Tempus Wealth Planning, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Tempus Wealth Planning, LLC reported 247 stock positions worth $327.4 million. Its top holding was General Electric (GE) at 4.5% of the portfolio, followed by Nvidia (NVDA, 3.3%) and Microsoft (MSFT, 2.8%). Compared with Q3 2024, it opened 43 new positions, sold out of 16, added to 121 and reduced 68. The biggest buy was a new position in GMO U.S. Quality ETF (QLTY) and the biggest sale General Electric (GE, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001806428
- Portfolio Value
- $327.4M (Q4 2024)
- SEC Filing
- 0001085146-25-000489 ↗ filed Jan 24, 2025
Holdings Value
Holdings 247 stocks · $327.4M
| GE General Electric filed as GE AEROSPACE | 4.51% | 88,540 | $14.8M | Reduce -3.0% |
| NVDA Nvidia Corp. | 3.35% | 81,611 | $11.0M | Add +7.6% |
| MSFT Microsoft Corp. | 2.75% | 21,378 | $9.0M | Add +0.7% |
| AAPL Apple Inc. | 2.75% | 35,937 | $9.0M | Add +5.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.17% | 13,922 | $7.1M | Add +58.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.17% | 77,692 | $7.1M | Reduce -4.5% |
| GEV GE Vernova Inc. | 2.14% | 21,292 | $7.0M | Reduce -6.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.12% | 97,154 | $6.9M | Add +6.7% |
| SCHZ Schwab US Aggregate Bond ETF | 2.04% | 293,536 | $6.7M | Add +9.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.91% | 177,542 | $6.3M | Add +226.0% |
| IVV iShares Core S&P 500 ETF | 1.77% | 9,816 | $5.8M | Reduce -11.7% |
| SCHX Schwab US Large-Cap ETF | 1.70% | 240,399 | $5.6M | Add +0.2% |
| QLTY GMO U.S. Quality ETF | 1.50% | 153,900 | $4.9M | New |
| VIG Vanguard Dividend Apprec ETF | 1.49% | 24,983 | $4.9M | Reduce -3.6% |
| TSLA Tesla Inc. | 1.42% | 11,507 | $4.6M | Add +17.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.41% | 7,878 | $4.6M | Add +11.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.26% | 59,766 | $4.1M | Add +77.5% |
| PVAL Putnam Focused LRG Cap Value | 1.22% | 107,520 | $4.0M | New |
| AMZN Amazon.com Inc. | 1.17% | 17,404 | $3.8M | Add +8.1% |
| ICSH iShares Ultra Short Duration | 1.15% | 74,406 | $3.8M | Reduce -24.1% |
| SPMO Invesco S&P 500 Momentum ETF | 1.13% | 39,079 | $3.7M | New |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.07% | 112,154 | $3.5M | Add +23.0% |
| QGRW Wisdomtree US Quality Growth | 1.05% | 69,700 | $3.4M | New |
| SCHG Schwab US Large-Cap Growth | 0.96% | 113,252 | $3.2M | Reduce -0.9% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.93% | 131,127 | $3.0M | Add +201.1% |
| SCHF Schwab Intl Equity ETF | 0.90% | 158,891 | $2.9M | Add +3.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.88% | 121,586 | $2.9M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 0.88% | 15,193 | $2.9M | Add +14.4% |
| DGRW Wisdomtree U.S. Quality Divi | 0.85% | 34,539 | $2.8M | Add +177.7% |
| SPTS SS SPDR P St Term TSY ETF | 0.85% | 95,559 | $2.8M | Reduce -8.7% |
| JPM JPMorgan Chase & Co. | 0.81% | 11,121 | $2.7M | Add +5.6% |
| IYW iShares Ustechnology ETF | 0.80% | 16,405 | $2.6M | Reduce -0.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.79% | 38,780 | $2.6M | New |
| XMHQ Invesco S&P Midcap Qual ETF | 0.77% | 25,660 | $2.5M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.76% | 54,830 | $2.5M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.76% | 8,536 | $2.5M | Reduce -0.7% |
| SPAB SS SPDR P Agg Bond ETF | 0.75% | 98,285 | $2.5M | Reduce -4.9% |
| GEHC GE Healthcare Technology | 0.73% | 30,694 | $2.4M | Reduce -0.6% |
| WMT Walmart Inc. | 0.68% | 24,489 | $2.2M | Add +1.8% |
| GRNY Fundstr Gran SH US LRG Cap | 0.67% | 110,400 | $2.2M | New |
| ORCL Oracle Corp. | 0.67% | 13,165 | $2.2M | Add +1.8% |
