Q3 2026 13F · SEC CIK 1806428

Tempus Wealth Planning, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $519.0M
Reported positions: 279
Top holdings a year, 3 yrs: +25.2%
Assets under management: $699.4M

Tempus Wealth Planning, LLC is a wealth manager that reported 279 positions worth $519.0M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Ge Aerospace (GE, 5.3%), Ge Vernova Inc (GEV, 3.9%), Nvidia Corporation (NVDA, 2.7%). A portfolio copying its top holdings returned 25.2% a year over the last 3 years, against 20.4% for the S&P 500.

Tempus Wealth Planning, LLC holdings largest 50 of 279 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tempus Wealth Planning, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
GEGe Aerospace	5.3%	6.4%	87,824	-0.0%	$27.4M
GEVGe Vernova Inc	3.9%	4.9%	21,169	-0.8%	$20.1M
NVDANvidia Corporation	2.7%	2.3%	60,528	+2.3%	$13.8M
AAPLApple Inc	2.5%	2.0%	39,534	+10.8%	$13.2M
SCHZSchwab Strategic Tr	2.5%	2.2%	582,814	+17.7%	$12.9M
CGDVCapital Group Dividend Value	2.4%	2.4%	252,938	-0.1%	$12.4M
QQQInvesco Qqq Tr	2.2%	2.3%	15,521	-2.5%	$11.5M
MSFTMicrosoft Corp	2.2%	1.6%	22,232	+3.2%	$11.4M
SPLGSpdr Series Trust	2.2%	1.7%	125,350	+25.3%	$11.3M
SPYState Str Spdr S&p 500 ETF T	1.7%	1.7%	11,690	-1.5%	$8.9M
SPTMSpdr Series Trust	1.7%	1.7%	94,883	-0.7%	$8.7M
SCHXSchwab Strategic Tr	1.5%	1.7%	258,673	-10.9%	$7.8M
IVVIshares Tr	1.4%	1.5%	9,790	-1.1%	$7.5M
SPMOInvesco Exch Traded Fd Tr II	1.3%	1.9%	44,814	-25.5%	$6.8M
CGBLCapital Group Core Balanced	1.3%	1.3%	178,843	+1.4%	$6.6M
TSLATesla Inc	1.2%	1.4%	17,514	+3.8%	$6.2M
AMZNAmazon Com Inc	1.1%	0.9%	23,649	+20.3%	$5.9M
DYNFBlackrock ETF Trust	1.1%	0.8%	84,913	+38.8%	$5.9M
SCHFSchwab Strategic Tr	1.1%	1.1%	203,210	+0.7%	$5.6M
QLTYGmo ETF Trust	1.1%	1.1%	127,815	-1.0%	$5.5M
VIGVanguard Specialized Funds	1.0%	1.1%	23,262	+0.0%	$5.4M
FNDXSchwab Strategic Tr	1.0%	1.0%	168,411	+1.7%	$5.3M
IUSBIshares Tr	1.0%	0.8%	118,913	+42.4%	$5.2M
PVALPutnam Focused Large Capvalue ETF	1.0%	0.9%	99,606	+7.1%	$5.2M
ACWXIshares Tr	1.0%	0.5%	66,619	+91.0%	$5.0M
IVWIshares Tr	1.0%	0.8%	35,267	+18.1%	$5.0M
SCHGSchwab Strategic Tr	1.0%	0.9%	139,150	+5.8%	$5.0M
GOOGLAlphabet Inc	1.0%	1.0%	14,515	-0.0%	$5.0M
TLTIshares Tr	0.8%	—	53,727	—	$4.2M
JPMJpmorgan Chase & Co	0.8%	0.8%	12,203	+4.0%	$4.0M
JPSTJ P Morgan Exchange Traded F	0.7%	0.6%	76,538	+31.0%	$3.9M
AMATApplied Matls Inc	0.7%	1.0%	6,927	+0.2%	$3.5M
IYWIshares Tr	0.7%	0.7%	13,319	-1.4%	$3.5M
IVEIshares Tr	0.7%	0.6%	14,998	+19.6%	$3.4M
METAMeta Platforms Inc	0.7%	—	4,718	—	$3.4M
VTIVanguard Index Fds	0.6%	0.6%	8,868	+0.2%	$3.3M
JEPIJ P Morgan Exchange Traded F	0.6%	0.6%	58,458	-0.2%	$3.3M
BILSpdr Series Trust	0.6%	0.7%	34,395	-6.5%	$3.2M
COROBlackrock ETF Trust	0.6%	—	85,935	—	$3.1M
ICSHIshares Tr	0.6%	0.6%	60,350	-4.4%	$3.0M
PKWInvesco Exchange Traded Fd T	0.6%	0.5%	21,155	+13.5%	$3.0M
CSCOCisco Sys Inc	0.6%	0.6%	27,389	+5.4%	$2.9M
VYMIVanguard Whitehall Fds	0.6%	—	29,001	—	$2.9M
IDMOInvesco Exch Traded Fd Tr II	0.6%	0.7%	46,800	-17.0%	$2.9M
WMTWalmart Inc	0.5%	0.6%	27,175	+3.2%	$2.8M
CGMUCapital Grp Fixed Incm ETF T	0.5%	0.5%	108,758	+7.1%	$2.8M
AMGNAmgen Inc	0.5%	—	6,521	—	$2.7M
LLYEli Lilly & Co	0.5%	0.6%	2,372	+0.9%	$2.7M
GOVTIshares Tr	0.5%	—	123,592	—	$2.7M
VVisa Inc	0.5%	—	7,431	—	$2.7M

