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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	XSD	SPDR SERIES TRUST	—	628	$200K	0.05%	SOLD

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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%