Tempo Wealth, LLC

CIK

2112005

Location

INDEPENDENCE, OH

Portfolio Value

Small $675,201,307

Diversification

Diversified

Filing Date

Global Rank

#3,204 / 8,794 ▲ 143 · as of Jun 2026

Top Industry

Specialty Industrial Machinery 19.5%

Period ended 3 months ago

Filed Jul 27, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

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

View clone backtest

Portfolio Concentration

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

Top Position

13.0%

−3.8 pts

Top 5

41.0%

+0.7 pts

Top 10

56.7%

+0.0 pts

HHI

479

Diversified−53

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.7%	$288,062,923	36
Technology	17.7%	$119,488,970	32
Industrials	13.8%	$93,197,733	23
Financial Services	12.6%	$84,926,439	24
Communication Services	4.7%	$31,594,266	5
Consumer Cyclical	4.0%	$27,162,310	10
Healthcare	1.8%	$11,950,194	14
Consumer Defensive	1.4%	$9,733,100	7
Utilities	0.7%	$4,761,010	5
Basic Materials	0.3%	$2,022,833	2
Energy	0.3%	$1,839,873	3
Real Estate	0.1%	$461,656	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
BNDW	Vanguard Total World Bond ETF	+87,758	101,191	$8,075,449
VB	Vanguard Morningstar Small-Cap ETF	+61,642	149,264	$28,986,293
FNDA	Schwab Fundamental U.S. Small Company ETF	+33,183	67,804	$2,239,273
EDV	Vanguard World Funds Extended Duration ETF	+25,019	30,002	$3,029,425
PGR	Progressive Corp/Oh/	+21,098	179,428	$39,196,046
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+10,679	719,728	$87,964,985
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+10,587	23,080	$1,308,363
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
AIRR	First Trust RBA American Industrial Renaissance ETF	+3,253	6,425	$520,810
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
VEU	Vanguard FTSE All-World Ex-US ETF	+2,480	34,337	$2,049,575
IVZ	Invesco Ltd.	+2,337	159,980	$12,741,704
GOOGL	Alphabet Inc.	+2,296	70,652	$25,191,230
VIG	Vanguard Dividend Appreciation ETF	+2,224	4,228	$689,487
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	−60,570	126,419	$9,263,201
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−39,828	494,851	$9,499,422
PH	Parker-Hannifin Corp	−18,732	73,404	$71,797,920
AFGR	First Trust Active Factor Large Cap Growth ETF	−5,245	49,280	$1,725,540
AAAP	Pacer Barings CLO Market Flex ETF	−4,931	107,228	$6,619,639
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
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−2,001	553,386	$48,846,628
CAAA	First Trust AAA CMBS ETF	−1,217	18,095	$913,797
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−1,139	13,332	$372,629
IBIT	iShares Bitcoin Trust ETF	−1,012	15,042	$500,748
VEA	Vanguard FTSE Developed Markets ETF	−1,011	22,734	$1,619,797
ORLY	O Reilly Automotive Inc	−633	28,111	$2,588,741
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−583	47,583	$7,578,915
BX	Blackstone Inc.	−350	7,465	$878,406
FTNT	Fortinet, Inc.	−314	8,238	$1,265,521
ACES	ALPS Clean Energy ETF	−286	18,682	$1,089,721
AMD	Advanced Micro Devices Inc	−224	32,677	$18,982,396
—		−222	47,332	$7,529,430
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	4,721	$468,700
BCLO	iShares BBB-B CLO Active ETF	8,458	$442,691
C	Citigroup Inc	2,758	$386,009
BUFC	AB Conservative Buffer ETF	14,461	$364,706
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
BKF	iShares MSCI BIC ETF	2,937	$200,920
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	3,561	$242,646
AFK	VanEck Africa Index ETF	2,422	$222,266
EZRA	Reliance Global Group, Inc.	26,377	$4,668
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

