Tempus Wealth Planning, LLC

CIK 0001806428 • 7 13F filings • May 6, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $334.8M252 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST II	GMO US QUALITY E	$4.6M	1.4%	145,900 SH
ABBVIE INC	COM	$605K	0.2%	2,887 SH
ACV AUCTIONS INC	COM CL A	$277K	0.1%	19,668 SH
ADVANCED MICRO DEVICES INC	COM	$603K	0.2%	5,870 SH
ALPHABET INC	CAP STK CL A	$2.4M	0.7%	15,480 SH
ALPHABET INC	CAP STK CL C	$536K	0.2%	3,432 SH
ALPS ETF TR	ALERIAN MLP	$1.1M	0.3%	20,855 SH
ALVOTECH	ORDINARY SHARES	$239K	0.1%	24,680 SH
AMAZON COM INC	COM	$3.3M	1.0%	17,328 SH
AMDOCS LTD	SHS	$502K	0.2%	5,490 SH
AMGEN INC	COM	$1.9M	0.6%	5,951 SH
AMICUS THERAPEUTICS INC	COM	$241K	0.1%	29,513 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$215K	0.1%	5,279 SH
APOLLO GLOBAL MGMT INC	COM	$574K	0.2%	4,190 SH
APPLE INC	COM	$8.1M	2.4%	36,299 SH
APPLIED MATLS INC	COM	$546K	0.2%	3,762 SH
ARES CAPITAL CORP	COM	$1.2M	0.4%	53,642 SH
AT&T INC	COM	$409K	0.1%	14,465 SH
AUTOZONE INC	COM	$210K	0.1%	55 SH
BANK AMERICA CORP	COM	$1.3M	0.4%	31,391 SH
BBB FOODS INC	CL A COM	$339K	0.1%	12,703 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.4%	2,278 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.4M	0.4%	28,337 SH
BLACKROCK ETF TRUST	US CARBON TRANS	$533K	0.2%	8,802 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$774K	0.2%	14,769 SH
BLACKROCK MUNIHLDNGS CALI QL	COM	$253K	0.1%	23,657 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$1.3M	0.4%	40,085 SH
BOEING CO	COM	$1.3M	0.4%	7,756 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$585K	0.2%	12,567 SH
BRISTOL-MYERS SQUIBB CO	COM	$798K	0.2%	13,088 SH
BROADCOM INC	COM	$216K	0.1%	1,289 SH
CALAMOS DYNAMIC CONV & INCOM	COM	$292K	0.1%	13,719 SH
CANADIAN NATL RY CO	COM	$711K	0.2%	7,294 SH
CAPITAL GROUP CORE BALANCED	SHS	$4.1M	1.2%	131,354 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.8M	0.5%	53,402 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$2.5M	0.7%	79,930 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$8.0M	2.4%	225,687 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.1M	0.3%	37,294 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.9M	0.6%	54,709 SH
CAPITAL GROUP INTERNATIONAL	SHS	$211K	0.1%	7,185 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$219K	0.1%	8,947 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$679K	0.2%	25,831 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$933K	0.3%	41,552 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.4M	0.7%	89,378 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$667K	0.2%	24,416 SH
CHEVRON CORP NEW	COM	$844K	0.3%	5,046 SH
