Tempus Wealth Planning, LLC Portfolio Holdings

Tempus Wealth Planning, LLC

  • $360 Million
  • Q2 2025

Tempus Wealth Planning, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $360 Million distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $22.8M, Nvidia Corp with a value of $11.4M, Microsoft Corp with a value of $10.8M, Capital Group Divid Value ETF with a value of $10M, and Invesco Qqq Trust, Series 1 with a value of $9.08M.

Examining the 13F form we can see an increase of $57.5M in the current position value, from $303M to 360M.

Below you can find more details about Tempus Wealth Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $360 Million
ETFs: $212 Million
Technology: $42.2 Million
Industrials: $33.4 Million
Consumer Cyclical: $17.1 Million
Financial Services: $14.2 Million
Healthcare: $13.7 Million
Communication Services: $9.37 Million
Consumer Defensive: $8.62 Million
Other: $3.62 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.82 Million 0.51% of portfolio
38,278
Q2 2025 Added 13.16%
$0
$1.78 Million 0.49% of portfolio
32,607
Q2 2025 Added 15.07%
$293B
$1.75 Million 0.49% of portfolio
25,202
Q2 2025 Added 9.9%
$0
$1.75 Million 0.48% of portfolio
27,794
Q2 2025 Added 0.34%
$0
$1.72 Million 0.48% of portfolio
15,660
Q2 2025 Added 1.44%
$139B
$1.7 Million 0.47% of portfolio
8,128
Q2 2025 Added 4.8%
$152B
$1.7 Million 0.47% of portfolio
6,105
Q2 2025 Added 2.59%
$39.2B
$1.64 Million 0.46% of portfolio
4,941
Q2 2025 Added 0.24%
$95.6B
$1.66 Million 0.46% of portfolio
7,275
Q2 2025 Added 5.99%
$0
$1.63 Million 0.45% of portfolio
40,355
Q2 2025 Added 6.6%
$146B
$1.62 Million 0.45% of portfolio
6,975
Q2 2025 Reduced 1.98%
$0
$1.63 Million 0.45% of portfolio
12,263
Q2 2025 Reduced 4.71%
$0
$1.55 Million 0.43% of portfolio
12,524
Q1 2025 Added 22.51%
$0
$1.5 Million 0.42% of portfolio
18,687
Q2 2025 Added 7.46%
$381B
$1.51 Million 0.42% of portfolio
31,985
Q2 2025 Added 1.89%
$0
$1.47 Million 0.41% of portfolio
10,891
Q2 2025 Added 6.96%
$0
$1.49 Million 0.41% of portfolio
34,756
Q2 2025 Added 8.0%
$0
$1.46 Million 0.4% of portfolio
54,820
Q2 2025 Added 3.04%
$0
$1.44 Million 0.4% of portfolio
60,468
Q2 2025 New
$155B
$1.4 Million 0.39% of portfolio
11,370
Q2 2025 Reduced 0.66%
$452B
$1.37 Million 0.38% of portfolio
8,984
Q2 2025 Reduced 1.84%
$207B
$1.36 Million 0.38% of portfolio
10,950
Q2 2025 Reduced 8.24%
$0
$1.37 Million 0.38% of portfolio
64,742
Q2 2025 Added 7.22%
$0
$1.38 Million 0.38% of portfolio
18,905
Q2 2025 Reduced 0.77%
$0
$1.37 Million 0.38% of portfolio
16,405
Q2 2025 Added 1.77%
$0
$1.34 Million 0.37% of portfolio
6,867
Q2 2025 Added 24.95%
$0
$1.35 Million 0.37% of portfolio
6,000
Q4 2024 New
$405B
$1.26 Million 0.35% of portfolio
3,428
Q2 2025 Added 19.32%
$0
$1.25 Million 0.35% of portfolio
39,243
Q2 2025 Added 5.23%
$4.98B
$1.23 Million 0.34% of portfolio
40,085
Q1 2025 Added 97.83%
$0
$1.23 Million 0.34% of portfolio
13,933
Q2 2025 Added 75.48%
$229B
$1.18 Million 0.33% of portfolio
8,068
Q2 2025 Added 8.48%
$0
$1.18 Million 0.33% of portfolio
53,642
Q1 2025 New
$0
$1.18 Million 0.33% of portfolio
19,058
Q2 2025 Added 0.04%
$0
$1.18 Million 0.33% of portfolio
12,335
Q2 2025 Reduced 6.68%
$0
$1.14 Million 0.32% of portfolio
34,835
Q2 2025 Added 1.36%
$0
$1.15 Million 0.32% of portfolio
10,284
Q2 2025 Reduced 1.0%
$0
$1.13 Million 0.31% of portfolio
12,023
Q2 2025 Added 9.38%
$12.7B
$1.13 Million 0.31% of portfolio
12,059
Q2 2025 Added 11.56%
$0
$1.12 Million 0.31% of portfolio
20,563
Q2 2025 Added 2.82%
$202B
$1.11 Million 0.31% of portfolio
8,387
Q2 2025 Added 1.5%
$621B
$1.11 Million 0.31% of portfolio
2,294
Q2 2025 Added 0.7%
$0
$1.08 Million 0.3% of portfolio
11,000
Q2 2025 Reduced 57.04%
$367B
$1.08 Million 0.3% of portfolio
7,958
Q2 2025 Added 126.4%
$0
$1.07 Million 0.3% of portfolio
19,984
Q2 2025 Added 97.94%
$25.9B
$1.1 Million 0.3% of portfolio
6,616
Q2 2025 Added 2.48%
$0
$1.06 Million 0.29% of portfolio
18,639
Q1 2025 Added 84.75%
$182B
$1.06 Million 0.29% of portfolio
24,552
Q2 2025 Added 0.19%
$245B
$1.01 Million 0.28% of portfolio
3,249
Q2 2025 Added 197.26%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $360 Million
  • Prior Value $303 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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