Tempus Wealth Planning, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Tempus Wealth Planning, LLC reported 259 stock positions worth $401.2 million. Its top holding was General Electric (GE) at 5.7% of the portfolio, followed by Nvidia (NVDA, 2.8%) and GE Vernova (GEV, 2.8%). Compared with Q1 2025, it opened 29 new positions, sold out of 22, added to 134 and reduced 73. The biggest buy was a new position in Proshares Ultra QQQ (QLD) and the biggest sale Wisdomtree US Quality Growth (QGRW, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001806428
- Portfolio Value
- $401.2M (Q2 2025)
- SEC Filing
- 0001085146-25-003906 ↗ filed Jul 17, 2025
Holdings Value
Holdings 259 stocks · $401.2M
| GE General Electric filed as GE AEROSPACE | 5.67% | 88,400 | $22.8M | Reduce -0.1% |
| NVDA Nvidia Corp. | 2.84% | 72,015 | $11.4M | Reduce -11.9% |
| GEV GE Vernova Inc. | 2.82% | 21,362 | $11.3M | Reduce -0.2% |
| MSFT Microsoft Corp. | 2.69% | 21,666 | $10.8M | Add +0.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.50% | 253,873 | $10.0M | Add +12.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.26% | 16,461 | $9.1M | Add +18.0% |
| SCHZ Schwab US Aggregate Bond ETF | 2.11% | 363,991 | $8.5M | Add +4.5% |
| SPMO Invesco S&P 500 Momentum ETF | 1.92% | 68,406 | $7.7M | Add +62.1% |
| AAPL Apple Inc. | 1.84% | 36,029 | $7.4M | Reduce -0.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.83% | 98,243 | $7.4M | Add +3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.70% | 11,069 | $6.8M | Add +23.1% |
| QLD Proshares Ultra QQQ | 1.53% | 52,293 | $6.2M | New |
| SSO Proshares Ultra S&P500 | 1.51% | 61,830 | $6.0M | New |
| SCHX Schwab US Large-Cap ETF | 1.50% | 246,991 | $6.0M | Add +4.9% |
| IVV iShares Core S&P 500 ETF | 1.34% | 8,639 | $5.4M | Reduce -0.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.31% | 57,439 | $5.3M | Add +3.3% |
| VIG Vanguard Dividend Apprec ETF | 1.25% | 24,518 | $5.0M | Add +2.8% |
| TSLA Tesla Inc. | 1.24% | 15,717 | $5.0M | Add +10.8% |
| QLTY GMO U.S. Quality ETF | 1.21% | 142,150 | $4.9M | Reduce -2.6% |
| IBHF iShares Ibond 2026 HY & Inc. | 1.21% | 209,534 | $4.9M | Add +11.4% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.12% | 134,649 | $4.5M | Add +2.5% |
| ICSH iShares Ultra Short Duration | 1.02% | 80,611 | $4.1M | Add +1.6% |
| AMZN Amazon.com Inc. | 1.01% | 18,451 | $4.0M | Add +6.5% |
| SCHF Schwab Intl Equity ETF | 0.98% | 177,387 | $3.9M | Add +5.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.97% | 53,332 | $3.9M | Reduce -22.9% |
| JPM JPMorgan Chase & Co. | 0.87% | 12,084 | $3.5M | Add +5.4% |
| ORCL Oracle Corp. | 0.84% | 15,467 | $3.4M | Add +14.5% |
| SCHG Schwab US Large-Cap Growth | 0.81% | 111,628 | $3.3M | Add +5.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.81% | 132,037 | $3.2M | Add +6.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.75% | 27,200 | $3.0M | Add +65.8% |
| IYW iShares Ustechnology ETF | 0.73% | 17,015 | $2.9M | Add +1.3% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.69% | 82,695 | $2.8M | Add +3.5% |
| SPTS SS SPDR P St Term TSY ETF | 0.68% | 92,677 | $2.7M | Add +5.2% |
| SPHQ Invesco S&P 500 Quality ETF | 0.68% | 38,017 | $2.7M | Add +40.5% |
| EFO Proshares Ultra MSCI Eafe | 0.67% | 47,482 | $2.7M | Add +222.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 8,802 | $2.7M | No change |
| CGMU Cap Group Municipal Income | 0.65% | 97,981 | $2.6M | Add +9.6% |
| PVAL Putnam Focused LRG Cap Value | 0.65% | 64,930 | $2.6M | Reduce -40.7% |
| GOOGL Alphabet Inc. Class A | 0.65% | 14,814 | $2.6M | Reduce -4.3% |
