Tempus Wealth Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Tempus Wealth Planning, LLC held in its portfolio 265 assets valued at $436,472,416 (i.e. $436.47M).
The most valuable assets in the portfolio included: GE AEROSPACE ($27.14M), SPDR SERIES TRUST ($26.94M), and GE VERNOVA INC ($14.02M).
The chart below shows the top 10 valuable assets, and the table below shows the top 265 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tempus Wealth Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GE AEROSPACE | 88107 | 27139559 | COM NEW |
| SPDR SERIES TRUST | 521961 | 26935559 | STATE STREET SPD |
| GE VERNOVA INC | 21455 | 14022345 | COM |
| NVIDIA CORPORATION | 64957 | 12114447 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 251817 | 10989280 | SHS CREATION UNI |
| MICROSOFT CORP | 20975 | 10144158 | COM |
| APPLE INC | 35514 | 9654893 | COM |
| INVESCO EXCH TRADED FD TR II | 78568 | 9374712 | S&P 500 MOMNTM |
| SCHWAB STRATEGIC TR | 397795 | 9296470 | US AGGREGATE B |
| INVESCO QQQ TR | 14448 | 8875634 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 271393 | 7303197 | US LRG CAP ETF |
| SPDR S&P 500 ETF TR | 10590 | 7221606 | TR UNIT |
| TESLA INC | 15657 | 7041438 | COM |
| ISHARES TR | 261926 | 6045247 | IBONDS 2026 TERM |
| ISHARES TR | 8746 | 5990485 | CORE S&P500 ETF |
| CAPITAL GROUP CORE BALANCED | 167919 | 5932577 | SHS |
| GMO ETF TRUST | 137250 | 5278635 | GMO US QUALITY E |
| VANGUARD SPECIALIZED FUNDS | 23903 | 5253453 | DIV APP ETF |
| SCHWAB STRATEGIC TR | 193986 | 4663432 | INTL EQTY ETF |
| AMAZON COM INC | 19485 | 4497552 | COM |
| ALPHABET INC | 14091 | 4410508 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 148999 | 4054263 | FUNDAMENTAL US L |
| SCHWAB STRATEGIC TR | 122860 | 4007693 | US LCAP GR ETF |
| PROSHARES TR | 53301 | 3752923 | PSHS ULTRA QQQ |
| PROSHARES TR | 63698 | 3689388 | PSHS ULT S&P 500 |
| JPMORGAN CHASE & CO. | 11298 | 3640572 | COM |
| ISHARES TR | 69677 | 3524263 | ULTRA SHORT DUR |
| INVESCO EXCHANGE TRADED FD T | 20295 | 3178849 | AEROSPACE DEFN |
| ORACLE CORP | 15921 | 3103089 | COM |
| PUTNAM ETF TRUST | 67236 | 3063949 | FOCUSED LAR CAP |
| VANGUARD INDEX FDS | 8868 | 2973221 | TOTAL STK MKT |
| WALMART INC | 26018 | 2898713 | COM |
| ISHARES TR | 14154 | 2826172 | U.S. TECH ETF |
| SCHWAB STRATEGIC TR | 60817 | 2745621 | FUNDAMENTAL INTL |
| TIDAL TRUST I | 106980 | 2648825 | FUNDSTRAT GRANNY |
| BLACKROCK ETF TRUST | 42136 | 2562282 | ISHARES US EQUIT |
| CAPITAL GRP FIXED INCM ETF T | 92641 | 2536524 | MUNICIPAL INCOME |
| GE HEALTHCARE TECHNOLOGIES I | 30451 | 2497593 | COMMON STOCK |
| ELI LILLY & CO | 2294 | 2465490 | COM |
| META PLATFORMS INC | 3625 | 2392652 | CL A |
| CAPITAL GROUP DIVIDEND GROWE | 65863 | 2347359 | SHS ETF |
| ISHARES TR | 30699 | 2192198 | EAFE VALUE ETF |
| ISHARES TR | 17480 | 2154630 | S&P 500 GRWT ETF |
