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Tempo Wealth, 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 0002112005

$675.2M

disclosed book value

237

positions

10.6%

largest position share

Positions, as of 2026-06-30

top 100 of 237 · 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

#IssuerSharesValue% of book
1PHPARKER-HANNIFIN CORP73,404$71.8M10.6%
2PGRPROGRESSIVE CORP179,428$39.2M5.8%
3SPYSTATE STR SPDR S&P 500 ETF T31,162$23.3M3.4%
4SPYGSPDR SERIES TRUST184,561$22.0M3.3%
5GOOGLALPHABET INC56,376$20.1M3%
6AAPLAPPLE INC66,394$19.2M2.8%
7QQQINVESCO QQQ TR25,928$19.1M2.8%
8AMDADVANCED MICRO DEVICES INC32,677$19.0M2.8%
9NVDANVIDIA CORPORATION93,287$18.7M2.8%
10IVVISHARES TR24,165$18.1M2.7%
11SPYVSPDR SERIES TRUST288,652$17.5M2.6%
12AMZNAMAZON COM INC56,177$13.4M2%
13IJRISHARES TR85,779$12.7M1.9%
14AVGOBROADCOM INC32,369$12.2M1.8%
15VTVVANGUARD INDEX FDS52,995$11.5M1.7%
16MSFTMICROSOFT CORP29,110$10.9M1.6%
17MUMICRON TECHNOLOGY INC8,921$10.3M1.5%
18IJHISHARES TR131,334$10.1M1.5%
19QQQMINVESCO EXCH TRADED FD TR II30,490$9.2M1.4%
20BNDVANGUARD BD INDEX FDS122,576$9.0M1.3%
21VOOVANGUARD INDEX FDS11,967$8.2M1.2%
22DGROISHARES TR104,195$7.9M1.2%
23VCSHVANGUARD SCOTTSDALE FDS91,669$7.2M1.1%
24LGLVSPDR SERIES TRUST39,411$7.2M1.1%
25COWZPACER FDS TR102,919$6.4M0.9%
26VUGVANGUARD INDEX FDS70,273$6.1M0.9%
27MAMASTERCARD INCORPORATED11,717$6.0M0.9%
28QUALISHARES TR26,221$5.8M0.9%
29METAMETA PLATFORMS INC9,646$5.4M0.8%
30GOOGALPHABET INC14,276$5.0M0.7%
31FLOTISHARES TR97,171$5.0M0.7%
32JPMJPMORGAN CHASE & CO14,884$4.9M0.7%
33EFAISHARES TR45,952$4.8M0.7%
34TSLATESLA INC11,153$4.7M0.7%
35COSTCOSTCO WHOLESALE CORPORATION4,912$4.6M0.7%
36MDYGSPDR SERIES TRUST40,861$4.6M0.7%
37JNJJOHNSON & JOHNSON17,957$4.6M0.7%
38BRK/BBERKSHIRE HATHAWAY INC DEL8,418$4.2M0.6%
39GSGOLDMAN SACHS GROUP INC3,975$4.0M0.6%
40XLKSELECT SECTOR SPDR TR18,398$3.5M0.5%
41MTUMISHARES TR10,204$3.5M0.5%
42TSMTAIWAN SEMICONDUCTOR MANUFAC7,188$3.4M0.5%
43IVOOVANGUARD ADMIRAL FDS INC25,256$3.3M0.5%
44RKLBROCKET LAB CORP31,686$3.2M0.5%
45BSCSINVESCO EXCH TRD SLF IDX FD152,928$3.1M0.5%
46LOWLOWES COS INC14,078$3.1M0.5%
47PLTRPALANTIR TECHNOLOGIES INC26,077$3.0M0.5%
48SLYGSPDR SERIES TRUST25,176$3.0M0.4%
49VVISA INC8,388$2.9M0.4%
50CRWDCROWDSTRIKE HLDGS INC3,688$2.8M0.4%
51ITOTISHARES TR15,878$2.6M0.4%
52ORLYOREILLY AUTOMOTIVE INC28,111$2.6M0.4%
53SOXXISHARES TR3,798$2.4M0.4%
54BKLNINVESCO EXCH TRADED FD TR II110,638$2.3M0.3%
55SOSOUTHERN CO23,131$2.2M0.3%
56VRTVERTIV HOLDINGS CO6,586$2.2M0.3%
57GEVGE VERNOVA INC1,769$2.1M0.3%
58BLKBLACKROCK INC2,159$2.1M0.3%
59VWOVANGUARD INTL EQUITY INDEX F34,337$2.0M0.3%
60WMTWALMART INC18,015$2.0M0.3%
61BSCRINVESCO EXCH TRD SLF IDX FD103,508$2.0M0.3%
62SCHDSCHWAB STRATEGIC TR63,566$2.0M0.3%
63VIOGVANGUARD ADMIRAL FDS INC13,127$2.0M0.3%
64XLISELECT SECTOR SPDR TR10,670$2.0M0.3%
65MRVLMARVELL TECHNOLOGY INC6,630$2.0M0.3%
66CATCATERPILLAR INC1,746$1.9M0.3%
67HDHOME DEPOT INC4,931$1.7M0.3%
68SHWSHERWIN WILLIAMS CO4,954$1.7M0.3%
69TLTISHARES TR19,633$1.7M0.3%
70INTCINTEL CORP11,936$1.7M0.2%
71VEAVANGUARD TAX-MANAGED FDS22,734$1.6M0.2%
72VIOOVANGUARD ADMIRAL FDS INC11,754$1.6M0.2%
73IXNISHARES TR11,166$1.6M0.2%
74MGKVANGUARD WORLD FD18,207$1.6M0.2%
75LLYELI LILLY & CO1,325$1.6M0.2%
76BSCQINVESCO EXCH TRD SLF IDX FD80,634$1.6M0.2%
77PGPROCTER & GAMBLE CO10,731$1.6M0.2%
78BSCTINVESCO EXCH TRD SLF IDX FD82,099$1.5M0.2%
79DVYISHARES TR9,519$1.5M0.2%
80CEGCONSTELLATION ENERGY CORP5,963$1.5M0.2%
81ORCLORACLE CORP9,959$1.5M0.2%
82BUFRFIRST TR EXCHNG TRADED FD VI38,317$1.4M0.2%
83XLVSELECT SECTOR SPDR TR8,630$1.4M0.2%
84AMATAPPLIED MATLS INC1,875$1.4M0.2%
85USIGISHARES TR26,254$1.3M0.2%
86LHXL3HARRIS TECHNOLOGIES INC4,608$1.3M0.2%
87EFAVISHARES TR15,072$1.3M0.2%
88XLFSELECT SECTOR SPDR TR24,434$1.3M0.2%
89XOMEXXON MOBIL CORP9,389$1.3M0.2%
90FTNTFORTINET INC8,238$1.3M0.2%
91XMLVINVESCO EXCH TRADED FD TR II18,852$1.3M0.2%
92AXPAMERICAN EXPRESS CO3,629$1.2M0.2%
93VGTVANGUARD WORLD FD10,213$1.2M0.2%
94RZGINVESCO EXCHANGE TRADED FD T16,603$1.2M0.2%
95VTIVANGUARD INDEX FDS3,254$1.2M0.2%
96IBMINTERNATIONAL BUSINESS MACHS4,258$1.2M0.2%
97ETNEATON CORP PLC2,689$1.1M0.2%
98ANETARISTA NETWORKS INC6,645$1.1M0.2%
99DDOGDATADOG INC4,290$1.1M0.2%
100PANWPALO ALTO NETWORKS INC3,239$1.1M0.2%

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.

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