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Tempus Wealth Planning, LLC

Q1 2026 13F Holdings

  • Location
    irvine, CA
  • Num holdings

    270

  • Value ($000)

    $435,223

  • Date Filed
    04/29/2026
  • Form type
    13F-HR
  • CIK
    0001806428
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GE

GE AEROSPACE

COM NEW
369604301
$24.92M
6 %

87,834

G
GEV

GE VERNOVA INC

COM
36828A101
$18.68M
4 %

21,395

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$11.33M
3 %

64,951

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$10.48M
2 %

246,258

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$10.23M
2 %

440,395

A
AAPL

APPLE INC

COM
037833100
$9.02M
2 %

35,558

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$8.22M
2 %

14,241

M
MSFT

MICROSOFT CORP

COM
594918104
$7.89M
2 %

21,315

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SPDR SERIES TRUST

STATE STREET SPD
78464A805
$7.63M
2 %

96,528

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$7.26M
2 %

79,222

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