IAU	Ishares Gold Trust	+588	4,276	$322,880
MRK	Merck & Co., Inc.	+554	7,491	$962,593
CHTR	Charter Communications, Inc. /Mo/	+514	2,100	$298,641
NFLX	Netflix Inc	+437	4,466	$318,872
RSG	Republic Services, Inc.	+402	2,747	$585,330
RKLB	Rocket Lab Corp	+350	25,634	$2,605,696
HOOD	Robinhood Markets, Inc.	+332	9,586	$961,284
HD	Home Depot, Inc.	+300	4,468	$1,575,774
MSFT	Microsoft Corp	+237	21,552	$8,039,327
GILD	Gilead Sciences, Inc.	+216	2,116	$267,335
META	Meta Platforms, Inc.	+210	3,959	$2,230,065
BA	Boeing Co	+201	8,732	$1,890,216
AMGN	Amgen Inc	+195	6,252	$2,263,974
PEP	Pepsico Inc	+194	8,313	$1,125,580
JNJ	Johnson & Johnson	+184	8,489	$2,155,951
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EVH	Evolent Health, Inc.	−75,665	83,805	$454,223
JD	JD.com, Inc.	−12,481	10,844	$276,305
TENB	Tenable Holdings, Inc.	−10,451	12,940	$477,227
ACVA	ACV Auctions Inc.	−7,854	20,476	$147,222
PINS	Pinterest, Inc.	−6,208	17,239	$362,536
NVDA	Nvidia Corp	−5,808	59,143	$11,833,922
NVO	Novo Nordisk A S	−3,700	7,909	$379,157
GOOGL	Alphabet Inc.	−3,072	14,520	$5,189,012
HON	Honeywell International Inc	−1,173	3,796	$849,924
NNOX	Nano-X Imaging Ltd.	−1,100	99,487	$115,404
Q	Qnity Electronics, Inc.	−937	2,314	$377,899
WMT	Walmart Inc.	−845	26,325	$2,981,569
F	Ford Motor Co	−836	11,735	$163,116
TMUS	T-Mobile US, Inc.	−827	1,280	$214,694
HSIC	Henry Schein Inc	−815	2,799	$233,772
UNH	Unitedhealth Group Inc	−801	1,580	$656,695
ADBE	Adobe Inc.	−549	1,207	$247,459
TGT	Target Corp	−468	6,574	$858,630
CNI	Canadian National Railway Co	−424	3,883	$463,008
CVX	Chevron Corp	−349	6,112	$1,013,125
NKE	NIKE, Inc.	−347	7,226	$296,627
QCOM	Qualcomm Inc/De	−300	1,311	$242,259
XOM	ExxonMobil Holdings Corp	−293	4,071	$556,587
DIS	Walt Disney Co	−273	8,091	$778,758
KO	Coca Cola Co	−269	4,705	$382,375
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	3,796	$838,156
MU	Micron Technology Inc	400	$461,716
ZS	Zscaler, Inc.	2,411	$340,312
SOFI	SoFi Technologies, Inc.	14,694	$263,463
CAT	Caterpillar Inc	232	$247,056
CVS	CVS HEALTH Corp	2,367	$244,866
ADI	Analog Devices Inc	549	$218,046
NOW	ServiceNow, Inc.	2,127	$211,168
XYZ	Block, Inc.	2,675	$203,300
CRWD	CrowdStrike Holdings, Inc.	416	$79,366
GTBP	GT Biopharma, Inc.	15,000	$7,350
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	826,741	$50,959,135
FNDA	Schwab Fundamental U.S. Small Company ETF	1,500,356	$40,143,235
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	423,227	$20,635,341
CGDV	Capital Group Dividend Value ETF	246,258	$10,475,815
—		162,391	$9,686,775
BAI	iShares A.I. Innovation and Tech Active ETF	178,965	$7,726,777
—		210,986	$7,637,409
ABI	VictoryShares Pioneer Asset-Based Income ETF	56,774	$6,714,159
CGBL	Capital Group Core Balanced ETF	173,996	$5,987,202
CGCB	Capital Group Core Bond ETF	230,614	$5,964,179
VIG	Vanguard Dividend Appreciation ETF	23,205	$4,990,467
CWI	State Street SPDR MSCI ACWI ex-US ETF	85,587	$4,107,278
VB	Vanguard Morningstar Small-Cap ETF	11,415	$3,518,604
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	62,820	$3,179,948
VIGI	Vanguard International Dividend Appreciation ETF	27,874	$3,086,863
—		42,458	$2,971,488
—		120,480	$2,875,857
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	31,978	$2,733,930
BKF	iShares MSCI BIC ETF	13,837	$2,510,308
IVZ	Invesco Ltd.	33,229	$2,476,447
CGDG	Capital Group Dividend Growers ETF	66,145	$2,374,605
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	39,714	$2,161,191
CGUS	Capital Group Core Equity ETF	47,064	$1,808,198
CVY	Invesco Zacks Multi-Asset Income ETF	22,608	$1,699,895
BAB	Invesco Taxable Municipal Bond ETF	31,421	$1,651,469
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

