Tempus Wealth Planning, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Tempus Wealth Planning, LLC reported 276 stock positions worth $435.7 million. Its top holding was General Electric (GE) at 6.1% of the portfolio, followed by GE Vernova (GEV, 3.0%) and Nvidia (NVDA, 2.8%). Compared with Q2 2025, it opened 31 new positions, sold out of 14, added to 114 and reduced 110. The biggest buy was a new position in Fundstr Gran SH US LRG Cap (GRNY) and the biggest sale Invesco S&P 500 Quality ETF (SPHQ, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001806428
- Portfolio Value
- $435.7M (Q3 2025)
- SEC Filing
- 0001806428-25-000004 ↗ filed Nov 6, 2025
Holdings Value
Holdings 276 stocks · $435.7M
| GE General Electric filed as GE AEROSPACE | 6.11% | 88,457 | $26.6M | Add +0.1% |
| GEV GE Vernova Inc. | 3.02% | 21,366 | $13.1M | Add +0.0% |
| NVDA Nvidia Corp. | 2.78% | 64,912 | $12.1M | Reduce -9.9% |
| MSFT Microsoft Corp. | 2.58% | 21,674 | $11.2M | Add +0.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.43% | 252,193 | $10.6M | Reduce -0.7% |
| SPMO Invesco S&P 500 Momentum ETF | 2.12% | 76,135 | $9.2M | Add +11.3% |
| AAPL Apple Inc. | 2.08% | 35,661 | $9.1M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.01% | 14,588 | $8.8M | Reduce -11.4% |
| SCHZ Schwab US Aggregate Bond ETF | 1.96% | 364,034 | $8.5M | Add +0.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.82% | 98,529 | $7.9M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.62% | 10,607 | $7.1M | Reduce -4.2% |
| SCHX Schwab US Large-Cap ETF | 1.59% | 262,338 | $6.9M | Add +6.2% |
| TSLA Tesla Inc. | 1.52% | 14,869 | $6.6M | Reduce -5.4% |
| QLD Proshares Ultra QQQ | 1.44% | 45,727 | $6.3M | Reduce -12.6% |
| SSO Proshares Ultra S&P500 | 1.40% | 54,541 | $6.1M | Reduce -11.8% |
| IVV iShares Core S&P 500 ETF | 1.37% | 8,895 | $6.0M | Add +3.0% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.24% | 155,911 | $5.4M | Add +15.8% |
| VIG Vanguard Dividend Apprec ETF | 1.22% | 24,620 | $5.3M | Add +0.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.12% | 53,206 | $4.9M | Reduce -7.4% |
| QLTY GMO U.S. Quality ETF | 1.08% | 130,250 | $4.7M | Reduce -8.4% |
| ORCL Oracle Corp. | 1.03% | 15,884 | $4.5M | Add +2.7% |
| IBHF iShares Ibond 2026 HY & Inc. | 1.01% | 188,906 | $4.4M | Reduce -9.8% |
| SCHF Schwab Intl Equity ETF | 1.00% | 187,775 | $4.4M | Add +5.9% |
| ICSH iShares Ultra Short Duration | 0.94% | 80,945 | $4.1M | Add +0.4% |
| AMZN Amazon.com Inc. | 0.93% | 18,393 | $4.0M | Reduce -0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.88% | 48,825 | $3.8M | Reduce -8.4% |
| SCHG Schwab US Large-Cap Growth | 0.87% | 118,916 | $3.8M | Add +6.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.86% | 142,943 | $3.8M | Add +8.3% |
| JPM JPMorgan Chase & Co. | 0.84% | 11,623 | $3.7M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 0.78% | 14,002 | $3.4M | Reduce -5.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 8,926 | $2.9M | Add +1.4% |
| IYW iShares Ustechnology ETF | 0.65% | 14,538 | $2.8M | Reduce -14.6% |
| PVAL Putnam Focused LRG Cap Value | 0.64% | 65,336 | $2.8M | Add +0.6% |
| WMT Walmart Inc. | 0.61% | 25,959 | $2.7M | Add +3.6% |
| CGMU Cap Group Municipal Income | 0.61% | 97,782 | $2.7M | Reduce -0.2% |
| PFF iShares Preferred & Income S | 0.60% | 83,252 | $2.6M | Add +3.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.60% | 89,411 | $2.6M | Reduce -3.5% |
| PPA Invesco Aerospace & Defense | 0.58% | 16,395 | $2.5M | Add +348.6% |
| TLT iShares 20+ Year Treasury BD | 0.58% | 28,314 | $2.5M | Add +103.2% |
