Tempo Wealth's Q4 2025 Filing Put Parker-Hannifin at the Center of an Advisor Mix Built With ETFs

Tempo Wealth filed a Q4 2025 portfolio that looked like an advisor-built mix rather than a pure stock picker. Parker-Hannifin was the biggest single position at 14.1%, Progressive was next at 6.0%, but a long ETF shelf including SPYG, SPY, IVV, and QQQ did much of the structural work.

TL;DR

• Lead idea: Parker-Hannifin was the largest single-stock bet at 14.1% of ~$561M AUM.
• Second anchor: Progressive added another 6.0% defensive-industrial balance.
• ETF architecture: growth, broad-market, value, and benchmark sleeves surrounded the stock picks.
• Top-10 mix: single stocks still outweighed ETFs, but the ETF layer was large enough to define the book.
• Main read: this was an advisor allocation stack with selective active tilts, not a classic concentrated stock-picker portfolio.

Filing Snapshot

Parker-Hannifin was the active statement

The clearest active choice in the filing was Parker-Hannifin. At 14.1% of the ~$561M portfolio, it was large enough to tell you this was not a passive-only book. Progressive reinforced that point by giving the portfolio a high-quality financials and insurance line right behind it.

But those stock selections did not sit alone. They lived inside a broader advisor framework that used growth, benchmark, value, core S&P 500, and Nasdaq ETFs to shape the overall risk profile.

The ETF layer is not filler

This is the mistake many readers make with advisor filings: they see ETFs in the top 10 and assume there is no active signal. In reality, the ETF layer often tells you the asset-allocation framework, while the single-name layer tells you where the manager wanted extra edge. That is why this filing pairs well with How to Read a 13F When ETFs Dominate the Top 10.

What to watch next quarter

• Whether Parker-Hannifin stays unusually large for an advisor-style book.
• Whether the ETF sleeves grow or shrink relative to the single-name core.
• Whether the mega-cap layer in Apple, Alphabet, and Nvidia becomes more dominant.
• Whether future filings confirm this as a stable architecture or just a first-quarter snapshot.

Q&A

Is this a stock-picking fund or an allocation book?

It looks like an allocation book with selective stock-picking overlays.

Why does Parker-Hannifin matter so much?

Because it is far larger than any other single-stock line in the filing.

Do the ETFs make the filing less useful?

No. They make it more understandable, because they show the framework around the active picks.

What is the cleanest takeaway?

Tempo Wealth used ETFs for structure and a small number of stock choices for emphasis.