StockDriftsStockDriftsTop 50 Tempo Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | 10.63% | 73.4K | $71.8M | -20.33%(-18.73K) | $820.26(+29.63%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP | 5.81% | 179.4K | $39.2M | +13.33%(+21.10K) | $232.65(-8.20%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.45% | 31.2K | $23.3M | -0.18%(-57) | $673.32(+14.88%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.25% | 184.6K | $22.0M | -0.24%(-435) | $105.60(+16.26%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.98% | 56.4K | $20.1M | +3.61%(+1.96K) | $280.38(+25.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.85% | 66.4K | $19.2M | +1.68%(+1.10K) | $263.31(+16.47%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.83% | 25.9K | $19.1M | +0.55%(+143) | $606.49(+18.85%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.81% | 32.7K | $19.0M | -0.68%(-224) | $187.97(+147.93%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.76% | 93.3K | $18.7M | +6.60%(+5.78K) | $186.20(+18.40%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.68% | 24.2K | $18.1M | +3.78%(+880) | $677.30(+14.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.55% |
Tempo Wealth, LLC reports $675.20M in US-listed equity holdings across 237 positions in its most recent 13F filing. Its largest disclosed positions are PH (10.6%), PGR (5.8%) and SPY (3.5%). The top 20 holdings account for 57.37% of reported assets. Its disclosed equity book has returned +7.71% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tempo Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112005). View Tempo Wealth, LLC’s 13F filings on SEC