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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 5 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CGGE CAPITAL GROUP GLOBAL EQUITY 46,615.0 $1.5M 0.34% +4K +10.1% $31.63 +7.1%
82 PKW INVESCO EXCHANGE TRADED FD T 10,944.0 $1.5M 0.34% -113.0 -1.0% $134.32 +1.1%
83 EFO PROSHARES TR 22,953.0 $1.5M 0.34% -3K -12.3% $63.84 +13.5%
84 AOA ISHARES TR 16,069.0 $1.4M 0.33% +426.0 +2.7% $89.56 +7.9%
85 WYNN WYNN RESORTS LTD Consumer Cyclical 11,929.0 $1.4M 0.33% $120.33 -18.5%
86 SPHY SPDR SERIES TRUST 60,468.0 $1.4M 0.33% $23.67 -1.1%
87 AMLP ALPS ETF TR 30,111.0 $1.4M 0.32% $47.02 +15.2%
88 RTX RTX CORPORATION Industrials 7,662.0 $1.4M 0.32% -537.0 -6.5% $183.41 -4.7%
89 TLT ISHARES TR 15,991.0 $1.4M 0.32% -12K -43.5% $87.16 -3.4%
90 CGGO CAPITAL GROUP GBL GROWTH EQT 39,137.0 $1.4M 0.31% -683.0 -1.7% $34.65 +14.0%
91 SPLV INVESCO EXCH TRADED FD TR II 18,273.0 $1.3M 0.30% $71.42 +3.2%
92 VYM VANGUARD WHITEHALL FDS 8,953.0 $1.3M 0.29% -2K -15.6% $143.53 +9.6%
93 AIRR FIRST TR EXCHANGE TRADED FD 12,600.0 $1.2M 0.28% +4K +38.9% $98.32 +26.8%
94 AOR ISHARES TR 19,041.0 $1.2M 0.28% +9K +93.9% $65.01 +5.6%
95 HSY HERSHEY CO Consumer Defensive 6,680.0 $1.2M 0.28% +180.0 +2.8% $181.97 +4.6%
96 XLG INVESCO EXCHANGE TRADED FD T 20,506.0 $1.2M 0.28% +3K +19.3% $59.28 +7.1%
97 XTEN BONDBLOXX ETF TRUST 26,216.0 $1.2M 0.28% +2K +7.9% $46.22 -2.9%
98 SPYV SPDR SERIES TRUST 21,247.0 $1.2M 0.28% +322.0 +1.5% $56.81 +6.7%
99 BINC BLACKROCK ETF TRUST II 22,833.0 $1.2M 0.28% +2K +7.1% $52.77 -1.1%
100 HD HOME DEPOT INC Consumer Cyclical 3,470.0 $1.2M 0.27% +282.0 +8.8% $344.15 -8.8%
Page 5 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%