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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 5 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHH SCHWAB STRATEGIC TR 72,954.0 $1.7M 0.34% +2K +2.7% $23.68 +2.0%
82 CGGR CAPITAL GROUP GROWTH ETF 36,488.0 $1.7M 0.34% $47.20 -0.5%
83 WM WASTE MGMT INC DEL Industrials 7,691.0 $1.7M 0.34% +297.0 +4.0% $222.89 +0.7%
84 JEPQ J P MORGAN EXCHANGE TRADED F 27,365.0 $1.7M 0.33% NEW $61.46 -2.8%
85 IJH ISHARES TR 21,523.0 $1.7M 0.33% +4K +21.6% $77.11 -1.3%
86 V VISA INC Financial Services 4,811.0 $1.7M 0.32% +228.0 +5.0% $343.06 +11.5%
87 CGGO CAPITAL GROUP GBL GROWTH EQT 38,973.0 $1.6M 0.32% $42.33 -4.0%
88 MGC VANGUARD WORLD FD 6,000.0 $1.6M 0.32% $273.63 +2.5%
89 SCHA SCHWAB STRATEGIC TR 44,699.0 $1.6M 0.32% +3K +7.5% $36.13 -4.2%
90 CGGE CAPITAL GROUP GLOBAL EQUITY 45,268.0 $1.6M 0.31% -1K -2.9% $35.24 +0.7%
91 SPTL SPDR SERIES TRUST 60,468.0 $1.6M 0.31% +4K +7.5% $26.23 -3.3%
92 HD HOME DEPOT INC Consumer Cyclical 4,468.0 $1.6M 0.31% +998.0 +28.8% $352.67 -4.9%
93 AOA ISHARES TR 15,912.0 $1.6M 0.30% -157.0 -1.0% $97.60 +1.5%
94 BLCR BLACKROCK ETF TRUST 30,264.0 $1.5M 0.30% NEW $50.37 -2.4%
95 IALT BLACKROCK ETF TRUST 54,287.0 $1.5M 0.30% NEW $28.05 +3.1%
96 FDLO FIDELITY COVINGTON TRUST 22,081.0 $1.5M 0.29% -4K -14.1% $68.33 +6.7%
97 XTEN BONDBLOXX ETF TRUST 32,998.0 $1.5M 0.29% +7K +25.9% $45.58 -2.1%
98 ESGU ISHARES TR 9,022.0 $1.5M 0.29% -2K -14.9% $163.67 +2.5%
99 IBHF ISHARES TR 64,689.0 $1.5M 0.29% -197K -75.3% $22.65 -0.5%
100 TQQQ PROSHARES TR 17,454.0 $1.4M 0.28% -1K -7.8% $81.00 -13.0%
Page 5 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%