Tempo Wealth, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Tempo Wealth, LLC reported 237 stock positions worth $675.2 million. Its top holding was Parker Hannifin (PH) at 10.6% of the portfolio, followed by Progressive (PGR, 5.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.4%). Compared with Q1 2026, it opened 27 new positions, sold out of 3, added to 128 and reduced 75. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +1635%) and the biggest sale Parker Hannifin (PH, shares −20%).

Most Recent 13F
Q2 2026
Location
INDEPENDENCE, OH
CIK
0002112005
Portfolio Value
$675.2M (Q2 2026)
SEC Filing
0002112005-26-000003 ↗ filed Jul 27, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2025: $561.3M Q4 2025 Q1 2026: $573.4M Q1 2026 Q2 2026: $675.2M $675.2M Q2 2026

Holdings 237 stocks · $675.2M
PH Parker Hannifin Corp. 10.63% 73,404 $71.8M Reduce -20.3%
PGR Progressive Corp. 5.81% 179,428 $39.2M Add +13.3%
SPY SS SPDR S&P 500 ETF Trust-US 3.45% 31,162 $23.3M Reduce -0.2%
SPYG SS SPDR P S&P 500 Growth ETF 3.25% 184,561 $22.0M Reduce -0.2%
GOOGL Alphabet Inc. Class A 2.98% 56,376 $20.1M Add +3.6%
AAPL Apple Inc. 2.85% 66,394 $19.2M Add +1.7%
QQQ Invesco QQQ Trust Series 1 2.83% 25,928 $19.1M Add +0.6%
AMD Advanced Micro Devices 2.81% 32,677 $19.0M Reduce -0.7%
NVDA Nvidia Corp. 2.76% 93,287 $18.7M Add +6.6%
IVV iShares Core S&P 500 ETF 2.68% 24,165 $18.1M Add +3.8%
SPYV SS SPDR P S&P 500 Value ETF 2.60% 288,652 $17.5M Reduce -1.5%
AMZN Amazon.com Inc. 1.98% 56,177 $13.4M Add +3.3%
IJR iShares Core S&P Small-Cap E 1.88% 85,779 $12.7M Reduce -1.1%
AVGO Broadcom Inc. 1.81% 32,369 $12.2M Add +2.0%
VTV Vanguard Mrngstr Val ETF-Aui 1.71% 52,995 $11.5M Reduce -1.1%
MSFT Microsoft Corp. 1.61% 29,110 $10.9M Add +11.2%
MU Micron Technology Inc. 1.53% 8,921 $10.3M Reduce -0.4%
IJH iShares Core S&P Midcap ETF 1.50% 131,334 $10.1M Add +4.0%
QQQM Invesco Nasdaq 100 ETF 1.37% 30,490 $9.2M Add +4.7%
BND Vanguard Total Bond Market 1.33% 122,576 $9.0M Reduce -32.1%
VOO Vanguard S&P 500 ETF 1.22% 11,967 $8.2M Add +0.7%
DGRO iShares Core Dividend Growth 1.17% 104,195 $7.9M Reduce -4.2%
VCSH Vanguard S/T Corp. Bond ETF 1.07% 91,669 $7.2M Add +1635.2%
LGLV SPDR US LC Low Vol Idx 1.06% 39,411 $7.2M Reduce -1.0%
COWZ Pacer US Cash Cows 100 ETF 0.95% 102,919 $6.4M Reduce -2.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.90% 70,273 $6.1M Reduce -1.1%
MA Mastercard Inc. Class A 0.89% 11,717 $6.0M Add +4.1%
QUAL iShares MSCI USA Quality Fac 0.85% 26,221 $5.8M Reduce -0.6%
META Meta Platforms Inc. Class A 0.80% 9,646 $5.4M Add +10.5%
GOOG Alphabet Inc. Class C 0.75% 14,276 $5.0M Add +2.4%
FLOT iShares Floating Rate Bond E 0.73% 97,171 $5.0M Add +12.2%
JPM JPMorgan Chase & Co. 0.72% 14,884 $4.9M Add +10.4%
EFA iShares MSCI Eafe ETF 0.71% 45,952 $4.8M Add +4.1%
TSLA Tesla Inc. 0.69% 11,153 $4.7M Add +0.6%
COST Costco Wholesale Corp. 0.68% 4,912 $4.6M Add +1.9%
MDYG SS SPDR S&P 400 MC GR ETF 0.68% 40,861 $4.6M Add +1.1%
JNJ Johnson & Johnson 0.68% 17,957 $4.6M Add +4.7%
BRK.B Berkshire Hathaway Inc. Class B 0.62% 8,418 $4.2M Add +3.5%