CISCO SYS INC	COM	$1.4M	0.4%	22,932 SH
COCA COLA CO	COM	$340K	0.1%	4,748 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$455K	0.1%	5,945 SH
COHERENT CORP	COM	$352K	0.1%	5,415 SH
CONOCOPHILLIPS	COM	$319K	0.1%	3,036 SH
COSTCO WHSL CORP NEW	COM	$1.8M	0.5%	1,898 SH
CVS HEALTH CORP	COM	$215K	0.1%	3,178 SH
DATADOG INC	CL A COM	$288K	0.1%	2,904 SH
DISNEY WALT CO	COM	$1.2M	0.4%	11,933 SH
DRAFTKINGS INC NEW	COM CL A	$292K	0.1%	8,800 SH
DUPONT DE NEMOURS INC	COM	$465K	0.1%	6,233 SH
EBAY INC.	COM	$341K	0.1%	5,037 SH
ELI LILLY & CO	COM	$2.4M	0.7%	2,891 SH
ENPHASE ENERGY INC	COM	$211K	0.1%	3,397 SH
ENTERPRISE PRODS PARTNERS L	COM	$313K	0.1%	9,169 SH
EVOLENT HEALTH INC	CL A	$409K	0.1%	43,192 SH
EXTRA SPACE STORAGE INC	COM	$204K	0.1%	1,372 SH
EXXON MOBIL CORP	COM	$737K	0.2%	6,198 SH
FIDELITY COVINGTON TRUST	FUNDAMENTAL LARG	$610K	0.2%	14,021 SH
FIDELITY COVINGTON TRUST	LOW VOLITY ETF	$1.7M	0.5%	27,700 SH
FINWISE BANCORP	COM	$491K	0.1%	28,022 SH
FIRST SOLAR INC	COM	$256K	0.1%	2,026 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$249K	0.1%	4,936 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$267K	0.1%	4,239 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$237K	0.1%	1,069 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$240K	0.1%	7,178 SH
FORD MTR CO	COM	$188K	0.1%	18,720 SH
FRANCO NEV CORP	COM	$392K	0.1%	2,490 SH
GE AEROSPACE	COM NEW	$17.7M	5.3%	88,452 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$2.5M	0.7%	30,687 SH
GE VERNOVA INC	COM	$6.5M	2.0%	21,406 SH
GENERAL MLS INC	COM	$223K	0.1%	3,731 SH
HALEON PLC	SPON ADS	$554K	0.2%	53,797 SH
HENRY JACK & ASSOC INC	COM	$262K	0.1%	1,433 SH
HENRY SCHEIN INC	COM	$361K	0.1%	5,273 SH
HERSHEY CO	COM	$1.1M	0.3%	6,456 SH
HOME DEPOT INC	COM	$1.1M	0.3%	2,873 SH
HONEYWELL INTL INC	COM	$1.5M	0.5%	7,116 SH
HUMANA INC	COM	$397K	0.1%	1,499 SH
HUNT J B TRANS SVCS INC	COM	$993K	0.3%	6,709 SH
INTEL CORP	COM	$921K	0.3%	40,535 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$492K	0.1%	2,550 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$302K	0.1%	13,100 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$3.9M	1.2%	42,203 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.4M	0.4%	19,051 SH
INVESCO EXCHANGE TRADED FD T	BUYBACK ACHIEV	$1.4M	0.4%	12,524 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$226K	0.1%	4,909 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$2.3M	0.7%	25,607 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.8M	0.5%	27,060 SH
INVESCO QQQ TR	UNIT SER 1	$6.5M	2.0%	13,954 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$461K	0.1%	9,850 SH
ISHARES GOLD TR	ISHARES NEW	$219K	0.1%	3,710 SH
