Tempus Wealth Planning, LLC

CIK

1806428

Location

IRVINE, CA

Portfolio Value

Small $188,227,115

Diversification

Diversified

Filing Date

Global Rank

#4,304 / 8,603 ▲ 70 · as of Mar 2026

Top Industry

Aerospace & Defense 17.7%

3Y Alpha vs SPY

+4.2%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+92.7%

SPY

+76.0%

Annualised alpha

+3.7%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

120 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.2%

−0.7 pts

Top 5

38.3%

+0.8 pts

Top 10

53.8%

−0.2 pts

HHI

437

Diversified+10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	30.2%	$56,921,401	14
Technology	21.2%	$39,944,782	19
Consumer Cyclical	9.6%	$18,072,255	14
Unclassified	9.1%	$17,142,543	6
Healthcare	8.8%	$16,644,103	22
Financial Services	7.2%	$13,477,517	17
Communication Services	5.3%	$10,024,222	9
Consumer Defensive	5.2%	$9,791,914	8
Energy	1.5%	$2,738,927	6
Real Estate	1.2%	$2,218,437	3
Basic Materials	0.7%	$1,251,014	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HYT	Blackrock Corporate High Yield Fund, Inc.	+50,000	100,000	$852,000
PFE	Pfizer Inc	+19,363	41,658	$1,169,756
BXSL	Blackstone Secured Lending Fund	+13,920	39,005	$924,028
O	Realty Income Corp	+10,012	16,721	$1,022,990
ARCC	Ares Capital Corp	+5,000	38,642	$696,328
RPD	Rapid7, Inc.	+4,962	42,301	$233,078
CVX	Chevron Corp	+2,798	6,461	$1,336,780
AMAT	Applied Materials Inc /De	+2,779	6,950	$2,375,440
HLN	Haleon plc	+1,217	54,779	$548,337
WMT	Walmart Inc.	+1,152	27,170	$3,376,687
ACVA	ACV Auctions Inc.	+1,078	28,330	$120,119
RKLB	Rocket Lab Corp	+1,040	25,284	$1,623,738
HOOD	Robinhood Markets, Inc.	+947	9,254	$641,302
HD	Home Depot, Inc.	+698	4,168	$1,370,813
DD	DuPont de Nemours, Inc.	+611	7,190	$987,906
CSCO	Cisco Systems, Inc.	+607	25,817	$2,003,141
TSLA	Tesla, Inc.	+585	16,242	$6,037,963
IBIT	iShares Bitcoin Trust ETF	+571	9,652	$370,829
PEP	Pepsico Inc	+559	8,119	$1,260,799
PLTR	Palantir Technologies Inc.	+551	9,598	$1,403,995
MSFT	Microsoft Corp	+340	21,315	$7,890,173
CRM	Salesforce, Inc.	+317	1,239	$231,284
BA	Boeing Co	+310	8,531	$1,697,924
AMZN	Amazon Com Inc	+277	19,762	$4,115,831
JPM	Jpmorgan Chase & Co	+267	11,565	$3,401,960
