Tempus Wealth Planning, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Tempus Wealth Planning, Llc disclosed 278 stock positions valued at approximately $518.98M as of quarter-end September 30, 2026. The largest holdings include GE AEROSPACE, GE VERNOVA INC, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 278
- Portfolio Value
- $518.98M
Holdings by Sector
Tempus Wealth Planning, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GE AEROSPACE | GE | Industrials | 5.28% | 87,824 | -42 | -0.05% | $27,426,584 |
| GE VERNOVA INC | GEV | Utilities | 3.88% | 21,169 | -162 | -0.76% | $20,120,933 |
| NVIDIA CORPORATION | NVDA | Technology | 2.66% | 60,528 | +1,385 | +2.34% | $13,823,485 |
| APPLE INC | AAPL | Technology | 2.54% | 39,534 | +3,855 | +10.80% | $13,165,498 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 2.48% | 582,814 | +87,791 | +17.73% | $12,880,179 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 2.38% | 252,938 | -375 | -0.15% | $12,356,044 |
| INVESCO QQQ TR | QQQ | Other | 2.21% | 15,521 | -405 | -2.54% | $11,481,961 |
| MICROSOFT CORP | MSFT | Technology | 2.20% | 22,232 | +680 | +3.16% | $11,402,722 |
| SPDR SERIES TRUST | SPLG | Other | 2.17% | 125,350 | +25,300 | +25.29% | $11,251,414 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.72% | 11,690 | -181 | -1.52% | $8,914,787 |
| SPDR SERIES TRUST | SPTM | Other | 1.68% | 94,883 | -681 | -0.71% | $8,733,961 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.50% | 258,673 | -31,738 | -10.93% | $7,760,205 |
| ISHARES TR | IVV | Other | 1.44% | 9,790 | -107 | -1.08% | $7,497,672 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.31% | 44,814 | -15,317 | -25.47% | $6,792,879 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 1.27% | 178,843 | +2,516 | +1.43% | $6,572,463 |
| TESLA INC | TSLA | Consumer Cyclical | 1.20% | 17,514 | +641 | +3.80% | $6,214,278 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.14% | 23,649 | +3,987 | +20.28% | $5,892,175 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.13% | 84,913 | +23,729 | +38.78% | $5,881,041 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.08% | 203,210 | +1,501 | +0.74% | $5,582,185 |
| GMO ETF TRUST | QLTY | Other | 1.05% | 127,815 | -1,295 | -1.00% | $5,471,774 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.05% | 23,262 | +7 | +0.03% | $5,427,143 |
| SCHWAB STRATEGIC TR | FNDX | Other | 1.02% | 168,411 | +2,744 | +1.66% | $5,299,894 |
| ISHARES TR | IUSB | Other | 1.01% | 118,913 | +35,402 | +42.39% | $5,242,862 |
| PUTNAM ETF TRUST | PVAL | Other | 1.01% | 99,606 | +6,640 | +7.14% | $5,241,273 |
| ISHARES TR | ACWX | Other | 0.97% | 66,619 | +31,748 | +91.04% | $5,037,729 |
| ISHARES TR | IVW | Other | 0.97% | 35,267 | +5,393 | +18.05% | $5,017,116 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.96% | 139,150 | +7,642 | +5.81% | $4,999,649 |
| ALPHABET INC | GOOGL | Communication Services | 0.96% | 14,515 | -5 | -0.03% | $4,994,189 |
| ISHARES TR | TLT | Other | 0.81% | 53,727 | +24,491 | +83.77% | $4,178,876 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.78% | 12,203 | +468 | +3.99% | $4,037,040 |
Showing 30 of 278 holdings in the latest reporting period.