| DVY iShares Select Dividend ETF | 0.66% | 16,334 | $2.1M | Add +2.1% |
| LLY Eli Lilly & Co. | 0.65% | 2,750 | $2.1M | Add +14.9% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.57% | 63,438 | $1.9M | Add +17.7% |
| META Meta Platforms Inc. Class A | 0.56% | 3,147 | $1.8M | Add +6.9% |
| CGGR Cap Group Growth Equity | 0.55% | 48,735 | $1.8M | Add +5.9% |
| CGMU Cap Group Municipal Income | 0.54% | 65,072 | $1.8M | Add +19.0% |
| IWM iShares Russell 2000 ETF | 0.52% | 7,731 | $1.7M | Add +54.6% |
| FDLO Fidelity Low Volat Fact ETF | 0.51% | 27,700 | $1.7M | New |
| VYM Vanguard High DVD Yield ETF | 0.50% | 12,863 | $1.6M | Reduce -0.8% |
| ESGU iShares ESG Aware MSCI USA | 0.50% | 12,659 | $1.6M | Reduce -19.0% |
| COST Costco Wholesale Corp. | 0.49% | 1,759 | $1.6M | Add +6.5% |
| HON Honeywell International Inc. | 0.49% | 7,129 | $1.6M | Reduce -1.6% |
| TGT Target Corp. | 0.49% | 11,758 | $1.6M | Add +1.8% |
| AMGN Amgen Inc. | 0.48% | 6,002 | $1.6M | Add +8.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.47% | 44,043 | $1.5M | Add +18.1% |
| WTV Wisdomtree U.S. Value Fund | 0.46% | 18,135 | $1.5M | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.46% | 13,531 | $1.5M | Add +1.0% |
| AIRR First Trust Rba American Ind | 0.46% | 19,350 | $1.5M | New |
| XMMO Invesco S&P Midcap Momentum | 0.45% | 12,030 | $1.5M | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.44% | 43,797 | $1.5M | Add +3.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.44% | 55,495 | $1.5M | Reduce -1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 12,891 | $1.4M | Reduce -5.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.44% | 20,400 | $1.4M | Reduce -1.7% |
| VZ Verizon Communications Inc. | 0.43% | 35,546 | $1.4M | Add +4.5% |
| EAGG iShares ESG Aware US Aggrega | 0.43% | 30,055 | $1.4M | Add +6.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 31,340 | $1.4M | Reduce -1.2% |
| QUAL iShares MSCI USA Quality Fac | 0.42% | 7,634 | $1.4M | Add +18.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.41% | 11,198 | $1.4M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.41% | 9,352 | $1.4M | Add +6.2% |
| WM Waste Management Inc. | 0.41% | 6,693 | $1.4M | Add +13.3% |
| BA The Boeing Co. | 0.41% | 7,608 | $1.3M | Add +6.2% |
| CSCO Cisco Systems Inc. | 0.41% | 22,538 | $1.3M | Add +7.7% |
| EFV iShares MSCI Eafe Value ETF | 0.40% | 25,253 | $1.3M | Add +8.4% |
| ROK Rockwell Automation Inc. | 0.40% | 4,609 | $1.3M | Add +1.8% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.39% | 6,000 | $1.3M | New |
| PEP Pepsico Inc. | 0.37% | 8,028 | $1.2M | Add +0.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.37% | 12,485 | $1.2M | Add +10.1% |
| AOA iShares Core 80/20 Aggressiv | 0.37% | 15,732 | $1.2M | Add +3.5% |
| V Visa Inc. Class A | 0.37% | 3,804 | $1.2M | Add +7.5% |
| SCHH Schwab US REIT ETF | 0.36% | 56,467 | $1.2M | Add +3.0% |
| PKW Invesco Buyback Achievers Et | 0.36% | 10,223 | $1.2M | Reduce -0.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.35% | 13,097 | $1.2M | Reduce -7.0% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 10,959 | $1.1M | Add +27.9% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.34% | 6,510 | $1.1M | Add +4.5% |
| MBB iShares MBS ETF | 0.34% | 12,000 | $1.1M | Add +2.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.33% | 4,704 | $1.1M | Reduce -4.1% |
| HSY The Hershey Co. | 0.33% | 6,368 | $1.1M | Add +4.1% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 16,919 | $1.1M | Add +68.5% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.32% | 36,572 | $1.0M | Reduce -3.4% |
