Tempus Wealth Planning, LLC
Long book
$435.0M
Q1 2026
Positions
269
Top-10 weight
27%
concentration
Last quarter
+13.3%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsTempus Wealth Planning, LLC is a wealth-management firm allocating client money, running a $435.0M US long book across 269 positions.
The portfolio is moderately concentrated (top 10 ≈ 27% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: GENERAL ELECTRIC, GE VERNOVA INC, NVIDIA CORP, CAP GROUP DIVIDEND VALUE, SCHWAB US AGGREGATE BOND ETF.
Over the last 9 quarters its long book ran on average 0.2pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.5%
Q2 2024
+6.9%
Q3 2024
+1.1%
Q4 2024
-2.4%
Q1 2025
+11.7%
Q2 2025
+8.4%
Q3 2025
+2.2%
Q4 2025
-2.6%
Q1 2026
+13.3%
Sector allocation
Industrials 35%
Technology 29%
Consumer discretionary 9%
Healthcare 8%
Financials 5%
Services media 3%
Other 2%
Consumer staples 2%
Long book by quarter
What does Tempus Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GE GENERAL ELECTRIC | Industrials | 87.8K | $24.9M | 5.7% | -0.3% |
| GEV GE VERNOVA INC | Industrials | 21.4K | $18.7M | 4.3% | -0.3% |
| NVDA NVIDIA CORP | Technology | 65.0K | $11.3M | 2.6% | 0.0% |
| AAPL APPLE INC | Technology | 35.6K | $9.0M | 2.1% | +0.1% |
| MSFT MICROSOFT CORP | Technology | 21.3K | $7.9M | 1.8% | +1.6% |
| TSLA TESLA INC | Industrials | 16.2K | $6.0M | 1.4% | +3.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 19.8K | $4.1M | 0.9% | +1.4% |
| GOOGL ALPHABET INC-CL A | Technology | 14.3K | $4.1M | 0.9% | +1.2% |
| JPM JPMORGAN CHASE & CO | Financials | 11.6K | $3.4M | 0.8% | +2.4% |
| WMT WALMART INC | Consumer discretionary | 27.2K | $3.4M | 0.8% | +4.4% |
| AMAT APPLIED MATERIALS INC | Technology | 7.0K | $2.4M | 0.5% | +66.6% |
| ORCL ORACLE CORP | Technology | 15.5K | $2.3M | 0.5% | -2.7% |
| GEHC GE HEALTHCARE TECHNOLOGY | Healthcare | 30.4K | $2.2M | 0.5% | 0.0% |
| META META PLATFORMS INC-CLASS A | Technology | 3.7K | $2.1M | 0.5% | +3.4% |
| AMGN AMGEN INC | Healthcare | 6.1K | $2.1M | 0.5% | -0.7% |
| LLY ELI LILLY & CO | Healthcare | 2.3K | $2.1M | 0.5% | +0.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 8.3K | $2.0M | 0.5% | +3.0% |
| CSCO CISCO SYSTEMS INC | Technology | 25.8K | $2.0M | 0.5% | +2.4% |
| TJX TJX COMPANIES INC | Consumer discretionary | 12.5K | $2.0M | 0.5% | +1.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.0K | $2.0M | 0.5% | +3.5% |
| ROK ROCKWELL AUTOMATION INC | Other | 4.9K | $1.7M | 0.4% | -0.5% |
| WM WASTE MANAGEMENT INC | Utilities | 7.6K | $1.7M | 0.4% | +2.5% |
| BA BOEING CO/THE | Industrials | 8.5K | $1.7M | 0.4% | +3.8% |
| RKLB ROCKET LAB CORP | Industrials | 25.3K | $1.6M | 0.4% | +4.3% |
| BAC BANK OF AMERICA CORP | Financials | 31.8K | $1.5M | 0.4% | -0.1% |
| V VISA INC-CLASS A SHARES | Services media | 4.8K | $1.4M | 0.3% | +4.0% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 9.6K | $1.4M | 0.3% | +6.1% |
| HSY HERSHEY CO/THE | Consumer staples | 6.7K | $1.4M | 0.3% | +0.2% |
| HD HOME DEPOT INC | Consumer discretionary | 4.2K | $1.4M | 0.3% | +20.1% |
| CVX CHEVRON CORP | Energy | 6.5K | $1.3M | 0.3% | +76.4% |
| RTX RTX CORP | Industrials | 6.8K | $1.3M | 0.3% | -10.8% |
| PEP PEPSICO INC | Consumer staples | 8.1K | $1.3M | 0.3% | +7.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 270 | $435.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 16, 2026 | 275 | $436.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 276 | $435.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 17, 2025 | 259 | $401.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 6, 2025 | 252 | $334.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 24, 2025 | 247 | $327.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 22, 2024 | 220 | $273.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 206 | $239.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 19, 2024 | 191 | $227.3M | canonical | SEC ↗ |