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Tempus Wealth Planning, LLC

Q2 2026 13F Holdings

  • Location
    irvine, CA
  • Num holdings

    282

  • Value ($000)

    $511,350

  • Date Filed
    07/22/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GE

GE AEROSPACE

COM NEW
369604301
$32.84M
6 %

87,866

G
GEV

GE VERNOVA INC

COM
36828A101
$25.06M
5 %

21,331

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREAT UNIT
14020W106
$12.48M
2 %

253,313

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$11.83M
2 %

59,143

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$11.73M
2 %

15,926

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$11.45M
2 %

495,023

A
AAPL

APPLE INC

COM
037833100
$10.32M
2 %

35,679

S
SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
46138E339
$9.71M
2 %

60,131

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$8.86M
2 %

11,871

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$8.79M
2 %

100,050

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