ISHARES INC	CORE MSCI EMKT	$545K	0.2%	10,096 SH
ISHARES INC	MSCI EMRG CHN	$494K	0.1%	8,975 SH
ISHARES TR	1 3 YR TREAS BD	$298K	0.1%	3,606 SH
ISHARES TR	20 YR TR BD ETF	$723K	0.2%	7,940 SH
ISHARES TR	CORE 30/70 CONSE	$288K	0.1%	7,646 SH
ISHARES TR	CORE 40/60 MODER	$382K	0.1%	8,712 SH
ISHARES TR	CORE 60/40 BALAN	$570K	0.2%	9,898 SH
ISHARES TR	CORE 80/20 AGGRE	$1.2M	0.4%	16,120 SH
ISHARES TR	CORE DIVID ETF	$955K	0.3%	19,682 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.3%	19,050 SH
ISHARES TR	CORE S&P SCP ETF	$241K	0.1%	2,300 SH
ISHARES TR	CORE S&P500 ETF	$4.9M	1.5%	8,687 SH
ISHARES TR	CORE TOTAL USD	$2.3M	0.7%	49,422 SH
ISHARES TR	CORE US AGGBD ET	$379K	0.1%	3,830 SH
ISHARES TR	EAFE GRWTH ETF	$1.0M	0.3%	10,388 SH
ISHARES TR	EAFE VALUE ETF	$1.5M	0.4%	25,162 SH
ISHARES TR	ESG AWR MSCI USA	$1.2M	0.4%	10,182 SH
ISHARES TR	ESG AWR US AGRGT	$1.6M	0.5%	33,825 SH
ISHARES TR	ESG AWRE USD ETF	$410K	0.1%	17,769 SH
ISHARES TR	ESG EAFE ETF	$248K	0.1%	3,683 SH
ISHARES TR	ESG MSCI KLD 400	$1.7M	0.5%	16,741 SH
ISHARES TR	ESG MSCI USA ETF	$408K	0.1%	8,735 SH
ISHARES TR	EXPANDED TECH	$279K	0.1%	3,135 SH
ISHARES TR	IBONDS 2026 TERM	$4.4M	1.3%	188,092 SH
ISHARES TR	IBONDS 25 TRM HG	$311K	0.1%	13,363 SH
ISHARES TR	IBOXX INV CP ETF	$892K	0.3%	8,203 SH
ISHARES TR	JPMORGAN USD EMG	$287K	0.1%	3,166 SH
ISHARES TR	MBS ETF	$1.0M	0.3%	10,992 SH
ISHARES TR	MSCI USA QLT FCT	$1.7M	0.5%	10,148 SH
ISHARES TR	NATIONAL MUN ETF	$224K	0.1%	2,128 SH
ISHARES TR	PFD AND INCM SEC	$1.6M	0.5%	50,786 SH
ISHARES TR	RUSSELL 2000 ETF	$1.9M	0.6%	9,364 SH
ISHARES TR	S&P 500 GRWT ETF	$1.4M	0.4%	15,438 SH
ISHARES TR	S&P 500 VAL ETF	$1.0M	0.3%	5,496 SH
ISHARES TR	SELECT DIVID ETF	$2.2M	0.7%	16,531 SH
ISHARES TR	SHORT TREAS BD	$1.8M	0.5%	16,408 SH
ISHARES TR	U.S. TECH ETF	$2.4M	0.7%	16,800 SH
ISHARES TR	ULTRA SHORT-TERM	$4.0M	1.2%	79,365 SH
ISHARES TR	US TREAS BD ETF	$440K	0.1%	19,135 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.1M	0.3%	18,639 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.0M	0.3%	20,000 SH
JOHNSON & JOHNSON	COM	$1.5M	0.5%	9,152 SH
JPMORGAN CHASE & CO.	COM	$2.8M	0.8%	11,461 SH
KINDER MORGAN INC DEL	COM	$219K	0.1%	7,671 SH
LABCORP HOLDINGS INC	COM SHS	$533K	0.2%	2,292 SH
LIGHTSPEED COMMERCE INC	SUB VTG SHS	$119K	0.0%	13,653 SH
LOCKHEED MARTIN CORP	COM	$486K	0.1%	1,088 SH
MASTERCARD INCORPORATED	CL A	$453K	0.1%	827 SH
MCDONALDS CORP	COM	$382K	0.1%	1,224 SH
MCKESSON CORP	COM	$236K	0.1%	351 SH
MEDTRONIC PLC	SHS	$255K	0.1%	2,840 SH
MERCK & CO INC	COM	$534K	0.2%	5,953 SH
META PLATFORMS INC	CL A	$1.8M	0.6%	3,201 SH
METLIFE INC	COM	$296K	0.1%	3,689 SH
MICROSOFT CORP	COM	$8.1M	2.4%	21,635 SH
