Tempus Wealth Planning, LLC

Institutional manager (13F) · CIK 1806428

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $261M

#	Issuer	Value	Shares
1	GE AEROSPACE	$25M	87,834
2	GE VERNOVA INC	$19M	21,395
3	NVIDIA CORPORATION	$11M	64,951
4	CAPITAL GROUP DIVIDEND VALUE	$10M	246,258
5	SCHWAB STRATEGIC TR	$10M	440,395
6	APPLE INC	$9M	35,558
7	INVESCO QQQ TR	$8M	14,241
8	MICROSOFT CORP	$8M	21,315
9	SPDR SERIES TRUST	$8M	96,528
10	SPDR SERIES TRUST	$7M	79,222
11	SCHWAB STRATEGIC TR	$7M	276,481
12	STATE STR SPDR S&P 500 ETF T	$7M	10,560
13	INVESCO EXCH TRADED FD TR II	$6M	54,922
14	TESLA INC	$6M	16,242
15	CAPITAL GROUP CORE BALANCED	$6M	173,996
16	ISHARES TR	$6M	8,682
17	ISHARES TR	$5M	226,276
18	SPDR SERIES TRUST	$5M	67,658
19	VANGUARD SPECIALIZED FUNDS	$5M	23,205
20	SCHWAB STRATEGIC TR	$5M	193,781
21	GMO ETF TRUST	$5M	132,256
22	SCHWAB STRATEGIC TR	$4M	151,291
23	AMAZON COM INC	$4M	19,762
24	ALPHABET INC	$4M	14,260
25	SCHWAB STRATEGIC TR	$4M	125,033
26	INVESCO EXCHANGE TRADED FD T	$3M	20,935
27	JPMORGAN CHASE & CO	$3M	11,565
28	WALMART INC	$3M	27,170
29	PUTNAM ETF TRUST	$3M	72,136
30	ISHARES TR	$3M	62,820
31	BLACKROCK ETF TRUST	$3M	50,988
32	TIDAL TRUST I	$3M	120,480
33	GMO ETF TRUST	$3M	78,730
34	VANGUARD INDEX FDS	$3M	8,867
35	ISHARES TR	$3M	31,780
36	SCHWAB STRATEGIC TR	$3M	54,941
37	ISHARES TR	$3M	23,482
38	CAPITAL GRP FIXED INCM ETF T	$3M	95,691
39	ISHARES TR	$3M	13,837
40	ISHARES TR	$2M	22,437
41	SPDR SERIES TRUST	$2M	83,169
42	APPLIED MATLS INC	$2M	6,950
43	CAPITAL GROUP DIVIDEND GROWE	$2M	66,145
44	SPDR SERIES TRUST	$2M	92,559
45	J P MORGAN EXCHANGE TRADED F	$2M	41,752
46	ISHARES TR	$2M	11,055
47	ORACLE CORP	$2M	15,489
48	ISHARES TR	$2M	8,752
49	GE HEALTHCARE TECHNOLOGIES I	$2M	30,447
50	META PLATFORMS INC	$2M	3,749

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.