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 $511.4M across 281 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GE ($32.8M, 6.42%), GEV ($25.1M, 4.90%), CGDV ($12.5M, 2.44%), NVDA ($11.8M, 2.31%), QQQ ($11.7M, 2.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GE | GE AEROSPACE | $32.8M | 6.42% | 87,866 | Added |
| 2 | GEV | GE VERNOVA INC | $25.1M | 4.90% | 21,331 | Trimmed |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.5M | 2.44% | 253,313 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $11.8M | 2.31% | 59,143 | Trimmed |
| 5 | QQQ | INVESCO QQQ TR | $11.7M | 2.29% | 15,926 | Added |
| 6 | SCHZ | SCHWAB STRATEGIC TR | $11.4M | 2.24% | 495,023 | Added |
| 7 | AAPL | APPLE INC | $10.3M | 2.02% | 35,679 | Added |
| 8 | SPMO | INVESCO EXCH TRADED FD TR II | $9.7M | 1.90% | 60,131 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $8.9M | 1.73% | 11,871 | Added |
| 10 | SPLG | SPDR SERIES TRUST | $8.8M | 1.72% | 100,050 | Added |
| 11 | SPTM | SPDR SERIES TRUST | $8.7M | 1.70% | 95,564 | Trimmed |
| 12 | SCHX | SCHWAB STRATEGIC TR | $8.5M | 1.67% | 290,411 | Added |
| 13 | MSFT | MICROSOFT CORP | $8.0M | 1.57% | 21,552 | Added |
| 14 | IVV | ISHARES TR | $7.4M | 1.45% | 9,897 | Added |
| 15 | TSLA | TESLA INC | $7.1M | 1.39% | 16,873 | Added |
| 16 | CGBL | CAPITAL GROUP CORE BALANCED | $6.7M | 1.31% | 176,327 | Added |
| 17 | SCHF | SCHWAB STRATEGIC TR | $5.6M | 1.09% | 201,709 | Added |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $5.5M | 1.08% | 23,255 | Added |
| 19 | QLTY | GMO ETF TRUST | $5.4M | 1.05% | 129,110 | Trimmed |
| 20 | FNDX | SCHWAB STRATEGIC TR | $5.2M | 1.01% | 165,667 | Added |
| 21 | GOOGL | ALPHABET INC | $5.2M | 1.01% | 14,520 | Added |
| 22 | AMAT | APPLIED MATLS INC | $5.0M | 0.98% | 6,913 | Trimmed |
| 23 | PVAL | PUTNAM ETF TRUST | $4.7M | 0.93% | 92,966 | Added |
| 24 | AMZN | AMAZON COM INC | $4.7M | 0.92% | 19,662 | Trimmed |
| 25 | SCHG | SCHWAB STRATEGIC TR | $4.5M | 0.87% | 131,508 | Added |
Source: SEC Form 13F filings · as of 2026-06-30