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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 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RTX RTX CORPORATION Industrials 7,013.0 $1.3M 0.26% -649.0 -8.5% $189.73 +10.3%
22 AOR ISHARES TR 18,853.0 $1.3M 0.26% -188.0 -1.0% $69.50 +0.3%
23 SPHY SPDR SERIES TRUST 52,438.0 $1.2M 0.24% -8K -13.3% $23.44 -0.6%
24 VYM VANGUARD WHITEHALL FDS 7,679.0 $1.2M 0.24% -1K -14.2% $158.03 +4.5%
25 GOOG ALPHABET INC 3,354.0 $1.2M 0.23% -67.0 -2.0% $353.35
26 AVEM AMERICAN CENTY ETF TR 11,596.0 $1.1M 0.22% -302.0 -2.5% $96.49 -3.5%
27 WYNN WYNN RESORTS LTD Consumer Cyclical 11,460.0 $1.1M 0.22% -469.0 -3.9% $97.09 +2.4%
28 INTC INTEL CORP Technology 7,747.0 $1.1M 0.21% -1K -11.9% $139.63 -37.5%
29 EFV ISHARES TR 13,119.0 $1.0M 0.20% -18K -57.3% $76.55 +7.4%
30 QUAL ISHARES TR 4,360.0 $957K 0.19% -5K -51.3% $219.41 +2.0%
31 BINC BLACKROCK ETF TRUST II 16,845.0 $882K 0.17% -6K -26.2% $52.34 -0.6%
32 REGL PROSHARES TR 9,470.0 $867K 0.17% -2K -15.3% $91.57 +2.7%
33 TGT TARGET CORP Consumer Defensive 6,574.0 $859K 0.17% -1K -15.1% $130.62 +30.1%
34 SPYG SPDR SERIES TRUST 7,097.0 $844K 0.17% -604.0 -7.8% $118.99 +0.3%
35 PPA INVESCO EXCHANGE TRADED FD T 4,615.0 $815K 0.16% -16K -77.3% $176.66 -3.3%
36 AMLP ALPS ETF TR 15,111.0 $784K 0.15% -15K -49.8% $51.85 +5.9%
37 DIS DISNEY WALT CO Communication Services 8,091.0 $779K 0.15% -2K -22.7% $96.25 +14.9%
38 AMD ADVANCED MICRO DEVICES INC Technology 1,295.0 $752K 0.15% -40.0 -3.0% $580.91 -21.4%
39 VZ VERIZON COMMUNICATIONS INC Communication Services 17,739.0 $751K 0.15% -2K -9.0% $42.34 +18.4%
40 SMH VANECK ETF TRUST 1,123.0 $737K 0.14% -19.0 -1.7% $655.94 -16.6%
Page 2 of 5  ·  92 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%