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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 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 2,294.0 $2.5M 0.56% -97.0 -4.1% $1074.76 -3.1%
42 SPTS SPDR SERIES TRUST 82,418.0 $2.4M 0.55% -7K -7.8% $29.28 -0.9%
43 META META PLATFORMS INC Communication Services 3,625.0 $2.4M 0.55% +281.0 +8.4% $660.04 -8.0%
44 CGDG CAPITAL GROUP DIVIDEND GROWE 65,863.0 $2.3M 0.54% -1K -1.6% $35.64 +5.3%
45 SPAB SPDR SERIES TRUST 89,938.0 $2.3M 0.53% -4K -4.0% $25.75 -1.6%
46 EFV ISHARES TR 30,699.0 $2.2M 0.50% -1K -3.5% $71.41 +10.6%
47 IVW ISHARES TR 17,480.0 $2.2M 0.49% +336.0 +2.0% $123.26 +10.8%
48 DGRW WISDOMTREE TR 23,853.0 $2.1M 0.49% -629.0 -2.6% $89.43 +7.3%
49 IWM ISHARES TR 8,421.0 $2.1M 0.47% -104.0 -1.2% $246.15 +14.8%
50 SHV ISHARES TR 18,153.0 $2.0M 0.46% -2K -9.1% $110.15 +0.1%
51 AMGN AMGEN INC Healthcare 6,102.0 $2.0M 0.46% -140.0 -2.2% $327.30 +3.1%
52 CSCO CISCO SYS INC Technology 25,210.0 $1.9M 0.45% $77.03 +53.4%
53 EAGG ISHARES TR 39,948.0 $1.9M 0.44% +811.0 +2.1% $47.85 -1.6%
54 ROK ROCKWELL AUTOMATION INC Industrials 4,880.0 $1.9M 0.43% -32.0 -0.7% $389.07 +12.1%
55 DSI ISHARES TR 14,736.0 $1.9M 0.43% -238.0 -1.6% $128.83 +9.3%
56 TJX TJX COS INC NEW Consumer Cyclical 12,277.0 $1.9M 0.43% +67.0 +0.6% $153.61 +3.6%
57 CGUS CAPITAL GROUP CORE EQUITY ET 46,656.0 $1.9M 0.43% -2K -3.2% $40.23 +8.4%
58 DVY ISHARES TR 13,126.0 $1.9M 0.42% -1K -9.1% $141.14 +9.2%
59 SPDW SPDR INDEX SHS FDS 41,235.0 $1.8M 0.42% +899.0 +2.2% $44.41 +13.4%
60 IUSB ISHARES TR 38,874.0 $1.8M 0.41% +708.0 +1.9% $46.54 -1.5%
Page 3 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%