Institutions / Tempus Wealth Planning, LLC
Tempus Wealth Planning, LLC
CIK 1806428 · Institution · as of Dec 31, 2025
Portfolio value
$436.47M
Positions
275
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 275 →
| Company | Value | % of portfolio |
|---|---|---|
| General Electric Co | $27.14M | 6.2% |
| GE Vernova Inc. | $14.02M | 3.2% |
| NVIDIA Corp | $12.11M | 2.8% |
| Capital Group Dividend Value | $10.99M | 2.5% |
| Microsoft Corp | $10.14M | 2.3% |
| Apple Inc. | $9.65M | 2.2% |
| Invesco Exch Traded Fd Tr II | $9.37M | 2.1% |
| Schwab Strategic Tr | $9.30M | 2.1% |
| Invesco Qqq Tr | $8.88M | 2.0% |
| SPDR Series Trust | $8.06M | 1.8% |
| Schwab Strategic Tr | $7.30M | 1.7% |
| SPDR S&P 500 ETF Tr | $7.22M | 1.7% |
| Tesla Inc | $7.04M | 1.6% |
| iShares Tr | $6.05M | 1.4% |
| iShares Tr | $5.99M | 1.4% |
| Capital Group Core Balanced | $5.93M | 1.4% |
| GMO ETF Trust | $5.28M | 1.2% |
| Vanguard Specialized Funds | $5.25M | 1.2% |
| SPDR Series Trust | $4.77M | 1.1% |
| Schwab Strategic Tr | $4.66M | 1.1% |
| Amazon.com Inc | $4.50M | 1.0% |
| Alphabet Inc. | $4.41M | 1.0% |
| SPDR Series Trust | $4.16M | 1.0% |
| Schwab Strategic Tr | $4.05M | 0.9% |
| Schwab Strategic Tr | $4.01M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.