Tempus Wealth Planning, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Tempus Wealth Planning, LLC reported 252 stock positions worth $334.8 million. Its top holding was General Electric (GE) at 5.3% of the portfolio, followed by Nvidia (NVDA, 2.6%) and Microsoft (MSFT, 2.4%). Compared with Q4 2024, it opened 28 new positions, sold out of 23, added to 135 and reduced 65. The biggest buy was a new position in Pgim Ultra Short Bond ETF (PULS) and the biggest sale an exit from Fundstr Gran SH US LRG Cap (GRNY).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001806428
- Portfolio Value
- $334.8M (Q1 2025)
- SEC Filing
- 0001085146-25-002656 ↗ filed May 6, 2025
Holdings Value
Holdings 252 stocks · $334.8M
| GE General Electric filed as GE AEROSPACE | 5.29% | 88,452 | $17.7M | Reduce -0.1% |
| NVDA Nvidia Corp. | 2.65% | 81,721 | $8.9M | Add +0.1% |
| MSFT Microsoft Corp. | 2.43% | 21,635 | $8.1M | Add +1.2% |
| SCHZ Schwab US Aggregate Bond ETF | 2.41% | 348,284 | $8.1M | Add +18.6% |
| AAPL Apple Inc. | 2.41% | 36,299 | $8.1M | Add +1.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.40% | 225,687 | $8.0M | Add +27.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.95% | 13,954 | $6.5M | Add +0.2% |
| GEV GE Vernova Inc. | 1.95% | 21,406 | $6.5M | Add +0.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.92% | 94,678 | $6.4M | Reduce -2.5% |
| SCHX Schwab US Large-Cap ETF | 1.55% | 235,436 | $5.2M | Reduce -2.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.52% | 55,605 | $5.1M | Reduce -28.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.50% | 8,995 | $5.0M | Add +14.2% |
| IVV iShares Core S&P 500 ETF | 1.46% | 8,687 | $4.9M | Reduce -11.5% |
| VIG Vanguard Dividend Apprec ETF | 1.38% | 23,861 | $4.6M | Reduce -4.5% |
| QLTY GMO U.S. Quality ETF | 1.36% | 145,900 | $4.6M | Reduce -5.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.36% | 69,200 | $4.6M | Add +15.8% |
| IBHF iShares Ibond 2026 HY & Inc. | 1.30% | 188,092 | $4.4M | Add +43.4% |
| PVAL Putnam Focused LRG Cap Value | 1.25% | 109,520 | $4.2M | Add +1.9% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.22% | 131,354 | $4.1M | Add +17.1% |
| ICSH iShares Ultra Short Duration | 1.20% | 79,365 | $4.0M | Add +6.7% |
| SPMO Invesco S&P 500 Momentum ETF | 1.17% | 42,203 | $3.9M | Add +8.0% |
| TSLA Tesla Inc. | 1.10% | 14,188 | $3.7M | Add +23.3% |
| SCHF Schwab Intl Equity ETF | 1.00% | 168,672 | $3.3M | Add +6.2% |
| AMZN Amazon.com Inc. | 0.98% | 17,328 | $3.3M | Reduce -0.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.88% | 124,417 | $2.9M | Add +2.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.86% | 36,205 | $2.9M | Add +4.8% |
| JPM JPMorgan Chase & Co. | 0.84% | 11,461 | $2.8M | Add +3.1% |
| SCHG Schwab US Large-Cap Growth | 0.79% | 106,027 | $2.7M | Reduce -6.4% |
| SPTS SS SPDR P St Term TSY ETF | 0.77% | 88,131 | $2.6M | Reduce -7.8% |
| QGRW Wisdomtree US Quality Growth | 0.76% | 57,913 | $2.5M | Reduce -16.9% |
| GEHC GE Healthcare Technology | 0.74% | 30,687 | $2.5M | Reduce -0.0% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.74% | 79,930 | $2.5M | Add +26.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.72% | 8,802 | $2.4M | Add +3.1% |
| CGMU Cap Group Municipal Income | 0.72% | 89,378 | $2.4M | Add +37.4% |
| GOOGL Alphabet Inc. Class A | 0.71% | 15,480 | $2.4M | Add +1.9% |
| LLY Eli Lilly & Co. | 0.71% | 2,891 | $2.4M | Add +5.1% |
| IYW iShares Ustechnology ETF | 0.70% | 16,800 | $2.4M | Add +2.4% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.70% | 25,607 | $2.3M | Reduce -0.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.68% | 89,596 | $2.3M | Reduce -8.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.68% | 49,422 | $2.3M | Reduce -9.9% |
