Tempus Wealth Planning, LLC

13F filer · CIK 0001806428

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$511MU.S. long equity reported on 13F

Positions13410 new · 10 closed

Net flow last quarter+$2.03MBuys minus sells

Top 10 positions weight24.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026134 positions
GEGeneral Electric Co	$32.8M	6.42%	0.01%	0.0%	Q3 2021
GEVGE Vernova Inc.	$25.1M	4.90%	0.01%	-0.3%	Q2 2024
NVDANvidia Corp	$11.8M	2.31%	0.00%	-8.9%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$11.7M	2.29%	Not reported	+11.8%	Q4 2019
AAPLApple Inc.	$10.3M	2.02%	0.00%	+0.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$8.86M	1.73%	Not reported	+12.4%	Q2 2021
MSFTMicrosoft Corp	$8.04M	1.57%	0.00%	+1.1%	Q4 2019
TSLATesla, Inc.	$7.1M	1.39%	0.00%	+3.9%	Q4 2020
QLTYQuality Distribution Inc	$5.37M	1.05%	0.46%	-2.4%	Q4 2024
GOOGLAlphabet Inc.	$5.19M	1.01%	0.00%	+1.8%	Q2 2021
AMATApplied Materials Inc	$5M	0.98%	0.00%	-0.5%	Q3 2020
AMZNAmazon Com Inc	$4.69M	0.92%	0.00%	-0.5%	Q2 2020
JPMJPMorgan Chase & Co	$3.84M	0.75%	0.00%	+1.5%	Q4 2019
CSCOCisco Systems, Inc.	$3.05M	0.60%	0.00%	+0.7%	Q2 2021
WMTWalmart Inc.	$2.98M	0.58%	0.00%	-3.1%	Q3 2020
FNDFSchwab Strategic Trust	$2.98M	0.58%	Not reported	+2.8%	Q4 2022
LLYELI LILLY & Co	$2.82M	0.55%	0.00%	+2.1%	Q4 2019
RKLBRocket Lab Corp	$2.61M	0.51%	0.00%	+1.4%	Q4 2024
SPABASTROTECH Corp	$2.43M	0.48%	Not reported	+2.9%	Q4 2019
ROKRockwell Automation, Inc	$2.41M	0.47%	0.00%	+0.1%	Q3 2022
SPTSSports Media Inc	$2.4M	0.47%	Not reported	-0.7%	Q4 2019
ORCLOracle Corp	$2.29M	0.45%	0.00%	+1.1%	Q2 2021
AMGNAmgen Inc	$2.26M	0.44%	0.00%	+3.2%	Q4 2019
METAMeta Platforms, Inc.	$2.23M	0.44%	Not reported	+5.6%	Q2 2020
JNJJohnson & Johnson	$2.16M	0.42%	0.00%	+2.2%	Q4 2019
GEHCGE HealthCare Technologies Inc.	$1.95M	0.38%	0.01%	Not reported	Q1 2023
TJXTJX Companies Inc	$1.92M	0.37%	0.00%	+1.2%	Q2 2021
BABoeing Co	$1.89M	0.37%	0.00%	+2.4%	Q4 2019
COSTCostco Wholesale Corp	$1.84M	0.36%	0.00%	-1.1%	Q2 2021
BACBank of America Corp	$1.82M	0.36%	0.00%	+0.5%	Q4 2019
JBHTHunt J B Transport Services Inc	$1.73M	0.34%	0.01%	+0.7%	Q2 2021
WMWaste Management Inc	$1.71M	0.34%	0.00%	+1.5%	Q4 2019
VVisa Inc.	$1.65M	0.32%	0.00%	+0.9%	Q4 2019
HDHome Depot, Inc.	$1.58M	0.31%	0.00%	+7.2%	Q4 2019
ORealty Income Corp	$1.34M	0.26%	0.00%	+29.7%	Q1 2025
RTXRTX Corp	$1.33M	0.26%	0.00%	+2.6%	Q2 2020
THROTheron Resource Group	$1.28M	0.25%	0.38%	-9.2%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.21M	0.24%	Not reported	-10.1%	Q1 2021
PLTRPalantir Technologies Inc.	$1.2M	0.23%	0.00%	+6.9%	Q1 2025
HSYHershey Co	$1.19M	0.23%	0.00%	+1.0%	Q2 2021
GOOGAlphabet Inc.	$1.19M	0.23%	Not reported	+0.7%	Q4 2023
PFEPfizer Inc	$1.16M	0.23%	0.00%	+16.0%	Q4 2019
SHLDSears Holdings Corp	$1.16M	0.23%	0.02%	+85.7%	Q2 2025
PEPPepsico Inc	$1.13M	0.22%	0.00%	+2.4%	Q4 2019
ABBVAbbVie Inc.	$1.12M	0.22%	0.00%	+1.0%	Q4 2019
WYNNWynn Resorts Ltd	$1.11M	0.22%	0.01%	-1.9%	Q2 2021
INTCIntel Corp	$1.08M	0.21%	0.00%	-1.3%	Q4 2019
BRK.BBerkshire Hathaway Inc	$1.06M	0.21%	Not reported	+1.4%	Q4 2019
CVXChevron Corp	$1.01M	0.20%	0.00%	-5.4%	Q4 2019
SNASnap-on Inc	$1M	0.20%	0.00%	+1.0%	Q3 2021

Q1 2026Reported Apr 29, 2026133 positions
GEGeneral Electric Co	$24.9M	5.73%	0.01%	-0.3%	Q3 2021
GEVGE Vernova Inc.	$18.7M	4.29%	0.01%	-0.3%	Q2 2024
NVDANvidia Corp	$11.3M	2.60%	0.00%	0.0%	Q2 2021
AAPLApple Inc.	$9.02M	2.07%	0.00%	+0.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$8.22M	1.89%	Not reported	-1.4%	Q4 2019
MSFTMicrosoft Corp	$7.89M	1.81%	0.00%	+1.6%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$6.87M	1.58%	Not reported	-0.3%	Q2 2021
TSLATesla, Inc.	$6.04M	1.39%	0.00%	+3.7%	Q4 2020
QLTYQuality Distribution Inc	$4.79M	1.10%	0.47%	-3.6%	Q4 2024
AMZNAmazon Com Inc	$4.12M	0.95%	0.00%	+1.4%	Q2 2020
GOOGLAlphabet Inc.	$4.1M	0.94%	0.00%	+1.2%	Q2 2021
JPMJPMorgan Chase & Co	$3.4M	0.78%	0.00%	+2.4%	Q4 2019
WMTWalmart Inc.	$3.38M	0.78%	0.00%	+4.4%	Q3 2020
FNDFSchwab Strategic Trust	$2.69M	0.62%	Not reported	+0.1%	Q4 2022
SPTSSports Media Inc	$2.43M	0.56%	Not reported	+0.9%	Q4 2019
AMATApplied Materials Inc	$2.38M	0.55%	0.00%	+66.6%	Q3 2020
SPABASTROTECH Corp	$2.37M	0.54%	Not reported	+2.9%	Q4 2019
ORCLOracle Corp	$2.28M	0.52%	0.00%	-2.7%	Q2 2021
GEHCGE HealthCare Technologies Inc.	$2.17M	0.50%	0.01%	0.0%	Q1 2023
METAMeta Platforms, Inc.	$2.14M	0.49%	Not reported	+3.4%	Q2 2020
AMGNAmgen Inc	$2.13M	0.49%	0.00%	-0.7%	Q4 2019
LLYELI LILLY & Co	$2.12M	0.49%	0.00%	+0.4%	Q4 2019
JNJJohnson & Johnson	$2.03M	0.47%	0.00%	+3.0%	Q4 2019
CSCOCisco Systems, Inc.	$2M	0.46%	0.00%	+2.4%	Q2 2021
TJXTJX Companies Inc	$2M	0.46%	0.00%	+1.8%	Q2 2021
COSTCostco Wholesale Corp	$1.99M	0.46%	0.00%	+3.5%	Q2 2021
ROKRockwell Automation, Inc	$1.74M	0.40%	0.00%	-0.5%	Q3 2022
WMWaste Management Inc	$1.74M	0.40%	0.00%	+2.5%	Q4 2019
BABoeing Co	$1.7M	0.39%	0.00%	+3.8%	Q4 2019
RKLBRocket Lab Corp	$1.62M	0.37%	0.00%	+4.3%	Q4 2024
BACBank of America Corp	$1.55M	0.36%	0.00%	-0.2%	Q4 2019
VVisa Inc.	$1.44M	0.33%	0.00%	+4.0%	Q4 2019
PLTRPalantir Technologies Inc.	$1.4M	0.32%	0.00%	+6.1%	Q1 2025
HSYHershey Co	$1.39M	0.32%	0.00%	+0.2%	Q2 2021
HDHome Depot, Inc.	$1.37M	0.31%	0.00%	+20.1%	Q4 2019
CVXChevron Corp	$1.34M	0.31%	0.00%	+76.4%	Q4 2019
RTXRTX Corp	$1.32M	0.30%	0.00%	-10.8%	Q2 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.26M	0.29%	Not reported	-4.6%	Q1 2021
PEPPepsico Inc	$1.26M	0.29%	0.00%	+7.4%	Q4 2019
JBHTHunt J B Transport Services Inc	$1.26M	0.29%	0.01%	+3.0%	Q2 2021
WYNNWynn Resorts Ltd	$1.19M	0.27%	0.01%	-2.1%	Q2 2021
THROTheron Resource Group	$1.18M	0.27%	0.41%	+36.6%	Q2 2025
PFEPfizer Inc	$1.17M	0.27%	0.00%	+86.9%	Q4 2019
HONHoneywell International Inc	$1.12M	0.26%	0.00%	-2.6%	Q2 2021
ORealty Income Corp	$1.02M	0.24%	0.00%	+149.2%	Q1 2025
BRK.BBerkshire Hathaway Inc	$996K	0.23%	Not reported	Not reported	Q4 2019
ABBVAbbVie Inc.	$960K	0.22%	0.00%	+0.3%	Q4 2019
GOOGAlphabet Inc.	$956K	0.22%	Not reported	-2.6%	Q4 2023
BXSLBlackstone Secured Lending Fund	$924K	0.21%	0.02%	+55.5%	Q3 2024
CGCPCardiogenesis Corp	$901K	0.21%	Not reported	+3.2%	Q1 2024

Q4 2025Reported Jan 16, 2026140 positions
GEGeneral Electric Co	$27.1M	6.22%	0.01%	-0.4%	Q3 2021
GEVGE Vernova Inc.	$14M	3.21%	0.01%	+0.4%	Q2 2024
NVDANvidia Corp	$12.1M	2.78%	0.00%	+0.1%	Q2 2021
MSFTMicrosoft Corp	$10.1M	2.32%	0.00%	-3.2%	Q4 2019
AAPLApple Inc.	$9.65M	2.21%	0.00%	-0.4%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$8.88M	2.03%	Not reported	-1.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$7.22M	1.65%	Not reported	-0.2%	Q2 2021
TSLATesla, Inc.	$7.04M	1.61%	0.00%	+5.3%	Q4 2020
QLTYQuality Distribution Inc	$5.28M	1.21%	0.49%	+5.4%	Q4 2024
AMZNAmazon Com Inc	$4.5M	1.03%	0.00%	+5.9%	Q2 2020
GOOGLAlphabet Inc.	$4.41M	1.01%	0.00%	+0.6%	Q2 2021
JPMJPMorgan Chase & Co	$3.64M	0.83%	0.00%	-2.8%	Q4 2019
ORCLOracle Corp	$3.1M	0.71%	0.00%	+0.2%	Q2 2021
WMTWalmart Inc.	$2.9M	0.66%	0.00%	+0.2%	Q3 2020
GEHCGE HealthCare Technologies Inc.	$2.5M	0.57%	0.01%	-0.5%	Q1 2023
FNDFSchwab Strategic Trust	$2.48M	0.57%	Not reported	+1.8%	Q4 2022
LLYELI LILLY & Co	$2.47M	0.56%	0.00%	-4.1%	Q4 2019
SPTSSports Media Inc	$2.41M	0.55%	Not reported	-7.8%	Q4 2019
METAMeta Platforms, Inc.	$2.39M	0.55%	Not reported	+8.4%	Q2 2020
SPABASTROTECH Corp	$2.32M	0.53%	Not reported	-4.0%	Q4 2019
AMGNAmgen Inc	$2M	0.46%	0.00%	-2.2%	Q4 2019
CSCOCisco Systems, Inc.	$1.94M	0.44%	0.00%	-0.5%	Q2 2021
ROKRockwell Automation, Inc	$1.9M	0.44%	0.00%	-0.7%	Q3 2022
TJXTJX Companies Inc	$1.89M	0.43%	0.00%	+0.6%	Q2 2021
BABoeing Co	$1.78M	0.41%	0.00%	+1.0%	Q4 2019
BACBank of America Corp	$1.75M	0.40%	0.00%	+0.2%	Q4 2019
RKLBRocket Lab Corp	$1.69M	0.39%	0.00%	+1.7%	Q4 2024
JNJJohnson & Johnson	$1.67M	0.38%	0.00%	-6.2%	Q4 2019
COSTCostco Wholesale Corp	$1.66M	0.38%	0.00%	+3.0%	Q2 2021
WMWaste Management Inc	$1.62M	0.37%	0.00%	+3.0%	Q4 2019
PLTRPalantir Technologies Inc.	$1.61M	0.37%	0.00%	+1.5%	Q1 2025
VVisa Inc.	$1.61M	0.37%	0.00%	+7.1%	Q4 2019
GLDSPDR Gold Trust	$1.59M	0.36%	0.00%	+10.8%	Q4 2022
WYNNWynn Resorts Ltd	$1.44M	0.33%	0.01%	-0.3%	Q2 2021
RTXRTX Corp	$1.41M	0.32%	0.00%	-6.6%	Q2 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.28M	0.29%	Not reported	-15.6%	Q1 2021
HSYHershey Co	$1.22M	0.28%	0.00%	+2.8%	Q2 2021
HDHome Depot, Inc.	$1.19M	0.27%	0.00%	+8.9%	Q4 2019
DISWalt Disney Co	$1.19M	0.27%	0.00%	-2.3%	Q2 2021
JBHTHunt J B Transport Services Inc	$1.12M	0.26%	0.01%	+0.5%	Q2 2021
PEPPepsico Inc	$1.09M	0.25%	0.00%	+0.6%	Q4 2019
GOOGAlphabet Inc.	$1.07M	0.25%	Not reported	-9.6%	Q4 2023
AMATApplied Materials Inc	$1.07M	0.25%	0.00%	-2.1%	Q3 2020
BRK.BBerkshire Hathaway Inc	$1.05M	0.24%	Not reported	-0.3%	Q4 2019
ABBVAbbVie Inc.	$1.01M	0.23%	0.00%	-14.8%	Q4 2019
HONHoneywell International Inc	$996K	0.23%	0.00%	+5.9%	Q2 2021
HOODRobinhood Markets, Inc.	$940K	0.22%	0.00%	+9.2%	Q2 2025
GLDMWorld Gold Trust	$939K	0.22%	0.00%	+4.6%	Q1 2025
THROTheron Resource Group	$923K	0.21%	0.30%	+5.8%	Q2 2025
JDJD.com, Inc.	$889K	0.20%	0.00%	+16.6%	Q2 2025

