Tempus Wealth Planning, LLC

Q4 2025 13F Holdings

  • Location
    irvine, CA
  • Num holdings

    275

  • Value ($000)

    $436,472

  • Date Filed
    01/16/2026
  • Form type
    13F-HR
  • CIK
    0001806428
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GE

GE AEROSPACE

COM NEW
369604301
$27.14M
6 %

88,107

G
GEV

GE VERNOVA INC

COM
36828A101
$14.02M
3 %

21,455

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.11M
3 %

64,957

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$10.99M
3 %

251,817

M
MSFT

MICROSOFT CORP

COM
594918104
$10.14M
2 %

20,975

A
AAPL

APPLE INC

COM
037833100
$9.65M
2 %

35,514

S
SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
46138E339
$9.37M
2 %

78,568

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$9.3M
2 %

397,795

N
NDQ

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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