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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 2 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 19,485.0 $4.5M 1.03% +1K +5.9% $230.82 +16.3%
22 GOOGL ALPHABET INC Communication Services 14,091.0 $4.4M 1.01% +89.0 +0.6% $313.00 +23.9%
23 SPYM SPDR SERIES TRUST 51,873.0 $4.2M 0.95% +3K +6.2% $80.22 +9.0%
24 FNDX SCHWAB STRATEGIC TR 148,999.0 $4.1M 0.93% +6K +4.2% $27.21 +12.4%
25 SCHG SCHWAB STRATEGIC TR 122,860.0 $4.0M 0.92% +4K +3.3% $32.62 +5.2%
26 QLD PROSHARES TR 53,301.0 $3.8M 0.86% +8K +16.6% $70.41 +31.2%
27 SSO PROSHARES TR 63,698.0 $3.7M 0.84% +9K +16.8% $57.92 +15.8%
28 JPM JPMORGAN CHASE & CO. Financial Services 11,298.0 $3.6M 0.83% -325.0 -2.8% $322.23 -6.0%
29 ICSH ISHARES TR 69,677.0 $3.5M 0.81% -11K -13.9% $50.58 -0.1%
30 PPA INVESCO EXCHANGE TRADED FD T 20,295.0 $3.2M 0.73% +4K +23.8% $156.63 +7.2%
31 ORCL ORACLE CORP Technology 15,921.0 $3.1M 0.71% $194.91 -2.6%
32 PVAL PUTNAM ETF TRUST 67,236.0 $3.1M 0.70% +2K +2.9% $45.57 +9.9%
33 VTI VANGUARD INDEX FDS 8,868.0 $3.0M 0.68% -58.0 -0.7% $335.28 +8.9%
34 WMT WALMART INC Consumer Defensive 26,018.0 $2.9M 0.66% $111.41 +17.4%
35 IYW ISHARES TR 14,154.0 $2.8M 0.65% -384.0 -2.6% $199.67 +20.2%
36 GRNY TIDAL TRUST I 106,980.0 $2.6M 0.61% +22K +25.9% $24.76 +8.5%
37 DYNF BLACKROCK ETF TRUST 42,136.0 $2.6M 0.59% +2K +5.4% $60.81 +9.4%
38 CGMU CAPITAL GRP FIXED INCM ETF T 92,641.0 $2.5M 0.58% -5K -5.3% $27.38 -0.7%
39 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 30,451.0 $2.5M 0.57% $82.02 -21.6%
40 FNDF SCHWAB STRATEGIC TR 54,910.0 $2.5M 0.57% +994.0 +1.8% $45.21 +18.7%
Page 2 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%