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Latest Tempus Wealth Planning, LLC Stock Portfolio

$511Million | No. of Holdings #280

Tempus Wealth Planning, LLC Performance

2026 Q2+11.46%
YTD+8.81%
2025+14.37%

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

On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tempus Wealth Planning, LLC reported an equity portfolio of $511.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Tempus Wealth Planning, LLC are GE, , CGDV. The fund has invested 6.4% of it's portfolio in GE AEROSPACE and 4.9% of portfolio in GE VERNOVA INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), ISHARES TR (IBCE) and GOLDMAN SACHS ETF TR (GBUY) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), GMO ETF TRUST and ISHARES TR (AGT). Tempus Wealth Planning, LLC opened new stock positions in PROSHARES TR (BIB), BLACKROCK ETF TRUST (BECO) and BLACKROCK ETF TRUST II (HYMU). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD WORLD FD (VAW) and VANGUARD INDEX FDS (VB).
Tempus Wealth Planning, LLC Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$511Million
  as of Jul 22, 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 11.46% in the last quarter. In trailing 12 months, it's portfolio return was 16.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
proshares tr3,111,900
proshares tr3,103,120
proshares tr2,235,870
blackrock etf trust1,522,750
blackrock etf trust ii1,240,200
spdr series trust1,229,150
invesco exch trd slf idx fd952,877
honeywell intl inc849,924
New stocks bought by Tempus Wealth Planning, LLC

Additions

Ticker% Inc.
j p morgan exchange traded f1,320
vanguard world fd697
vanguard index fds501
pgim etf tr158
ishares tr139
blackrock etf trust115
ishares tr102
proshares tr100
Additions to existing portfolio by Tempus Wealth Planning, LLC

Reductions

Ticker% Reduced
ishares tr-78.67
invesco exchange traded fd t-77.96
gmo etf trust-76.86
ishares tr-76.58
ishares tr-71.41
invesco exchange traded fd t-61.46
ishares tr-56.28
ishares tr-54.38
Tempus Wealth Planning, LLC reduced stake in above stock

Sold off

Ticker$ Sold
haleon plc-548,341
ishares tr-1,064,770
alvotech-151,651
rapid7 inc-233,079
rxsight inc-159,341
goldman sachs etf tr-989,800
lattice strategies tr-511,620
sentinelone inc-167,041
Tempus Wealth Planning, LLC got rid off the above stocks

Sector Distribution

Tempus Wealth Planning, LLC has about 67.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Financial Services
  • Consumer Defensive
Sector%
Others67.4
Technology9.8
Industrials8.9
Consumer Cyclical3.7
Healthcare2.7
Communication Services2.3
Financial Services1.9
Consumer Defensive1.8

Market Cap. Distribution

Tempus Wealth Planning, LLC has about 31.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED67.4
MEGA-CAP24.9
LARGE-CAP6.3

Stocks belong to which Index?

About 31.6% 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%
Others68.4
S&P 50030.4
RUSSELL 20001.2
Top 5 Winners (%)%
INTC
intel corp
215.0 %
AMD
advanced micro devices inc
184.9 %
AMAT
applied matls inc
111.2 %
EVH
evolent health inc
105.0 %
TENB
tenable hldgs inc
91.7 %
Top 5 Winners ($)$
GE
ge aerospace
7.9 M
ge vernova inc
6.5 M
CGW
invesco exch traded fd tr ii
2.8 M
AMAT
applied matls inc
2.6 M
QQQ
invesco qqq tr
2.4 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
NNOX
nano x imaging ltd
-48.6 %
BZQ
proshares tr
-40.0 %
CHTR
charter communications inc
-31.3 %
Top 5 Losers ($)$
VAW
vanguard world fd
-1.6 M
VB
vanguard index fds
-0.9 M
BZQ
proshares tr
-0.3 M
WMT
walmart inc
-0.3 M
PLTR
palantir technologies inc
-0.3 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 280 stocks in it's portfolio. About 28% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. GE was the most profitable stock for Tempus Wealth Planning, LLC last quarter.

$510.96MTotal Value
299Positions
22 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Tempus Wealth Planning, LLC, last reported on 22 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.52%34,871
$2.65M
0.52%
increased 139.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.42%19,505
$2.15M
0.42%
decreased 13.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.41%14,726
$2.10M
0.41%
decreased 0.7 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.37%19,858
$1.88M
0.37%
increased 41.18 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.2%13,119
$1.00M
0.2%
decreased 54.38 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.08%3,155
$392.5K
0.08%
decreased 5.76 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.05%8,052
$245.5K
0.05%
decreased 78.67 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.04%2,107
$226.8K
0.04%
decreased 3.26 percentreduced
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
0.15%15,111
$783.5K
0.15%
decreased 49.82 percentreduced
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Tempus Wealth Planning, LLC's holding in Tidal Trust I over time
0.38%70,680
$1.95M
0.38%
decreased 41.33 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.75%83,511
$3.85M
0.75%
increased 93.8 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Tempus Wealth Planning, LLC's holding in Ishares Tr over time
0.62%63,145
$3.19M
0.62%
increased 0.52 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Tempus Wealth Planning, LLC's holding in American Centy Etf Tr over time
0.22%11,596
$1.12M
0.22%
decreased 17.78 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Tempus Wealth Planning, LLC's holding in Vaneck Etf Trust over time
0.14%1,123
$736.6K
0.14%
decreased 0.35 percentreduced