13F Insight
DOSSIER · 13F-HR · Q3 2026

Tempus Wealth Planning, LLC

$522M in tracked AUM across 282 positions as of Q3 2026.

TW
CIK 0001806428 · last filed Sep 30, 2026
Total AUM
$522M
as of Q3 2026
Holdings
282
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Tempus Wealth Planning, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
GE
GE AEROSPACE
$27M88K5.3%02
GEV
GE VERNOVA INC
$20M21K3.9%03
NVDA
NVIDIA CORPORATION
$14M61K2.7%04
AAPL
APPLE INC
$13M40K2.5%05
SCHZ
SCHWAB STRATEGIC TR
$13M583K2.5%06
CGDV
CAPITAL GROUP DIVIDEND VALUE
$12M253K2.4%07
QQQ
INVESCO QQQ TR
$11M16K2.2%08
MSFT
MICROSOFT CORP
$11M22K2.2%09
SPYM
SPDR SERIES TRUST
$11M125K2.2%10
SPY
STATE STR SPDR S&P 500 ETF T
$9M12K1.7%

Filing history

2026Q3Sep 30
$522M▲ 2.0%
282 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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