| WISDOMTREE TR | 23853 | 2133174 | US QTLY DIV GRT |
| ISHARES TR | 8421 | 2072832 | RUSSELL 2000 ETF |
| ISHARES TR | 18153 | 1999587 | TRUST ISHARE 0-1 |
| AMGEN INC | 6102 | 1997199 | COM |
| CISCO SYS INC | 25210 | 1941914 | COM |
| ISHARES TR | 39948 | 1911529 | ESG AWR US AGRGT |
| ROCKWELL AUTOMATION INC | 4880 | 1898662 | COM |
| ISHARES TR | 14736 | 1898467 | ESG MSCI KLD 400 |
| TJX COS INC NEW | 12277 | 1885910 | COM |
| CAPITAL GROUP CORE EQUITY ET | 46656 | 1876976 | SHS CREATION UNI |
| ISHARES TR | 13126 | 1852643 | SELECT DIVID ETF |
| SPDR INDEX SHS FDS | 41235 | 1831258 | PORTFOLIO DEVLPD |
| ISHARES TR | 38874 | 1809211 | CORE UNIVRSL USD |
| BOEING CO | 8221 | 1784944 | COM |
| ISHARES TR | 8961 | 1779866 | MSCI USA QLT FCT |
| BANK AMERICA CORP | 31813 | 1749716 | COM |
| FIDELITY COVINGTON TRUST | 25694 | 1715075 | LOW VOLITY ETF |
| ROCKET LAB CORP | 24244 | 1691261 | COM |
| SPDR INDEX SHS FDS | 35981 | 1684265 | PORTFOLIO EMG MK |
| VANGUARD WHITEHALL FDS | 18610 | 1674866 | INTL HIGH ETF |
| JOHNSON & JOHNSON | 8063 | 1668539 | COM |
| COSTCO WHSL CORP NEW | 1926 | 1660712 | COM |
| WASTE MGMT INC DEL | 7394 | 1624437 | COM |
| CAPITAL GROUP GROWTH ETF | 36399 | 1618661 | SHS CREATION UNI |
| PALANTIR TECHNOLOGIES INC | 9047 | 1608104 | CL A |
| VISA INC | 4583 | 1607259 | COM CL A |
| SPDR GOLD TR | 4014 | 1590788 | GOLD SHS |
| ISHARES TR | 7459 | 1581883 | S&P 500 VAL ETF |
| ISHARES TR | 10601 | 1579322 | ESG AWR MSCI USA |
| INVESCO EXCHANGE TRADED FD T | 20708 | 1554150 | S&P500 QUALITY |
| VANGUARD WORLD FD | 6000 | 1507020 | MEGA CAP INDEX |
| SCHWAB STRATEGIC TR | 71053 | 1484295 | US REIT ETF |
| CAPITAL GROUP GLOBAL EQUITY | 46615 | 1474430 | SHS |
| INVESCO EXCHANGE TRADED FD T | 10944 | 1469962 | BUYBACK ACHIEV |
| PROSHARES TR | 22953 | 1465320 | ULTR MSCI ETF |
| ISHARES TR | 16069 | 1439132 | CORE 80/20 AGGRE |
| WYNN RESORTS LTD | 11929 | 1435458 | COM |
| ALPS ETF TR | 30111 | 1415819 | ALERIAN MLP |
| RTX CORPORATION | 7662 | 1405262 | COM |
| ISHARES TR | 15991 | 1393760 | 20 YR TR BD ETF |
| CAPITAL GROUP GBL GROWTH EQT | 39137 | 1356091 | SHS CREATION UNI |
| INVESCO EXCH TRADED FD TR II | 18273 | 1305058 | S&P500 LOW VOL |
| VANGUARD WHITEHALL FDS | 8953 | 1284982 | HIGH DIV YLD |
| FIRST TR EXCHANGE TRADED FD | 12600 | 1238854 | RBA INDL ETF |
| ISHARES TR | 19041 | 1237884 | CORE 60/40 BALAN |
| HERSHEY CO | 6680 | 1215576 | COM |
| INVESCO EXCHANGE TRADED FD T | 20506 | 1215571 | S&P 500 TOP 50 |
| BONDBLOXX ETF TRUST | 26216 | 1211711 | BLOOMBERG TEN YR |
| BLACKROCK ETF TRUST II | 22833 | 1204897 | ISHARES FLEXIBLE |
| HOME DEPOT INC | 3470 | 1194197 | COM |
| DISNEY WALT CO | 10464 | 1190449 | COM |
| SCHWAB STRATEGIC TR | 41573 | 1183993 | US SML CAP ETF |
| ISHARES TR | 17697 | 1167995 | CORE S&P MCP ETF |
| HUNT J B TRANS SVCS INC | 5774 | 1122126 | COM |
| COLUMBIA ETF TR I | 27400 | 1119016 | RESH ENHNC COR |
| SPDR SERIES TRUST | 34133 | 1095996 | BLOOMBERG INTL |
| PEPSICO INC | 7560 | 1085029 | COM |
| ISHARES INC | 16088 | 1081432 | CORE MSCI EMKT |
| SCHWAB STRATEGIC TR | 44098 | 1074668 | SHT TM US TRES |
| ALPHABET INC | 3421 | 1073463 | CAP STK CL C |
| APPLIED MATLS INC | 4171 | 1071905 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2079 | 1045009 | CL B NEW |
| ISHARES TR | 10876 | 1035622 | MBS ETF |
| T ROWE PRICE ETF INC | 19881 | 1021967 | FLOATING RATE |
| ABBVIE INC | 4400 | 1005382 | COM |
| PROSHARES TR | 18940 | 998517 | ULTRAPRO QQQ |
| HONEYWELL INTL INC | 5103 | 995640 | COM |
| INVESCO EXCH TRADED FD TR II | 17750 | 986368 | S&P INTL MOMNT |
| SPDR SERIES TRUST | 44719 | 955649 | BLOOMBERG EMERGI |
| PROSHARES TR | 11184 | 941934 | S&P MDCP 400 DIV |
| ROBINHOOD MKTS INC | 8307 | 939522 | COM CL A |
| WORLD GOLD TR | 11004 | 939411 | SPDR GLD MINIS |
| BLACKROCK ETF TRUST | 23937 | 923011 | ISHARES US THEMA |
| INVESCO EXCHANGE TRADED FD T | 9000 | 921780 | S&P MDCP QUALITY |
| SCHWAB STRATEGIC TR | 20206 | 920000 | INTL SCEQT ETF |
| AMERICAN CENTY ETF TR | 11898 | 916389 | AVANTIS EMGMKT |
| JD.COM INC | 30984 | 889241 | SPON ADS CL A |
| CAPITAL GRP FIXED INCM ETF T | 39056 | 884224 | CORE PLUS INCM |
| ISHARES TR | 7928 | 873640 | IBOXX INV CP ETF |
| ULTA BEAUTY INC | 1433 | 866979 | COM |
| ISHARES TR | 38609 | 861753 | IBONDS 2027 TERM |
| BLACKROCK ETF TRUST | 25625 | 853313 | ISHARES A I INNO |
| SNAP ON INC | 2430 | 837468 | COM |
| SCHWAB STRATEGIC TR | 24327 | 796723 | EMRG MKTEQ ETF |
| VERIZON COMMUNICATIONS INC | 19486 | 793662 | COM |
| BRISTOL-MYERS SQUIBB CO | 14517 | 783042 | COM |
| ADOBE INC | 2229 | 780128 | COM |
| UNITEDHEALTH GROUP INC | 2354 | 777007 | COM |
| INVESCO EXCH TRADED FD TR II | 3068 | 775959 | NASDAQ 100 ETF |
| TARGET CORP | 7744 | 756985 | COM |
| CAPITAL GROUP EQUITY ETF TR | 26100 | 752731 | US SMALL AND MID |
| MERCK & CO INC | 6873 | 723412 | COM |
| CAPITAL GRP FIXED INCM ETF T | 26709 | 708331 | CORE BOND ETF |
| PINTEREST INC | 27333 | 707651 | CL A |
| CAPITAL GRP FIXED INCM ETF T | 27863 | 706610 | INTERNATIONAL BD |
| BLACKROCK ETF TRUST | 9445 | 699757 | ISHARES US CARBO |
| EVOLENT HEALTH INC | 173803 | 695212 | CL A |
| ARES CAPITAL CORP | 33642 | 680578 | COM |
| SELECT SECTOR SPDR TR | 12336 | 675661 | STATE STREET FIN |
| T-MOBILE US INC | 3296 | 669220 | COM |
| CHARTER COMMUNICATIONS INC N | 3201 | 668209 | CL A |
| BLACKSTONE SECD LENDING FD | 25085 | 660488 | COMMON STOCK |
| NOVO-NORDISK A S | 12586 | 640376 | ADR |
| EXXON MOBIL CORP | 5221 | 628279 | COM |
| SELECT SECTOR SPDR TR | 5187 | 619411 | STATE STREET CON |
| ENTREPRENEURSHARES SERIES TR | 30000 | 604200 | ERSHARES PRIVATE |
| SCHWAB STRATEGIC TR | 19097 | 601746 | FUNDAMENTAL US S |
