13F Insight
DOSSIER · 13F-HR · Q1 2026

Tempus Wealth Planning, LLC

Tempus Wealth Planning's family office based in Boston, MA — $435M in tracked AUM across 270 positions as of Q1 2026.

TW
Tempus Wealth Planning·Boston, MA·Family Office
CIK 0001806428 · last filed Mar 31, 2026
Total AUM
$435M
▼ 11.0%
vs prior
Holdings
270
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
41% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Tempus Wealth Planning, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GE
GE AEROSPACE
$25M88K5.7%
02
GEV
GE VERNOVA INC
$19M21K4.3%
03
NVDA
NVIDIA CORPORATION
$11M65K2.6%
04
CGDV
CAPITAL GROUP DIVIDEND VALUE
$10M246K2.4%
05
SCHZ
SCHWAB STRATEGIC TR
$10M440K2.3%
06
AAPL
APPLE INC
$9M36K2.1%
07
QQQ
INVESCO QQQ TR
$8M14K1.9%
08
MSFT
MICROSOFT CORP
$8M21K1.8%
09
SPTM
SPDR SERIES TRUST
$8M97K1.8%
10
BIL
SPDR SERIES TRUST
$7M79K1.7%

Filing history

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