GS Goldman Sachs Group Inc. 0.60% 3,975 $4.0M Add +10.4%
XLK SS Technology Select Sector 0.52% 18,398 $3.5M Reduce -4.0%
MTUM iShares MSCI USA Momentum Fa 0.52% 10,204 $3.5M Reduce -0.0%
TSM Taiwan Semiconductor-SP ADR 0.51% 7,188 $3.4M Add +0.3%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.49% 25,256 $3.3M Reduce -0.0%
RKLB Rocket Lab Corp. 0.48% 31,686 $3.2M Add +16.2%
BSCS Invesco Bulletshares 2028 CB 0.46% 152,928 $3.1M Reduce -9.3%
LOW Lowe's Cos Inc. 0.46% 14,078 $3.1M Add +8.3%
PLTR Palantir Technologies Inc. Class A 0.45% 26,077 $3.0M Add +18.9%
SLYG SS SPDR S&P 600 SC GR ETF 0.44% 25,176 $3.0M Reduce -2.4%
V Visa Inc. Class A 0.43% 8,388 $2.9M Add +5.4%
CRWD CrowdStrike Holdings Inc. Class A 0.42% 3,688 $2.8M Add +51.8%
ITOT iShares Core S&P Total U.S. 0.39% 15,878 $2.6M Reduce -0.3%
ORLY O'reilly Automotive Inc. 0.38% 28,111 $2.6M Reduce -2.2%
SOXX iShares Semiconductor ETF 0.36% 3,798 $2.4M Reduce -0.2%
BKLN Invesco Senior Loan ETF 0.33% 110,638 $2.3M Add +1.0%
SO The Southern Co. 0.33% 23,131 $2.2M Add +14.0%
VRT Vertiv Holdings Co. Class A 0.33% 6,586 $2.2M Add +13.8%
GEV GE Vernova Inc. 0.31% 1,769 $2.1M Add +29.8%
BLK BlackRock Inc. 0.31% 2,159 $2.1M Add +21.4%
VWO Vanguard Ftse Emerging Marke 0.30% 34,337 $2.0M Add +7.8%
WMT Walmart Inc. 0.30% 18,015 $2.0M Add +10.6%
BSCR Invesco Bulletshares 2027 CB 0.30% 103,508 $2.0M Reduce -4.7%
SCHD Schwab US DVD Equity ETF 0.30% 63,566 $2.0M Add +109.2%
VIOG Vanguard S&P SM Cap 600 GRW 0.30% 13,127 $2.0M Reduce -0.2%
XLI SS Industrial Select Sector 0.29% 10,670 $2.0M Add +7.7%
MRVL Marvell Technology Inc. 0.29% 6,630 $2.0M Add +0.1%
CAT Caterpillar Inc. 0.28% 1,746 $1.9M Add +22.7%
HD Home Depot Inc. 0.26% 4,931 $1.7M Add +14.1%
SHW The Sherwin-Williams Co. 0.25% 4,954 $1.7M Add +9.3%
TLT iShares 20+ Year Treasury BD 0.25% 19,633 $1.7M Reduce -34.0%
INTC Intel Corp. 0.25% 11,936 $1.7M Add +0.2%
VEA Vanguard Ftse Developed ETF 0.24% 22,734 $1.6M Reduce -4.3%
VIOO Vanguard S&P Small-Cap 600 E 0.24% 11,754 $1.6M Add +0.3%
IXN iShares Global Tech ETF 0.24% 11,166 $1.6M Reduce -1.8%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.24% 18,207 $1.6M Reduce -1.9%
LLY Eli Lilly & Co. 0.24% 1,325 $1.6M Add +42.2%
BSCQ Invesco Bulletshares 2026 CB 0.23% 80,634 $1.6M Reduce -4.5%
PG The Procter & Gamble Co. 0.23% 10,731 $1.6M Add +11.2%
BSCT Invesco Bulletshares 2029 CB 0.23% 82,099 $1.5M Reduce -10.2%
DVY iShares Select Dividend ETF 0.22% 9,519 $1.5M Reduce -9.1%
CEG Constellation Energy 0.22% 5,963 $1.5M Add +15.1%
ORCL Oracle Corp. 0.22% 9,959 $1.5M Add +18.1%
BUFR FT Vest Lad Buffervetf-Usd I 0.21% 38,317 $1.4M Reduce -12.0%
XLV SS Health Care Select Sector 0.20% 8,630 $1.4M Reduce -0.8%
AMAT Applied Materials Inc. 0.20% 1,875 $1.4M Add +37.7%
USIG iShares Broad Usd Investment 0.20% 26,254 $1.3M Reduce -3.1%
LHX L3HARRIS Technologies Inc. 0.20% 4,608 $1.3M Add +5.7%
EFAV iShares MSCI Eafe Min Vol Fa 0.20% 15,072 $1.3M Add +1.2%
XLF SS Financial Select Sector 0.19% 24,434 $1.3M Add +1.2%
