Latest Tempus Wealth Planning, LLC Stock Portfolio

Tempus Wealth Planning, LLC Performance:

2026 Q1: -2.38%YTD: -2.38%2025: 14.37%

Performance for 2026 Q1 is -2.38%, and YTD is -2.38%, and 2025 is 14.37%.

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

On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tempus Wealth Planning, LLC reported an equity portfolio of $435.2 Millions as of 31 Mar, 2026.

The top stock holdings of Tempus Wealth Planning, LLC are GE, , NVDA. The fund has invested 5.7% of it's portfolio in GE AEROSPACE and 4.3% of portfolio in GE VERNOVA INC.

The fund managers got completely rid off PROSHARES TR (BIB), PROSHARES TR (EET) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), ISHARES TR (AAXJ) and CHARTER COMMUNICATIONS INC (CHTR). Tempus Wealth Planning, LLC opened new stock positions in GMO ETF TRUST, BLACKROCK ETF TRUST (BECO) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (AMPS) and REALTY INCOME CORP (O).

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

Our best estimate is that Tempus Wealth Planning, LLC made a return of -2.38% in the last quarter. In trailing 12 months, it's portfolio return was 14.52%.

Performance
S&P 500

New Buys

Ticker	$ Bought
gmo etf trust	2,852,390
j p morgan exchange traded f	1,421,310
blackrock etf trust	1,096,350
ishares tr	998,840
goldman sachs etf tr	989,800
digital rlty tr inc	627,175
blackrock etf trust	577,304
extra space storage inc	568,317

New stocks bought by Tempus Wealth Planning, LLC

Additions

Ticker	% Inc.
j p morgan exchange traded f	1,047
ishares tr	218
realty income corp	149
global x fds	145
ishares tr	145
ishares tr	112
blackrock corpor hi yld fd i	100
ishares tr	99.94

Additions to existing portfolio by Tempus Wealth Planning, LLC

Reductions

Ticker	% Reduced
spdr gold tr	-55.9
ishares tr	-53.35
charter communications inc	-50.45
world gold tr	-41.39
t-mobile us inc	-36.07
invesco exch traded fd tr ii	-30.1
j p morgan exchange traded f	-27.48
rxsight inc	-27.47

Tempus Wealth Planning, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
proshares tr	-3,689,390
spdr series trust	-1,431,280
proshares tr	-3,752,920
entrepreneurshares series tr	-604,200
columbia etf tr i	-1,119,020
proshares tr	-1,465,320
t rowe price etf inc	-1,021,970
legend biotech corp	-265,598

Tempus Wealth Planning, LLC got rid off the above stocks

Sector Distribution

Tempus Wealth Planning, LLC has about 66.8% of it's holdings in Others sector.

Sector	%
Others	66.8
Technology	9.7
Industrials	8.3
Consumer Cyclical	4
Healthcare	2.9
Communication Services	2.5
Consumer Defensive	2.3
Financial Services	1.9

Market Cap. Distribution

Tempus Wealth Planning, LLC has about 31.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	66.8
MEGA-CAP	24.9
LARGE-CAP	7

Stocks belong to which Index?

About 32.3% of the stocks held by Tempus Wealth Planning, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	67.6
S&P 500	31.2
RUSSELL 2000	1.1

Top 5 Winners (%)		%
	qnity electronics inc	41.2 %
COP	conocophillips	40.9 %
XOM	exxon mobil corp	37.6 %
	ge vernova inc	33.5 %
CVX	chevron corporation	26.0 %

Top 5 Winners ($)		$
	ge vernova inc	4.7 M
AMAT	applied matls inc	0.5 M
WMT	walmart inc	0.3 M
JNJ	johnson & johnson	0.3 M
CVX	chevron corporation	0.3 M

Top 5 Losers (%)		%
RPD	rapid7 inc	-62.3 %
ACVA	acv auctions inc	-46.6 %
EVH	evolent health inc	-41.2 %
HOOD	robinhood mkts inc	-37.5 %
RXST	rxsight inc	-35.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.4 M
GE	ge aerospace	-2.1 M
TSLA	tesla inc	-1.2 M
NVDA	nvidia corporation	-0.8 M
ORCL	oracle 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 268 stocks in it's portfolio. About 26.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. was the most profitable stock for Tempus Wealth Planning, LLC last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.07	35,558	9,024,180	added	0.12

AAXJ	ishares tr	0.57	22,437	2,476,860	added	23.6

AAXJ	ishares tr	0.49	28,760	2,138,290	reduced	-6.32

AAXJ	ishares tr	0.41	14,830	1,797,300	added	0.64

AAXJ	ishares tr	0.31	14,066	1,335,580	added	29.33

AAXJ	ishares tr	0.26	37,752	1,144,640	added	112

AAXJ	ishares tr	0.23	14,588	998,840	new

AAXJ	ishares tr	0.09	3,348	372,890	reduced	-25.23

AAXJ	ishares tr	0.05	2,178	231,195	added	9.72

AAXJ	ishares tr	0.05	2,336	219,420	reduced	-53.35

ABBV	abbvie inc	0.22	4,415	960,322	added	0.34

ACES	alps etf tr	0.36	30,111	1,585,040	unchanged	0.00

ACSI	tidal trust i	0.66	120,480	2,875,860	added	12.62

ACVA	acv auctions inc	0.03	28,330	120,119	added	3.96

ACWF	ishares tr	0.73	62,820	3,179,950	reduced	-9.84

ACWF	ishares tr	0.46	43,092	1,990,400	added	10.85

ADBE	adobe inc	0.10	1,756	426,848	reduced	-21.22

AEMB	american centy etf tr	0.26	14,103	1,136,430	added	18.53

AFK	vaneck etf trust	0.10	1,127	432,123	reduced	-1.31

AFTY	pacer fds tr	0.00	0.00	0.00	sold off	-100