SEC Form 13F

Tempus Wealth Planning, LLC 13F Holdings

Inspect Tempus Wealth Planning, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-23T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-23
Reported value
$511,350,340
Positions
282

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Step 1 of 3

Disclosed positions

Tempus Wealth Planning, LLC: source evidence dated 2026-07-23T03:59:59.999Z.

Issuer
GE AEROSPACE
Ticker
GE
Class
COM NEW
Reported value
$32,838,161
Reported amount
87,866
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001806428-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions

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GE AEROSPACEGECOM NEW$32,838,16187,866SHNone
GE VERNOVA INCGEVCOM$25,060,94021,331SHNone
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$12,483,285253,313SHNone
NVIDIA CORPORATIONNVDACOM$11,833,94859,143SHNone
INVESCO QQQ TRQQQUNIT SER 1$11,727,67415,926SHNone
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$11,449,890495,023SHNone
APPLE INCAAPLCOM$10,324,03235,679SHNone
INVESCO EXCH TRADED FD TR IISPMOS&P 500 MOMNTM$9,713,51860,131SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$8,864,74511,871SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$8,792,398100,050SHNone
SPDR SERIES TRUSTSPTMST STR PR SP1500$8,676,29595,564SHNone
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$8,546,784290,411SHNone
MICROSOFT CORPMSFTCOM$8,039,45221,552SHNone
ISHARES TRIVVCORE S&P500 ETF$7,411,7649,897SHNone
TESLA INCTSLACOM$7,096,94416,873SHNone
CAPITAL GROUP CORE BALANCEDCGBLSHS$6,693,359176,327SHNone
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$5,587,345201,709SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$5,502,54623,255SHNone
GMO ETF TRUSTQLTYUS QUALITY ETF$5,373,576129,110SHNone
ALPHABET INCGOOGLCAP STK CL A$5,188,87414,520SHNone
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$5,152,244165,667SHNone
APPLIED MATLS INCAMATCOM$4,998,0996,913SHNone
PUTNAM ETF TRUSTPVALFOCUSED LAR CAP$4,736,62392,966SHNone
AMAZON COM INCAMZNCOM$4,686,26619,662SHNone
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$4,450,231131,508SHNone
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$4,161,10161,184SHNone
ISHARES TRIVWS&P 500 GRWT ETF$4,108,56329,874SHNone
ISHARES TRIUSBCORE UNIVRSL USD$3,854,01583,511SHNone
JPMORGAN CHASE & COJPMCOM$3,841,30811,735SHNone
ISHARES TRIYWU.S. TECH ETF$3,406,09713,504SHNone
INVESCO EXCH TRADED FD TR IIIDMOS&P INTL MOMNT$3,399,15056,380SHNone
SPDR SERIES TRUSTBILST STR BLO 1 ETF$3,369,32836,767SHNone
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$3,307,01758,552SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$3,275,9108,853SHNone
ISHARES TRICSHULTRA SHORT DUR$3,193,88463,145SHNone
FIRST TR EXCHANGE TRADED FDAIRRRBA INDL ETF$3,175,47623,831SHNone
PROSHARES TRQLDPSHS ULTRA QQQ$3,111,89832,161SHNone
PROSHARES TRSSOPSHS ULT S&P 500$3,103,11946,054SHNone
CISCO SYS INCCSCOCOM$3,052,17025,985SHNone
WALMART INCWMTCOM$2,981,51526,325SHNone
SCHWAB STRATEGIC TRFNDFFUNDAMENTAL INTL$2,980,69756,495SHNone
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$2,954,95758,433SHNone
ISHARES TRIVES&P 500 VAL ETF$2,848,44312,545SHNone
ELI LILLY & COLLYCOM$2,820,0132,351SHNone
CAPITAL GRP FIXED INCM ETF TCGMUMUN INM ETF$2,788,773101,521SHNone
ISHARES TRACWXMSCI ACWI EX US$2,654,03234,871SHNone
INVESCO EXCHANGE TRADED FD TPKWBUYBACK ACHIEV$2,640,50118,640SHNone
ISHARES TRIWMRUSSELL 2000 ETF$2,638,4898,782SHNone
ROCKET LAB CORPRKLBCOM$2,605,69625,634SHNone
CAPITAL GROUP DIVIDEND GROWECGDGSHS ETF$2,542,46967,781SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 1 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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