XOM Exxon Mobil Corp. 0.19% 9,389 $1.3M Add +13.8%
FTNT Fortinet Inc. 0.19% 8,238 $1.3M Reduce -3.7%
XMLV Invesco S&P Midcap Low Volat 0.19% 18,852 $1.3M Reduce -0.6%
AXP American Express Co. 0.18% 3,629 $1.2M Add +97.8%
VGT Vanguard Info Tech ETF 0.18% 10,213 $1.2M Add +0.6%
RZG Invesco S&P Smallcap 600 Pur 0.18% 16,603 $1.2M Reduce -2.8%
VTI VG Morningstar TS MKT ETF-US 0.18% 3,254 $1.2M Reduce -21.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 4,258 $1.2M Add +4.1%
ETN Eaton Corp. PLC 0.17% 2,689 $1.1M Reduce -4.1%
ANET Arista Networks Inc. 0.17% 6,645 $1.1M Add +46.0%
DDOG Datadog Inc. Class A 0.17% 4,290 $1.1M Add +55.7%
PANW Palo Alto Networks Inc. 0.16% 3,239 $1.1M Add +11.0%

Show all 237 holdings

Portfolio Sells Q1 2026 → Q2 2026
PH Parker Hannifin Corp. Reduce -20.3% 10.63% −3.75
BND Vanguard Total Bond Market Reduce -32.1% 1.33% −0.99
SPYV SS SPDR P S&P 500 Value ETF Reduce -1.5% 2.60% −0.29
COWZ Pacer US Cash Cows 100 ETF Reduce -2.1% 0.95% −0.20
TLT iShares 20+ Year Treasury BD Reduce -34.0% 0.25% −0.20
LGLV SPDR US LC Low Vol Idx Reduce -1.0% 1.06% −0.18
DGRO iShares Core Dividend Growth Reduce -4.2% 1.17% −0.16
BSCS Invesco Bulletshares 2028 CB Reduce -9.3% 0.46% −0.14
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.1% 1.71% −0.12
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 3.45% −0.09
ORLY O'reilly Automotive Inc. Reduce -2.2% 0.38% −0.08
BSCT Invesco Bulletshares 2029 CB Reduce -10.2% 0.23% −0.07
BSCR Invesco Bulletshares 2027 CB Reduce -4.7% 0.30% −0.07
DVY iShares Select Dividend ETF Reduce -9.1% 0.22% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -21.8% 0.18% −0.05
BSCQ Invesco Bulletshares 2026 CB Reduce -4.5% 0.23% −0.05
BUFR FT Vest Lad Buffervetf-Usd I Reduce -12.0% 0.21% −0.05
WTW Willis Towers Watson PLC Reduce -6.2% 0.12% −0.05
LTBR Lightbridge Corp. Reduce -6.7% 0.08% −0.04
USIG iShares Broad Usd Investment Reduce -3.1% 0.20% −0.04
BSCU Invesco Bulletshares 2030 CB Reduce -9.5% 0.14% −0.04
SLV iShares Silver Trust Sold out 0.00% −0.04
GLD SPDR Gold Shares Reduce -5.9% 0.09% −0.04
GDX Vaneck Gold Miners ETF Sold out 0.00% −0.04
BLV Vanguard Long-Term Bond ETF Reduce -40.3% 0.04% −0.04
IBIT iShares Bitcoin Trust ETF Reduce -6.3% 0.07% −0.03
QUAL iShares MSCI USA Quality Fac Reduce -0.6% 0.85% −0.03
KNG FT Vest S&P 500 DVD Arst TRG Reduce -6.3% 0.14% −0.03
BX Blackstone Inc. Reduce -4.5% 0.13% −0.03
IEFA iShares Core MSCI Eafe ETF Reduce -8.3% 0.13% −0.03
VEA Vanguard Ftse Developed ETF Reduce -4.3% 0.24% −0.03
XMLV Invesco S&P Midcap Low Volat Reduce -0.6% 0.19% −0.02
OUSA Alps Oshares US Quality Divi Reduce -1.5% 0.16% −0.02
CALF PCR US SM CP CSH CWS ETF-Usd Reduce -38.6% 0.03% −0.02
SUSB iShares ESG Aware 1-5 Year U Reduce -4.8% 0.09% −0.02
XLE SS Energy Select Sector Reduce -2.9% 0.05% −0.02
XLV SS Health Care Select Sector Reduce -0.8% 0.20% −0.02
SHYG iShares 0-5 YR HY Corp. Bond Reduce -10.7% 0.06% −0.02
CMG Chipotle Mexican Grill Inc. Reduce -16.4% 0.06% −0.02
BKNG Booking Holdings Inc. Reduce -6.0% 0.09% −0.02
IVOO Vanguard S&P Mid-Cap 400 ETF Reduce -0.0% 0.49% −0.02
