StockDriftsStockDriftsTop 50 Tempus Wealth Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | 5.28% | 87.8K | $27.4M | -0.05%(-42) | $51.14(+508.66%) | 2026-09-30 | |
| GEV | GE VERNOVA INC | 3.88% | 21.2K | $20.1M | -0.76%(-162) | $157.06(+478.39%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.66% | 60.5K | $13.8M | +2.34%(+1.39K) | $35.18(+517.13%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.54% | 39.5K | $13.2M | +10.80%(+3.85K) | $146.71(+133.75%) | 2026-09-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.48% | 582.8K | $12.9M | +17.73%(+87.79K) | $22.99(-3.30%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.38% | 252.9K | $12.4M | -0.15%(-375) | $35.37(+38.64%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.21% | 15.5K | $11.5M | -2.54%(-405) | $427.73(+67.95%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.2% | 22.2K | $11.4M | +3.16%(+680) | $216.97(+145.89%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 2.17% | 125.3K | $11.3M | +25.29%(+25.30K) | $75.52(+19.48%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.72% | 11.7K | $8.9M | -1.52%(-181) | $523.39(+46.45%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.39% | +92.45% | +15.09% | +101.89% |
| Top 20 Holdings Unweighted | +23.33% | +87.60% | +13.02% | +84.42% |
Tempus Wealth Planning LLC reports $521.54M in US-listed equity holdings across 279 positions in its most recent 13F filing. Its largest disclosed positions are GE (5.3%), GEV (3.9%) and NVDA (2.7%). The top 20 holdings account for 40.32% of reported assets. Its disclosed equity book has returned +92.45% on a three-year cumulative basis. Figures reflect the Q3 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 Tempus Wealth Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1806428). View Tempus Wealth Planning LLC’s 13F filings on SEC