| LABCORP HOLDINGS INC | 2359 | 591766 | COM SHS |
| ISHARES TR | 10724 | 569956 | CORE DIVID ETF |
| RAPID7 INC | 37339 | 567553 | COM |
| CANADIAN NATL RY CO | 5741 | 567498 | COM |
| SCHWAB STRATEGIC TR | 15513 | 559399 | FUNDAMENTAL EMER |
| CHEVRON CORP NEW | 3663 | 558292 | COM |
| PFIZER INC | 22295 | 555141 | COM |
| ISHARES TR | 1612 | 552868 | S&P 100 ETF |
| TENABLE HLDGS INC | 23482 | 552531 | COM |
| ISHARES TR | 17734 | 549037 | PFD AND INCM SEC |
| HALEON PLC | 53562 | 541515 | SPON ADS |
| ISHARES TR | 23034 | 538642 | ESG AWRE USD ETF |
| SCHWAB CHARLES CORP | 5369 | 536380 | COM |
| ISHARES TR | 10548 | 527505 | CORE INTL AGGR |
| LOCKHEED MARTIN CORP | 1067 | 516241 | COM |
| CAPITAL GRP FIXED INCM ETF T | 18553 | 512446 | US MULTI-SECTOR |
| ISHARES TR | 4478 | 510158 | EAFE GRWTH ETF |
| APOLLO GLOBAL MGMT INC | 3521 | 509700 | COM |
| FINWISE BANCORP | 28022 | 502715 | COM |
| NIKE INC | 7686 | 489677 | CL B |
| ISHARES TR | 5007 | 482074 | JPMORGAN USD EMG |
| MASTERCARD INCORPORATED | 803 | 458523 | CL A |
| VANGUARD WORLD FD | 604 | 455132 | INF TECH ETF |
| ISHARES BITCOIN TRUST ETF | 9081 | 450872 | SHS BEN INT |
| COCA COLA CO | 6426 | 449258 | COM |
| BLACKROCK CORPOR HI YLD FD I | 50000 | 445000 | COM |
| ISHARES TR | 20000 | 428400 | MRNGSTR INC ETF |
| COGNIZANT TECHNOLOGY SOLUTIO | 5102 | 423441 | CL A |
| AMDOCS LTD | 5242 | 422033 | SHS |
| PROSHARES TR | 4031 | 419506 | S&P 500 DV ARIST |
| ISHARES TR | 8640 | 412367 | CORE 40/60 MODER |
| VANECK ETF TRUST | 1142 | 411298 | SEMICONDUCTR ETF |
| AT&T INC | 16399 | 407360 | COM |
| WISDOMTREE TR | 3992 | 406465 | US HIGH DIVIDEND |
| BROADCOM INC | 1157 | 400473 | COM |
| CAPITAL GROUP NEW GEOGRAPHY | 12019 | 383757 | SHS |
| ISHARES TR | 6664 | 383715 | ESG MSCI USA ETF |
| REALTY INCOME CORP | 6709 | 378195 | COM |
| MCDONALDS CORP | 1226 | 374710 | COM |
| RXSIGHT INC | 35664 | 371619 | COM |
| DRAFTKINGS INC NEW | 10733 | 369859 | COM CL A |
| NETFLIX INC | 3937 | 369133 | COM |
| VANGUARD INDEX FDS | 753 | 367478 | GROWTH ETF |
| QUALCOMM INC | 2147 | 367297 | COM |
| VANGUARD INDEX FDS | 1371 | 353529 | SMALL CP ETF |
| ISHARES GOLD TR | 4347 | 352846 | ISHARES NEW |
| ISHARES TR | 15000 | 345374 | US TREAS BD ETF |
| ISHARES TR | 4123 | 341467 | 1 3 YR TREAS BD |
| INTEL CORP | 8797 | 324619 | COM |
| ISHARES TR | 3024 | 319595 | EXPANDED TECH |
| VANGUARD SCOTTSDALE FDS | 3808 | 318952 | INT-TERM CORP |
| ISHARES TR | 3160 | 315621 | CORE US AGGBD ET |
| ENPHASE ENERGY INC | 9701 | 310917 | COM |
| VANGUARD BD INDEX FDS | 6154 | 306715 | VANGUARD ULTRA |
| ENTERPRISE PRODS PARTNERS L | 9454 | 303103 | COM |
| INVESCO EXCH TRADED FD TR II | 12978 | 300960 | NATL AMT MUNI |
| HENRY SCHEIN INC | 3980 | 300808 | COM |
| THE TRADE DESK INC | 7921 | 300681 | COM CL A |
| NANO X IMAGING LTD | 106437 | 298024 | ORD SHS |
