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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 11 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VUG VANGUARD INDEX FDS 753.0 $367K 0.08% $488.02 -82.1%
202 QCOM QUALCOMM INC Technology 2,147.0 $367K 0.08% -13.0 -0.6% $171.07 +18.4%
203 VB VANGUARD INDEX FDS 1,371.0 $354K 0.08% $257.86 +11.1%
204 IAU ISHARES GOLD TR Financial Services 4,347.0 $353K 0.08% -2K -26.4% $81.17 +5.2%
205 GOVT ISHARES TR 15,000.0 $345K 0.08% +1K +7.3% $23.02 -1.7%
206 SHY ISHARES TR 4,123.0 $341K 0.08% $82.82 -0.8%
207 INTC INTEL CORP Technology 8,797.0 $325K 0.07% -100.0 -1.1% $36.90 +221.1%
208 IGV ISHARES TR 3,024.0 $320K 0.07% -178.0 -5.6% $105.69 -12.5%
209 VCIT VANGUARD SCOTTSDALE FDS 3,808.0 $319K 0.07% NEW $83.76 -1.9%
210 AGG ISHARES TR 3,160.0 $316K 0.07% -115.0 -3.5% $99.88 -1.5%
211 ENPH ENPHASE ENERGY INC Energy 9,701.0 $311K 0.07% +1K +13.4% $32.05 +94.5%
212 VUSB VANGUARD BD INDEX FDS 6,154.0 $307K 0.07% +454.0 +8.0% $49.84 -0.2%
213 EPD ENTERPRISE PRODS PARTNERS L Energy 9,454.0 $303K 0.07% $32.06 +23.1%
214 PZA INVESCO EXCH TRADED FD TR II 12,978.0 $301K 0.07% $23.19 -1.1%
215 HSIC HENRY SCHEIN INC Healthcare 3,980.0 $301K 0.07% -253.0 -6.0% $75.58 -2.8%
216 TTD THE TRADE DESK INC Technology 7,921.0 $301K 0.07% NEW $37.96 -44.6%
217 NNOX NANO X IMAGING LTD Healthcare 106,437.0 $298K 0.07% -7K -6.4% $2.80 -31.8%
218 CGSM CAPITAL GRP FIXED INCM ETF T 11,256.0 $296K 0.07% NEW $26.34 -0.3%
219 MET METLIFE INC Financial Services 3,754.0 $296K 0.07% +34.0 +0.9% $78.94 +6.8%
220 MDLZ MONDELEZ INTL INC Consumer Defensive 5,460.0 $294K 0.07% -97.0 -1.8% $53.83 +14.2%
Page 11 of 14  ·  275 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%