Tempus Wealth Planning, LLC Portfolio Holdings
Tempus Wealth Planning, LLC
- $386 Million
- Q3 2025
Tempus Wealth Planning, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $386 Million distributed in 276 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $26.6M, Nvidia Corp with a value of $12.1M, Microsoft Corp with a value of $11.2M, Capital Group Divid Value ETF with a value of $10.6M, and Invesco ETF Tr Ii S&P 500 Mome with a value of $9.22M.
Examining the 13F form we can see an increase of $25.9M in the current position value, from $360M to 386M.
Below you can find more details about Tempus Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$386 Million
ETFs: $225 Million
Technology: $47.4 Million
Industrials: $36.7 Million
Consumer Cyclical: $19.5 Million
Financial Services: $15 Million
Healthcare: $13.6 Million
Communication Services: $11.2 Million
Consumer Defensive: $8.56 Million
Other: $3.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 276
- Current Value $386 Million
- Prior Value $360 Million
- Filing
- Period Q3 2025
- Filing Date November 05, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 31 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks