Tempus Wealth Planning, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Tempus Wealth Planning, LLC reported 275 stock positions worth $436.5 million. Its top holding was General Electric (GE) at 6.2% of the portfolio, followed by GE Vernova (GEV, 3.2%) and Nvidia (NVDA, 2.8%). Compared with Q3 2025, it opened 19 new positions, sold out of 21, added to 127 and reduced 115. The biggest buy was iShares Ibond 2026 HY & (IBHF, shares +39%) and the biggest sale Proshares Ultra QQQ (QLD, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001806428
- Portfolio Value
- $436.5M (Q4 2025)
- SEC Filing
- 0001806428-26-000001 ↗ filed Jan 16, 2026
Holdings Value
Holdings 275 stocks · $436.5M
| GE General Electric filed as GE AEROSPACE | 6.22% | 88,107 | $27.1M | Reduce -0.4% |
| GEV GE Vernova Inc. | 3.21% | 21,455 | $14.0M | Add +0.4% |
| NVDA Nvidia Corp. | 2.78% | 64,957 | $12.1M | Add +0.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.52% | 251,817 | $11.0M | Reduce -0.1% |
| MSFT Microsoft Corp. | 2.32% | 20,975 | $10.1M | Reduce -3.2% |
| AAPL Apple Inc. | 2.21% | 35,514 | $9.7M | Reduce -0.4% |
| SPMO Invesco S&P 500 Momentum ETF | 2.15% | 78,568 | $9.4M | Add +3.2% |
| SCHZ Schwab US Aggregate Bond ETF | 2.13% | 397,795 | $9.3M | Add +9.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.03% | 14,448 | $8.9M | Reduce -1.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.85% | 97,649 | $8.1M | Reduce -0.9% |
| SCHX Schwab US Large-Cap ETF | 1.67% | 271,393 | $7.3M | Add +3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.65% | 10,590 | $7.2M | Reduce -0.2% |
| TSLA Tesla Inc. | 1.61% | 15,657 | $7.0M | Add +5.3% |
| IBHF iShares Ibond 2026 HY & Inc. | 1.39% | 261,926 | $6.0M | Add +38.6% |
| IVV iShares Core S&P 500 ETF | 1.37% | 8,746 | $6.0M | Reduce -1.7% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.36% | 167,919 | $5.9M | Add +7.7% |
| QLTY GMO U.S. Quality ETF | 1.21% | 137,250 | $5.3M | Add +5.4% |
| VIG Vanguard Dividend Apprec ETF | 1.20% | 23,903 | $5.3M | Reduce -2.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.09% | 52,167 | $4.8M | Reduce -1.9% |
| SCHF Schwab Intl Equity ETF | 1.07% | 193,986 | $4.7M | Add +3.3% |
| AMZN Amazon.com Inc. | 1.03% | 19,485 | $4.5M | Add +5.9% |
| GOOGL Alphabet Inc. Class A | 1.01% | 14,091 | $4.4M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.95% | 51,873 | $4.2M | Add +6.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.93% | 148,999 | $4.1M | Add +4.2% |
| SCHG Schwab US Large-Cap Growth | 0.92% | 122,860 | $4.0M | Add +3.3% |
| QLD Proshares Ultra QQQ | 0.86% | 53,301 | $3.8M | Reduce -41.7% |
| SSO Proshares Ultra S&P500 | 0.85% | 63,698 | $3.7M | Reduce -41.6% |
| JPM JPMorgan Chase & Co. | 0.83% | 11,298 | $3.6M | Reduce -2.8% |
| ICSH iShares Ultra Short Duration | 0.81% | 69,677 | $3.5M | Reduce -13.9% |
| PPA Invesco Aerospace & Defense | 0.73% | 20,295 | $3.2M | Add +23.8% |
| ORCL Oracle Corp. | 0.71% | 15,921 | $3.1M | Add +0.2% |
| PVAL Putnam Focused LRG Cap Value | 0.70% | 67,236 | $3.1M | Add +2.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 8,868 | $3.0M | Reduce -0.7% |
| WMT Walmart Inc. | 0.66% | 26,018 | $2.9M | Add +0.2% |
| IYW iShares Ustechnology ETF | 0.65% | 14,154 | $2.8M | Reduce -2.6% |
| GRNY Fundstr Gran SH US LRG Cap | 0.61% | 106,980 | $2.6M | Add +25.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.59% | 42,136 | $2.6M | Add +5.4% |
| CGMU Cap Group Municipal Income | 0.58% | 92,641 | $2.5M | Reduce -5.3% |
| GEHC GE Healthcare Technology | 0.57% | 30,451 | $2.5M | Reduce -0.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.57% | 54,910 | $2.5M | Add +1.8% |