| PFF iShares Preferred & Income S | 0.62% | 80,721 | $2.5M | Add +58.9% |
| META Meta Platforms Inc. Class A | 0.61% | 3,338 | $2.5M | Add +4.3% |
| WMT Walmart Inc. | 0.61% | 25,045 | $2.4M | Add +0.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.58% | 91,257 | $2.3M | Add +1.9% |
| GLD SPDR Gold Shares | 0.57% | 7,455 | $2.3M | Add +239.2% |
| GEHC GE Healthcare Technology | 0.57% | 30,632 | $2.3M | Reduce -0.2% |
| CGGR Cap Group Growth Equity | 0.55% | 54,643 | $2.2M | Reduce -0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.55% | 12,119 | $2.2M | Add +19.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.54% | 47,012 | $2.2M | Reduce -4.9% |
| DVY iShares Select Dividend ETF | 0.53% | 15,895 | $2.1M | Reduce -3.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.53% | 25,192 | $2.1M | Reduce -30.4% |
| EFV iShares MSCI Eafe Value ETF | 0.52% | 32,836 | $2.1M | Add +30.5% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.51% | 55,855 | $2.1M | Add +4.6% |
| IWM iShares Russell 2000 ETF | 0.49% | 9,108 | $2.0M | Reduce -2.7% |
| COST Costco Wholesale Corp. | 0.49% | 1,978 | $2.0M | Add +4.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.48% | 48,503 | $1.9M | Add +5.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.48% | 16,654 | $1.9M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.47% | 2,415 | $1.9M | Reduce -16.5% |
| EAGG iShares ESG Aware US Aggrega | 0.45% | 38,278 | $1.8M | Add +13.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.44% | 32,607 | $1.8M | Add +15.1% |
| CSCO Cisco Systems Inc. | 0.44% | 25,202 | $1.7M | Add +9.9% |
| FDLO Fidelity Low Volat Fact ETF | 0.43% | 27,794 | $1.7M | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 0.43% | 15,660 | $1.7M | Add +1.4% |
| AMGN Amgen Inc. | 0.42% | 6,105 | $1.7M | Add +2.6% |
| BA The Boeing Co. | 0.42% | 8,128 | $1.7M | Add +4.8% |
| WM Waste Management Inc. | 0.41% | 7,275 | $1.7M | Add +6.0% |
| ROK Rockwell Automation Inc. | 0.41% | 4,941 | $1.6M | Add +0.2% |
| VYM Vanguard High DVD Yield ETF | 0.41% | 12,263 | $1.6M | Reduce -4.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.41% | 40,355 | $1.6M | Add +6.6% |
| HON Honeywell International Inc. | 0.40% | 6,975 | $1.6M | Reduce -2.0% |
| PKW Invesco Buyback Achievers Et | 0.39% | 12,524 | $1.5M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 31,985 | $1.5M | Add +1.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.37% | 18,687 | $1.5M | Add +7.5% |
| V Visa Inc. Class A | 0.37% | 4,204 | $1.5M | Add +7.7% |
| SPEM State Street SP PTF Em ETF | 0.37% | 34,756 | $1.5M | Add +8.0% |
| ESGU iShares ESG Aware MSCI USA | 0.37% | 10,891 | $1.5M | Add +7.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.36% | 54,820 | $1.5M | Add +3.0% |
| SPHY SS SPDR P High Yield ETF | 0.36% | 60,468 | $1.4M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 11,370 | $1.4M | Reduce -0.7% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.35% | 30,251 | $1.4M | Add +140.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.34% | 18,905 | $1.4M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.34% | 8,984 | $1.4M | Reduce -1.8% |
| SCHH Schwab US REIT ETF | 0.34% | 64,742 | $1.4M | Add +7.2% |
| AOA iShares Core 80/20 Aggressiv | 0.34% | 16,405 | $1.4M | Add +1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 10,950 | $1.4M | Reduce -8.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.34% | 6,000 | $1.3M | No change |
| IVE iShares S&P 500 Value ETF | 0.33% | 6,867 | $1.3M | Add +24.9% |