| META Meta Platforms Inc. Class A | 0.56% | 3,344 | $2.5M | Add +0.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.56% | 93,693 | $2.4M | Add +2.7% |
| QUAL iShares MSCI USA Quality Fac | 0.55% | 12,302 | $2.4M | Add +1.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.54% | 39,968 | $2.4M | Add +22.6% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.53% | 66,923 | $2.3M | Reduce -19.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.53% | 53,916 | $2.3M | Add +11.2% |
| GEHC GE Healthcare Technology | 0.53% | 30,604 | $2.3M | Reduce -0.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.51% | 19,960 | $2.2M | Reduce -26.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.50% | 24,482 | $2.2M | Reduce -2.8% |
| EFV iShares MSCI Eafe Value ETF | 0.50% | 31,804 | $2.2M | Reduce -3.1% |
| GRNY Fundstr Gran SH US LRG Cap | 0.49% | 84,980 | $2.1M | New |
| IVW iShares S&P 500 Growth ETF | 0.47% | 17,144 | $2.1M | Add +9.5% |
| IWM iShares Russell 2000 ETF | 0.47% | 8,525 | $2.1M | Reduce -6.4% |
| DVY iShares Select Dividend ETF | 0.47% | 14,440 | $2.1M | Reduce -9.2% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.44% | 48,198 | $1.9M | Reduce -13.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.43% | 14,974 | $1.9M | Reduce -10.1% |
| EAGG iShares ESG Aware US Aggrega | 0.43% | 39,137 | $1.9M | Add +2.2% |
| LLY Eli Lilly & Co. | 0.42% | 2,391 | $1.8M | Reduce -1.0% |
| CGGR Cap Group Growth Equity | 0.42% | 41,439 | $1.8M | Reduce -24.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.41% | 38,166 | $1.8M | Reduce -18.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.41% | 12,210 | $1.8M | Add +7.4% |
| AMGN Amgen Inc. | 0.40% | 6,242 | $1.8M | Add +2.2% |
| BA The Boeing Co. | 0.40% | 8,143 | $1.8M | Add +0.2% |
| FDLO Fidelity Low Volat Fact ETF | 0.40% | 26,494 | $1.7M | Reduce -4.7% |
| CSCO Cisco Systems Inc. | 0.40% | 25,326 | $1.7M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.40% | 1,870 | $1.7M | Reduce -5.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.40% | 40,336 | $1.7M | Reduce -0.1% |
| ROK Rockwell Automation Inc. | 0.39% | 4,912 | $1.7M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 31,736 | $1.6M | Reduce -0.8% |
| SPEM State Street SP PTF Em ETF | 0.38% | 34,945 | $1.6M | Add +0.5% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 8,913 | $1.6M | Add +12.0% |
| JNJ Johnson & Johnson | 0.37% | 8,600 | $1.6M | Reduce -4.3% |
| SPHQ Invesco S&P 500 Quality ETF | 0.37% | 21,758 | $1.6M | Reduce -42.8% |
| WM Waste Management Inc. | 0.36% | 7,179 | $1.6M | Reduce -1.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.36% | 18,464 | $1.6M | Reduce -1.2% |
| EFO Proshares Ultra MSCI Eafe | 0.36% | 26,187 | $1.6M | Reduce -44.9% |
| ESGU iShares ESG Aware MSCI USA | 0.35% | 10,565 | $1.5M | Reduce -3.0% |
| WYNN WYNN Resorts Ltd. | 0.35% | 11,962 | $1.5M | Reduce -0.8% |
| VYM Vanguard High DVD Yield ETF | 0.34% | 10,609 | $1.5M | Reduce -13.5% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.34% | 55,457 | $1.5M | Add +1.2% |
| SCHH Schwab US REIT ETF | 0.34% | 69,099 | $1.5M | Add +6.7% |
| PKW Invesco Buyback Achievers Et | 0.34% | 11,057 | $1.5M | Reduce -11.7% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.34% | 6,000 | $1.5M | No change |
| V Visa Inc. Class A | 0.34% | 4,279 | $1.5M | Add +1.8% |
| SPHY SS SPDR P High Yield ETF | 0.33% | 60,468 | $1.4M | No change |
| AMLP Alerian MLP ETF | 0.32% | 30,111 | $1.4M | Add +49.7% |
| AOA iShares Core 80/20 Aggressiv | 0.32% | 15,643 | $1.4M | Reduce -4.6% |
