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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 13 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GILD GILEAD SCIENCES INC Healthcare 2,116.0 $267K 0.05% +282.0 +15.4% $126.34 +17.8%
242 NANR SPDR INDEX SHS FDS 3,527.0 $266K 0.05% -337.0 -8.7% $75.50 +20.0%
243 SOFI SOFI TECHNOLOGIES INC Financial Services 14,694.0 $263K 0.05% NEW $17.93 +6.0%
244 FIW FIRST TR EXCHANGE-TRADED FD 2,378.0 $260K 0.05% +527.0 +28.5% $109.51 +0.9%
245 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 23,657.0 $260K 0.05% $10.99 -3.3%
246 VGIT VANGUARD SCOTTSDALE FDS 4,360.0 $257K 0.05% NEW $58.98 -0.7%
247 FDN FIRST TR EXCHANGE-TRADED FD 949.0 $251K 0.05% -55.0 -5.5% $264.72 +8.6%
248 IAGG ISHARES TR 4,939.0 $250K 0.05% -6K -53.2% $50.60 -1.2%
249 ADBE ADOBE INC Technology 1,207.0 $247K 0.05% -1K -45.9% $205.02 +33.6%
250 CAT CATERPILLAR INC Industrials 232.0 $247K 0.05% NEW $1064.90 -23.8%
251 PFF ISHARES TR 8,052.0 $245K 0.05% -10K -54.6% $30.49 +0.6%
252 CVS CVS HEALTH CORP Healthcare 2,367.0 $245K 0.05% -318.0 -11.8% $103.46 -10.2%
253 QCOM QUALCOMM INC Technology 1,311.0 $242K 0.05% -836.0 -38.9% $184.76 -13.1%
254 CGHM CAPITAL GRP FIXED INCM ETF T 9,271.0 $240K 0.05% +665.0 +7.7% $25.85 -1.6%
255 GSK GSK PLC Healthcare 4,568.0 $239K 0.05% $52.42 -0.7%
256 SYSB ISHARES TR 2,694.0 $239K 0.05% -350.0 -11.5% $88.72 -1.0%
257 CIBR FIRST TR EXCHANGE-TRADED FD 2,614.0 $235K 0.05% -1K -35.3% $89.85 +2.9%
258 HSIC SCHEIN HENRY INC Healthcare 2,799.0 $234K 0.05% -1K -29.7% $83.52 +7.3%
259 XBI SPDR SERIES TRUST 1,464.0 $232K 0.04% -773.0 -34.6% $158.20 +6.9%
260 FLRN SPDR SERIES TRUST 7,422.0 $229K 0.04% NEW $30.85 -0.1%
Page 13 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%