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Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $436M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 276 New
Page 2 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 15,884.0 $4.5M 1.02% NEW $281.25 -32.5%
22 IBHF ISHARES TR 188,906.0 $4.4M 1.01% NEW $23.39 -2.5%
23 SCHF SCHWAB STRATEGIC TR 187,775.0 $4.4M 1.00% NEW $23.28 +17.5%
24 ICSH ISHARES TR 80,945.0 $4.1M 0.94% NEW $50.75 -0.4%
25 AMZN AMAZON COM INC Consumer Cyclical 18,393.0 $4.0M 0.93% NEW $219.57 +22.3%
26 SPYM SPDR SERIES TRUST 48,825.0 $3.8M 0.88% NEW $78.34 +11.6%
27 SCHG SCHWAB STRATEGIC TR 118,916.0 $3.8M 0.87% NEW $31.91 +7.5%
28 FNDX SCHWAB STRATEGIC TR 142,943.0 $3.8M 0.86% NEW $26.30 +16.3%
29 JPM JPMORGAN CHASE & CO. Financial Services 11,623.0 $3.7M 0.84% NEW $315.44 -3.9%
30 GOOGL ALPHABET INC Communication Services 14,002.0 $3.4M 0.78% NEW $243.10 +59.5%
31 VTI VANGUARD INDEX FDS 8,926.0 $2.9M 0.67% NEW $328.17 +11.3%
32 IYW ISHARES TR 14,538.0 $2.8M 0.65% NEW $195.86 +22.6%
33 PVAL PUTNAM ETF TRUST 65,336.0 $2.8M 0.64% NEW $42.72 +17.3%
34 WMT WALMART INC Consumer Defensive 25,959.0 $2.7M 0.61% NEW $103.06 +27.0%
35 CGMU CAPITAL GRP FIXED INCM ETF T 97,782.0 $2.7M 0.61% NEW $27.29 -0.4%
36 PFF ISHARES TR 83,252.0 $2.6M 0.60% NEW $31.62 -1.5%
37 SPTS SPDR SERIES TRUST 89,411.0 $2.6M 0.60% NEW $29.32 -1.1%
38 PPA INVESCO EXCHANGE TRADED FD T 16,395.0 $2.5M 0.58% NEW $155.45 +8.0%
39 TLT ISHARES TR 28,314.0 $2.5M 0.58% NEW $89.37 -5.8%
40 META META PLATFORMS INC Communication Services 3,344.0 $2.5M 0.56% NEW $734.38 -17.3%
Page 2 of 14  ·  276 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 23.9%
Industrials 19.8%
Financial Services 18.3%
Consumer Cyclical 10.2%
Healthcare 8.7%
Utilities 6.9%
Communication Services 5.8%
Consumer Defensive 4.5%
Energy 1.3%
Basic Materials 0.4%