Tempus Wealth Planning, LLC Portfolio Holdings
Tempus Wealth Planning, LLC
- $386 Million
- Q4 2025
Tempus Wealth Planning, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $386 Million distributed in 275 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $26.4M, Nvidia Corp with a value of $12.1M, Capital Group Divid Value ETF with a value of $10.8M, Microsoft Corp with a value of $10.6M, and Apple Inc. with a value of $9.5M.
Examining the 13F form we can see an decrease of $250K in the current position value, from $386M 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: $227 Million
Technology: $47.2 Million
Industrials: $36.5 Million
Consumer Cyclical: $19.4 Million
Healthcare: $14.4 Million
Financial Services: $12.9 Million
Communication Services: $11.9 Million
Consumer Defensive: $8.41 Million
Other: $2.61 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 275
- Current Value $386 Million
- Prior Value $386 Million
- Filing
- Period Q4 2025
- Filing Date January 16, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 20 stocks
- Additional Purchases 130 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks