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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 2 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 11,735.0 $3.8M 0.75% +437.0 +3.9% $327.34 +8.5%
22 IDMO INVESCO EXCH TRADED FD TR II 56,380.0 $3.4M 0.67% +39K +217.6% $60.29 +4.9%
23 JEPI J P MORGAN EXCHANGE TRADED F 58,552.0 $3.3M 0.65% +55K +1509.0% $56.48 +3.0%
24 AIRR FIRST TR EXCHANGE TRADED FD 23,831.0 $3.2M 0.62% +11K +89.1% $133.25 -15.9%
25 CSCO CISCO SYS INC Technology 25,985.0 $3.1M 0.60% +775.0 +3.1% $117.46 -5.3%
26 WMT WALMART INC Consumer Defensive 26,325.0 $3.0M 0.58% +307.0 +1.2% $113.26 -7.4%
27 FNDF SCHWAB STRATEGIC TR 56,495.0 $3.0M 0.58% +2K +2.9% $52.76 +5.8%
28 J P MORGAN EXCHANGE TRADED F 58,433.0 $3.0M 0.58% +53K +930.0% $50.57
29 IVE ISHARES TR 12,545.0 $2.8M 0.56% +5K +68.2% $227.06 +4.6%
30 LLY ELI LILLY & CO Healthcare 2,351.0 $2.8M 0.55% +57.0 +2.5% $1199.50 +4.5%
31 CGMU CAPITAL GRP FIXED INCM ETF T 101,521.0 $2.8M 0.55% +9K +9.6% $27.47 -1.3%
32 PKW INVESCO EXCHANGE TRADED FD T 18,640.0 $2.6M 0.52% +8K +70.3% $141.66 +6.7%
33 IWM ISHARES TR 8,782.0 $2.6M 0.52% +361.0 +4.3% $300.44 -0.6%
34 RKLB ROCKET LAB CORP Industrials 25,634.0 $2.6M 0.51% +1K +5.7% $101.65 -33.6%
35 CGDG CAPITAL GROUP DIVIDEND GROWE 67,781.0 $2.5M 0.50% +2K +2.9% $37.51 +3.8%
36 TLT ISHARES TR 29,236.0 $2.5M 0.49% +13K +82.8% $86.42 -3.6%
37 SPAB SPDR SERIES TRUST 95,267.0 $2.4M 0.47% +5K +5.9% $25.52 -1.2%
38 SPHQ INVESCO EXCHANGE TRADED FD T 26,852.0 $2.4M 0.47% +6K +29.7% $90.10 -4.5%
39 DGRW WISDOMTREE TR 24,200.0 $2.3M 0.45% +347.0 +1.4% $95.62 +3.9%
40 AMGN AMGEN INC Healthcare 6,252.0 $2.3M 0.44% +150.0 +2.5% $362.14 +22.7%
Page 2 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%