Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tempus Wealth Planning, LLC (CIK 1806428) reported $435.2M across 268 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GE ($24.9M, 5.73%), GEV ($18.7M, 4.29%), NVDA ($11.3M, 2.60%), CGDV ($10.5M, 2.41%), SCHZ ($10.2M, 2.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GE | GE AEROSPACE | $24.9M | 5.73% | 87,834 | Trimmed |
| 2 | GEV | GE VERNOVA INC | $18.7M | 4.29% | 21,395 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $11.3M | 2.60% | 64,951 | Trimmed |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $10.5M | 2.41% | 246,258 | Trimmed |
| 5 | SCHZ | SCHWAB STRATEGIC TR | $10.2M | 2.35% | 440,395 | Added |
| 6 | AAPL | APPLE INC | $9.0M | 2.07% | 35,558 | Added |
| 7 | QQQ | INVESCO QQQ TR | $8.2M | 1.89% | 14,241 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $7.9M | 1.81% | 21,315 | Added |
| 9 | SPTM | SPDR SERIES TRUST | $7.6M | 1.75% | 96,528 | Trimmed |
| 10 | BIL | SPDR SERIES TRUST | $7.3M | 1.67% | 79,222 | Added |
| 11 | SCHX | SCHWAB STRATEGIC TR | $7.1M | 1.63% | 276,481 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $6.9M | 1.58% | 10,560 | Trimmed |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $6.2M | 1.41% | 54,922 | Trimmed |
| 14 | TSLA | TESLA INC | $6.0M | 1.39% | 16,242 | Added |
| 15 | CGBL | CAPITAL GROUP CORE BALANCED | $6.0M | 1.38% | 173,996 | Added |
| 16 | IVV | ISHARES TR | $5.7M | 1.30% | 8,682 | Trimmed |
| 17 | SPLG | SPDR SERIES TRUST | $5.2M | 1.19% | 67,658 | Added |
| 18 | IBHF | ISHARES TR | $5.2M | 1.19% | 226,276 | Trimmed |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $5.0M | 1.15% | 23,205 | Trimmed |
| 20 | QLTY | GMO ETF TRUST | $4.8M | 1.10% | 132,256 | Trimmed |
| 21 | SCHF | SCHWAB STRATEGIC TR | $4.8M | 1.10% | 193,781 | Trimmed |
| 22 | FNDX | SCHWAB STRATEGIC TR | $4.2M | 0.97% | 151,291 | Added |
| 23 | AMZN | AMAZON COM INC | $4.1M | 0.95% | 19,762 | Added |
| 24 | GOOGL | ALPHABET INC | $4.1M | 0.94% | 14,260 | Added |
| 25 | SCHG | SCHWAB STRATEGIC TR | $3.6M | 0.84% | 125,033 | Added |
Source: SEC Form 13F filings · as of 2026-03-31