| DVY iShares Select Dividend ETF | 0.66% | 16,531 | $2.2M | Add +1.2% |
| WMT Walmart Inc. | 0.65% | 24,961 | $2.2M | Add +1.9% |
| ORCL Oracle Corp. | 0.56% | 13,509 | $1.9M | Add +2.6% |
| CGGR Cap Group Growth Equity | 0.56% | 54,709 | $1.9M | Add +12.3% |
| IWM iShares Russell 2000 ETF | 0.56% | 9,364 | $1.9M | Add +21.1% |
| AMGN Amgen Inc. | 0.55% | 5,951 | $1.9M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.55% | 3,201 | $1.8M | Add +1.7% |
| PULS Pgim Ultra Short Bond ETF | 0.54% | 36,652 | $1.8M | New |
| SHV iShares 0-1 Year Treasury Bo | 0.54% | 16,408 | $1.8M | Add +133.6% |
| COST Costco Wholesale Corp. | 0.54% | 1,898 | $1.8M | Add +7.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.54% | 27,060 | $1.8M | Reduce -30.2% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.53% | 53,402 | $1.8M | Add +21.3% |
| QUAL iShares MSCI USA Quality Fac | 0.52% | 10,148 | $1.7M | Add +32.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.51% | 16,741 | $1.7M | Add +23.7% |
| FDLO Fidelity Low Volat Fact ETF | 0.50% | 27,700 | $1.7M | No change |
| VYM Vanguard High DVD Yield ETF | 0.50% | 12,869 | $1.7M | Add +0.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.50% | 45,889 | $1.7M | Add +4.8% |
| EAGG iShares ESG Aware US Aggrega | 0.48% | 33,825 | $1.6M | Add +12.5% |
| WM Waste Management Inc. | 0.47% | 6,864 | $1.6M | Add +2.5% |
| PFF iShares Preferred & Income S | 0.47% | 50,786 | $1.6M | Add +238.6% |
| JNJ Johnson & Johnson | 0.45% | 9,152 | $1.5M | Reduce -2.1% |
| HON Honeywell International Inc. | 0.45% | 7,116 | $1.5M | Reduce -0.2% |
| EFV iShares MSCI Eafe Value ETF | 0.44% | 25,162 | $1.5M | Reduce -0.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.43% | 53,204 | $1.5M | Reduce -4.1% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 15,438 | $1.4M | Add +40.9% |
| SPLV Invesco S&P 500 Low Volatili | 0.43% | 19,051 | $1.4M | Reduce -6.6% |
| CSCO Cisco Systems Inc. | 0.42% | 22,932 | $1.4M | Add +1.8% |
| PKW Invesco Buyback Achievers Et | 0.42% | 12,524 | $1.4M | Add +22.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.42% | 11,445 | $1.4M | Add +2.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.41% | 28,337 | $1.4M | Add +41.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.41% | 37,856 | $1.4M | Add +93.8% |
| V Visa Inc. Class A | 0.41% | 3,904 | $1.4M | Add +2.6% |
| BA The Boeing Co. | 0.40% | 7,756 | $1.3M | Add +1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.39% | 31,391 | $1.3M | Add +0.2% |
| SCHH Schwab US REIT ETF | 0.39% | 60,384 | $1.3M | Add +6.9% |
| BXSL Blackstone Secured Lending F | 0.39% | 40,085 | $1.3M | Add +97.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.38% | 17,390 | $1.3M | Add +120.6% |
| ROK Rockwell Automation Inc. | 0.38% | 4,929 | $1.3M | Add +6.9% |
| SPEM State Street SP PTF Em ETF | 0.38% | 32,182 | $1.3M | Add +113.5% |
| ESGU iShares ESG Aware MSCI USA | 0.37% | 10,182 | $1.2M | Reduce -19.6% |
| PEP Pepsico Inc. | 0.37% | 8,263 | $1.2M | Add +2.9% |
| AOA iShares Core 80/20 Aggressiv | 0.37% | 16,120 | $1.2M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 2,278 | $1.2M | Reduce -0.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.36% | 6,000 | $1.2M | No change |
| ARCC Ares Capital Corp. | 0.36% | 53,642 | $1.2M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.35% | 11,933 | $1.2M | Reduce -7.4% |
| VZ Verizon Communications Inc. | 0.33% | 24,505 | $1.1M | Reduce -31.1% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 19,050 | $1.1M | Add +12.6% |
