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Latest Tempus Wealth Planning, LLC Stock Portfolio

$521Million | No. of Holdings #279

Tempus Wealth Planning, LLC Performance

2026 Q3-1.98%
YTD+6.65%
2025+14.37%

About Tempus Wealth Planning, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tempus Wealth Planning, LLC reported an equity portfolio of $521.5 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Tempus Wealth Planning, LLC are GE, , NVDA. The fund has invested 5.3% of it's portfolio in GE AEROSPACE and 3.9% of portfolio in GE VERNOVA INC. <br><br> The fund managers got completely rid off TIDAL TRUST I (ACSI), SPDR SERIES TRUST (BIL) and DIGITAL RLTY TR INC (DLR) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F, FIRST TR EXCHANGE TRADED FD (AIRR) and ALPS ETF TR (ACES). Tempus Wealth Planning, LLC opened new stock positions in ISHARES TR (DMXF), SPACE EXPLORATION TECHN CORP and VICTORY PORTFOLIOS II (MDCP). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRD SLF IDX FD (BSAE), GMO ETF TRUST and BLACKROCK ETF TRUST (BECO).
Tempus Wealth Planning, LLC Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$521Million
  as of Oct 14, 2026

Tempus Wealth Planning, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Tempus Wealth Planning, LLC made a return of -1.98% in the last quarter. In trailing 12 months, it's portfolio return was 6.55%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr1,540,220
space exploration techn corp1,517,650
victory portfolios ii1,312,770
pacer fds tr1,183,120
price t rowe group inc1,170,560
american centy etf tr742,965
exxonmobil holdings corp657,478
schwab strategic tr653,844
New stocks bought by Tempus Wealth Planning, LLC

Additions

Ticker% Inc.
invesco exch trd slf idx fd116
gmo etf trust115
blackrock etf trust93.96
ishares tr91.04
ishares tr83.77
schwab strategic tr78.89
ares capital corp64.7
visa inc54.46
Additions to existing portfolio by Tempus Wealth Planning, LLC

Reductions

Ticker% Reduced
j p morgan exchange traded f-71.87
first tr exchange traded fd-66.43
alps etf tr-66.18
invesco exchange traded fd t-55.04
chevron corporation-50.69
american centy etf tr-48.72
pfizer inc-47.32
t rowe price exchange-traded-41.88
Tempus Wealth Planning, LLC reduced stake in above stock

Sold off

Ticker$ Sold
tidal trust i-1,954,300
spdr series trust-1,229,150
acv auctions inc-147,222
tenable hldgs inc-477,227
lazard active etf tr-403,305
ishares tr-245,492
nike inc-296,621
kinder morgan inc del-203,393
Tempus Wealth Planning, LLC got rid off the above stocks

Sector Distribution

Tempus Wealth Planning, LLC has about 67.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Financial Services
  • Consumer Defensive
Sector%
Others67.5
Technology11.2
Industrials7.6
Consumer Cyclical3.4
Healthcare2.6
Communication Services2.5
Financial Services2.3
Consumer Defensive1.8

Market Cap. Distribution

Tempus Wealth Planning, LLC has about 31.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED67.5
MEGA-CAP25.7
LARGE-CAP6.1

Stocks belong to which Index?

About 31.4% of the stocks held by Tempus Wealth Planning, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others68.6
S&P 50030.2
RUSSELL 20001.2
Top 5 Winners (%)%
PLTR
palantir technologies inc
58.8 %
PSX
phillips 66
50.9 %
ZS
zscaler inc
40.7 %
MSFT
microsoft corp
36.7 %
CRWD
crowdstrike hldgs inc
34.9 %
Top 5 Winners ($)$
MSFT
microsoft corp
3.1 M
NVDA
nvidia corporation
1.7 M
AAPL
apple inc
1.6 M
PLTR
palantir technologies inc
0.7 M
META
meta platforms inc
0.7 M
Top 5 Losers (%)%
NNOX
nano x imaging ltd
-34.7 %
EVH
evolent health inc
-33.6 %
rocket lab corp
-31.1 %
honeywell aerospace inc
-29.8 %
AMAT
applied matls inc
-29.3 %
Top 5 Losers ($)$
GE
ge aerospace
-5.4 M
ge vernova inc
-4.8 M
AMAT
applied matls inc
-1.5 M
TSLA
tesla inc
-1.1 M
rocket lab corp
-0.8 M

Tempus Wealth Planning, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tempus Wealth Planning, LLC

Tempus Wealth Planning, LLC has 279 stocks in it's portfolio. About 27.4% of the portfolio is in top 10 stocks. GE proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Tempus Wealth Planning, LLC last quarter.

$518.98MTotal Value
299Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Tempus Wealth Planning, LLC, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.97%66,619
$5.04M
0.97%
increased 91.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.45%16,004
$2.34M
0.45%
increased 8.68 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.36%16,893
$1.86M
0.36%
decreased 13.39 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.22%13,060
$1.17M
0.22%
decreased 34.23 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.18%11,992
$949.1K
0.18%
decreased 8.59 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.07%2,955
$354.1K
0.07%
decreased 6.34 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.05%2,474
$250.1K
0.05%
increased 17.42 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Tempus Wealth Planning, LLC's holding in Alps Etf Tr over time
0.05%5,111
$265.1K
0.05%
decreased 66.18 percentreduced
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Tempus Wealth Planning, LLC's holding in Tidal Trust I over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
1%118,913
$5.24M
1%
increased 42.39 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.58%60,350
$3.04M
0.58%
decreased 4.43 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Tempus Wealth Planning, LLC's holding in American Centy Etf Tr over time
0.14%8,215
$743.0K
0.14%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Tempus Wealth Planning, LLC's holding in American Centy Etf Tr over time
0.11%5,946
$559.1K
0.11%
decreased 48.72 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Tempus Wealth Planning, LLC's holding in Vaneck Etf Trust over time
0.13%1,123
$684.0K
0.13%
unchanged 0 percentunchanged