CIK 1806428
Tempus Wealth Planning, LLC
Institutional 13F holdings & portfolio
Holdings
275
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 275
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GE | GE AEROSPACE | 88K | $1M+ | SH |
| GEV | GE VERNOVA INC | 21K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 65K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 252K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 21K | $1M+ | SH |
| AAPL | APPLE INC | 36K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 79K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 398K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 14K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 98K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 271K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 11K | $1M+ | SH |
| TSLA | TESLA INC | 16K | $1M+ | SH |
| IBHF | ISHARES TR | 262K | $1M+ | SH |
| IVV | ISHARES TR | 9K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 168K | $1M+ | SH |
| QLTY | GMO ETF TRUST | 137K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 24K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 52K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 194K | $1M+ | SH |
| AMZN | AMAZON COM INC | 19K | $1M+ | SH |
| GOOGL | ALPHABET INC | 14K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 52K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 149K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 123K | $1M+ | SH |
| QLD | PROSHARES TR | 53K | $1M+ | SH |
| SSO | PROSHARES TR | 64K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 11K | $1M+ | SH |
| ICSH | ISHARES TR | 70K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 20K | $1M+ | SH |
| ORCL | ORACLE CORP | 16K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 67K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| WMT | WALMART INC | 26K | $1M+ | SH |
| IYW | ISHARES TR | 14K | $1M+ | SH |
| GRNY | TIDAL TRUST I | 107K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 42K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 93K | $1M+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 30K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 55K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 82K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 66K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 90K | $1M+ | SH |
| EFV | ISHARES TR | 31K | $1M+ | SH |
| IVW | ISHARES TR | 17K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 24K | $1M+ | SH |
| IWM | ISHARES TR | 8K | $1M+ | SH |
| SHV | ISHARES TR | 18K | $1M+ | SH |