| HD Home Depot Inc. | 0.32% | 2,663 | $1.0M | Add +15.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 2,283 | $1.0M | Add +4.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.31% | 19,992 | $1.0M | Add +26.8% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.30% | 12,130 | $978K | Reduce -0.9% |
| DIVB iShares Core Dividend ETF | 0.28% | 19,681 | $933K | Add +1.1% |
| EBND State Street SPDR Bloomberg | 0.28% | 47,526 | $928K | Reduce -3.1% |
| WYNN WYNN Resorts Ltd. | 0.28% | 10,718 | $923K | Add +17.6% |
| RTX RTX Corp. | 0.27% | 7,706 | $892K | Add +1.5% |
| SCHA Schwab US Small-Cap ETF | 0.27% | 34,271 | $886K | Add +1.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.27% | 29,910 | $874K | Add +26.3% |
Portfolio Sells Q3 2024 → Q4 2024
| GE General Electric | Reduce -3.0% | 4.51% | −1.80 |
| IBHD iShares Ibonds 2024 H/Y Inc. | Sold out | 0.00% | −1.08 |
| ICSH iShares Ultra Short Duration | Reduce -24.1% | 1.15% | −0.68 |
| IVV iShares Core S&P 500 ETF | Reduce -11.7% | 1.77% | −0.58 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -4.5% | 2.17% | −0.56 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.6% | 1.49% | −0.39 |
| GEHC GE Healthcare Technology | Reduce -0.6% | 0.73% | −0.33 |
| INTC Intel Corp. | Reduce -74.1% | 0.06% | −0.29 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -8.7% | 0.85% | −0.28 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -4.9% | 0.75% | −0.24 |
| ESGU iShares ESG Aware MSCI USA | Reduce -19.0% | 0.50% | −0.22 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -1.6% | 0.44% | −0.16 |
| IEP Icahn Enterprises LP | Sold out | 0.00% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.76% | −0.14 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.9% | 0.96% | −0.13 |
| IYW iShares Ustechnology ETF | Reduce -0.9% | 0.80% | −0.12 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -1.7% | 0.44% | −0.11 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.8% | 0.50% | −0.11 |
| IBND SS SPDR BB Intl Corp. BD ETF | Reduce -3.4% | 0.32% | −0.11 |
| GMOM Cambria Global Momentum ETF | Sold out | 0.00% | −0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.10 |
| CGSM Cap Group Short Muni Income | Sold out | 0.00% | −0.10 |
| EBND State Street SPDR Bloomberg | Reduce -3.1% | 0.28% | −0.10 |
| IPAY Amplify Digital Payments ETF | Sold out | 0.00% | −0.10 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.10 |
| CNI Canadian Natl Railway Co. | Reduce -2.5% | 0.22% | −0.09 |
| DKNG Draftkings Inc. Class A | Reduce -13.7% | 0.20% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -10.0% | 0.18% | −0.09 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.09 |
| APO Apollo Global Management Inc. | Reduce -36.0% | 0.21% | −0.09 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.08 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Reduce -30.4% | 0.11% | −0.08 |
| FNV Franco-Nevada Corp. | Reduce -34.2% | 0.09% | −0.08 |
| AOR iShares Core 60/40 Balanced | Reduce -12.6% | 0.20% | −0.08 |
| RNG Ringcentral Inc. Class A | Sold out | 0.00% | −0.08 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -7.0% | 0.35% | −0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -5.5% | 0.24% | −0.07 |
| PKW Invesco Buyback Achievers Et | Reduce -0.8% | 0.36% | −0.07 |
| TJX TJX Companies Inc. | Reduce -0.6% | 0.41% | −0.07 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -0.9% | 0.30% | −0.07 |
| XYZ Block Inc. | Reduce -50.5% | 0.07% | −0.06 |
| HLN Haleon PLC-ADR | Reduce -1.1% | 0.17% | −0.06 |
| HON Honeywell International Inc. | Reduce -1.6% | 0.49% | −0.06 |
| INDI Indie Semiconductor Inc. Class A | Sold out | 0.00% | −0.05 |
| GOVT iShares US Treasury Bond ETF | Reduce -7.8% | 0.15% | −0.05 |
| DLO Dlocal Ltd. | Sold out | 0.00% | −0.05 |