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EVH	Evolent Health, Inc.	−14,333	159,470	$363,591
RXST	RxSight, Inc.	−9,797	25,867	$159,340
ALVO	Alvotech	−9,667	44,213	$151,650
JD	JD.com, Inc.	−7,659	23,325	$689,720
NNOX	Nano-X Imaging Ltd.	−5,850	100,587	$228,332
S	SentinelOne, Inc.	−4,808	12,969	$167,040
GLDM	World Gold Trust	−4,555	6,449	$597,757
PINS	Pinterest, Inc.	−3,886	23,447	$430,017
GLD	Spdr Gold Trust	−2,244	1,770	$761,613
DIS	Walt Disney Co	−2,100	8,364	$806,122
VZ	Verizon Communications Inc	−1,662	17,824	$894,764
CHTR	Charter Communications, Inc. /Mo/	−1,615	1,586	$342,385
KO	Coca Cola Co	−1,452	4,974	$378,272
CNI	Canadian National Railway Co	−1,434	4,307	$442,630
TMUS	T-Mobile US, Inc.	−1,189	2,107	$442,533
NVO	Novo Nordisk A S	−977	11,609	$426,630
INTC	Intel Corp	−950	7,847	$346,288
RTX	RTX Corp	−824	6,838	$1,319,050
TGT	Target Corp	−702	7,042	$853,490
DOX	Amdocs Ltd	−687	4,555	$297,259
IAU	Ishares Gold Trust	−659	3,688	$325,134
QCOM	Qualcomm Inc/De	−536	1,611	$207,464
EPD	Enterprise Products Partners L.P.	−485	8,969	$339,386
ADBE	Adobe Inc.	−473	1,756	$426,848
ORCL	Oracle Corp	−432	15,489	$2,278,586
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
DLR	Digital Realty Trust, Inc.	3,480	$627,130
EXR	Extra Space Storage Inc.	4,334	$568,317
RSG	Republic Services, Inc.	2,345	$513,601
CMI	Cummins Inc	440	$236,728
PG	PROCTER & GAMBLE Co	1,607	$232,115
PSX	Phillips 66	1,232	$224,445
ENB	Enbridge Inc	4,142	$224,247
KMI	Kinder Morgan, Inc.	6,362	$213,317
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
DKNG	DraftKings Inc.	10,733	$369,859
ENPH	Enphase Energy, Inc.	9,701	$310,917
TTD	Trade Desk, Inc.	7,921	$300,681
DXCM	Dexcom Inc	4,216	$279,815
FLUT	Flutter Entertainment plc	1,269	$272,885
LEGN	Legend Biotech Corp	12,217	$265,597
WFC	Wells Fargo & Company/Mn	2,833	$264,035
UBER	Uber Technologies, Inc	3,169	$258,938
SLV	iShares Silver Trust	4,011	$258,388
DUOL	Duolingo, Inc.	1,445	$253,597
JKHY	Jack Henry & Associates Inc	1,180	$215,326
CVS	CVS HEALTH Corp	2,685	$213,081
AXP	American Express Co	543	$200,882
GIS	General Mills Inc	4,320	$200,880
EONR	EON Resources Inc.	12,000	$4,608
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

