Tempus Wealth Planning, LLC

CIK

1806428

Location

IRVINE, CA

Portfolio Value

Small $220,438,075

Diversification

Diversified

Filing Date

Global Rank

#1,087 / 2,968 ▲ 3247

Top Industry

Aerospace & Defense 20.2%

3Y Alpha vs SPY

+2.9%

Period ended 30 days ago

Filed Jul 22, 2026 · 8d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+91.7%

SPY

+67.9%

Annualised alpha

+5.4%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

14.9%

+1.7 pts

Top 5

41.6%

+3.3 pts

Top 10

57.1%

+3.4 pts

HHI

513

Diversified+76

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
GOOGL	Alphabet Inc.	+260	14,520	$5,189,012
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
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
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
WYNN	Wynn Resorts Ltd	−217	11,460	$1,112,651
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

10 positions

Ticker	Company	Shares	Value
EXR	Extra Space Storage Inc.	4,334	$568,317
HLN	Haleon plc	54,779	$548,337
DD	DuPont de Nemours, Inc.	7,190	$329,301
CTSH	Cognizant Technology Solutions Corp	4,847	$297,363
DOX	Amdocs Ltd	4,555	$297,259
RPD	Rapid7, Inc.	42,301	$233,078
CRM	Salesforce, Inc.	1,239	$231,284
S	SentinelOne, Inc.	12,969	$167,040
RXST	RxSight, Inc.	25,867	$159,340
ALVO	Alvotech	44,213	$151,650
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	Added	14,520	+260	$5,189,012	+26.5%	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.