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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 4 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 META META PLATFORMS INC Communication Services 3,959.0 $2.2M 0.44% +334.0 +9.2% $563.24 +0.3%
62 GOVT ISHARES TR 96,656.0 $2.2M 0.43% +82K +544.4% $22.78 -1.1%
63 SPDW SPDR INDEX SHS FDS 43,168.0 $2.2M 0.42% +2K +4.7% $50.39 +3.4%
64 JNJ JOHNSON & JOHNSON Healthcare 8,489.0 $2.2M 0.42% +426.0 +5.3% $253.98 +6.9%
65 SHV ISHARES TR 19,505.0 $2.2M 0.42% +1K +7.5% $110.35 -0.0%
66 BAI BLACKROCK ETF TRUST 39,879.0 $2.1M 0.41% +14K +55.6% $52.72 -16.7%
67 DSI ISHARES TR 14,726.0 $2.1M 0.41% $142.39 +2.9%
68 CGUS CAPITAL GROUP CORE EQUITY ET 46,808.0 $2.1M 0.41% $44.48 +1.6%
69 SPEM SPDR INDEX SHS FDS 38,576.0 $2.0M 0.39% +3K +7.2% $51.78 +1.0%
70 EAGG ISHARES TR 41,465.0 $2.0M 0.38% +2K +3.8% $47.41 -1.2%
71 GRNY TIDAL TRUST I 70,680.0 $2.0M 0.38% -36K -33.9% $27.65 +0.5%
72 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 30,447.0 $1.9M 0.38% $64.01 +14.6%
73 DVY ISHARES TR 12,300.0 $1.9M 0.38% -826.0 -6.3% $156.30 +4.6%
74 TJX TJX COS INC NEW Consumer Cyclical 12,653.0 $1.9M 0.38% +376.0 +3.1% $151.50 -7.4%
75 VYMI VANGUARD WHITEHALL FDS 19,376.0 $1.9M 0.37% +766.0 +4.1% $98.20 +7.3%
76 BA BOEING CO Industrials 8,732.0 $1.9M 0.37% +511.0 +6.2% $216.47 -2.1%
77 MBB ISHARES TR 19,858.0 $1.9M 0.37% +9K +82.6% $94.52 -1.0%
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,971.0 $1.8M 0.36% +45.0 +2.3% $935.40 +3.3%
79 BAC BANK OF AMER CORP Financial Services 31,921.0 $1.8M 0.36% $56.98 +9.2%
80 JBHT HUNT J B TRANS SVCS INC Industrials 5,987.0 $1.7M 0.34% +213.0 +3.7% $289.41 -9.9%
Page 4 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%