| HSY The Hershey Co. | 0.33% | 6,456 | $1.1M | Add +1.4% |
| AMLP Alerian MLP ETF | 0.32% | 20,855 | $1.1M | New |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 18,639 | $1.1M | Add +84.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.32% | 13,218 | $1.1M | Add +0.9% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.32% | 37,294 | $1.1M | Add +24.7% |
| HD Home Depot Inc. | 0.31% | 2,873 | $1.1M | Add +7.9% |
| IVE iShares S&P 500 Value ETF | 0.31% | 5,496 | $1.0M | Add +88.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.31% | 10,388 | $1.0M | Reduce -16.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.31% | 20,000 | $1.0M | Add +100.0% |
| MBB iShares MBS ETF | 0.31% | 10,992 | $1.0M | Reduce -8.4% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.30% | 34,366 | $1.0M | Reduce -6.0% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.30% | 6,709 | $993K | Add +3.1% |
Portfolio Sells Q4 2024 → Q1 2025
| GRNY Fundstr Gran SH US LRG Cap | Sold out | 0.00% | −0.67 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -28.4% | 1.52% | −0.65 |
| AIRR First Trust Rba American Ind | Sold out | 0.00% | −0.46 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.45 |
| WTV Wisdomtree U.S. Value Fund | Reduce -77.2% | 0.10% | −0.36 |
| IVV iShares Core S&P 500 ETF | Reduce -11.5% | 1.46% | −0.31 |
| QGRW Wisdomtree US Quality Growth | Reduce -16.9% | 0.76% | −0.29 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -30.2% | 0.54% | −0.26 |
| TGT Target Corp. | Reduce -28.6% | 0.26% | −0.22 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -2.5% | 1.92% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.98% | −0.18 |
| SCHG Schwab US Large-Cap Growth | Reduce -6.4% | 0.79% | −0.17 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.15 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.1% | 1.55% | −0.15 |
| QLTY GMO U.S. Quality ETF | Reduce -5.2% | 1.36% | −0.14 |
| RNRG Global X Renewable Ener Prod | Sold out | 0.00% | −0.14 |
| ESGU iShares ESG Aware MSCI USA | Reduce -19.6% | 0.37% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.5% | 1.38% | −0.11 |
| DKNG Draftkings Inc. Class A | Reduce -49.4% | 0.09% | −0.11 |
| EXR Extra Space Storage Inc. | Reduce -63.0% | 0.06% | −0.11 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -22.5% | 0.22% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -31.1% | 0.33% | −0.10 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.10 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.10 |
| BLZE Backblaze Inc. Class A | Sold out | 0.00% | −0.09 |
| DIS The Walt Disney Co. | Reduce -7.4% | 0.35% | −0.09 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.08 |
| NNOX Nano-X Imaging Ltd. | Reduce -1.1% | 0.17% | −0.08 |
| HALO Halozyme Therapeutics Inc. | Sold out | 0.00% | −0.08 |
| ONC Beone Medicines Ltd.-ADR | Sold out | 0.00% | −0.08 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -7.8% | 0.77% | −0.08 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -9.9% | 0.68% | −0.08 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.08 |
| EUSB Ishr ESG Advn Universal BD-$ | Sold out | 0.00% | −0.07 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -0.2% | 0.70% | −0.07 |
| ACES Alps Clean Energy ETF | Sold out | 0.00% | −0.07 |
| MJ Amplify ETF TR | Sold out | 0.00% | −0.07 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -8.8% | 0.68% | −0.07 |
| XYZ Block Inc. | Sold out | 0.00% | −0.07 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.06 |