| RTX RTX Corp. | 0.31% | 8,199 | $1.4M | Add +1.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.31% | 39,820 | $1.4M | Add +1.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.31% | 18,334 | $1.3M | Reduce -3.0% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.30% | 42,357 | $1.3M | New |
| HD Home Depot Inc. | 0.30% | 3,188 | $1.3M | Reduce -7.0% |
| GLD SPDR Gold Shares | 0.30% | 3,623 | $1.3M | Reduce -51.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 21,510 | $1.2M | Add +4.6% |
| IBIT iShares Bitcoin Trust ETF | 0.28% | 19,025 | $1.2M | Add +69.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 10,715 | $1.2M | Reduce -2.1% |
| HSY The Hershey Co. | 0.28% | 6,500 | $1.2M | Reduce -1.8% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 18,350 | $1.2M | Reduce -3.7% |
| ABBV Abbvie Inc. | 0.27% | 5,161 | $1.2M | Add +13.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.27% | 20,925 | $1.2M | Add +48.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.27% | 11,000 | $1.2M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| SPHQ Invesco S&P 500 Quality ETF | Reduce -42.8% | 0.37% | −0.31 |
| EFO Proshares Ultra MSCI Eafe | Reduce -44.9% | 0.36% | −0.31 |
| GLD SPDR Gold Shares | Reduce -51.4% | 0.30% | −0.27 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.4% | 2.01% | −0.25 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.25 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -26.6% | 0.51% | −0.24 |
| IBHF iShares Ibond 2026 HY & Inc. | Reduce -9.8% | 1.01% | −0.20 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -7.4% | 1.12% | −0.19 |
| HON Honeywell International Inc. | Reduce -30.9% | 0.23% | −0.17 |
| UNH Unitedhealth Group Inc. | Reduce -68.0% | 0.08% | −0.17 |
| CGDG Cap Group Dividend Growers | Reduce -19.1% | 0.53% | −0.16 |
| GRW TCW Durable Growth ETF | Sold out | 0.00% | −0.16 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -50.5% | 0.13% | −0.15 |
| INTC Intel Corp. | Reduce -77.2% | 0.07% | −0.15 |
| HUM Humana Inc. | Sold out | 0.00% | −0.15 |
| CGGR Cap Group Growth Equity | Reduce -24.2% | 0.42% | −0.14 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -18.8% | 0.41% | −0.13 |
| QLTY GMO U.S. Quality ETF | Reduce -8.4% | 1.08% | −0.13 |
| PPBI Pacific Premier Bancorp Inc. | Sold out | 0.00% | −0.11 |
| SSO Proshares Ultra S&P500 | Reduce -11.8% | 1.40% | −0.10 |
| QLD Proshares Ultra QQQ | Reduce -12.6% | 1.44% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -5.5% | 0.40% | −0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -8.4% | 0.88% | −0.09 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -19.7% | 0.26% | −0.09 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.2% | 1.62% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 0.93% | −0.08 |
| KRYS Krystal Biotech Inc. | Sold out | 0.00% | −0.08 |
| IYW iShares Ustechnology ETF | Reduce -14.6% | 0.65% | −0.08 |
| CGUS Cap Group Core Equity | Reduce -13.7% | 0.44% | −0.08 |
| FOLD Amicus Therapeutics Inc. | Sold out | 0.00% | −0.08 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -3.5% | 0.60% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -25.9% | 0.22% | −0.07 |
| IVE iShares S&P 500 Value ETF | Reduce -19.9% | 0.26% | −0.07 |
| XAR SS SPDR S&P Aerospace Def | Sold out | 0.00% | −0.07 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.07 |
| CGDV Cap Group Dividend Value | Reduce -0.7% | 2.43% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -13.5% | 0.34% | −0.06 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -30.5% | 0.11% | −0.06 |
| CGXU Cap Group Intl Focus | Sold out | 0.00% | −0.06 |
