Tempo Wealth, LLC
CIK
2112005
Location
INDEPENDENCE, OH
Portfolio Value
Small
$409,742,407
Diversification
Diversified
Filing Date
Global Rank
#3,110
/ 8,517
▲ 160
Top Industry
Specialty Industrial Machinery
20.6%
3Y Alpha vs SPY
+23.4%
Period ended 46 days ago
Filed Jul 27, 2026 · 19d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical 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
+22.8%
SPY
+13.9%
Annualised alpha
+21.2%
Max drawdown
−10.0%
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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
129 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
17.5%
−6.0 pts
Top 5
42.4%
−6.1 pts
Top 10
62.5%
−3.4 pts
HHI
593
Diversified−212
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.6% | $117,378,125 |
| Industrials | 22.7% | $93,197,733 |
| Financial Services | 17.3% | $70,874,829 |
| Unclassified | 10.7% | $43,810,617 |
| Consumer Cyclical | 6.6% | $27,162,310 |
| Communication Services | 6.5% | $26,550,127 |
| Healthcare | 2.9% | $11,950,194 |
| Consumer Defensive | 2.4% | $9,733,100 |
| Utilities | 1.2% | $4,761,010 |
| Basic Materials | 0.5% | $2,022,833 |
| Energy | 0.4% | $1,839,873 |
| Real Estate | 0.1% | $461,656 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PGR | Progressive Corp/Oh/ | +21,098 | 179,428 | $39,196,046 | |
| NVDA | Nvidia Corp | +5,779 | 93,287 | $18,665,795 | |
| RKLB | Rocket Lab Corp | +4,409 | 31,686 | $3,220,881 | |
| PLTR | Palantir Technologies Inc. | +4,150 | 26,077 | $3,042,403 | |
| BKNG | Booking Holdings Inc. | +3,283 | 3,429 | $611,184 | |
| MSFT | Microsoft Corp | +2,936 | 29,110 | $10,858,612 | |
| BAC | Bank Of America Corp /De/ | +2,853 | 10,069 | $573,731 | |
| SO | Southern Co | +2,836 | 23,131 | $2,213,868 | |
| RGTI | Rigetti Computing, Inc. | +2,603 | 43,248 | $835,551 | |
| ANET | Arista Networks, Inc. | +2,093 | 6,645 | $1,128,852 | |
| AXP | American Express Co | +1,794 | 3,629 | $1,227,509 | |
| AMZN | Amazon Com Inc | +1,776 | 56,177 | $13,389,226 | |
| MRK | Merck & Co., Inc. | +1,773 | 4,405 | $566,042 | |
| WMT | Walmart Inc. | +1,720 | 18,015 | $2,040,378 | |
| QBTS | D-Wave Quantum Inc. | +1,622 | 38,810 | $931,051 | |
| DDOG | Datadog, Inc. | +1,534 | 4,290 | $1,116,944 | |
| ORCL | Oracle Corp | +1,528 | 9,959 | $1,459,491 | |
| JPM | Jpmorgan Chase & Co | +1,400 | 14,884 | $4,871,979 | |
| OMF | OneMain Holdings, Inc. | +1,388 | 9,072 | $553,119 | |
| DUK | Duke Energy CORP | +1,370 | 2,994 | $378,980 | |
| HOOD | Robinhood Markets, Inc. | +1,278 | 4,872 | $488,564 | |
| CRWD | CrowdStrike Holdings, Inc. | +1,258 | 3,688 | $703,615 | |
| KEY | Keycorp /New/ | +1,176 | 24,903 | $574,014 | |
| XOM | ExxonMobil Holdings Corp | +1,139 | 9,389 | $1,283,664 | |
| AAPL | Apple Inc. | +1,100 | 66,394 | $19,211,767 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PH | Parker-Hannifin Corp | −18,732 | 73,404 | $71,797,920 | |
| GOOGL | Alphabet Inc. | −11,980 | 56,376 | $20,147,091 | |
| OWL | Blue Owl Capital Inc. | −4,842 | 19,841 | $173,608 | |
| LTBR | LIGHTBRIDGE Corp | −4,605 | 63,758 | $560,432 | |
| CMG | Chipotle Mexican Grill Inc | −2,139 | 10,917 | $371,178 | |
| IBIT | iShares Bitcoin Trust ETF | −1,012 | 15,042 | $500,748 | |
| ORLY | O Reilly Automotive Inc | −633 | 28,111 | $2,588,741 | |
| BX | Blackstone Inc. | −350 | 7,465 | $878,406 | |
| FTNT | Fortinet, Inc. | −314 | 8,238 | $1,265,521 | |
| AMD | Advanced Micro Devices Inc | −224 | 32,677 | $18,982,396 | |
| WTW | Willis Towers Watson PLC | −196 | 2,982 | $779,405 | |
| QCOM | Qualcomm Inc/De | −157 | 2,064 | $381,406 | |
| ETN | Eaton Corp plc | −115 | 2,689 | $1,145,836 | |
| GLD | Spdr Gold Trust | −98 | 1,561 | $575,041 | |
| KO | Coca Cola Co | −78 | 5,477 | $445,115 | |
| IQV | Iqvia Holdings Inc. | −75 | 3,402 | $657,334 | |
| GD | General Dynamics Corp | −58 | 1,046 | $370,535 | |
| SPY | Spdr S&P 500 ETF Trust | −57 | 31,162 | $23,270,846 | |
| CSCO | Cisco Systems, Inc. | −44 | 6,400 | $751,744 | |
| MU | Micron Technology Inc | −38 | 8,921 | $10,297,421 | |
| ELV | Elevance Health, Inc. | −32 | 1,088 | $420,762 | |
| UPS | United Parcel Service Inc | −17 | 3,132 | $336,690 | |
| TDG | TransDigm Group INC | −8 | 307 | $408,936 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 4,721 | $468,700 | |
| C | Citigroup Inc | 2,758 | $386,009 | |
| GLW | Corning Inc /Ny | 1,369 | $349,683 | |
| SCHW | Schwab Charles Corp | 2,916 | $269,059 | |
| HWM | Howmet Aerospace Inc. | 973 | $261,600 | |
| GILD | Gilead Sciences, Inc. | 1,937 | $244,720 | |
| AXON | Axon Enterprise, Inc. | 430 | $241,062 | |
| BROS | Dutch Bros Inc. | 3,312 | $237,834 | |
| CDNS | Cadence Design Systems Inc | 619 | $232,323 | |
| TJX | Tjx Companies Inc /De/ | 1,427 | $216,190 | |