| HD Home Depot Inc. | 0.31% | 3,428 | $1.3M | Add +19.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.31% | 39,243 | $1.3M | Add +5.2% |
| BXSL Blackstone Secured Lending F | 0.31% | 40,085 | $1.2M | No change |
| TLT iShares 20+ Year Treasury BD | 0.31% | 13,933 | $1.2M | Add +75.5% |
| IEMG iShares Core MSCI Emerging | 0.30% | 19,984 | $1.2M | Add +97.9% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 19,058 | $1.2M | Add +0.0% |
| RTX RTX Corp. | 0.29% | 8,068 | $1.2M | Add +8.5% |
| ARCC Ares Capital Corp. | 0.29% | 53,642 | $1.2M | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.29% | 12,335 | $1.2M | Reduce -6.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.29% | 10,284 | $1.2M | Reduce -1.0% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.28% | 34,835 | $1.1M | Add +1.4% |
| WYNN WYNN Resorts Ltd. | 0.28% | 12,059 | $1.1M | Add +11.6% |
| MBB iShares MBS ETF | 0.28% | 12,023 | $1.1M | Add +9.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 20,563 | $1.1M | Add +2.8% |
Portfolio Sells Q1 2025 → Q2 2025
| QGRW Wisdomtree US Quality Growth | Reduce -91.0% | 0.07% | −0.69 |
| PVAL Putnam Focused LRG Cap Value | Reduce -40.7% | 0.65% | −0.59 |
| AAPL Apple Inc. | Reduce -0.7% | 1.84% | −0.57 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.54 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -57.0% | 0.27% | −0.43 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -22.9% | 0.97% | −0.39 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -30.4% | 0.53% | −0.34 |
| LLY Eli Lilly & Co. | Reduce -16.5% | 0.47% | −0.24 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Sold out | 0.00% | −0.18 |
| GEHC GE Healthcare Technology | Reduce -0.2% | 0.57% | −0.17 |
| QLTY GMO U.S. Quality ETF | Reduce -2.6% | 1.21% | −0.15 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -4.9% | 0.54% | −0.14 |
| DVY iShares Select Dividend ETF | Reduce -3.9% | 0.53% | −0.14 |
| NE Noble Corp. PLC | Sold out | 0.00% | −0.13 |
| EVH Evolent Health Inc. Class A | Sold out | 0.00% | −0.12 |
| TMDX Transmedics Group Inc. | Sold out | 0.00% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 1.34% | −0.12 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.34% | −0.11 |
| ODD Oddity Tech Ltd. Class A | Sold out | 0.00% | −0.11 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.10 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.10 |
| RNG Ringcentral Inc. Class A | Sold out | 0.00% | −0.10 |
| WTV Wisdomtree U.S. Value Fund | Sold out | 0.00% | −0.10 |
| TBBB BBB Foods Inc. Class A | Sold out | 0.00% | −0.10 |
| PTLC Pacer Trendpilot US Large Ca | Reduce -49.1% | 0.07% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.7% | 0.41% | −0.09 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.09 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.09 |
| AMD Advanced Micro Devices | Reduce -53.8% | 0.10% | −0.08 |
| ACVA Acv Auctions Inc. Class A | Sold out | 0.00% | −0.08 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -0.8% | 0.34% | −0.08 |
| CVX Chevron Corp. | Reduce -5.0% | 0.17% | −0.08 |
| AMLP Alerian MLP ETF | Reduce -3.6% | 0.24% | −0.08 |
| PTNQ Pacer Trendpilot 100 ETF | Reduce -49.6% | 0.06% | −0.08 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.08 |
| FMB First Trust Managed Municipa | Sold out | 0.00% | −0.07 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -6.6% | 0.22% | −0.07 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -2.7% | 0.49% | −0.07 |
| TJX TJX Companies Inc. | Reduce -0.7% | 0.35% | −0.07 |