| CAPITAL GRP FIXED INCM ETF T | 11256 | 296475 | SHORT DURATION M |
| METLIFE INC | 3754 | 296341 | COM |
| MONDELEZ INTL INC | 5460 | 293933 | CL A |
| MARRIOTT VACATIONS WORLDWIDE | 5027 | 289980 | COM |
| FIRST TR EXCHANGE TRADED FD | 4041 | 288729 | NASDAQ CYB ETF |
| WISDOMTREE TR | 4909 | 288023 | US QUALITY GROW |
| J P MORGAN EXCHANGE TRADED F | 5673 | 286997 | ULTRA SHRT ETF |
| CONOCOPHILLIPS | 3059 | 286353 | COM |
| CALAMOS DYNAMIC CONV & INCOM | 13719 | 286178 | COM |
| ADVANCED MICRO DEVICES INC | 1335 | 285904 | COM |
| EBAY INC. | 3238 | 282030 | COM |
| DEXCOM INC | 4216 | 279816 | COM |
| SCHWAB STRATEGIC TR | 10518 | 278622 | US TIPS ETF |
| ISHARES INC | 6278 | 277299 | ESG AWR MSCI EM |
| GLOBAL X FDS | 4268 | 276524 | DEFENSE TECH ETF |
| ALVOTECH | 53880 | 276404 | ORDINARY SHARES |
| AMPLIFY ETF TR | 6187 | 275320 | CWP ENHANCED DIV |
| ISHARES TR | 3044 | 273229 | SYSTEMATIC BD ET |
| FLUTTER ENTMT PLC | 1269 | 272886 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 1004 | 270257 | DJ INTERNT IDX |
| QNITY ELECTRONICS INC | 3269 | 266914 | COMMON STOCK |
| SENTINELONE INC | 17777 | 266655 | CL A |
| ISHARES TR | 6641 | 266488 | CORE 30/70 CONSE |
| LEGEND BIOTECH CORP | 12217 | 265598 | SPONSORED ADS |
| DUPONT DE NEMOURS INC | 6579 | 264476 | COM |
| WELLS FARGO CO NEW | 2833 | 264036 | COM |
| SPDR INDEX SHS FDS | 3864 | 262095 | S&P NORTH AMER |
| VANGUARD INDEX FDS | 415 | 260521 | S&P 500 ETF SHS |
| UBER TECHNOLOGIES INC | 3169 | 258939 | COM |
| ISHARES SILVER TR | 4011 | 258389 | ISHARES |
| GOLDMAN SACHS GROUP INC | 293 | 257264 | COM |
| DUOLINGO INC | 1445 | 253598 | CL A COM |
| MEDTRONIC PLC | 2631 | 252770 | SHS |
| BLACKROCK MUNIHLDNGS CALI QL | 23657 | 250764 | COM |
| SALESFORCE INC | 922 | 244275 | COM |
| PGIM ETF TR | 4920 | 243983 | PGIM ULTRA SH BD |
| AUTOZONE INC | 68 | 230622 | COM |
| GILEAD SCIENCES INC | 1834 | 225105 | COM |
| TIDAL TRUST II | 3815 | 224932 | ROUNDHILL GENER |
| GSK PLC | 4568 | 224015 | SPONSORED ADR |
| FRANCO NEV CORP | 1065 | 220753 | COM |
| CAPITAL GRP FIXED INCM ETF T | 8606 | 219281 | MUNICIPAL HIGH I |
| ACV AUCTIONS INC | 27252 | 218561 | COM CL A |
| HENRY JACK & ASSOC INC | 1180 | 215359 | COM |
| MCKESSON CORP | 262 | 214635 | COM |
| CVS HEALTH CORP | 2685 | 213093 | COM |
| ISHARES TR | 1985 | 212613 | NATIONAL MUN ETF |
| PACER FDS TR | 3790 | 210648 | TRENDP US LAR CP |
| J P MORGAN EXCHANGE TRADED F | 3639 | 208296 | EQUITY PREMIUM |
| FIRST TR EXCHANGE-TRADED FD | 1851 | 201110 | WTR ETF |
| GENERAL MLS INC | 4320 | 200880 | COM |
| AMERICAN EXPRESS CO | 543 | 200863 | COM |
| FORD MTR CO | 12692 | 166524 | COM |
| PIMCO HIGH INCOME FD | 22730 | 110468 | COM SHS |
| PDS BIOTECHNOLOGY CORP | 61800 | 47574 | COM |
| EON RESOURCES INC | 12000 | 4609 | COM CL A |
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