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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 6 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5,092.0 $519K 0.10% +65.0 +1.3% $101.88 +14.9%
102 AVGO BROADCOM INC Technology 1,353.0 $511K 0.10% +196.0 +16.9% $377.75 -5.6%
103 SCHW SCHWAB CHARLES CORP Financial Services 5,426.0 $501K 0.10% +57.0 +1.1% $92.27 +21.7%
104 CGNG CAPITAL GROUP NEW GEOGRAPHY 12,987.0 $486K 0.10% +968.0 +8.1% $37.46 -1.2%
105 MA MASTERCARD INCORPORATED Financial Services 907.0 $466K 0.09% +104.0 +12.9% $513.74 +16.7%
106 NOBL PROSHARES TR 8,062.0 $453K 0.09% +4K +100.0% $56.16 +4.4%
107 AOK ISHARES TR 10,203.0 $423K 0.08% +4K +53.6% $41.48 +0.0%
108 VUG VANGUARD INDEX FDS 4,532.0 $390K 0.08% +4K +501.9% $86.14 +1.5%
109 GS GOLDMAN SACHS GROUP INC Financial Services 354.0 $358K 0.07% +61.0 +20.8% $1011.69 +4.7%
110 ESGE ISHARES INC 6,457.0 $353K 0.07% +179.0 +2.9% $54.69 -1.1%
111 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,520.0 $350K 0.07% +1K +15.8% $33.29 +34.3%
112 MCD MCDONALDS CORP Consumer Cyclical 1,284.0 $347K 0.07% +58.0 +4.7% $270.40 -0.9%
113 VCIT VANGUARD SCOTTSDALE FDS 3,934.0 $325K 0.06% +126.0 +3.3% $82.65 -1.3%
114 MET METLIFE INC Financial Services 3,840.0 $325K 0.06% +86.0 +2.3% $84.61 +13.3%
115 SCHP SCHWAB STRATEGIC TR 12,076.0 $320K 0.06% +2K +14.8% $26.50 -1.5%
116 NFLX NETFLIX INC. Communication Services 4,466.0 $319K 0.06% +529.0 +13.4% $71.40 +15.2%
117 AGG ISHARES TR 3,212.0 $318K 0.06% +52.0 +1.6% $98.98 -1.0%
118 IGV ISHARES TR 3,466.0 $314K 0.06% +442.0 +14.6% $90.60 +12.4%
119 VOO VANGUARD INDEX FDS 444.0 $305K 0.06% +29.0 +7.0% $687.49 +2.4%
120 GILD GILEAD SCIENCES INC Healthcare 2,116.0 $267K 0.05% +282.0 +15.4% $126.34 +17.8%
Page 6 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%