Tempus Wealth Planning, LLC Portfolio Holdings

Tempus Wealth Planning, LLC

  • $386 Million
  • Q3 2025

Tempus Wealth Planning, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $386 Million distributed in 276 stocks.

Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $26.6M, Nvidia Corp with a value of $12.1M, Microsoft Corp with a value of $11.2M, Capital Group Divid Value ETF with a value of $10.6M, and Invesco ETF Tr Ii S&P 500 Mome with a value of $9.22M.

Examining the 13F form we can see an increase of $25.9M in the current position value, from $360M to 386M.

Below you can find more details about Tempus Wealth Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $386 Million
ETFs: $225 Million
Technology: $47.4 Million
Industrials: $36.7 Million
Consumer Cyclical: $19.5 Million
Financial Services: $15 Million
Healthcare: $13.6 Million
Communication Services: $11.2 Million
Consumer Defensive: $8.56 Million
Other: $3.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.46 Million 0.38% of portfolio
6,000
Q4 2024 New
$0
$1.41 Million 0.37% of portfolio
30,111
Q3 2025 Added 49.72%
$0
$1.45 Million 0.37% of portfolio
60,468
Q2 2025 New
$0
$1.38 Million 0.36% of portfolio
15,643
Q3 2025 Reduced 4.64%
$0
$1.36 Million 0.35% of portfolio
39,820
Q3 2025 Added 1.47%
$0
$1.35 Million 0.35% of portfolio
18,334
Q3 2025 Reduced 3.02%
$130B
$1.29 Million 0.33% of portfolio
3,623
Q3 2025 Reduced 51.4%
$0
$1.24 Million 0.32% of portfolio
21,510
Q3 2025 Added 4.61%
$0
$1.2 Million 0.31% of portfolio
18,350
Q3 2025 Reduced 3.71%
$0
$1.15 Million 0.3% of portfolio
11,000
Q2 2025 Reduced 57.04%
$0
$1.16 Million 0.3% of portfolio
20,925
Q3 2025 Added 48.68%
$0
$1.14 Million 0.29% of portfolio
5,503
Q3 2025 Reduced 19.86%
$0
$1.12 Million 0.29% of portfolio
34,791
Q3 2025 Reduced 0.13%
$0
$1.12 Million 0.29% of portfolio
40,033
Q3 2025 Added 6.51%
$0
$1.11 Million 0.29% of portfolio
19,489
Q3 2025 Added 4.56%
$0
$1.02 Million 0.26% of portfolio
9,787
Q3 2025 Reduced 20.66%
$0
$992,000 0.26% of portfolio
11,633
Q3 2025 Added 1.62%
$0
$979,000 0.25% of portfolio
9,470
Q2 2025 Reduced 4.56%
$0
$964,000 0.25% of portfolio
45,140
Q3 2025 Added 0.35%
$0
$984,000 0.25% of portfolio
10,342
Q3 2025 Reduced 13.98%
$0
$924,000 0.24% of portfolio
8,292
Q3 2025 Added 0.89%
$0
$943,000 0.24% of portfolio
38,673
Q3 2025 Added 12.57%
$0
$875,000 0.23% of portfolio
19,244
Q3 2025 Added 8.75%
$0
$876,000 0.23% of portfolio
9,070
Q3 2025 Added 51.17%
$0
$901,000 0.23% of portfolio
10,127
Q3 2025 Added 102.54%
$0
$843,000 0.22% of portfolio
37,116
Q3 2025 Reduced 10.61%
$11.9B
$804,000 0.21% of portfolio
10,521
Q3 2025 Added 0.32%
$0
$815,000 0.21% of portfolio
15,915
Q3 2025 Added 36.0%
$0
$794,000 0.21% of portfolio
14,819
Q3 2025 Reduced 25.85%
$0
$791,000 0.2% of portfolio
23,713
Q3 2025 Added 5.95%
$0
$734,000 0.19% of portfolio
14,054
Q3 2025 Reduced 22.79%
$0
$709,000 0.18% of portfolio
9,235
Q3 2025 New
$0
$693,000 0.18% of portfolio
30,815
Q3 2025 Added 244.38%
$0
$685,000 0.18% of portfolio
9,444
Q3 2025 Reduced 0.06%
$0
$681,000 0.18% of portfolio
12,642
Q3 2025 Added 4.37%
$0
$640,000 0.17% of portfolio
2,674
Q3 2025 Added 1.33%
$0
$666,000 0.17% of portfolio
2,699
Q3 2025 Added 5.76%
$0
$632,000 0.16% of portfolio
8,423
Q3 2025 New
$0
$632,000 0.16% of portfolio
9,822
Q3 2025 Added 0.17%
$0
$595,000 0.15% of portfolio
5,956
Q3 2025 New
$0
$579,000 0.15% of portfolio
5,092
Q3 2025 Reduced 50.49%
$0
$575,000 0.15% of portfolio
18,476
Q3 2025 Added 8.55%
$0
$547,000 0.14% of portfolio
15,149
Q3 2025 Added 8.52%
$0
$536,000 0.14% of portfolio
22,753
Q3 2025 Added 2.16%
$0
$512,000 0.13% of portfolio
1,927
Q3 2025 New
$0
$450,000 0.12% of portfolio
604
Q3 2025 Added 16.38%
$0
$467,000 0.12% of portfolio
4,908
Q3 2025 Added 20.95%
$0
$431,000 0.11% of portfolio
4,185
Q3 2025 Added 3.82%
$65.3B
$429,000 0.11% of portfolio
5,907
Q3 2025 Added 59.22%

Summary

  • Portfolio
  • No. of Stocks 276
  • Current Value $386 Million
  • Prior Value $360 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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