| LLY Eli Lilly & Co. | 0.56% | 2,294 | $2.5M | Reduce -4.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.55% | 82,418 | $2.4M | Reduce -7.8% |
| META Meta Platforms Inc. Class A | 0.55% | 3,625 | $2.4M | Add +8.4% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.54% | 65,863 | $2.3M | Reduce -1.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.53% | 89,938 | $2.3M | Reduce -4.0% |
| EFV iShares MSCI Eafe Value ETF | 0.50% | 30,699 | $2.2M | Reduce -3.5% |
| IVW iShares S&P 500 Growth ETF | 0.49% | 17,480 | $2.2M | Add +2.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.49% | 23,853 | $2.1M | Reduce -2.6% |
| IWM iShares Russell 2000 ETF | 0.47% | 8,421 | $2.1M | Reduce -1.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.46% | 18,153 | $2.0M | Reduce -9.1% |
| AMGN Amgen Inc. | 0.46% | 6,102 | $2.0M | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 0.44% | 25,210 | $1.9M | Reduce -0.5% |
| EAGG iShares ESG Aware US Aggrega | 0.44% | 39,948 | $1.9M | Add +2.1% |
| ROK Rockwell Automation Inc. | 0.43% | 4,880 | $1.9M | Reduce -0.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.43% | 14,736 | $1.9M | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.43% | 12,277 | $1.9M | Add +0.6% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.43% | 46,656 | $1.9M | Reduce -3.2% |
| DVY iShares Select Dividend ETF | 0.42% | 13,126 | $1.9M | Reduce -9.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.42% | 41,235 | $1.8M | Add +2.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.41% | 38,874 | $1.8M | Add +1.9% |
| BA The Boeing Co. | 0.41% | 8,221 | $1.8M | Add +1.0% |
| QUAL iShares MSCI USA Quality Fac | 0.41% | 8,961 | $1.8M | Reduce -27.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.40% | 31,813 | $1.7M | Add +0.2% |
| FDLO Fidelity Low Volat Fact ETF | 0.39% | 25,694 | $1.7M | Reduce -3.0% |
| RKLB Rocket Lab Corp. | 0.39% | 24,244 | $1.7M | Add +1.7% |
| SPEM State Street SP PTF Em ETF | 0.39% | 35,981 | $1.7M | Add +3.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.38% | 18,610 | $1.7M | Add +0.8% |
| JNJ Johnson & Johnson | 0.38% | 8,063 | $1.7M | Reduce -6.2% |
| COST Costco Wholesale Corp. | 0.38% | 1,926 | $1.7M | Add +3.0% |
| WM Waste Management Inc. | 0.37% | 7,394 | $1.6M | Add +3.0% |
| CGGR Cap Group Growth Equity | 0.37% | 36,399 | $1.6M | Reduce -12.2% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 9,047 | $1.6M | Add +1.5% |
| V Visa Inc. Class A | 0.37% | 4,583 | $1.6M | Add +7.1% |
| GLD SPDR Gold Shares | 0.36% | 4,014 | $1.6M | Add +10.8% |
| IVE iShares S&P 500 Value ETF | 0.36% | 7,459 | $1.6M | Add +35.5% |
| ESGU iShares ESG Aware MSCI USA | 0.36% | 10,601 | $1.6M | Add +0.3% |
| SPHQ Invesco S&P 500 Quality ETF | 0.36% | 20,708 | $1.6M | Reduce -4.8% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.35% | 6,000 | $1.5M | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.34% | 56,263 | $1.5M | Add +1.4% |
| SCHH Schwab US REIT ETF | 0.34% | 71,053 | $1.5M | Add +2.8% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.34% | 46,615 | $1.5M | Add +10.1% |
| PKW Invesco Buyback Achievers Et | 0.34% | 10,944 | $1.5M | Reduce -1.0% |
| EFO Proshares Ultra MSCI Eafe | 0.34% | 22,953 | $1.5M | Reduce -12.3% |
| AOA iShares Core 80/20 Aggressiv | 0.33% | 16,069 | $1.4M | Add +2.7% |
| WYNN WYNN Resorts Ltd. | 0.33% | 11,929 | $1.4M | Reduce -0.3% |
| 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 | No change |
| RTX RTX Corp. | 0.32% | 7,662 | $1.4M | Reduce -6.5% |