| DIVB iShares Core Dividend ETF | Reduce -22.8% | 0.17% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -20.7% | 0.23% | −0.06 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.06 |
| DIS The Walt Disney Co. | Reduce -2.1% | 0.28% | −0.06 |
| CGIE Cap Group Intl Equity | Sold out | 0.00% | −0.06 |
| NVDA Nvidia Corp. | Reduce -9.9% | 2.78% | −0.06 |
| MBB iShares MBS ETF | Reduce -14.0% | 0.23% | −0.06 |
| DVY iShares Select Dividend ETF | Reduce -9.2% | 0.47% | −0.06 |
| DMXF iShares ESG Advanc MSCI Eafe | Sold out | 0.00% | −0.06 |
| WM Waste Management Inc. | Reduce -1.3% | 0.36% | −0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| GRNY Fundstr Gran SH US LRG Cap | New | 0.49% | +0.49 |
| PPA Invesco Aerospace & Defense | Add +348.6% | 0.58% | +0.46 |
| GE General Electric | Add +0.1% | 6.11% | +0.44 |
| CGGE Cap Group Global Eq | New | 0.30% | +0.30 |
| TLT iShares 20+ Year Treasury BD | Add +103.2% | 0.58% | +0.27 |
| GEV GE Vernova Inc. | Add +0.0% | 3.02% | +0.20 |
| SPMO Invesco S&P 500 Momentum ETF | Add +11.3% | 2.12% | +0.20 |
| HYT BlackRock Corp. Hi YLD | New | 0.20% | +0.20 |
| ORCL Oracle Corp. | Add +2.7% | 1.03% | +0.18 |
| ADBE Adobe Inc. | New | 0.16% | +0.16 |
| EET Proshares Ult MSCI Emer MKTS | New | 0.16% | +0.16 |
| CGMM Cap Group Small and Mid Cap | New | 0.15% | +0.15 |
| ELV Elevance Health Inc. | New | 0.15% | +0.15 |
| CHTR Charter Communications Inc. Class A | New | 0.15% | +0.15 |
| OEF iShares S&P 100 ETF | New | 0.15% | +0.15 |
| AVEM Avantis Emerging Markets Eq | New | 0.15% | +0.15 |
| ICVT iShares Convertible Bond ETF | New | 0.14% | +0.14 |
| BAI Ishrs AI in and Tech Act ETF | Add +193.2% | 0.18% | +0.12 |
| CGBL Cap Group Core Balanced | Add +15.8% | 1.24% | +0.12 |
| CGIB Cap Group Intl Bond HDG | New | 0.12% | +0.12 |
| EVH Evolent Health Inc. Class A | New | 0.11% | +0.11 |
| IBIT iShares Bitcoin Trust ETF | Add +69.8% | 0.28% | +0.11 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +244.4% | 0.16% | +0.11 |
| AVDV Avantis Intl S/C Value ETF | Add +102.5% | 0.21% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | Add +12.0% | 0.37% | +0.10 |
| XLG Invesco S&P 500 Top 50 ETF | Add +78.2% | 0.23% | +0.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +22.6% | 0.54% | +0.10 |
| DKNG Draftkings Inc. Class A | New | 0.09% | +0.09 |
| ETHA iShares Ethereum Trust ETF | New | 0.09% | +0.09 |
| HOOD Robinhood Markets Inc. Class A | Add +11.5% | 0.25% | +0.09 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +48.7% | 0.27% | +0.08 |
| SCHX Schwab US Large-Cap ETF | Add +6.2% | 1.59% | +0.08 |
| AIRR First Trust Rba American Ind | Add +51.2% | 0.20% | +0.08 |
| AMLP Alerian MLP ETF | Add +49.7% | 0.32% | +0.08 |
| CGNG Cap Group New Geography Eq | New | 0.08% | +0.08 |
| SHLD Global X Defense Tech ETF | Add +104.8% | 0.14% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +14.5% | 0.21% | +0.07 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +13.8% | 0.27% | +0.06 |
| DXCM Dexcom Inc. | New | 0.06% | +0.06 |
| CFLT Confluent Inc. Class A | New | 0.06% | +0.06 |
| ACVA Acv Auctions Inc. Class A | New | 0.06% | +0.06 |
| LEGN Legend Biotech Corp.-ADR | New | 0.06% | +0.06 |
| SCHG Schwab US Large-Cap Growth | Add +6.5% | 0.87% | +0.06 |
| RKLB Rocket Lab Corp. | Add +3.1% | 0.26% | +0.06 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +8.3% | 0.86% | +0.06 |
| TJX TJX Companies Inc. | Add +7.4% | 0.41% | +0.06 |
| GS Goldman Sachs Group Inc. | New | 0.05% | +0.05 |
| CHAT Roundhill Gen AI & Tech ETF | New | 0.05% | +0.05 |
| XBI SS SPDR S&P Biotech ETF | 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 |