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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 10 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XMHQ INVESCO EXCHANGE TRADED FD T 4,500.0 $508K 0.10% -4K -50.0% $112.88 +5.0%
182 SCHW SCHWAB CHARLES CORP Financial Services 5,426.0 $501K 0.10% +57.0 +1.1% $92.27 +21.7%
183 CGNG CAPITAL GROUP NEW GEOGRAPHY 12,987.0 $486K 0.10% +968.0 +8.1% $37.46 -1.2%
184 TENB TENABLE HLDGS INC Technology 12,940.0 $477K 0.09% -11K -44.9% $36.88 -11.1%
185 MA MASTERCARD INCORPORATED Financial Services 907.0 $466K 0.09% +104.0 +12.9% $513.74 +16.7%
186 CNI CANADIAN NATL RY CO Industrials 3,883.0 $463K 0.09% -2K -32.4% $119.24 +6.6%
187 MU MICRON TECHNOLOGY INC Technology 400.0 $462K 0.09% NEW $1154.29 -19.2%
188 EVH EVOLENT HEALTH INC Healthcare 83,805.0 $454K 0.09% -90K -51.8% $5.42 -9.8%
189 NOBL PROSHARES TR 8,062.0 $453K 0.09% +4K +100.0% $56.16 +4.4%
190 DHS WISDOMTREE TR 3,906.0 $444K 0.09% -86.0 -2.1% $113.68 +5.2%
191 AOK ISHARES TR 10,203.0 $423K 0.08% +4K +53.6% $41.48 +0.0%
192 USXF ISHARES TR 6,085.0 $423K 0.08% -579.0 -8.7% $69.46 -2.2%
193 APOS APOLLO GLOBAL MGMT INC 3,521.0 $417K 0.08% $118.31
194 FINW FINWISE BANCORP Financial Services 28,022.0 $406K 0.08% $14.50 -4.3%
195 AOM ISHARES TR 8,120.0 $405K 0.08% -520.0 -6.0% $49.89 +0.2%
196 IDEQ LAZARD ACTIVE ETF TR 11,500.0 $403K 0.08% NEW $35.07 +3.1%
197 VB VANGUARD INDEX FDS 1,311.0 $397K 0.08% -60.0 -4.4% $303.19 -0.1%
198 EFG ISHARES TR 3,155.0 $393K 0.08% -1K -29.5% $124.41 +1.4%
199 VUG VANGUARD INDEX FDS 4,532.0 $390K 0.08% +4K +501.9% $86.14 +1.5%
200 CALL TESLA INC 9,600.0 $387K 0.08% NEW $40.31
Page 10 of 15  ·  282 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%