| SBUX | Starbucks Corp | 2,093 | $213,883 | |
| VZ | Verizon Communications Inc | 4,990 | $211,276 | |
| FLEX | Flex Ltd. | 1,255 | $203,397 | |
| AON | Aon plc | 609 | $201,999 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 23,745 | $1,521,579 | |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 5,474 | $684,414 | |
| VIG | Vanguard Dividend Appreciation ETF | 2,004 | $430,980 | |
| VB | Vanguard Morningstar Small-Cap ETF | 1,427 | $373,759 | |
| SLV | iShares Silver Trust | 3,561 | $242,646 | |
| EZRA | Reliance Global Group, Inc. | 26,377 | $4,668 | |
| No positions match the current search. | ||||
129 tracked positions ·
$409,742,407 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 129 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 73,404 | $71,797,920 | 17.52% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 179,428 | $39,196,046 | 9.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 31,162 | $23,270,846 | 5.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 56,376 | $20,147,091 | 4.92% | |
| AAPL |
Apple Inc.
Technology
|
Added | 66,394 | $19,211,767 | 4.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 25,928 | $19,093,379 | 4.66% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 32,677 | $18,982,396 | 4.63% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 93,287 | $18,665,795 | 4.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 56,177 | $13,389,226 | 3.27% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 32,369 | $12,227,389 | 2.98% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 29,110 | $10,858,612 | 2.65% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 8,921 | $10,297,421 | 2.51% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 11,717 | $6,017,851 | 1.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 9,646 | $5,433,495 | 1.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 14,884 | $4,871,979 | 1.19% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 11,153 | $4,690,951 | 1.14% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 4,912 | $4,595,028 | 1.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 17,957 | $4,560,539 | 1.11% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 8,418 | $4,212,283 | 1.03% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 3,975 | $4,020,195 | 0.98% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 7,188 | $3,432,773 | 0.84% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Added | 31,686 | $3,220,881 | 0.79% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 14,078 | $3,104,058 | 0.76% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 26,077 | $3,042,403 | 0.74% | |
| V |
Visa Inc.
Financial Services
|
Added | 8,388 | $2,877,838 | 0.70% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 28,111 | $2,588,741 | 0.63% | |
| SO |
Southern Co
Utilities
|
Added | 23,131 | $2,213,868 | 0.54% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 6,586 | $2,205,124 | 0.54% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,769 | $2,078,327 | 0.51% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 2,159 | $2,076,008 | 0.51% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 18,015 | $2,040,378 | 0.50% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 6,630 | $1,975,010 | 0.48% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,746 | $1,859,315 | 0.45% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,931 | $1,739,065 | 0.42% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 4,954 | $1,705,761 | 0.42% | |
| INTC |
Intel Corp
Technology
|
Added | 11,936 | $1,666,623 | 0.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,325 | $1,589,244 | 0.39% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 10,731 | $1,573,593 | 0.38% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 5,963 | $1,481,030 | 0.36% | |
| ORCL |
Oracle Corp
Technology
|
Added | 9,959 | $1,459,491 | 0.36% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 1,875 | $1,355,625 | 0.33% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 4,608 | $1,339,038 | 0.33% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 9,389 | $1,283,664 | 0.31% | |
| FTNT |
Fortinet, Inc.
Technology
|
Reduced | 8,238 | $1,265,521 | 0.31% | |
| AXP |
American Express Co
Financial Services
|
Added | 3,629 | $1,227,509 | 0.30% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,258 | $1,197,392 | 0.29% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 2,689 | $1,145,836 | 0.28% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 6,645 | $1,128,852 | 0.28% | |
| DDOG |
Datadog, Inc.
Technology
|
Added | 4,290 | $1,116,944 | 0.27% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,239 | $1,104,563 | 0.27% |
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.