Q3 2025Reported Nov 6, 2025139 positions
GEGeneral Electric Co	$26.6M	6.11%	0.01%	+0.1%	Q3 2021
GEVGE Vernova Inc.	$13.1M	3.02%	0.01%	0.0%	Q2 2024
NVDANvidia Corp	$12.1M	2.78%	0.00%	-9.9%	Q2 2021
MSFTMicrosoft Corp	$11.2M	2.58%	0.00%	0.0%	Q4 2019
AAPLApple Inc.	$9.08M	2.08%	0.00%	-1.0%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$8.76M	2.01%	Not reported	-11.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$7.07M	1.62%	Not reported	-4.2%	Q2 2021
TSLATesla, Inc.	$6.61M	1.52%	0.00%	-5.4%	Q4 2020
QLTYQuality Distribution Inc	$4.71M	1.08%	0.46%	-8.4%	Q4 2024
ORCLOracle Corp	$4.47M	1.03%	0.00%	+2.7%	Q2 2021
AMZNAmazon Com Inc	$4.04M	0.93%	0.00%	-0.3%	Q2 2020
JPMJPMorgan Chase & Co	$3.67M	0.84%	0.00%	-3.8%	Q4 2019
GOOGLAlphabet Inc.	$3.4M	0.78%	0.00%	-5.5%	Q2 2021
WMTWalmart Inc.	$2.68M	0.61%	0.00%	+3.7%	Q3 2020
SPTSSports Media Inc	$2.62M	0.60%	Not reported	-3.5%	Q4 2019
METAMeta Platforms, Inc.	$2.46M	0.56%	Not reported	+0.2%	Q2 2020
SPABASTROTECH Corp	$2.42M	0.56%	Not reported	+2.7%	Q4 2019
FNDFSchwab Strategic Trust	$2.32M	0.53%	Not reported	+11.2%	Q4 2022
GEHCGE HealthCare Technologies Inc.	$2.3M	0.53%	0.01%	-0.1%	Q1 2023
LLYELI LILLY & Co	$1.82M	0.42%	0.00%	-1.0%	Q4 2019
TJXTJX Companies Inc	$1.76M	0.41%	0.00%	+7.4%	Q2 2021
AMGNAmgen Inc	$1.76M	0.40%	0.00%	+2.2%	Q4 2019
BABoeing Co	$1.76M	0.40%	0.00%	+0.2%	Q4 2019
CSCOCisco Systems, Inc.	$1.73M	0.40%	0.00%	+0.5%	Q2 2021
COSTCostco Wholesale Corp	$1.73M	0.40%	0.00%	-5.5%	Q2 2021
ROKRockwell Automation, Inc	$1.72M	0.39%	0.00%	-0.6%	Q3 2022
BACBank of America Corp	$1.64M	0.38%	0.00%	-0.8%	Q4 2019
PLTRPalantir Technologies Inc.	$1.63M	0.37%	0.00%	+12.0%	Q1 2025
JNJJohnson & Johnson	$1.59M	0.37%	0.00%	-4.3%	Q4 2019
WMWaste Management Inc	$1.59M	0.36%	0.00%	-1.3%	Q4 2019
WYNNWynn Resorts Ltd	$1.53M	0.35%	0.01%	-0.8%	Q2 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.5M	0.34%	Not reported	-13.5%	Q1 2021
VVisa Inc.	$1.46M	0.34%	0.00%	+1.8%	Q4 2019
RTXRTX Corp	$1.37M	0.31%	0.00%	+1.6%	Q2 2020
HDHome Depot, Inc.	$1.29M	0.30%	0.00%	-7.0%	Q4 2019
GLDSPDR Gold Trust	$1.29M	0.30%	0.00%	-51.4%	Q4 2022
IBITiShares Bitcoin Trust ETF	$1.24M	0.28%	0.00%	+69.9%	Q1 2025
DISWalt Disney Co	$1.23M	0.28%	0.00%	-2.2%	Q2 2021
HSYHershey Co	$1.22M	0.28%	0.00%	-1.8%	Q2 2021
ABBVAbbVie Inc.	$1.19M	0.27%	0.00%	+13.8%	Q4 2019
RKLBRocket Lab Corp	$1.14M	0.26%	0.00%	+3.2%	Q4 2024
BXSLBlackstone Secured Lending Fund	$1.1M	0.25%	0.02%	+5.0%	Q3 2024
VZVerizon Communications Inc	$1.1M	0.25%	0.00%	+1.5%	Q4 2019
ARCCAres Capital Corp	$1.09M	0.25%	0.01%	Not reported	Q1 2025
HOODRobinhood Markets, Inc.	$1.09M	0.25%	0.00%	+11.5%	Q2 2025
PEPPepsico Inc	$1.06M	0.24%	0.00%	-10.4%	Q4 2019
BRK.BBerkshire Hathaway Inc	$1.05M	0.24%	Not reported	-9.1%	Q4 2019
HONHoneywell International Inc	$1.01M	0.23%	0.00%	-30.9%	Q2 2021
JDJD.com, Inc.	$930K	0.21%	0.00%	-1.1%	Q2 2025
GOOGAlphabet Inc.	$921K	0.21%	Not reported	+14.5%	Q4 2023

Premium opens every quarter this fund has filed