162 tracked positions · $675,201,307 total · filing declares 237 positions · $675,199,996 · 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 162 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	719,728	+10,679	$87,964,985	—	13.03%
PH	Parker-Hannifin Corp Industrials	Reduced	73,404	-18,732	$71,797,920	−13.0%	10.63%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	553,386	-2,001	$48,846,628	+15.1%	7.23%
PGR	Progressive Corp/Oh/ Financial Services	Added	179,428	+21,098	$39,196,046	+24.9%	5.81%
VB	Vanguard Morningstar Small-Cap ETF	Added	149,264	+61,642	$28,986,293	+37.1%	4.29%
GOOGL	Alphabet Inc. Communication Services	Added	70,652	+2,296	$25,191,230	+28.2%	3.73%
SPY	Spdr S&P 500 ETF Trust	Reduced	31,162	-57	$23,270,846	+14.6%	3.45%
AAPL	Apple Inc. Technology	Added	66,394	+1,100	$19,211,767	+15.9%	2.85%
QQQ	Invesco Qqq Trust, Series 1	Added	25,928	+143	$19,093,379	+28.3%	2.83%
AMD	Advanced Micro Devices Inc Technology	Reduced	32,677	-224	$18,982,396	+183.6%	2.81%
NVDA	Nvidia Corp Technology	Added	93,287	+5,779	$18,665,795	+22.3%	2.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	56,177	+1,776	$13,389,226	+18.2%	1.98%
IVZ	Invesco Ltd. Financial Services	Added	159,980	+2,337	$12,741,704	+23.1%	1.89%
AVGO	Broadcom Inc. Technology	Added	32,369	+632	$12,227,389	+24.5%	1.81%
MSFT	Microsoft Corp Technology	Added	29,110	+2,936	$10,858,612	+12.1%	1.61%
MU	Micron Technology Inc Technology	Reduced	8,921	-38	$10,297,421	+240.2%	1.53%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Reduced	494,851	-39,828	$9,499,422	−7.7%	1.41%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	126,419	-60,570	$9,263,201	−32.6%	1.37%
BNDW	Vanguard Total World Bond ETF	Added	101,191	+87,758	$8,075,449	+658.4%	1.20%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Reduced	55,577	-33	$7,719,843	+17.8%	1.14%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	47,583	-583	$7,578,915	+21.7%	1.12%
		Reduced	47,332	-222	$7,529,430	+1.1%	1.12%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	107,228	-4,931	$6,619,639	−4.0%	0.98%
MA	Mastercard Inc Financial Services	Added	11,717	+462	$6,017,851	+7.0%	0.89%
META	Meta Platforms, Inc. Communication Services	Added	9,646	+917	$5,433,495	+8.8%	0.80%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,884	+1,400	$4,871,979	+22.8%	0.72%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,153	+65	$4,690,951	+13.8%	0.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,912	+90	$4,595,028	−4.4%	0.68%
JNJ	Johnson & Johnson Healthcare	Added	17,957	+804	$4,560,539	+8.8%	0.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,418	+287	$4,212,283	+8.1%	0.62%
GS	Goldman Sachs Group Inc Financial Services	Added	3,975	+375	$4,020,195	+32.0%	0.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	7,188	+18	$3,432,773	+41.7%	0.51%
RKLB	Rocket Lab Corp Industrials	Added	31,686	+4,409	$3,220,881	+83.9%	0.48%
LOW	Lowes Companies Inc Consumer Cyclical	Added	14,078	+1,073	$3,104,058	+1.0%	0.46%
PLTR	Palantir Technologies Inc. Technology	Added	26,077	+4,150	$3,042,403	−5.1%	0.45%
EDV	Vanguard World Funds Extended Duration ETF	Added	30,002	+25,019	$3,029,425	+689.7%	0.45%
V	Visa Inc. Financial Services	Added	8,388	+430	$2,877,838	+19.6%	0.43%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,688	+1,258	$2,814,460	+196.7%	0.42%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	34,486	+57	$2,682,491	+27.0%	0.40%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	28,111	-633	$2,588,741	−2.4%	0.38%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	67,804	+33,183	$2,239,273	+96.5%	0.33%
SO	Southern Co Utilities	Added	23,131	+2,836	$2,213,868	+13.0%	0.33%
VRT	Vertiv Holdings Co Industrials	Added	6,586	+796	$2,205,124	+52.0%	0.33%
GEV	GE Vernova Inc. Industrials	Added	1,769	+406	$2,078,327	+74.7%	0.31%
BLK	BlackRock, Inc. Financial Services	Added	2,159	+380	$2,076,008	+21.3%	0.31%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	34,337	+2,480	$2,049,575	+19.0%	0.30%
WMT	Walmart Inc. Consumer Defensive	Added	18,015	+1,720	$2,040,378	+0.8%	0.30%
MRVL	Marvell Technology, Inc. Technology	Added	6,630	+5	$1,975,010	+201.0%	0.29%
CAT	Caterpillar Inc Industrials	Added	1,746	+323	$1,859,315	+84.4%	0.28%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,931	+608	$1,739,065	+22.3%	0.26%

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.