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Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $511M AUM 282 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 125 Added 92 Reduced 31 Exited
Page 1 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGDV CAPITAL GROUP DIVIDEND VALUE 253,313.0 $12.5M 2.44% +1K +0.6% $49.28 +1.5%
2 QQQ INVESCO QQQ TR Financial Services 15,926.0 $11.7M 2.29% +1K +10.2% $736.39 -4.1%
3 SCHZ SCHWAB STRATEGIC TR 495,023.0 $11.4M 2.24% +97K +24.4% $23.13 -1.4%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,871.0 $8.9M 1.73% +1K +12.1% $746.76 +2.2%
5 SPYM SPDR SERIES TRUST 100,050.0 $8.8M 1.72% +48K +92.9% $87.88 +2.3%
6 SCHX SCHWAB STRATEGIC TR 290,411.0 $8.5M 1.67% +19K +7.0% $29.43 +2.4%
7 MSFT MICROSOFT CORP Technology 21,552.0 $8.0M 1.57% +577.0 +2.8% $373.03 +30.6%
8 IVV ISHARES TR 9,897.0 $7.4M 1.45% +1K +13.2% $748.89 +2.4%
9 TSLA TESLA INC Consumer Cyclical 16,873.0 $7.1M 1.39% +1K +7.8% $420.61 -17.0%
10 CGBL CAPITAL GROUP CORE BALANCED 176,327.0 $6.7M 1.31% +8K +5.0% $37.96 +0.6%
11 SCHF SCHWAB STRATEGIC TR 201,709.0 $5.6M 1.09% +8K +4.0% $27.70 +2.2%
12 GOOGL ALPHABET INC Communication Services 14,520.0 $5.2M 1.01% +429.0 +3.0% $357.36 -2.6%
13 FNDX SCHWAB STRATEGIC TR 165,667.0 $5.2M 1.01% +17K +11.2% $31.10 +4.7%
14 AMAT APPLIED MATLS INC Technology 6,913.0 $5.0M 0.98% +3K +65.7% $723.00 -33.0%
15 PVAL PUTNAM ETF TRUST 92,966.0 $4.7M 0.93% +26K +38.3% $50.95 +6.8%
16 AMZN AMAZON COM INC Consumer Cyclical 19,662.0 $4.7M 0.92% +177.0 +0.9% $238.34 +10.0%
17 SCHG SCHWAB STRATEGIC TR 131,508.0 $4.5M 0.87% +9K +7.0% $33.84 +3.9%
18 DYNF BLACKROCK ETF TRUST 61,184.0 $4.2M 0.81% +19K +45.2% $68.01 +1.2%
19 IVW ISHARES TR 29,874.0 $4.1M 0.80% +12K +70.9% $137.53 +0.3%
20 IUSB ISHARES TR 83,511.0 $3.9M 0.75% +45K +114.8% $46.15 -1.4%
Page 1 of 7  ·  125 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 22.0%
Technology 21.7%
Financial Services 16.7%
Utilities 11.6%
Consumer Cyclical 8.9%
Healthcare 7.9%
Communication Services 4.8%
Consumer Defensive 4.2%
Energy 1.2%
Real Estate 1.1%