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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 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLACKROCK ETF TRUST 9,020.0 $723K 0.14% -425.0 -4.5% $80.16
42 UNH UNITEDHEALTH GROUP INC Healthcare 1,580.0 $657K 0.13% -774.0 -32.9% $415.52 -4.0%
43 GLD SPDR GOLD TR Financial Services 1,746.0 $643K 0.13% -2K -56.5% $368.38 +15.8%
44 LH LABCORP HOLDINGS INC Healthcare 2,175.0 $609K 0.12% -184.0 -7.8% $280.06 +21.2%
45 DIVB ISHARES TR 9,339.0 $575K 0.11% -1K -12.9% $61.60 +12.2%
46 XOM EXXON MOBIL CORP Energy 4,071.0 $557K 0.11% -1K -22.0% $136.70 +20.0%
47 IEMG ISHARES INC 6,684.0 $554K 0.11% -9K -58.5% $82.84 -2.8%
48 IBHG ISHARES TR 24,374.0 $538K 0.10% -14K -36.9% $22.08 -0.3%
49 TFLR T ROWE PRICE EXCHANGE-TRADED 10,457.0 $527K 0.10% -9K -47.4% $50.41 +0.8%
50 GLDM WORLD GOLD TR Financial Services 6,609.0 $525K 0.10% -4K -39.9% $79.42 +15.9%
51 XMHQ INVESCO EXCHANGE TRADED FD T 4,500.0 $508K 0.10% -4K -50.0% $112.88 +5.2%
52 TENB TENABLE HLDGS INC Technology 12,940.0 $477K 0.09% -11K -44.9% $36.88 -8.0%
53 CNI CANADIAN NATL RY CO Industrials 3,883.0 $463K 0.09% -2K -32.4% $119.24 +6.8%
54 EVH EVOLENT HEALTH INC Healthcare 83,805.0 $454K 0.09% -90K -51.8% $5.42 -12.9%
55 DHS WISDOMTREE TR 3,906.0 $444K 0.09% -86.0 -2.1% $113.68 +5.2%
56 USXF ISHARES TR 6,085.0 $423K 0.08% -579.0 -8.7% $69.46 -2.8%
57 AOM ISHARES TR 8,120.0 $405K 0.08% -520.0 -6.0% $49.89 -0.3%
58 VB VANGUARD INDEX FDS 1,311.0 $397K 0.08% -60.0 -4.4% $303.19 -0.1%
59 EFG ISHARES TR 3,155.0 $393K 0.08% -1K -29.5% $124.41 +0.5%
60 KO COCA COLA CO Consumer Defensive 4,705.0 $382K 0.07% -2K -26.8% $81.26 +13.2%
Page 3 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%