MOLINA HEALTHCARE INC	COM	$412K	0.1%	1,252 SH
MONDELEZ INTL INC	CL A	$376K	0.1%	5,549 SH
NANO X IMAGING LTD	ORD SHS	$575K	0.2%	115,187 SH
NIKE INC	CL B	$406K	0.1%	6,388 SH
NIO INC	SPON ADS	$163K	0.0%	42,710 SH
NOBLE CORP PLC	ORD SHS A	$423K	0.1%	17,853 SH
NVIDIA CORPORATION	COM	$8.9M	2.6%	81,721 SH
ODDITY TECH LTD	SHS CL A	$369K	0.1%	8,533 SH
ORACLE CORP	COM	$1.9M	0.6%	13,509 SH
OSCAR HEALTH INC	CL A	$189K	0.1%	14,392 SH
PACER FDS TR	TRENDP US LAR CP	$519K	0.2%	10,097 SH
PACER FDS TR	TRENDPILOT 100	$446K	0.1%	6,286 SH
PALANTIR TECHNOLOGIES INC	CL A	$297K	0.1%	3,515 SH
PAYPAL HLDGS INC	COM	$407K	0.1%	6,231 SH
PDS BIOTECHNOLOGY CORP	COM	$22K	0.0%	18,800 SH
PEPSICO INC	COM	$1.2M	0.4%	8,263 SH
PFIZER INC	COM	$624K	0.2%	24,634 SH
PGIM ETF TR	PGIM ULTRA SH BD	$1.8M	0.5%	36,652 SH
PIMCO HIGH INCOME FD	COM SHS	$116K	0.0%	23,626 SH
PROCTER AND GAMBLE CO	COM	$294K	0.1%	1,723 SH
PROSHARES TR	S&P 500 DV ARIST	$412K	0.1%	4,031 SH
PROSHARES TR	S&P MDCP 400 DIV	$925K	0.3%	11,472 SH
PROSHARES TR	ULTR MSCI ETF	$694K	0.2%	14,735 SH
PROSHARES TR	ULTRAPRO QQQ	$569K	0.2%	9,922 SH
PUTNAM ETF TRUST	FOCUSED LAR CAP	$4.2M	1.2%	109,520 SH
QUALCOMM INC	COM	$231K	0.1%	1,506 SH
RAPID7 INC	COM	$359K	0.1%	13,531 SH
REALTY INCOME CORP	COM	$332K	0.1%	5,718 SH
RINGCENTRAL INC	CL A	$344K	0.1%	13,877 SH
ROCKET LAB USA INC	COM	$298K	0.1%	16,657 SH
ROCKWELL AUTOMATION INC	COM	$1.3M	0.4%	4,929 SH
ROYAL CARIBBEAN GROUP	COM	$749K	0.2%	3,644 SH
RTX CORPORATION	COM	$985K	0.3%	7,437 SH
RXSIGHT INC	COM	$272K	0.1%	10,788 SH
SALESFORCE INC	COM	$350K	0.1%	1,304 SH
SAREPTA THERAPEUTICS INC	COM	$229K	0.1%	3,588 SH
SCHWAB CHARLES CORP	COM	$451K	0.1%	5,768 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$578K	0.2%	20,972 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$402K	0.1%	13,044 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.7M	0.5%	45,889 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2.9M	0.9%	124,417 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$433K	0.1%	15,817 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.3M	1.0%	168,672 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$604K	0.2%	16,827 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$822K	0.2%	33,780 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$8.1M	2.4%	348,284 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.7M	0.8%	106,027 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$5.2M	1.6%	235,436 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.3M	0.4%	60,384 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$824K	0.2%	35,148 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$240K	0.1%	8,919 SH