| TLT iShares 20+ Year Treasury BD | 0.32% | 15,991 | $1.4M | Reduce -43.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.31% | 39,137 | $1.4M | Reduce -1.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.30% | 18,273 | $1.3M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 0.29% | 8,953 | $1.3M | Reduce -15.6% |
| AIRR First Trust Rba American Ind | 0.28% | 12,600 | $1.2M | Add +38.9% |
| AOR iShares Core 60/40 Balanced | 0.28% | 19,041 | $1.2M | Add +93.9% |
| HSY The Hershey Co. | 0.28% | 6,680 | $1.2M | Add +2.8% |
| XLG Invesco S&P 500 Top 50 ETF | 0.28% | 20,506 | $1.2M | Add +19.3% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.28% | 26,216 | $1.2M | Add +7.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.28% | 21,247 | $1.2M | Add +1.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.28% | 22,833 | $1.2M | Add +7.1% |
| HD Home Depot Inc. | 0.27% | 3,470 | $1.2M | Add +8.8% |
Portfolio Sells Q3 2025 → Q4 2025
| QLD Proshares Ultra QQQ | Reduce -41.7% | 0.86% | −0.58 |
| SSO Proshares Ultra S&P500 | Reduce -41.6% | 0.85% | −0.56 |
| PFF iShares Preferred & Income S | Reduce -78.7% | 0.13% | −0.48 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.28 |
| TLT iShares 20+ Year Treasury BD | Reduce -43.5% | 0.32% | −0.26 |
| MSFT Microsoft Corp. | Reduce -3.2% | 2.32% | −0.25 |
| JEPI JPMorgan Equity Premium Inco | Reduce -81.3% | 0.05% | −0.21 |
| AVDV Avantis Intl S/C Value ETF | Sold out | 0.00% | −0.21 |
| IBIT iShares Bitcoin Trust ETF | Reduce -52.3% | 0.10% | −0.18 |
| EET Proshares Ult MSCI Emer MKTS | Sold out | 0.00% | −0.16 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.15 |
| QUAL iShares MSCI USA Quality Fac | Reduce -27.2% | 0.41% | −0.14 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.14 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.14 |
| ICVT iShares Convertible Bond ETF | Sold out | 0.00% | −0.14 |
| ICSH iShares Ultra Short Duration | Reduce -13.9% | 0.81% | −0.14 |
| BXSL Blackstone Secured Lending F | Reduce -40.4% | 0.15% | −0.10 |
| ARCC Ares Capital Corp. | Reduce -37.3% | 0.16% | −0.10 |
| HYT BlackRock Corp. Hi YLD | Reduce -44.4% | 0.10% | −0.09 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.09 |
| SHLD Global X Defense Tech ETF | Reduce -49.2% | 0.06% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -21.8% | 0.18% | −0.07 |
| IAGG iShares Intl Aggregate Bond | Reduce -33.7% | 0.12% | −0.07 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.06 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Sold out | 0.00% | −0.06 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.06 |
| RWR SS SPDR Dow Jones REIT ETF | Sold out | 0.00% | −0.06 |
| PTNQ Pacer Trendpilot 100 ETF | Sold out | 0.00% | −0.05 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.05 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.05 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -18.2% | 0.21% | −0.05 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.05 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.05 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -7.8% | 0.55% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -15.6% | 0.29% | −0.05 |
| MJ Amplify Alternat Harvest ETF | Sold out | 0.00% | −0.05 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -9.1% | 0.46% | −0.05 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.05 |
| CGGR Cap Group Growth Equity | Reduce -12.2% | 0.37% | −0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -21.3% | 0.19% | −0.05 |
| DVY iShares Select Dividend ETF | Reduce -9.1% | 0.42% | −0.05 |
