Tempus Wealth Planning, LLC
Q4 2025 13F Holdings
- Locationirvine, CA
- Num holdings
275
- Value ($000)
$436,472
- Date Filed01/16/2026
- Form type13F-HR
- CIK0001806428
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GE AEROSPACE | COM NEW | 369604301 | $27.14M | 6 % | 88,107 | ||
GE VERNOVA INC | COM | 36828A101 | $14.02M | 3 % | 21,455 | ||
NVIDIA CORPORATION | COM | 67066G104 | $12.11M | 3 % | 64,957 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $10.99M | 3 % | 251,817 | ||
MICROSOFT CORP | COM | 594918104 | $10.14M | 2 % | 20,975 | ||
APPLE INC | COM | 037833100 | $9.65M | 2 % | 35,514 | ||
INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $9.37M | 2 % | 78,568 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $9.3M | 2 % | 397,795 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.88M | 2 % | 14,448 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | $8.06M | 2 % | 97,649 |
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