SELECT SECTOR SPDR TR	ENERGY	$349K	0.1%	3,737 SH
SELECT SECTOR SPDR TR	FINANCIAL	$603K	0.2%	12,109 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$549K	0.2%	2,779 SH
SNAP ON INC	COM	$826K	0.2%	2,452 SH
SPDR GOLD TR	GOLD SHS	$633K	0.2%	2,198 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.4M	0.4%	37,856 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.3M	0.4%	32,182 SH
SPDR INDEX SHS FDS	S&P NORTH AMER	$452K	0.1%	8,151 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.0M	1.5%	8,995 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$5.1M	1.5%	55,605 SH
SPDR SER TR	BLOOMBERG EMERGI	$885K	0.3%	44,106 SH
SPDR SER TR	BLOOMBERG INTL	$1.0M	0.3%	34,366 SH
SPDR SER TR	DJ REIT ETF	$329K	0.1%	3,319 SH
SPDR SER TR	PORTFOLI S&P1500	$6.4M	1.9%	94,678 SH
SPDR SER TR	PORTFOLIO AGRGTE	$2.3M	0.7%	89,596 SH
SPDR SER TR	PORTFOLIO LN TSR	$1.5M	0.4%	53,204 SH
SPDR SER TR	PORTFOLIO S&P500	$4.6M	1.4%	69,200 SH
SPDR SER TR	PORTFOLIO SH TSR	$2.6M	0.8%	88,131 SH
SPDR SER TR	PRTFLO S&P500 GW	$1.1M	0.3%	13,218 SH
SPDR SER TR	PRTFLO S&P500 VL	$772K	0.2%	15,116 SH
STARBUCKS CORP	COM	$284K	0.1%	2,893 SH
TARGET CORP	COM	$876K	0.3%	8,396 SH
TENABLE HLDGS INC	COM	$378K	0.1%	10,801 SH
TESLA INC	COM	$3.7M	1.1%	14,188 SH
TJX COS INC NEW	COM	$1.4M	0.4%	11,445 SH
TRANSMEDICS GROUP INC	COM	$408K	0.1%	6,058 SH
ULTA BEAUTY INC	COM	$460K	0.1%	1,254 SH
UNITEDHEALTH GROUP INC	COM	$573K	0.2%	1,093 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$245K	0.1%	1,160 SH
VANGUARD INDEX FDS	GROWTH ETF	$292K	0.1%	788 SH
VANGUARD INDEX FDS	SMALL CP ETF	$297K	0.1%	1,341 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.4M	0.7%	8,802 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.6M	1.4%	23,861 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	0.5%	12,869 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.3M	0.4%	17,390 SH
VANGUARD WORLD FD	INF TECH ETF	$281K	0.1%	518 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$1.2M	0.4%	6,000 SH
VERIZON COMMUNICATIONS INC	COM	$1.1M	0.3%	24,505 SH
VISA INC	COM CL A	$1.4M	0.4%	3,904 SH
WALMART INC	COM	$2.2M	0.7%	24,961 SH
WASTE MGMT INC DEL	COM	$1.6M	0.5%	6,864 SH
WELLS FARGO CO NEW	COM	$236K	0.1%	3,291 SH
WISDOMTREE TR	US HIGH DIVIDEND	$387K	0.1%	3,906 SH
WISDOMTREE TR	US QTLY DIV GRT	$2.9M	0.9%	36,205 SH
WISDOMTREE TR	US QUALITY GROW	$2.5M	0.8%	57,913 SH
WISDOMTREE TR	WISDOMTREE US VA	$340K	0.1%	4,135 SH
WORLD GOLD TR	SPDR GLD MINIS	$633K	0.2%	10,223 SH
WYNN RESORTS LTD	COM	$903K	0.3%	10,809 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001806428-26-000005	—	View
Jan 16, 2026	Q4 2025	13F-HR	0001806428-26-000001	$436.5M	View
Nov 6, 2025	Q3 2025