Holders — by stockHoldings — by fund
Tempus Wealth Planning, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001806428
$511.4M
disclosed book value
282
positions
6.4%
largest position share
Positions, as of 2026-06-30
top 100 of 282 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GEGE AEROSPACE | 87,866 | $32.8M | 6.4% |
| 2 | GEVGE VERNOVA INC | 21,331 | $25.1M | 4.9% |
| 3 | CGDVCAPITAL GROUP DIVIDEND VALUE | 253,313 | $12.5M | 2.4% |
| 4 | NVDANVIDIA CORPORATION | 59,143 | $11.8M | 2.3% |
| 5 | QQQINVESCO QQQ TR | 15,926 | $11.7M | 2.3% |
| 6 | SCHZSCHWAB STRATEGIC TR | 495,023 | $11.4M | 2.2% |
| 7 | AAPLAPPLE INC | 35,679 | $10.3M | 2% |
| 8 | SPMOINVESCO EXCH TRADED FD TR II | 60,131 | $9.7M | 1.9% |
| 9 | SPYSTATE STR SPDR S&P 500 ETF T | 11,871 | $8.9M | 1.7% |
| 10 | SPYMSPDR SERIES TRUST | 100,050 | $8.8M | 1.7% |
| 11 | SPTMSPDR SERIES TRUST | 95,564 | $8.7M | 1.7% |
| 12 | SCHXSCHWAB STRATEGIC TR | 290,411 | $8.5M | 1.7% |
| 13 | MSFTMICROSOFT CORP | 21,552 | $8.0M | 1.6% |
| 14 | IVVISHARES TR | 9,897 | $7.4M | 1.4% |
| 15 | TSLATESLA INC | 16,873 | $7.1M | 1.4% |
| 16 | CGBLCAPITAL GROUP CORE BALANCED | 176,327 | $6.7M | 1.3% |
| 17 | SCHFSCHWAB STRATEGIC TR | 201,709 | $5.6M | 1.1% |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 23,255 | $5.5M | 1.1% |
| 19 | QLTYGMO ETF TRUST | 129,110 | $5.4M | 1.1% |
| 20 | GOOGLALPHABET INC | 14,520 | $5.2M | 1% |
| 21 | FNDXSCHWAB STRATEGIC TR | 165,667 | $5.2M | 1% |
| 22 | AMATAPPLIED MATLS INC | 6,913 | $5.0M | 1% |
| 23 | PVALPUTNAM ETF TRUST | 92,966 | $4.7M | 0.9% |
| 24 | AMZNAMAZON COM INC | 19,662 | $4.7M | 0.9% |
| 25 | SCHGSCHWAB STRATEGIC TR | 131,508 | $4.5M | 0.9% |
| 26 | DYNFBLACKROCK ETF TRUST | 61,184 | $4.2M | 0.8% |
| 27 | IVWISHARES TR | 29,874 | $4.1M | 0.8% |
| 28 | IUSBISHARES TR | 83,511 | $3.9M | 0.8% |
| 29 | JPMJPMORGAN CHASE & CO | 11,735 | $3.8M | 0.8% |
| 30 | IYWISHARES TR | 13,504 | $3.4M | 0.7% |
| 31 | IDMOINVESCO EXCH TRADED FD TR II | 56,380 | $3.4M | 0.7% |
| 32 | BILSPDR SERIES TRUST | 36,767 | $3.4M | 0.7% |
| 33 | JEPIJ P MORGAN EXCHANGE TRADED F | 58,552 | $3.3M | 0.6% |
| 34 | VTIVANGUARD INDEX FDS | 8,853 | $3.3M | 0.6% |
| 35 | ICSHISHARES TR | 63,145 | $3.2M | 0.6% |
| 36 | AIRRFIRST TR EXCHANGE TRADED FD | 23,831 | $3.2M | 0.6% |
| 37 | QLDPROSHARES TR | 32,161 | $3.1M | 0.6% |
| 38 | SSOPROSHARES TR | 46,054 | $3.1M | 0.6% |
| 39 | CSCOCISCO SYS INC | 25,985 | $3.1M | 0.6% |
| 40 | WMTWALMART INC | 26,325 | $3.0M | 0.6% |
| 41 | FNDFSCHWAB STRATEGIC TR | 56,495 | $3.0M | 0.6% |
| 42 | JPSTJ P MORGAN EXCHANGE TRADED F | 58,433 | $3.0M | 0.6% |
| 43 | IVEISHARES TR | 12,545 | $2.8M | 0.6% |
| 44 | LLYELI LILLY & CO | 2,351 | $2.8M | 0.6% |
| 45 | CGMUCAPITAL GRP FIXED INCM ETF T | 101,521 | $2.8M | 0.5% |
| 46 | ACWXISHARES TR | 34,871 | $2.7M | 0.5% |
| 47 | PKWINVESCO EXCHANGE TRADED FD T | 18,640 | $2.6M | 0.5% |
