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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 6 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPLV INVESCO EXCH TRADED FD TR II 18,477.0 $1.4M 0.27% +204.0 +1.1% $74.90 +1.0%
102 O REALTY INCOME CORP Real Estate 21,682.0 $1.3M 0.26% +15K +223.2% $61.96 +1.2%
103 RTX RTX CORPORATION Industrials 7,013.0 $1.3M 0.26% -649.0 -8.5% $189.73 +10.3%
104 SPYV SPDR SERIES TRUST 21,611.0 $1.3M 0.26% +364.0 +1.7% $60.79 +4.6%
105 AOR ISHARES TR 18,853.0 $1.3M 0.26% -188.0 -1.0% $69.50 +0.7%
106 THRO BLACKROCK ETF TRUST 29,687.0 $1.3M 0.25% +6K +24.0% $43.11 +1.0%
107 SCHO SCHWAB STRATEGIC TR 52,725.0 $1.3M 0.25% +9K +19.6% $24.14 -0.1%
108 GGOV BLACKROCK ETF TRUST II 24,661.0 $1.2M 0.24% NEW $50.29 -0.1%
109 SPHY SPDR SERIES TRUST 52,438.0 $1.2M 0.24% -8K -13.3% $23.44 -0.4%
110 VYM VANGUARD WHITEHALL FDS 7,679.0 $1.2M 0.24% -1K -14.2% $158.03 +4.3%
111 PLTR PALANTIR TECHNOLOGIES INC Technology 10,262.0 $1.2M 0.23% +1K +13.4% $116.67 +50.7%
112 HSY HERSHEY CO Consumer Defensive 6,755.0 $1.2M 0.23% +75.0 +1.1% $175.45 +6.4%
113 GOOG ALPHABET INC 3,354.0 $1.2M 0.23% -67.0 -2.0% $353.35
114 PFE PFIZER INC Healthcare 48,325.0 $1.2M 0.23% +26K +116.8% $24.08 +18.1%
115 SHLD GLOBAL X FDS 19,462.0 $1.2M 0.23% +15K +356.0% $59.71 +10.0%
116 PEP PEPSICO INC Consumer Defensive 8,313.0 $1.1M 0.22% +753.0 +10.0% $135.40 +5.3%
117 ABBV ABBVIE INC Healthcare 4,457.0 $1.1M 0.22% +57.0 +1.3% $251.63 +5.8%
118 AVEM AMERICAN CENTY ETF TR 11,596.0 $1.1M 0.22% -302.0 -2.5% $96.49 -2.1%
119 WYNN WYNN RESORTS LTD Consumer Cyclical 11,460.0 $1.1M 0.22% -469.0 -3.9% $97.09 +1.2%
120 SPDR SERIES TRUST 35,340.0 $1.1M 0.21% +1K +3.5% $31.18
Page 6 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%