120 positions · $188,227,115 total · as of Mar 31, 2026

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

Showing 1–50 of 120 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GE	General Electric Co Industrials	Reduced	87,834	-273	$24,924,654	−8.2%	13.24%
GEV	GE Vernova Inc. Industrials	Reduced	21,395	-60	$18,675,695	+33.2%	9.92%
NVDA	Nvidia Corp Technology	Reduced	64,951	-6	$11,327,454	−6.5%	6.02%
AAPL	Apple Inc. Technology	Added	35,558	+44	$9,024,264	−6.5%	4.79%
QQQ	Invesco Qqq Trust, Series 1	Reduced	14,241	-207	$8,219,620	−7.4%	4.37%
MSFT	Microsoft Corp Technology	Added	21,315	+340	$7,890,173	−22.2%	4.19%
SPY	Spdr S&P 500 ETF Trust	Reduced	10,560	-30	$6,867,590	−4.9%	3.65%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,242	+585	$6,037,963	−14.2%	3.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,762	+277	$4,115,831	−8.5%	2.19%
GOOGL	Alphabet Inc. Communication Services	Added	14,260	+169	$4,100,605	−7.0%	2.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,565	+267	$3,401,960	−6.6%	1.81%
WMT	Walmart Inc. Consumer Defensive	Added	27,170	+1,152	$3,376,687	+16.5%	1.79%
AMAT	Applied Materials Inc /De Technology	Added	6,950	+2,779	$2,375,440	+121.6%	1.26%
ORCL	Oracle Corp Technology	Reduced	15,489	-432	$2,278,586	−26.6%	1.21%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	30,447	-4	$2,167,217	−13.2%	1.15%
META	Meta Platforms, Inc. Communication Services	Added	3,749	+124	$2,144,915	−10.4%	1.14%
AMGN	Amgen Inc Healthcare	Reduced	6,057	-45	$2,131,155	+6.7%	1.13%
LLY	ELI LILLY & Co Healthcare	Added	2,302	+8	$2,117,310	−14.1%	1.12%
JNJ	Johnson & Johnson Healthcare	Added	8,305	+242	$2,030,074	+21.7%	1.08%
CSCO	Cisco Systems, Inc. Technology	Added	25,817	+607	$2,003,141	+3.2%	1.06%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	12,500	+223	$1,996,250	+5.9%	1.06%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,993	+67	$1,985,884	+19.6%	1.06%
ROK	Rockwell Automation, Inc Industrials	Reduced	4,858	-22	$1,743,439	−8.2%	0.93%
WM	Waste Management Inc Industrials	Added	7,576	+182	$1,740,889	+7.2%	0.92%
BA	Boeing Co Industrials	Added	8,531	+310	$1,697,924	−4.9%	0.90%
RKLB	Rocket Lab Corp Industrials	Added	25,284	+1,040	$1,623,738	−4.0%	0.86%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	31,766	-47	$1,548,592	−11.5%	0.82%
V	Visa Inc. Financial Services	Added	4,766	+183	$1,440,475	−10.4%	0.77%
PLTR	Palantir Technologies Inc. Technology	Added	9,598	+551	$1,403,995	−12.7%	0.75%
HSY	Hershey Co Consumer Defensive	Added	6,691	+11	$1,390,991	+14.4%	0.74%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,168	+698	$1,370,813	+14.8%	0.73%
CVX	Chevron Corp Energy	Added	6,461	+2,798	$1,336,780	+139.4%	0.71%
RTX	RTX Corp Industrials	Reduced	6,838	-824	$1,319,050	−6.1%	0.70%
PEP	Pepsico Inc Consumer Defensive	Added	8,119	+559	$1,260,799	+16.2%	0.67%
JBHT	Hunt J B Transport Services Inc Industrials	Added	5,948	+174	$1,260,381	+12.3%	0.67%
WYNN	Wynn Resorts Ltd Consumer Cyclical	Reduced	11,677	-252	$1,185,799	−17.4%	0.63%
HON	Honeywell International Inc Industrials	Reduced	4,969	-134	$1,177,916	+12.8%	0.63%
PFE	Pfizer Inc Healthcare	Added	41,658	+19,363	$1,169,756	+110.7%	0.62%
O	Realty Income Corp Real Estate	Added	16,721	+10,012	$1,022,990	+170.5%	0.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,079	0	$996,256	−4.7%	0.53%
DD	DuPont de Nemours, Inc. Basic Materials	Added	7,190	+611	$987,906	+24.5%	0.52%
ABBV	AbbVie Inc. Healthcare	Added	4,415	+15	$960,218	−4.5%	0.51%
BXSL	Blackstone Secured Lending Fund Financial Services	Added	39,005	+13,920	$924,028	+39.9%	0.49%
VZ	Verizon Communications Inc Communication Services	Reduced	17,824	-1,662	$894,764	+12.7%	0.48%
SNA	Snap-on Inc Industrials	Added	2,461	+31	$893,884	+6.7%	0.47%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	14,213	-304	$862,018	+10.1%	0.46%
TGT	Target Corp Consumer Defensive	Reduced	7,042	-702	$853,490	+12.7%	0.45%
HYT	Blackrock Corporate High Yield Fund, Inc. Financial Services	Added	100,000	+50,000	$852,000	+91.5%	0.45%
MRK	Merck & Co., Inc. Healthcare	Added	6,937	+64	$834,451	+15.3%	0.44%
DIS	Walt Disney Co Communication Services	Reduced	8,364	-2,100	$806,122	−32.3%	0.43%