StockDriftsStockDriftsTop 50 Tempus Wealth Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | 6.43% | 87.9K | $32.8M | +0.04%(+32) | $51.14(+624.14%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 4.9% | 21.3K | $25.1M | -0.30%(-64) | $157.06(+588.19%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.44% | 253.3K | $12.5M | +2.86%(+7.05K) | $35.37(+43.83%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.32% | 59.1K | $11.8M | -8.94%(-5.81K) | $30.98(+629.61%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.3% | 15.9K | $11.7M | +11.83%(+1.69K) | $427.73(+71.26%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.24% | 495.0K | $11.4M | +12.40%(+54.63K) | $23.06(-1.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.02% | 35.7K | $10.3M | +0.34%(+121) | $128.94(+136.84%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 1.9% | 60.1K | $9.7M | +9.48%(+5.21K) | $102.31(+49.85%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.73% | 11.9K | $8.9M | +12.41%(+1.31K) | $523.39(+48.14%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.72% | 100.0K | $8.8M | +47.88%(+32.39K) | $72.16(+26.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.83% | +94.51% | +15.46% | +105.23% |
| Top 20 Holdings Unweighted | +21.96% | +81.43% | +12.54% | +80.52% |
Tempus Wealth Planning, LLC reports $511.35M in US-listed equity holdings across 281 positions in its most recent 13F filing. Its largest disclosed positions are GE (6.4%), GEV (4.9%) and CGDV (2.4%). The top 20 holdings account for 41.33% of reported assets. Its disclosed equity book has returned +94.51% on a three-year cumulative basis. 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 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