| TGT Target Corp. | Reduce -4.9% | 0.20% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -4.3% | 0.65% | −0.06 |
| DIVO Amplify CWP Enhan Divid ETF | Sold out | 0.00% | −0.06 |
| DIVB iShares Core Dividend ETF | Reduce -7.5% | 0.23% | −0.06 |
| INTC Intel Corp. | Reduce -3.6% | 0.22% | −0.06 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.06 |
| FNV Franco-Nevada Corp. | Reduce -36.1% | 0.07% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -5.9% | 0.11% | −0.05 |
| NIO Nio Inc. - ADR | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| QLD Proshares Ultra QQQ | New | 1.53% | +1.53 |
| SSO Proshares Ultra S&P500 | New | 1.51% | +1.51 |
| SPMO Invesco S&P 500 Momentum ETF | Add +62.1% | 1.92% | +0.75 |
| EFO Proshares Ultra MSCI Eafe | Add +222.2% | 0.67% | +0.46 |
| GLD SPDR Gold Shares | Add +239.2% | 0.57% | +0.38 |
| SPHY SS SPDR P High Yield ETF | New | 0.36% | +0.36 |
| QQQ Invesco QQQ Trust Series 1 | Add +18.0% | 2.26% | +0.31 |
| ORCL Oracle Corp. | Add +14.5% | 0.84% | +0.28 |
| MSFT Microsoft Corp. | Add +0.1% | 2.69% | +0.26 |
| TFLR T Rowe Price Floating RT ETF | New | 0.25% | +0.25 |
| JD Jd.com Inc.-ADR | New | 0.22% | +0.22 |
| SHV iShares 0-1 Year Treasury Bo | Add +65.8% | 0.75% | +0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +23.1% | 1.70% | +0.20 |
| PLTR Palantir Technologies Inc. Class A | Add +126.4% | 0.27% | +0.18 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +140.7% | 0.35% | +0.17 |
| TMUS T-Mobile US Inc. | New | 0.16% | +0.16 |
| HOOD Robinhood Markets Inc. Class A | New | 0.16% | +0.16 |
| GRW TCW Durable Growth ETF | New | 0.16% | +0.16 |
| THRO iShares U.S. Thematic Rotati | New | 0.16% | +0.16 |
| PFF iShares Preferred & Income S | Add +58.9% | 0.62% | +0.15 |
| IAGG iShares Intl Aggregate Bond | New | 0.15% | +0.15 |
| TSLA Tesla Inc. | Add +10.8% | 1.24% | +0.15 |
| SPHQ Invesco S&P 500 Quality ETF | Add +40.5% | 0.68% | +0.14 |
| IEMG iShares Core MSCI Emerging | Add +97.9% | 0.30% | +0.14 |
| PPA Invesco Aerospace & Defense | New | 0.13% | +0.13 |
| AIRR First Trust Rba American Ind | New | 0.12% | +0.12 |
| RKLB Rocket Lab Corp. | Add +38.7% | 0.21% | +0.12 |
| PPBI Pacific Premier Bancorp Inc. | New | 0.11% | +0.11 |
| AVDV Avantis Intl S/C Value ETF | New | 0.10% | +0.10 |
| CGDV Cap Group Dividend Value | Add +12.5% | 2.50% | +0.10 |
| TLT iShares 20+ Year Treasury BD | Add +75.5% | 0.31% | +0.09 |
| INSP Inspire Medical Systems Inc. | New | 0.08% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +197.3% | 0.25% | +0.08 |
| KRYS Krystal Biotech Inc. | New | 0.08% | +0.08 |
| S Sentinelone Inc. Class A | New | 0.08% | +0.08 |
| EFV iShares MSCI Eafe Value ETF | Add +30.5% | 0.52% | +0.08 |
| XAR SS SPDR S&P Aerospace Def | New | 0.07% | +0.07 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.07% | +0.07 |
| META Meta Platforms Inc. Class A | Add +4.3% | 0.61% | +0.06 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.06% | +0.06 |
| SHLD Global X Defense Tech ETF | New | 0.06% | +0.06 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.06% | +0.06 |
| XLG Invesco S&P 500 Top 50 ETF | Add +96.6% | 0.13% | +0.06 |
| VOO Vanguard S&P 500 ETF | New | 0.06% | +0.06 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.06% | +0.06 |
| NFLX Netflix Inc. | New | 0.06% | +0.06 |
| JPST JPMorgan Ultra-Short Income | New | 0.05% | +0.05 |
| FIW First Trust Water ETF | New | 0.05% | +0.05 |
| IBHG iShares Ibonds 2027 HY Inc. | New | 0.05% | +0.05 |
| ENB Enbridge Inc. | New | 0.05% | +0.05 |
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 |