122 tracked positions · $220,438,075 total · as of Jun 30, 2026

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

Showing 1–50 of 122 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GE	General Electric Co Industrials	Added	87,866	+32	$32,838,160	+31.7%	14.90%
GEV	GE Vernova Inc. Industrials	Reduced	21,331	-64	$25,060,938	+34.2%	11.37%
NVDA	Nvidia Corp Technology	Reduced	59,143	-5,808	$11,833,922	+4.5%	5.37%
QQQ	Invesco Qqq Trust, Series 1	Added	15,926	+1,685	$11,727,906	+42.7%	5.32%
AAPL	Apple Inc. Technology	Added	35,679	+121	$10,324,075	+14.4%	4.68%
SPY	Spdr S&P 500 ETF Trust	Added	11,871	+1,311	$8,864,906	+29.1%	4.02%
MSFT	Microsoft Corp Technology	Added	21,552	+237	$8,039,327	+1.9%	3.65%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,873	+631	$7,096,783	+17.5%	3.22%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,520	-3,072	$5,189,012	+2.6%	2.35%
AMAT	Applied Materials Inc /De Technology	Reduced	6,913	-37	$4,998,099	+110.4%	2.27%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,662	-100	$4,686,241	+13.9%	2.13%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,735	+170	$3,841,217	+12.9%	1.74%
CSCO	Cisco Systems, Inc. Technology	Added	25,985	+168	$3,052,198	+52.4%	1.38%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,325	-845	$2,981,569	−11.7%	1.35%
LLY	ELI LILLY & Co Healthcare	Added	2,351	+49	$2,819,860	+33.2%	1.28%
RKLB	Rocket Lab Corp Industrials	Added	25,634	+350	$2,605,696	+60.5%	1.18%
ROK	Rockwell Automation, Inc Industrials	Added	4,862	+4	$2,407,078	+38.1%	1.09%
ORCL	Oracle Corp Technology	Added	15,652	+163	$2,293,800	+0.7%	1.04%
AMGN	Amgen Inc Healthcare	Added	6,252	+195	$2,263,974	+6.2%	1.03%
META	Meta Platforms, Inc. Communication Services	Added	3,959	+210	$2,230,065	+4.0%	1.01%
JNJ	Johnson & Johnson Healthcare	Added	8,489	+184	$2,155,951	+6.2%	0.98%
GEHC	GE HealthCare Technologies Inc. Healthcare	Held	30,447	0	$1,948,912	−10.1%	0.88%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	12,653	+153	$1,916,929	−4.0%	0.87%
BA	Boeing Co Industrials	Added	8,732	+201	$1,890,216	+11.3%	0.86%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,971	-22	$1,843,811	−7.2%	0.84%
BAC	Bank Of America Corp /De/ Financial Services	Added	31,921	+155	$1,818,858	+17.5%	0.83%
JBHT	Hunt J B Transport Services Inc Industrials	Added	5,987	+39	$1,732,817	+37.5%	0.79%
WM	Waste Management Inc Industrials	Added	7,691	+115	$1,714,170	−1.5%	0.78%
V	Visa Inc. Financial Services	Added	4,811	+45	$1,650,605	+14.6%	0.75%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,468	+300	$1,575,774	+15.0%	0.71%
O	Realty Income Corp Real Estate	Added	21,682	+4,961	$1,343,416	+31.3%	0.61%
RTX	RTX Corp Industrials	Added	7,013	+175	$1,330,576	+0.9%	0.60%
PLTR	Palantir Technologies Inc. Technology	Added	10,262	+664	$1,197,267	−14.7%	0.54%
HSY	Hershey Co Consumer Defensive	Added	6,755	+64	$1,185,164	−14.8%	0.54%
PFE	Pfizer Inc Healthcare	Added	48,325	+6,667	$1,163,666	−0.5%	0.53%
PEP	Pepsico Inc Consumer Defensive	Added	8,313	+194	$1,125,580	−10.7%	0.51%
ABBV	AbbVie Inc. Healthcare	Added	4,457	+42	$1,121,559	+16.8%	0.51%
WYNN	Wynn Resorts Ltd Consumer Cyclical	Reduced	11,460	-217	$1,112,651	−6.2%	0.50%
INTC	Intel Corp Technology	Reduced	7,747	-100	$1,081,713	+212.4%	0.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,109	+30	$1,055,322	+5.9%	0.48%
CVX	Chevron Corp Energy	Reduced	6,112	-349	$1,013,125	−24.2%	0.46%
SNA	Snap-on Inc Industrials	Added	2,485	+24	$999,964	+11.9%	0.45%
DLR	Digital Realty Trust, Inc. Real Estate	Added	5,504	+2,024	$988,408	+57.6%	0.45%
MRK	Merck & Co., Inc. Healthcare	Added	7,491	+554	$962,593	+15.4%	0.44%
HOOD	Robinhood Markets, Inc. Financial Services	Added	9,586	+332	$961,284	+49.9%	0.44%
BXSL	Blackstone Secured Lending Fund Financial Services	Held	39,005	0	$924,808	+0.1%	0.42%
BMY	Bristol Myers Squibb Co Healthcare	Added	15,761	+1,548	$908,148	+5.4%	0.41%
TGT	Target Corp Consumer Defensive	Reduced	6,574	-468	$858,630	+0.6%	0.39%
HYT	Blackrock Corporate High Yield Fund, Inc. Financial Services	Held	100,000	0	$856,000	+0.5%	0.39%
HON	Honeywell International Inc Industrials	Reduced	3,796	-1,173	$849,924	−24.3%	0.39%

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.