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Tempo Wealth 13F Portfolio

Portfolio Manager
Tempo Wealth LLC
Performance
+1.25% (2026 Q3)
AUM (13F)
$820.71M
# of Holdings
245
Performance Rank
N/A
Allocation (Top 20)
48.96%
Latest filing
Q3 2026

Tempo Wealth LLC Holdings Map

Top 50 Tempo Wealth LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PH
PARKER-HANNIFIN CORP
8.88%76.3K$72.9M
+3.94%(+2.89K)
2025-Q3: 0 shares2025-Q4: 89.8K shares2026-Q1: 92.1K shares2026-Q2: 73.4K shares2026-Q3: 76.3K shares
$825.82(+17.01%)
2026-09-30
PGR
PROGRESSIVE CORP
4.61%182.5K$37.8M
+1.70%(+3.05K)
2025-Q3: 0 shares2025-Q4: 147.6K shares2026-Q1: 158.3K shares2026-Q2: 179.4K shares2026-Q3: 182.5K shares
$232.32(-5.69%)
2026-09-30
SPY
STATE STR SPDR S&P 500 ETF T
2.87%30.8K$23.5M
-1.04%(-323)
2025-Q3: 0 shares2025-Q4: 28.3K shares2026-Q1: 31.2K shares2026-Q2: 31.2K shares2026-Q3: 30.8K shares
$673.32(+13.84%)
2026-09-30
AAPL
APPLE INC
2.81%69.1K$23.0M
+4.12%(+2.73K)
2025-Q3: 0 shares2025-Q4: 63.7K shares2026-Q1: 65.3K shares2026-Q2: 66.4K shares2026-Q3: 69.1K shares
$265.21(+29.31%)
2026-09-30
SPYG
SPDR SERIES TRUST
2.76%183.8K$22.6M
-0.43%(-785)
2025-Q3: 0 shares2025-Q4: 185.0K shares2026-Q1: 185.0K shares2026-Q2: 184.6K shares2026-Q3: 183.8K shares
$105.60(+14.90%)
2026-09-30
NVDA
NVIDIA CORPORATION
2.67%96.0K$21.9M
+2.93%(+2.73K)
2025-Q3: 0 shares2025-Q4: 86.0K shares2026-Q1: 87.5K shares2026-Q2: 93.3K shares2026-Q3: 96.0K shares
$186.99(+16.09%)
2026-09-30
GOOGL
ALPHABET INC
2.44%58.1K$20.0M
+3.12%(+1.76K)
2025-Q3: 0 shares2025-Q4: 51.8K shares2026-Q1: 54.4K shares2026-Q2: 56.4K shares2026-Q3: 58.1K shares
$282.51(+21.83%)
2026-09-30
IVV
ISHARES TR
2.39%25.6K$19.6M
+6.10%(+1.47K)
2025-Q3: 0 shares2025-Q4: 22.2K shares2026-Q1: 23.3K shares2026-Q2: 24.2K shares2026-Q3: 25.6K shares
$681.90(+12.92%)
2026-09-30
QQQ
INVESCO QQQ TR
2.33%25.9K$19.2M
-0.10%(-25)
2025-Q3: 0 shares2025-Q4: 23.4K shares2026-Q1: 25.8K shares2026-Q2: 25.9K shares2026-Q3: 25.9K shares
$606.49(+18.44%)
2026-09-30
AMD
ADVANCED MICRO DEVICES INC
2.32%31.1K$19.0M
-4.92%(-1.61K)
2025-Q3: 0 shares2025-Q4: 33.2K shares2026-Q1: 32.9K shares2026-Q2: 32.7K shares2026-Q3: 31.1K shares
$187.97(+186.23%)
2026-09-30

About Tempo Wealth LLCโ€™s portfolio

Tempo Wealth LLC reports $820.71M in US-listed equity holdings across 245 positions in its most recent 13F filing. Its largest disclosed positions are PH (8.9%), PGR (4.6%) and SPY (2.9%). The top 20 holdings account for 48.96% of reported assets. Its disclosed equity book has returned +9.06% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
PH โ€” 13.3% ($72.89M)PGR โ€” 6.9% ($37.83M)SPY โ€” 4.3% ($23.52M)AAPL โ€” 4.2% ($23.02M)SPYG โ€” 4.1% ($22.62M)NVDA โ€” 4.0% ($21.93M)GOOGL โ€” 3.7% ($20.00M)IVV โ€” 3.6% ($19.63M)QQQ โ€” 3.5% ($19.16M)AMD โ€” 3.5% ($19.01M)Other โ€” 48.9% ($267.89M)
51%in top 10
  • PH13.3%
  • PGR6.9%
  • SPY4.3%
  • AAPL4.2%
  • SPYG4.1%
  • NVDA4.0%
  • GOOGL3.7%
  • IVV3.6%
  • QQQ3.5%
  • AMD3.5%
  • Other48.9%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
31
VCSHVANGUARD SCOTTSDALE FDS+88.6%
INTCINTEL CORP+208.6%
PHPARKER-HANNIFIN CORP+3.9%
JMSTJ P MORGAN EXCHANGE TRADED F+510.9%
+27 more
Trimmed
19
BNDVANGUARD BD INDEX FDS-61.9%
SPYVSPDR SERIES TRUST-7.5%
AMDADVANCED MICRO DEVICES INC-4.9%
MUMICRON TECHNOLOGY INC-6.0%
+15 more

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Source filings

Holdings on this page are parsed from Tempo Wealth LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112005). View Tempo Wealth LLCโ€™s 13F filings on SEC

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