13F Insight
DOSSIER · 13F-HR · Q2 2026

Tempus Wealth Planning, LLC

$511M in tracked AUM across 282 positions as of Q2 2026.

TW
CIK 0001806428 · last filed Jun 30, 2026
Total AUM
$511M
as of Q2 2026
Holdings
282
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Tempus Wealth Planning, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GE
GE AEROSPACE
$33M88K6.4%02
GEV
GE VERNOVA INC
$25M21K4.9%03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$12M253K2.4%04
NVDA
NVIDIA CORPORATION
$12M59K2.3%05
QQQ
INVESCO QQQ TR
$12M16K2.3%06
SCHZ
SCHWAB STRATEGIC TR
$11M495K2.2%07
AAPL
APPLE INC
$10M36K2.0%08
SPMO
INVESCO EXCH TRADED FD TR II
$10M60K1.9%09
SPY
STATE STR SPDR S&P 500 ETF T
$9M12K1.7%10
SPYM
SPDR SERIES TRUST
$9M100K1.7%

Filing history

2026Q2Jun 30
$511M▲ 17.5%
282 positionsView →2026Q1Mar 31
$435M▼ 0.3%
270 positionsView →2025Q4Dec 31
$436M▲ 0.2%
275 positionsView →2025Q3Sep 30
$436M▲ 8.6%
276 positionsView →2025Q2Jun 30
$401M▲ 19.8%
259 positionsLocked2025Q1Mar 31
$335M▲ 2.3%
252 positionsLocked2024Q4Dec 31
$327M▲ 19.9%
247 positionsLocked2024Q3Sep 30
$273M▲ 14.0%
220 positionsLocked2024Q2Jun 30
$239M▲ 5.3%
206 positionsLocked2024Q1Mar 31
$227M▼ 0.2%
191 positionsLocked2023Q4Dec 31
$228M▲ 14.2%
192 positionsLocked2023Q3Sep 30
$199M▼ 10.0%
167 positionsLocked
Showing 12 of 27