| NANR Sta STR SP S&P Nor An Res-Ui | Reduce -4.4% | 0.13% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -5.3% | 0.12% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| QLTY GMO U.S. Quality ETF | New | 1.50% | +1.50 |
| PVAL Putnam Focused LRG Cap Value | New | 1.22% | +1.22 |
| CGDV Cap Group Dividend Value | Add +226.0% | 1.91% | +1.19 |
| SPMO Invesco S&P 500 Momentum ETF | New | 1.13% | +1.13 |
| QGRW Wisdomtree US Quality Growth | New | 1.05% | +1.05 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.79% | +0.79 |
| XMHQ Invesco S&P Midcap Qual ETF | New | 0.77% | +0.77 |
| GRNY Fundstr Gran SH US LRG Cap | New | 0.67% | +0.67 |
| QQQ Invesco QQQ Trust Series 1 | Add +58.0% | 2.17% | +0.60 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +201.1% | 0.93% | +0.55 |
| FDLO Fidelity Low Volat Fact ETF | New | 0.51% | +0.51 |
| TSLA Tesla Inc. | Add +17.7% | 1.42% | +0.48 |
| DGRW Wisdomtree U.S. Quality Divi | Add +177.7% | 0.85% | +0.47 |
| WTV Wisdomtree U.S. Value Fund | New | 0.46% | +0.46 |
| AIRR First Trust Rba American Ind | New | 0.46% | +0.46 |
| XMMO Invesco S&P Midcap Momentum | New | 0.45% | +0.45 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +77.5% | 1.26% | +0.43 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | New | 0.39% | +0.39 |
| JEPI JPMorgan Equity Premium Inco | New | 0.18% | +0.18 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.17% | +0.17 |
| EXR Extra Space Storage Inc. | New | 0.17% | +0.17 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.16% | +0.16 |
| DD Dupont DE Nemours Inc. | New | 0.14% | +0.14 |
| IWM iShares Russell 2000 ETF | Add +54.6% | 0.52% | +0.12 |
| SDVY First Trust Smid Cap Rising | New | 0.11% | +0.11 |
| TMDX Transmedics Group Inc. | New | 0.11% | +0.11 |
| TBBB BBB Foods Inc. Class A | New | 0.10% | +0.10 |
| CPNG Coupang Inc. | New | 0.10% | +0.10 |
| UBER Uber Technologies Inc. | New | 0.10% | +0.10 |
| ALVO Alvotech SA | New | 0.09% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Add +68.5% | 0.32% | +0.09 |
| BXSL Blackstone Secured Lending F | Add +102.6% | 0.20% | +0.09 |
| IJR iShares Core S&P Small-Cap E | New | 0.09% | +0.09 |
| FSLR First Solar Inc. | New | 0.09% | +0.09 |
| EPD Enterprise Products Partners | New | 0.08% | +0.08 |
| HALO Halozyme Therapeutics Inc. | New | 0.08% | +0.08 |
| ONC Beone Medicines Ltd.-ADR | New | 0.08% | +0.08 |
| FOLD Amicus Therapeutics Inc. | New | 0.08% | +0.08 |
| PINS Pinterest Inc. Class A | New | 0.08% | +0.08 |
| EVH Evolent Health Inc. Class A | New | 0.07% | +0.07 |
| MOH Molina Healthcare Inc. | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +14.4% | 0.88% | +0.07 |
| NE Noble Corp. PLC | New | 0.07% | +0.07 |
| WFC Wells Fargo & Co. | New | 0.07% | +0.07 |
| ENPH Enphase Energy Inc. | New | 0.07% | +0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +123.0% | 0.16% | +0.07 |
| SPEM State Street SP PTF Em ETF | Add +108.4% | 0.18% | +0.07 |
| AMZN Amazon.com Inc. | Add +8.1% | 1.17% | +0.07 |
| RKLB Rocket Lab USA Inc. | New | 0.07% | +0.07 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.07% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 281 | $511.0M | GE, GEV, CGDV, NVDA, QQQ |
| Q1 2026 | 269 | $435.0M | GE, GEV, NVDA, CGDV, SCHZ |
| Q4 2025 | 275 | $436.5M | GE, GEV, NVDA, CGDV, MSFT |
| Q3 2025 | 276 | $435.7M | GE, GEV, NVDA, MSFT, CGDV |
| Q2 2025 | 259 | $401.2M | GE, NVDA, GEV, MSFT, CGDV |
| Q1 2025 | 252 | $334.8M | GE, NVDA, MSFT, SCHZ, AAPL |
| Q4 2024 | 247 | $327.4M | GE, NVDA, MSFT, AAPL, QQQ |
| Q3 2024 | 220 | $273.0M | GE, NVDA, MSFT, AAPL, BIL |
| Q2 2024 | 206 | $239.4M | GE, MSFT, NVDA, BIL, AAPL |
| Q1 2024 | 191 | $227.3M | GE, MSFT, BIL, IVV, NVDA |