Tempus Wealth Planning, LLC

CIK: 0001806428SEC EDGAR →

Portfolio Value

$436.5M

Holdings

275

As of

Q4 2025

New Positions

272

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	GE GE AEROSPACE	88,107	$27.1M	6.22%
2	GEV GE VERNOVA INC	21,455	$14.0M	3.21%
3	NVDA NVIDIA CORPORATION	64,957	$12.1M	2.78%
4	CGDG CAPITAL GROUP DIVIDEND VALUE	251,817	$11.0M	2.52%
5	MSFT MICROSOFT CORP	20,975	$10.1M	2.32%
6	AAPL APPLE INC	35,514	$9.7M	2.21%
7	KLMN INVESCO EXCH TRADED FD TR II	78,568	$9.4M	2.15%
8	SCHZ SCHWAB STRATEGIC TR	397,795	$9.3M	2.13%
9	NDQ INVESCO QQQ TR	14,448	$8.9M	2.03%
10	SPTM SPDR SERIES TRUST	97,649	$8.1M	1.85%

Quarterly Changes

Top Buys

GENEW

$27.1M

GEVNEW

$14.0M

NVDANEW

$12.1M

CGDGNEW

$11.0M

MSFTNEW

$10.1M

Top Sells

No sells this quarter

New Positions (275)

