Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428

13F Portfolio $436M AUM 275 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 20 New 118 Added 100 Reduced 21 Exited

Page 2 of 6 · 118 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	META	META PLATFORMS INC	Communication Services	3,625.0	$2.4M	0.55%	+281.0	+8.4%	$660.04	-8.0%
22	IVW	ISHARES TR	—	17,480.0	$2.2M	0.49%	+336.0	+2.0%	$123.26	+10.8%
23	EAGG	ISHARES TR	—	39,948.0	$1.9M	0.44%	+811.0	+2.1%	$47.85	-1.6%
24	TJX	TJX COS INC NEW	Consumer Cyclical	12,277.0	$1.9M	0.43%	+67.0	+0.6%	$153.61	+3.6%
25	SPDW	SPDR INDEX SHS FDS	—	41,235.0	$1.8M	0.42%	+899.0	+2.2%	$44.41	+13.4%
26	IUSB	ISHARES TR	—	38,874.0	$1.8M	0.41%	+708.0	+1.9%	$46.54	-1.5%
27	BA	BOEING CO	Industrials	8,221.0	$1.8M	0.41%	+78.0	+1.0%	$217.12	+1.1%
28	RKLB	ROCKET LAB CORP	Industrials	24,244.0	$1.7M	0.39%	+407.0	+1.7%	$69.76	+92.5%
29	SPEM	SPDR INDEX SHS FDS	—	35,981.0	$1.7M	0.39%	+1K	+3.0%	$46.81	+9.1%
30	VYMI	VANGUARD WHITEHALL FDS	—	18,610.0	$1.7M	0.38%	+146.0	+0.8%	$90.00	+11.3%
31	COST	COSTCO WHSL CORP NEW	Consumer Defensive	1,926.0	$1.7M	0.38%	+56.0	+3.0%	$862.26	+21.8%
32	WM	WASTE MGMT INC DEL	Industrials	7,394.0	$1.6M	0.37%	+215.0	+3.0%	$219.70	-0.0%
33	PLTR	PALANTIR TECHNOLOGIES INC	Technology	9,047.0	$1.6M	0.37%	+134.0	+1.5%	$177.75	-22.8%
34	V	VISA INC	Financial Services	4,583.0	$1.6M	0.37%	+304.0	+7.1%	$350.70	-5.7%
35	GLD	SPDR GOLD TR	Financial Services	4,014.0	$1.6M	0.36%	+391.0	+10.8%	$396.31	+5.2%
36	IVE	ISHARES TR	—	7,459.0	$1.6M	0.36%	+2K	+35.5%	$212.08	+6.6%
37	SPTL	SPDR SERIES TRUST	—	56,263.0	$1.5M	0.34%	+806.0	+1.4%	$26.47	-3.2%
38	SCHH	SCHWAB STRATEGIC TR	—	71,053.0	$1.5M	0.34%	+2K	+2.8%	$20.89	+13.2%
39	CGGE	CAPITAL GROUP GLOBAL EQUITY	—	46,615.0	$1.5M	0.34%	+4K	+10.1%	$31.63	+7.1%
40	AOA	ISHARES TR	—	16,069.0	$1.4M	0.33%	+426.0	+2.7%	$89.56	+7.9%

Page 2 of 6 · 118 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 23.4%

Industrials 20.3%

Financial Services 17.0%

Consumer Cyclical 10.4%

Healthcare 9.2%

Utilities 7.2%

Communication Services 6.5%

Consumer Defensive 4.4%

Energy 1.1%

Basic Materials 0.2%