Tempus Wealth Planning, LLC
CIK 1806428
13F filing for Q2 2026・No. 3,845
- Holdings
- US$511.35M
- Quarter change
- +US$76.13M
- Entries
- 282
- Net bought (estimate)
- +US$19.23M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 18
- Cut 93
- Added 138
- Corporate actions 2
- Unchanged 20
Largest holdings
281 stocks worth US$510.96M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GEGE AEROSPACECOM NEW | Added | 87,866 | US$32.84M | 6.43% |
| GEVGE VERNOVA INCCOM | Cut | 21,331 | US$25.06M | 4.90% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 253,313 | US$12.48M | 2.44% |
| NVDANvidiaCOM | Cut | 59,143 | US$11.83M | 2.32% |
| QQQInvesco QQQUNIT SER 1 | Added | 15,926 | US$11.73M | 2.30% |
| SCHWAB STRATEGIC TRUS AGGREGATE B | Added | 495,023 | US$11.45M | 2.24% |
| AAPLAppleCOM | Added | 35,679 | US$10.32M | 2.02% |
| INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM | Added | 60,131 | US$9.71M | 1.90% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 11,871 | US$8.86M | 1.73% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 100,050 | US$8.79M | 1.72% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.