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Portfolio (Quarterly) Guide ↗

Tempo Wealth, LLC

· CIK 0002112005
13F Portfolio $561M AUM Filed Feb 25, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 214 New
Page 2 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LGLV SPDR SERIES TRUST 39,818.0 $7.0M 1.25% NEW $175.57 +2.4%
22 QQQM INVESCO EXCH TRADED FD TR II 25,321.0 $6.4M 1.14% NEW $252.92 +18.9%
23 COWZ PACER FDS TR 105,769.0 $6.4M 1.13% NEW $60.17 +6.6%
24 MA MASTERCARD INCORPORATED Financial Services 10,712.0 $6.1M 1.09% NEW $570.90 -13.6%
25 VUG VANGUARD INDEX FDS 12,486.0 $6.1M 1.08% NEW $487.88 -81.9%
26 QUAL ISHARES TR 26,537.0 $5.3M 0.94% NEW $198.62 +8.6%
27 META META PLATFORMS INC Communication Services 7,606.0 $5.0M 0.89% NEW $660.07 -7.2%
28 TSLA TESLA INC Consumer Cyclical 10,844.0 $4.9M 0.87% NEW $449.72 -3.6%
29 GOOG ALPHABET INC Communication Services 13,928.0 $4.4M 0.78% NEW $313.80 +22.6%
30 BERKSHIRE HATHAWAY INC DEL 7,860.0 $4.0M 0.70% NEW $502.63
31 COST COSTCO WHSL CORP NEW Consumer Defensive 4,580.0 $3.9M 0.70% NEW $862.30 +16.3%
32 EFA ISHARES TR 39,331.0 $3.8M 0.67% NEW $96.03 +9.5%
33 JPM JPMORGAN CHASE & CO. Financial Services 11,299.0 $3.6M 0.65% NEW $322.23 -4.8%
34 JNJ JOHNSON & JOHNSON Healthcare 16,982.0 $3.5M 0.63% NEW $206.95 +11.2%
35 MDYG SPDR SERIES TRUST 37,396.0 $3.5M 0.62% NEW $92.43 +17.8%
36 PLTR PALANTIR TECHNOLOGIES INC Technology 18,995.0 $3.4M 0.60% NEW $177.75 -23.2%
37 IVOO VANGUARD ADMIRAL FDS INC 25,810.0 $2.9M 0.51% NEW $111.80 +13.0%
38 LOW LOWES COS INC Consumer Cyclical 11,962.0 $2.9M 0.51% NEW $241.17 -12.0%
39 GS GOLDMAN SACHS GROUP INC Financial Services 3,246.0 $2.9M 0.51% NEW $878.96 +13.1%
40 V VISA INC Financial Services 7,823.0 $2.7M 0.49% NEW $350.71 -6.9%
Page 2 of 11  ·  214 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
Financial Services 26.8%
Industrials 26.8%
Technology 24.4%
Communication Services 7.7%
Consumer Cyclical 7.4%
Healthcare 2.4%
Consumer Defensive 2.3%
Utilities 1.3%
Basic Materials 0.5%
Energy 0.3%