| XSD SS SPDR S&P Semiconductor | Sold out | 0.00% | −0.05 |
| ABBV Abbvie Inc. | Reduce -14.8% | 0.23% | −0.04 |
| DIVB iShares Core Dividend ETF | Reduce -23.7% | 0.13% | −0.04 |
| CGMU Cap Group Municipal Income | Reduce -5.3% | 0.58% | −0.03 |
| NNOX Nano-X Imaging Ltd. | Reduce -6.4% | 0.07% | −0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.9% | 1.09% | −0.03 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -4.0% | 0.53% | −0.03 |
| WYNN WYNN Resorts Ltd. | Reduce -0.3% | 0.33% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| IBHF iShares Ibond 2026 HY & Inc. | Add +38.6% | 1.39% | +0.37 |
| RECS Columbia Resear Enh Cor ETF | New | 0.26% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 1.01% | +0.23 |
| IDMO Invesco S&P International DE | New | 0.23% | +0.23 |
| GEV GE Vernova Inc. | Add +0.4% | 3.21% | +0.20 |
| SCHZ Schwab US Aggregate Bond ETF | Add +9.3% | 2.13% | +0.17 |
| PINS Pinterest Inc. Class A | New | 0.16% | +0.16 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.15% | +0.15 |
| PPA Invesco Aerospace & Defense | Add +23.8% | 0.73% | +0.14 |
| AOR iShares Core 60/40 Balanced | Add +93.9% | 0.28% | +0.14 |
| XOVR Ershares Private-Public Cros | New | 0.14% | +0.14 |
| QLTY GMO U.S. Quality ETF | Add +5.4% | 1.21% | +0.13 |
| RKLB Rocket Lab Corp. | Add +1.7% | 0.39% | +0.13 |
| GRNY Fundstr Gran SH US LRG Cap | Add +25.9% | 0.61% | +0.12 |
| CGBL Cap Group Core Balanced | Add +7.7% | 1.36% | +0.12 |
| AMZN Amazon.com Inc. | Add +5.9% | 1.03% | +0.10 |
| IVE iShares S&P 500 Value ETF | Add +35.5% | 0.36% | +0.10 |
| IYLD iShares Morningstar Multi-As | New | 0.10% | +0.10 |
| TSLA Tesla Inc. | Add +5.3% | 1.61% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +126.3% | 0.18% | +0.10 |
| SCHX Schwab US Large-Cap ETF | Add +3.5% | 1.67% | +0.09 |
| AIRR First Trust Rba American Ind | Add +38.9% | 0.28% | +0.08 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +0.5% | 0.26% | +0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +6.2% | 0.95% | +0.08 |
| VCIT Vanguard Int-Term Corporate | New | 0.07% | +0.07 |
| GLD SPDR Gold Shares | Add +10.8% | 0.36% | +0.07 |
| TTD Trade Desk Inc./the Class A | New | 0.07% | +0.07 |
| CGSM Cap Group Short Muni Income | New | 0.07% | +0.07 |
| VAC Marriott Vacations World | New | 0.07% | +0.07 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +4.2% | 0.93% | +0.07 |
| SCHF Schwab Intl Equity ETF | Add +3.3% | 1.07% | +0.07 |
| AVEM Avantis Emerging Markets Eq | Add +41.3% | 0.21% | +0.06 |
| SYSB iShares Systematic Bond ETF | New | 0.06% | +0.06 |
| FLUT Flutter Entertainment PLC-Di | New | 0.06% | +0.06 |
| PVAL Putnam Focused LRG Cap Value | Add +2.9% | 0.70% | +0.06 |
| UBER Uber Technologies Inc. | New | 0.06% | +0.06 |
| SLV iShares Silver Trust | New | 0.06% | +0.06 |
| DUOL Duolingo | New | 0.06% | +0.06 |
| GILD Gilead Sciences Inc. | New | 0.05% | +0.05 |
| XLG Invesco S&P 500 Top 50 ETF | Add +19.3% | 0.28% | +0.05 |
| CGHM Cap Group Muni High-Income | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +0.2% | 0.66% | +0.05 |
| JKHY Jack Henry & Associates Inc. | New | 0.05% | +0.05 |
| MRK Merck & Co. Inc. | Add +12.3% | 0.17% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +3.3% | 0.92% | +0.05 |
| AXP American Express Co. | New | 0.05% | +0.05 |
| EVH Evolent Health Inc. Class A | Add +194.9% | 0.16% | +0.04 |
| CGIB Cap Group Intl Bond HDG | Add +38.0% | 0.16% | +0.04 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +5.4% | 0.59% | +0.04 |
| CGGE Cap Group Global Eq | Add +10.1% | 0.34% | +0.04 |
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 |