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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 6 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GD GENERAL DYNAMICS CORP Industrials 1,104.0 $379K 0.07% +10.0 +0.9% $343.36 +0.4%
102 UFOX ETF SER SOLUTIONS 5,488.0 $374K 0.07% +28.0 +0.5% $68.17 +50.1%
103 VTC VANGUARD SCOTTSDALE FDS 4,788.0 $368K 0.06% +38.0 +0.8% $76.83 -0.2%
104 TDG TRANSDIGM GROUP INC Industrials 315.0 $365K 0.06% +2.0 +0.6% $1158.96 +5.8%
105 SPYD SPDR SERIES TRUST 7,731.0 $352K 0.06% +77.0 +1.0% $45.52 +4.6%
106 BAC BANK AMERICA CORP Financial Services 7,216.0 $352K 0.06% +2K +40.7% $48.75 +7.1%
107 IEI ISHARES TR 2,866.0 $340K 0.06% +117.0 +4.3% $118.59 -1.0%
108 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,120.0 $328K 0.06% +6.0 +0.5% $292.87 +32.4%
109 DDOG DATADOG INC Technology 2,756.0 $325K 0.06% +1K +80.1% $118.05 +89.5%
110 BSCV INVESCO EXCH TRD SLF IDX FD 19,730.0 $325K 0.06% +6K +43.1% $16.46 -0.4%
111 PEP PEPSICO INC Consumer Defensive 2,058.0 $320K 0.06% +73.0 +3.7% $155.28 -6.2%
112 MRK MERCK & CO INC Healthcare 2,632.0 $317K 0.06% +413.0 +18.6% $120.31 -0.5%
113 MS MORGAN STANLEY Financial Services 1,877.0 $309K 0.05% +66.0 +3.6% $164.56 +22.6%
114 LIN LINDE PLC Basic Materials 607.0 $301K 0.05% +11.0 +1.9% $495.68 +3.9%
115 DG DOLLAR GEN CORP Consumer Defensive 2,422.0 $288K 0.05% +309.0 +14.6% $118.75 -12.8%
116 QCOM QUALCOMM INC Technology 2,221.0 $286K 0.05% +135.0 +6.5% $128.79 +93.2%
117 MCK MCKESSON CORP Healthcare 329.0 $285K 0.05% +59.0 +21.9% $865.35 -12.8%
118 VCIT VANGUARD SCOTTSDALE FDS 3,362.0 $278K 0.05% +436.0 +14.9% $82.76 -0.3%
119 IONQ IONQ INC Technology 8,594.0 $248K 0.04% +1K +16.8% $28.83 +120.7%
120 SLV ISHARES SILVER TR Financial Services 3,561.0 $243K 0.04% +191.0 +5.7% $68.14 +2.3%
Page 6 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%