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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 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACWX ISHARES TR 34,871.0 $2.7M 0.52% NEW $76.11 +1.8%
2 BLACKROCK ETF TRUST 61,365.0 $2.2M 0.44% NEW $36.60
3 UWM PROSHARES TR 33,257.0 $2.2M 0.44% NEW $67.23 -2.5%
4 JEPQ J P MORGAN EXCHANGE TRADED F 27,365.0 $1.7M 0.33% NEW $61.46 -3.3%
5 BLCR BLACKROCK ETF TRUST 30,264.0 $1.5M 0.30% NEW $50.37 -3.0%
6 IALT BLACKROCK ETF TRUST 54,287.0 $1.5M 0.30% NEW $28.05 +3.0%
7 GGOV BLACKROCK ETF TRUST II 24,661.0 $1.2M 0.24% NEW $50.29 -0.4%
8 DLR DIGITAL RLTY TR INC Real Estate 5,504.0 $988K 0.19% NEW $179.57 +5.0%
9 IUS INVESCO EXCH TRD SLF IDX FD 14,530.0 $953K 0.19% NEW $65.58 +6.7%
10 HONEYWELL INTL INC 3,796.0 $850K 0.17% NEW $223.90
11 HONEYWELL AEROSPACE INC 3,796.0 $839K 0.16% NEW $221.08
12 GMO ETF TRUST 18,220.0 $683K 0.13% NEW $37.48
13 J P MORGAN EXCHANGE TRADED F 13,202.0 $622K 0.12% NEW $47.15
14 RSG REPUBLIC SVCS INC Industrials 2,747.0 $585K 0.11% NEW $213.08 +4.7%
15 MU MICRON TECHNOLOGY INC Technology 400.0 $462K 0.09% NEW $1154.29 -21.1%
16 IDEQ LAZARD ACTIVE ETF TR 11,500.0 $403K 0.08% NEW $35.07 +2.1%
17 CALL TESLA INC 9,600.0 $387K 0.08% NEW $40.31
18 PYLD PIMCO ETF TR 13,998.0 $371K 0.07% NEW $26.52 -1.2%
19 ZS ZSCALER INC Technology 2,411.0 $340K 0.07% NEW $141.15 +24.7%
20 PG PROCTER & GAMBLE CO Consumer Defensive 2,297.0 $337K 0.07% NEW $146.61 -0.0%
Page 1 of 2  ·  38 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%