What Tempus Wealth Planning, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.1% /yr; S&P 500 +20.1%
3 years: +25.2% /yr; S&P 500 +20.4%
5 years: +14.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$519.0M	279
Q2 2026	$511.0M	281
Q1 2026	$435.0M	269
Q4 2025	$436.5M	275
Q3 2025	$435.7M	276
Q2 2025	$401.2M	259
Q1 2025	$334.8M	252
Q4 2024	$327.4M	247
Q3 2024	$273.0M	220
Q2 2024	$239.4M	206
Q1 2024	$227.3M	191
Q4 2023	$227.8M	192

Questions about Tempus Wealth Planning, LLC's portfolio

What stocks does Tempus Wealth Planning, LLC own?

Tempus Wealth Planning, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 279 positions worth $519.0M. The largest are Ge Aerospace (GE) at 5.3%, Ge Vernova Inc (GEV) at 3.9%, Nvidia Corporation (NVDA) at 2.7%, Apple Inc (AAPL) at 2.5% and Schwab Strategic Tr (SCHZ) at 2.5%.

What did Tempus Wealth Planning, LLC buy last quarter?

In Q3 2026, Tempus Wealth Planning, LLC added Ishares Tr (ACWX) (+91.0% shares), Ishares Tr (IUSB) (+42.4% shares) and Blackrock ETF Trust (DYNF) (+38.8% shares), compared with its Q2 2026 filing.

What did Tempus Wealth Planning, LLC sell last quarter?

In Q3 2026, Tempus Wealth Planning, LLC cut from its top 50 First Tr Exchange Traded Fd (AIRR), cut from its top 50 Proshares Tr (QLD), cut from its top 50 Proshares Tr (SSO), cut from its top 50 Schwab Strategic Tr (FNDF), cut from its top 50 Ishares Tr (IWM), Invesco Exch Traded Fd Tr II (SPMO) (-25.5% shares), Invesco Exch Traded Fd Tr II (IDMO) (-17.0% shares) and Schwab Strategic Tr (SCHX) (-10.9% shares), compared with its Q2 2026 filing.

How has Tempus Wealth Planning, LLC's portfolio performed?

A portfolio copying Tempus Wealth Planning, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.1% against +20.1%. Over 5 years: +14.8% a year against +11.6%.

When is Tempus Wealth Planning, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tempus Wealth Planning, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Tempus Wealth Planning, LLC manage?

Tempus Wealth Planning, LLC reported $699.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $519.0M.