| FIW First Trust Water ETF | Sold out | 0.00% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -11.5% | 0.12% | −0.06 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.06 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -16.8% | 0.31% | −0.06 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.05 |
| AVGO Broadcom Inc. | Reduce -14.9% | 0.06% | −0.04 |
| HON Honeywell International Inc. | Reduce -0.2% | 0.45% | −0.04 |
| STNE Stoneco Ltd. Class A | Sold out | 0.00% | −0.04 |
| SDVY First Trust Smid Cap Rising | Reduce -26.1% | 0.07% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| PULS Pgim Ultra Short Bond ETF | New | 0.54% | +0.54 |
| CGDV Cap Group Dividend Value | Add +27.1% | 2.40% | +0.49 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +43.4% | 1.30% | +0.38 |
| SCHZ Schwab US Aggregate Bond ETF | Add +18.6% | 2.41% | +0.37 |
| ARCC Ares Capital Corp. | New | 0.36% | +0.36 |
| AMLP Alerian MLP ETF | New | 0.32% | +0.32 |
| PFF iShares Preferred & Income S | Add +238.6% | 0.47% | +0.32 |
| SHV iShares 0-1 Year Treasury Bo | Add +133.6% | 0.54% | +0.31 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +120.6% | 0.38% | +0.22 |
| INTC Intel Corp. | Add +283.4% | 0.28% | +0.21 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +93.8% | 0.41% | +0.21 |
| EFO Proshares Ultra MSCI Eafe | New | 0.21% | +0.21 |
| SPEM State Street SP PTF Em ETF | Add +113.5% | 0.38% | +0.20 |
| GLDM SPDR Gold Minishares Trust | New | 0.19% | +0.19 |
| BXSL Blackstone Secured Lending F | Add +97.8% | 0.39% | +0.19 |
| FFLC Fidelity Fndmntl L/C Cor ETF | New | 0.18% | +0.18 |
| CGMU Cap Group Municipal Income | Add +37.4% | 0.72% | +0.18 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | New | 0.17% | +0.17 |
| CGDG Cap Group Dividend Growers | Add +26.0% | 0.74% | +0.16 |
| FINW Finwise Bancorp | New | 0.15% | +0.15 |
| CGBL Cap Group Core Balanced | Add +17.1% | 1.22% | +0.14 |
| IVE iShares S&P 500 Value ETF | Add +88.4% | 0.31% | +0.14 |
| JEPI JPMorgan Equity Premium Inco | Add +84.8% | 0.32% | +0.14 |
| IBIT iShares Bitcoin Trust ETF | New | 0.14% | +0.14 |
| JEPQ JPM Nasdaq Equity Premium | Add +100.0% | 0.31% | +0.14 |
| DHS Wisdomtree US High Dividend | New | 0.12% | +0.12 |
| ODD Oddity Tech Ltd. Class A | New | 0.11% | +0.11 |
| COHR Coherent Corp. | New | 0.10% | +0.10 |
| QUAL iShares MSCI USA Quality Fac | Add +32.9% | 0.52% | +0.10 |
| RNG Ringcentral Inc. Class A | New | 0.10% | +0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +15.8% | 1.36% | +0.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +41.7% | 0.41% | +0.10 |
| O Realty Income Corp. | New | 0.10% | +0.10 |
| SCHF Schwab Intl Equity ETF | Add +6.2% | 1.00% | +0.10 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +74.2% | 0.23% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.2% | 1.50% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | New | 0.09% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +40.9% | 0.43% | +0.09 |
| CCD Calamos DYN Convert & Inc. | New | 0.09% | +0.09 |
| DDOG Datadog Inc. Class A | New | 0.09% | +0.09 |
| EMB iShares JP Morgan Usd Emergi | New | 0.09% | +0.09 |
| ACVA Acv Auctions Inc. Class A | New | 0.08% | +0.08 |
| RXST Rxsight Inc. | New | 0.08% | +0.08 |
| SMH Vaneck Semiconductor ETF | New | 0.07% | +0.07 |
| SRPT Sarepta Therapeutics Inc. | New | 0.07% | +0.07 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.07% | +0.07 |
| IAU iShares Gold Trust | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +5.1% | 0.71% | +0.06 |
| CVS CVS Health Corp. | New | 0.06% | +0.06 |
| CGIE Cap Group Intl Equity | New | 0.06% | +0.06 |
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 |