HYBL SS Blackstone High Inc. ETF Reduce -7.9% 0.06% −0.02
OWL Blue Owl Capital Inc. Reduce -19.6% 0.03% −0.01
USMV iShares MSCI USA Min Vol Fac Reduce -6.4% 0.06% −0.01
GD General Dynamics Corp. Reduce -5.3% 0.05% −0.01
XLY SS Consumer Disc Select Sect Reduce -9.0% 0.06% −0.01
VCIT Vanguard Int-Term Corporate Reduce -8.5% 0.04% −0.01
ITOT iShares Core S&P Total U.S. Reduce -0.3% 0.39% −0.01
BSCV Invesco Bulletshares 2031 CB Reduce -0.2% 0.05% −0.01
KO The Coca-Cola Co. Reduce -1.4% 0.07% −0.01

Portfolio Buys Q1 2026 → Q2 2026
VCSH Vanguard S/T Corp. Bond ETF Add +1635.2% 1.07% +1.00
PGR Progressive Corp. Add +13.3% 5.81% +0.33
GOOGL Alphabet Inc. Class A Add +3.6% 2.98% +0.26
CRWD CrowdStrike Holdings Inc. Class A Add +51.8% 0.42% +0.25
QQQ Invesco QQQ Trust Series 1 Add +0.6% 2.83% +0.23
MRVL Marvell Technology Inc. Add +0.1% 0.29% +0.18
RKLB Rocket Lab Corp. Add +16.2% 0.48% +0.17
QQQM Invesco Nasdaq 100 ETF Add +4.7% 1.37% +0.16
INTC Intel Corp. Add +0.2% 0.25% +0.16
SCHD Schwab US DVD Equity ETF Add +109.2% 0.30% +0.14
AMAT Applied Materials Inc. Add +37.7% 0.20% +0.12
DDOG Datadog Inc. Class A Add +55.7% 0.17% +0.11
NVDA Nvidia Corp. Add +6.6% 2.76% +0.10
GEV GE Vernova Inc. Add +29.8% 0.31% +0.10
CAT Caterpillar Inc. Add +22.7% 0.28% +0.10
AVGO Broadcom Inc. Add +2.0% 1.81% +0.10
LLY Eli Lilly & Co. Add +42.2% 0.24% +0.09
TSM Taiwan Semiconductor-SP ADR Add +0.3% 0.51% +0.09
AXP American Express Co. Add +97.8% 0.18% +0.09
PANW Palo Alto Networks Inc. Add +11.0% 0.16% +0.08
JMST JPM Ultra-Short Muni Income New 0.08% +0.08
VRT Vertiv Holdings Co. Class A Add +13.8% 0.33% +0.07
ANET Arista Networks Inc. Add +46.0% 0.17% +0.07
NOW ServiceNow Inc. New 0.07% +0.07
BINC iShares Flex I A ETF-Usd Inc. New 0.07% +0.07
GS Goldman Sachs Group Inc. Add +10.4% 0.60% +0.06
C Citigroup Inc. New 0.06% +0.06
IGRO iShares Intl Div Growth ETF New 0.06% +0.06
TAFI AB Tax Aware Short Dur Muni New 0.05% +0.05
GLW Corning Inc. New 0.05% +0.05
GOOG Alphabet Inc. Class C Add +2.4% 0.75% +0.05
QBTS D-Wave Quantum Inc. Add +4.4% 0.14% +0.04
UNH Unitedhealth Group Inc. Add +5.8% 0.16% +0.04
SCHW Schwab (charles) Corp. New 0.04% +0.04
RDVY First Trust Rising Dividend Add +102.5% 0.08% +0.04
HWM Howmet Aerospace Inc. New 0.04% +0.04
GILD Gilead Sciences Inc. New 0.04% +0.04
AXON Axon Enterprise Inc. New 0.04% +0.04
BROS Dutch Bros Inc. Class A New 0.04% +0.04
CDNS Cadence Design SYS Inc. New 0.03% +0.03
IWV iShares Russell 3000 ETF New 0.03% +0.03
TJX TJX Companies Inc. New 0.03% +0.03
SBUX Starbucks Corp. New 0.03% +0.03
VNQ Vanguard Real Estate ETF New 0.03% +0.03
IFRA iShares US Infrastructure New 0.03% +0.03
KBE SS SPDR S&P Bank ETF New 0.03% +0.03
VZ Verizon Communications Inc. New 0.03% +0.03
IONQ Ionq Inc. Add +9.2% 0.07% +0.03
VFH Vanguard Financials ETF New 0.03% +0.03
VONG Vanguard Russell 1000 Growth New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 237$675.2MPH, PGR, SPY, SPYG, GOOGL
Q1 2026 213$573.4MPH, PGR, SPY, SPYG, SPYV
Q4 2025 214$561.3MPH, PGR, SPYG, SPY, AAPL