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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 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIRR FIRST TR EXCHANGE TRADED FD 12,600.0 $1.2M 0.28% +4K +38.9% $98.32 +26.8%
42 AOR ISHARES TR 19,041.0 $1.2M 0.28% +9K +93.9% $65.01 +5.6%
43 HSY HERSHEY CO Consumer Defensive 6,680.0 $1.2M 0.28% +180.0 +2.8% $181.97 +4.6%
44 XLG INVESCO EXCHANGE TRADED FD T 20,506.0 $1.2M 0.28% +3K +19.3% $59.28 +7.1%
45 XTEN BONDBLOXX ETF TRUST 26,216.0 $1.2M 0.28% +2K +7.9% $46.22 -2.9%
46 SPYV SPDR SERIES TRUST 21,247.0 $1.2M 0.28% +322.0 +1.5% $56.81 +6.7%
47 BINC BLACKROCK ETF TRUST II 22,833.0 $1.2M 0.28% +2K +7.1% $52.77 -1.1%
48 HD HOME DEPOT INC Consumer Cyclical 3,470.0 $1.2M 0.27% +282.0 +8.8% $344.15 -8.8%
49 SCHA SCHWAB STRATEGIC TR 41,573.0 $1.2M 0.27% +2K +3.9% $28.48 +16.5%
50 PEP PEPSICO INC Consumer Defensive 7,560.0 $1.1M 0.25% +47.0 +0.6% $143.52 +3.7%
51 IEMG ISHARES INC 16,088.0 $1.1M 0.25% +1K +8.6% $67.22 +19.9%
52 SCHO SCHWAB STRATEGIC TR 44,098.0 $1.1M 0.25% +5K +14.0% $24.37 -0.9%
53 MBB ISHARES TR 10,876.0 $1.0M 0.24% +534.0 +5.2% $95.22 -1.4%
54 TFLR T ROWE PRICE ETF INC 19,881.0 $1.0M 0.23% +124.0 +0.6% $51.40 -0.9%
55 TQQQ PROSHARES TR 18,940.0 $999K 0.23% +9K +100.0% $52.72 +46.0%
56 HON HONEYWELL INTL INC Industrials 5,103.0 $996K 0.23% +284.0 +5.9% $195.11 +14.7%
57 HOOD ROBINHOOD MKTS INC Financial Services 8,307.0 $940K 0.21% +697.0 +9.2% $113.10 -32.9%
58 GLDM WORLD GOLD TR Financial Services 11,004.0 $939K 0.21% +483.0 +4.6% $85.37 +5.3%
59 THRO BLACKROCK ETF TRUST 23,937.0 $923K 0.21% +1K +5.8% $38.56 +10.3%
60 SCHC SCHWAB STRATEGIC TR 20,206.0 $920K 0.21% +962.0 +5.0% $45.53 +10.3%
Page 3 of 6  ·  118 positions

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%