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Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $436M AUM 275 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 118 Added 100 Reduced 21 Exited
Page 7 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HOOD ROBINHOOD MKTS INC Financial Services 8,307.0 $940K 0.21% +697.0 +9.2% $113.10 -34.9%
122 GLDM WORLD GOLD TR Financial Services 11,004.0 $939K 0.21% +483.0 +4.6% $85.37 +4.5%
123 THRO BLACKROCK ETF TRUST 23,937.0 $923K 0.21% +1K +5.8% $38.56 +10.7%
124 XMHQ INVESCO EXCHANGE TRADED FD T 9,000.0 $922K 0.21% -2K -18.2% $102.42 +5.9%
125 SCHC SCHWAB STRATEGIC TR 20,206.0 $920K 0.21% +962.0 +5.0% $45.53 +10.4%
126 AVEM AMERICAN CENTY ETF TR 11,898.0 $916K 0.21% +3K +41.3% $77.02 +20.8%
127 JD JD.COM INC Consumer Cyclical 30,984.0 $889K 0.20% +4K +16.6% $28.70 +6.3%
128 CGCP CAPITAL GRP FIXED INCM ETF T 39,056.0 $884K 0.20% +2K +5.2% $22.64 -1.6%
129 LQD ISHARES TR 7,928.0 $874K 0.20% -364.0 -4.4% $110.20 -1.7%
130 ULTA ULTA BEAUTY INC Consumer Cyclical 1,433.0 $867K 0.20% -21.0 -1.4% $605.01 -14.9%
131 IBHG ISHARES TR 38,609.0 $862K 0.20% +8K +25.3% $22.32 -0.8%
132 BAI BLACKROCK ETF TRUST 25,625.0 $853K 0.20% +3K +11.3% $33.30 +43.6%
133 SNA SNAP ON INC Industrials 2,430.0 $837K 0.19% -52.0 -2.1% $344.64 +6.4%
134 SPYG SPDR SERIES TRUST 7,701.0 $822K 0.19% -2K -21.3% $106.70 +10.9%
135 SCHE SCHWAB STRATEGIC TR 24,327.0 $797K 0.18% +614.0 +2.6% $32.75 +9.2%
136 VZ VERIZON COMMUNICATIONS INC Communication Services 19,486.0 $794K 0.18% -5K -21.8% $40.73 +18.7%
137 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,517.0 $783K 0.18% +282.0 +2.0% $53.94 +10.2%
138 ADBE ADOBE INC Technology 2,229.0 $780K 0.18% +192.0 +9.4% $349.99 -30.1%
139 UNH UNITEDHEALTH GROUP INC Healthcare 2,354.0 $777K 0.18% +1K +126.3% $330.08 +17.7%
140 QQQM INVESCO EXCH TRADED FD TR II 3,068.0 $776K 0.18% +369.0 +13.7% $252.92 +16.8%
Page 7 of 14  ·  275 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
Technology 23.4%
Industrials 20.3%
Financial Services 17.0%
Consumer Cyclical 10.4%
Healthcare 9.2%
Utilities 7.2%
Communication Services 6.5%
Consumer Defensive 4.4%
Energy 1.1%
Basic Materials 0.2%