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Portfolio (Quarterly) Guide ↗

Tempo Wealth, LLC

· CIK 0002112005
13F Portfolio $573M AUM 213 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 124 Added 48 Reduced 12 Exited
Page 2 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFA ISHARES TR 44,160.0 $4.3M 0.75% +5K +12.3% $97.13 +8.2%
22 JNJ JOHNSON & JOHNSON Healthcare 17,153.0 $4.2M 0.73% +171.0 +1.0% $244.44 -5.8%
23 TSLA TESLA INC Consumer Cyclical 11,088.0 $4.1M 0.72% +244.0 +2.2% $371.74 +16.6%
24 JPM JPMORGAN CHASE & CO Financial Services 13,484.0 $4.0M 0.69% +2K +19.3% $294.16 +4.3%
25 BERKSHIRE HATHAWAY INC DEL 8,131.0 $3.9M 0.68% +271.0 +3.5% $479.22
26 MDYG SPDR SERIES TRUST 40,401.0 $3.9M 0.68% +3K +8.0% $95.96 +13.4%
27 BSCS INVESCO EXCH TRD SLF IDX FD 168,642.0 $3.4M 0.60% +49K +40.7% $20.42 -0.3%
28 PLTR PALANTIR TECHNOLOGIES INC Technology 21,927.0 $3.2M 0.56% +3K +15.4% $146.28 -6.6%
29 LOW LOWES COS INC Consumer Cyclical 13,005.0 $3.1M 0.54% +1K +8.7% $236.28 -10.2%
30 GS GOLDMAN SACHS GROUP INC Financial Services 3,600.0 $3.0M 0.53% +354.0 +10.9% $845.98 +17.6%
31 TLT ISHARES TR 29,729.0 $2.6M 0.45% +9K +43.2% $86.69 -1.9%
32 XLK SELECT SECTOR SPDR TR 19,162.0 $2.5M 0.44% +244.0 +1.3% $132.90 +39.4%
33 SLYG SPDR SERIES TRUST 25,788.0 $2.5M 0.43% +2K +7.6% $96.62 +14.0%
34 V VISA INC Financial Services 7,958.0 $2.4M 0.42% +135.0 +1.7% $302.23 +8.0%
35 BSCR INVESCO EXCH TRD SLF IDX FD 108,628.0 $2.1M 0.37% +36K +48.8% $19.62 +0.0%
36 WMT WALMART INC Consumer Defensive 16,295.0 $2.0M 0.35% +3K +21.1% $124.28 -3.2%
37 SO SOUTHERN CO Utilities 20,295.0 $2.0M 0.34% +3K +19.7% $96.52 -2.5%
38 RKLB ROCKET LAB CORP Industrials 27,277.0 $1.8M 0.30% +823.0 +3.1% $64.22 +123.0%
39 VWO VANGUARD INTL EQUITY INDEX F 31,857.0 $1.7M 0.30% +14K +83.4% $54.05 +11.4%
40 BLK BLACKROCK INC Financial Services 1,779.0 $1.7M 0.30% +248.0 +16.2% $961.95 +12.0%
Page 2 of 7  ·  124 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 28.4%
Financial Services 26.5%
Technology 22.7%
Communication Services 7.4%
Consumer Cyclical 6.9%
Consumer Defensive 2.8%
Healthcare 2.5%
Utilities 1.6%
Energy 0.6%
Basic Materials 0.5%