Tempus Wealth Planning, LLC

CIK 0001806428 · IRVINE, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Tempus Wealth Planning, LLC reported 282 positions worth $511.4M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: GE (6.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$511.4M
2026 Q2
Positions
282
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.0%
Est. Net Flow (Q)
2026 Q2
10 / 282 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GEGE AEROSPACESH$32.8M6.42%87,866
2GEVGE VERNOVA INCSH$25.1M4.90%21,331
3CGDVCAPITAL GROUP DIVIDEND VALUESH$12.5M2.44%253,313
4NVDANVIDIA CORPORATIONSH$11.8M2.31%59,143
5QQQINVESCO QQQ TRSH$11.7M2.29%15,926
6SCHZSCHWAB STRATEGIC TRSH$11.4M2.24%495,023
7AAPLAPPLE INCSH$10.3M2.02%35,679
8SPMOINVESCO EXCH TRADED FD TR IISH$9.7M1.90%60,131
9SPYSTATE STR SPDR S&P 500 ETF TSH$8.9M1.73%11,871
10SPYMSPDR SERIES TRUSTSH$8.8M1.72%100,050

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tempus Wealth Planning, LLC hold as of Q2 2026?

Tempus Wealth Planning, LLC reported 282 positions worth $511.4M in its Q2 2026 13F filing. Largest positions: GE (6.4%), GEV (4.9%), CGDV (2.4%), NVDA (2.3%) and QQQ (2.3%).

What did Tempus Wealth Planning, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tempus Wealth Planning, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.