Tempus Wealth Planning, LLC: 13F holdings
CIK 18064282026Q2
| Positions | 282 |
|---|---|
| Reported value | $511.4m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GE GE AEROSPACE | 87,866 | $32.8m | 6.4% |
| GEV GE VERNOVA INC | 21,331 | $25.1m | 4.9% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 253,313 | $12.5m | 2.4% |
| NVDA NVIDIA CORPORATION | 59,143 | $11.8m | 2.3% |
| QQQ INVESCO QQQ TR | 15,926 | $11.7m | 2.3% |
| SCHZ SCHWAB STRATEGIC TR | 495,023 | $11.4m | 2.2% |
| AAPL APPLE INC | 35,679 | $10.3m | 2.0% |
| SPMO INVESCO EXCH TRADED FD TR II | 60,131 | $9.7m | 1.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 11,871 | $8.9m | 1.7% |
| SPYM SPDR SERIES TRUST | 100,050 | $8.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1806428")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.