$27.1M · 88K shares

$14.0M · 21K shares

$12.1M · 65K shares

$11.0M · 252K shares

$10.1M · 21K shares

$9.7M · 36K shares

$9.4M · 79K shares

$9.3M · 398K shares

$8.9M · 14K shares

$8.1M · 98K shares

$7.3M · 271K shares

$7.2M · 11K shares

$7.0M · 16K shares

$6.0M · 262K shares

$6.0M · 9K shares

$5.9M · 168K shares

$5.3M · 137K shares

$5.3M · 24K shares

$4.8M · 52K shares

$4.7M · 194K shares

$4.5M · 19K shares

$4.4M · 14K shares

$4.2M · 52K shares

$4.1M · 149K shares

$4.0M · 123K shares

$3.8M · 53K shares

$3.7M · 64K shares

$3.6M · 11K shares

$3.5M · 70K shares

$3.2M · 20K shares

$3.1M · 16K shares

$3.1M · 67K shares

$3.0M · 9K shares

$2.9M · 26K shares

$2.8M · 14K shares

$2.6M · 107K shares

$2.6M · 42K shares

$2.5M · 93K shares

$2.5M · 30K shares

$2.5M · 55K shares

$2.5M · 2K shares

$2.4M · 82K shares

$2.4M · 4K shares

$2.3M · 66K shares

$2.3M · 90K shares

$2.2M · 31K shares

$2.2M · 17K shares

$2.1M · 24K shares

$2.1M · 8K shares

$2.0M · 18K shares

$2.0M · 6K shares

$1.9M · 25K shares

$1.9M · 40K shares

$1.9M · 15K shares

$1.9M · 5K shares

$1.9M · 12K shares

$1.9M · 47K shares

$1.9M · 13K shares

$1.8M · 41K shares

$1.8M · 39K shares

$1.8M · 8K shares

$1.8M · 9K shares

$1.7M · 32K shares

$1.7M · 26K shares

$1.7M · 24K shares

$1.7M · 36K shares

$1.7M · 19K shares

$1.7M · 8K shares

$1.7M · 2K shares

$1.6M · 7K shares

CGGR

$1.6M · 36K shares

PLTR

$1.6M · 9K shares

$1.6M · 5K shares

$1.6M · 4K shares

$1.6M · 7K shares

$1.6M · 11K shares

$1.6M · 21K shares

$1.5M · 6K shares

$1.5M · 56K shares

$1.5M · 71K shares

$1.5M · 47K shares

$1.5M · 11K shares

$1.5M · 23K shares

$1.4M · 16K shares

$1.4M · 12K shares

$1.4M · 60K shares

$1.4M · 30K shares

$1.4M · 8K shares

$1.4M · 16K shares

$1.4M · 39K shares

$1.3M · 18K shares

$1.3M · 9K shares

$1.2M · 13K shares

$1.2M · 19K shares

$1.2M · 7K shares

$1.2M · 21K shares

$1.2M · 26K shares

$1.2M · 21K shares

$1.2M · 23K shares

$1.2M · 3K shares

$1.2M · 10K shares

$1.2M · 42K shares

$1.2M · 18K shares

$1.1M · 6K shares

$1.1M · 27K shares

$1.1M · 34K shares

$1.1M · 8K shares

$1.1M · 16K shares

$1.1M · 44K shares

$1.1M · 3K shares

$1.1M · 4K shares

$1.0M · 2K shares

$1.0M · 11K shares

$1.0M · 20K shares

$1.0M · 4K shares

$998K · 19K shares

$995K · 5K shares

$986K · 18K shares

$955K · 45K shares

$941K · 11K shares

$939K · 11K shares

$939K · 8K shares

$923K · 24K shares

$921K · 9K shares

$920K · 20K shares

$916K · 12K shares

$889K · 31K shares

$884K · 39K shares

$873K · 8K shares

$866K · 1K shares

$861K · 39K shares

$853K · 26K shares

$837K · 2K shares

$821K · 8K shares

$796K · 24K shares

$793K · 19K shares

$783K · 15K shares

$780K · 2K shares

$777K · 2K shares

$775K · 3K shares

$756K · 8K shares

$752K · 26K shares

$723K · 7K shares

$708K · 27K shares

$707K · 27K shares

$706K · 28K shares

$699K · 9K shares

$695K · 174K shares

$680K · 34K shares

$675K · 12K shares

$669K · 3K shares

$668K · 3K shares

$660K · 25K shares

$640K · 13K shares

$628K · 5K shares

$619K · 5K shares

$604K · 30K shares

$601K · 19K shares

$591K · 2K shares

$569K · 11K shares

$567K · 6K shares

$567K · 37K shares

$559K · 16K shares

$558K · 4K shares

$555K · 22K shares

$552K · 2K shares

$552K · 23K shares

$549K · 18K shares

$541K · 54K shares

$538K · 23K shares

$536K · 5K shares

$527K · 11K shares

$516K · 1K shares

$512K · 19K shares

$510K · 4K shares

$509K · 4K shares

$502K · 28K shares

$489K · 8K shares

$482K · 5K shares

$458K · 803 shares

VGT

$455K · 604 shares

IBIT

$450K · 9K shares

$449K · 6K shares

$445K · 50K shares

$428K · 20K shares

$423K · 5K shares

$422K · 5K shares

$419K · 4K shares

$412K · 9K shares

$411K · 1K shares

$407K · 16K shares

$406K · 4K shares

$400K · 1K shares

$383K · 7K shares

$383K · 12K shares

$378K · 7K shares

$374K · 1K shares

$371K · 36K shares

$369K · 4K shares

$369K · 11K shares

$367K · 753 shares

$367K · 2K shares

$353K · 1K shares

$352K · 4K shares

$345K · 15K shares

$341K · 4K shares

$324K · 9K shares

$319K · 3K shares

$318K · 4K shares

$315K · 3K shares

$310K · 10K shares

$306K · 6K shares

$303K · 9K shares

$300K · 4K shares

$300K · 8K shares

$300K · 13K shares

$298K · 106K shares

$296K · 11K shares

$296K · 4K shares

$293K · 5K shares

$289K · 5K shares

$288K · 5K shares

$288K · 4K shares

$286K · 6K shares

$286K · 14K shares

$286K · 3K shares

$285K · 1K shares

$282K · 3K shares

$279K · 4K shares

$278K · 11K shares

$277K · 6K shares

$276K · 54K shares

$276K · 4K shares

$275K · 6K shares

$273K · 3K shares

$272K · 2K shares

$272K · 1K shares

$270K · 1K shares

$266K · 18K shares

$266K · 3K shares

AOK

$266K · 7K shares

LEGN

$265K · 12K shares

$264K · 7K shares

$264K · 3K shares

$263K · 6K shares

$262K · 4K shares

$260K · 415 shares

$258K · 4K shares

$258K · 3K shares

$257K · 293 shares

$253K · 1K shares

$252K · 3K shares

$250K · 24K shares

$244K · 922 shares

$243K · 5K shares

$230K · 68 shares

$225K · 2K shares

$224K · 4K shares

$224K · 5K shares

$220K · 1K shares

$219K · 9K shares

$218K · 27K shares

$215K · 1K shares

$214K · 262 shares

$213K · 3K shares

$212K · 2K shares

$210K · 4K shares

$208K · 4K shares

$201K · 2K shares

$200K · 543 shares

$200K · 4K shares

$166K · 13K shares

PHK

$110K · 23K shares

PDSB

$47K · 62K shares

EONR

$4K · 12K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	161	$250.0M	57.3%
Technology	28	$47.6M	10.9%
Industrials	9	$37.3M	8.6%
Unknown	11	$26.4M	6.1%
Consumer Cyclical	15	$20.2M	4.6%
Healthcare	24	$17.6M	4.0%
Utilities	1	$14.0M	3.2%
Communication Services	9	$11.9M	2.7%
Consumer Defensive	7	$7.8M	1.8%
Energy	7	$2.7M	0.6%
Basic Materials	2	$484K	0.1%
Real Estate	1	$378K	0.1%