| 48 | IWMISHARES TR | 8,782 | $2.6M | 0.5% |
| 49 | RKLBROCKET LAB CORP | 25,634 | $2.6M | 0.5% |
| 50 | CGDGCAPITAL GROUP DIVIDEND GROWE | 67,781 | $2.5M | 0.5% |
| 51 | TLTISHARES TR | 29,236 | $2.5M | 0.5% |
| 52 | SPABSPDR SERIES TRUST | 95,267 | $2.4M | 0.5% |
| 53 | SPHQINVESCO EXCHANGE TRADED FD T | 26,852 | $2.4M | 0.5% |
| 54 | ROKROCKWELL AUTOMATION INC | 4,862 | $2.4M | 0.5% |
| 55 | SPTSSPDR SERIES TRUST | 82,562 | $2.4M | 0.5% |
| 56 | DGRWWISDOMTREE TR | 24,200 | $2.3M | 0.5% |
| 57 | ORCLORACLE CORP | 15,652 | $2.3M | 0.4% |
| 58 | AMGNAMGEN INC | 6,252 | $2.3M | 0.4% |
| 59 | COROBLACKROCK ETF TRUST | 61,365 | $2.2M | 0.4% |
| 60 | UWMPROSHARES TR | 33,257 | $2.2M | 0.4% |
| 61 | METAMETA PLATFORMS INC | 3,959 | $2.2M | 0.4% |
| 62 | GOVTISHARES TR | 96,656 | $2.2M | 0.4% |
| 63 | SPDWSPDR INDEX SHS FDS | 43,168 | $2.2M | 0.4% |
| 64 | JNJJOHNSON & JOHNSON | 8,489 | $2.2M | 0.4% |
| 65 | SHVISHARES TR | 19,505 | $2.2M | 0.4% |
| 66 | BAIBLACKROCK ETF TRUST | 39,879 | $2.1M | 0.4% |
| 67 | DSIISHARES TR | 14,726 | $2.1M | 0.4% |
| 68 | CGUSCAPITAL GROUP CORE EQUITY ET | 46,808 | $2.1M | 0.4% |
| 69 | SPEMSPDR INDEX SHS FDS | 38,576 | $2.0M | 0.4% |
| 70 | EAGGISHARES TR | 41,465 | $2.0M | 0.4% |
| 71 | GRNYTIDAL TRUST I | 70,680 | $2.0M | 0.4% |
| 72 | GEHCGE HEALTHCARE TECHNOLOGIES I | 30,447 | $1.9M | 0.4% |
| 73 | DVYISHARES TR | 12,300 | $1.9M | 0.4% |
| 74 | TJXTJX COS INC NEW | 12,653 | $1.9M | 0.4% |
| 75 | VYMIVANGUARD WHITEHALL FDS | 19,376 | $1.9M | 0.4% |
| 76 | BABOEING CO | 8,732 | $1.9M | 0.4% |
| 77 | MBBISHARES TR | 19,858 | $1.9M | 0.4% |
| 78 | COSTCOSTCO WHOLESALE CORPORATION | 1,971 | $1.8M | 0.4% |
| 79 | BACBANK OF AMER CORP | 31,921 | $1.8M | 0.4% |
| 80 | JBHTHUNT J B TRANS SVCS INC | 5,987 | $1.7M | 0.3% |
| 81 | SCHHSCHWAB STRATEGIC TR | 72,954 | $1.7M | 0.3% |
| 82 | CGGRCAPITAL GROUP GROWTH ETF | 36,488 | $1.7M | 0.3% |
| 83 | WMWASTE MGMT INC DEL | 7,691 | $1.7M | 0.3% |
| 84 | JEPQJ P MORGAN EXCHANGE TRADED F | 27,365 | $1.7M | 0.3% |
| 85 | IJHISHARES TR | 21,523 | $1.7M | 0.3% |
| 86 | VVISA INC | 4,811 | $1.7M | 0.3% |
| 87 | CGGOCAPITAL GROUP GBL GROWTH EQT | 38,973 | $1.6M | 0.3% |
| 88 | MGCVANGUARD WORLD FD | 6,000 | $1.6M | 0.3% |
| 89 | SCHASCHWAB STRATEGIC TR | 44,699 | $1.6M | 0.3% |
| 90 | CGGECAPITAL GROUP GLOBAL EQUITY | 45,268 | $1.6M | 0.3% |
| 91 | SPTLSPDR SERIES TRUST | 60,468 | $1.6M | 0.3% |
| 92 | HDHOME DEPOT INC | 4,468 | $1.6M | 0.3% |
| 93 | AOAISHARES TR | 15,912 | $1.6M | 0.3% |
| 94 | BLCRBLACKROCK ETF TRUST | 30,264 | $1.5M | 0.3% |
| 95 | IALTBLACKROCK ETF TRUST | 54,287 | $1.5M | 0.3% |
| 96 | FDLOFIDELITY COVINGTON TRUST | 22,081 | $1.5M | 0.3% |
| 97 | XTENBONDBLOXX ETF TRUST | 32,998 | $1.5M | 0.3% |
| 98 | ESGUISHARES TR | 9,022 | $1.5M | 0.3% |
| 99 | IBHFISHARES TR | 64,689 | $1.5M | 0.3% |
| 100 | TQQQPROSHARES TR | 17,454 | $1.4M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.