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Portfolio (Quarterly) Guide ↗

Tempo Wealth, LLC

· CIK 0002112005
13F Portfolio $573M AUM 213 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 124 Added 48 Reduced 12 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DGRO ISHARES TR 108,757.0 $7.6M 1.33% -2K -2.0% $70.18 +6.6%
2 AMD ADVANCED MICRO DEVICES INC Technology 32,901.0 $6.7M 1.17% -260.0 -0.8% $203.43 +141.4%
3 COWZ PACER FDS TR 105,135.0 $6.6M 1.15% -634.0 -0.6% $62.56 +2.9%
4 VUG VANGUARD INDEX FDS 11,845.0 $5.2M 0.90% -641.0 -5.1% $436.77 -79.8%
5 QUAL ISHARES TR 26,370.0 $5.1M 0.88% -167.0 -0.6% $191.81 +12.6%
6 MU MICRON TECHNOLOGY INC Technology 8,959.0 $3.0M 0.53% -629.0 -6.6% $337.84 +160.8%
7 IVOO VANGUARD ADMIRAL FDS INC 25,263.0 $2.9M 0.50% -547.0 -2.1% $114.32 +10.3%
8 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 28,744.0 $2.7M 0.46% -232.0 -0.8% $92.31 -4.6%
9 MTUM ISHARES TR 10,207.0 $2.4M 0.43% -98.0 -0.9% $239.99 +30.7%
10 ITOT ISHARES TR 15,926.0 $2.3M 0.40% -320.0 -2.0% $142.43 +15.4%
11 BKLN INVESCO EXCH TRADED FD TR II 109,554.0 $2.2M 0.39% -835.0 -0.8% $20.41 +0.4%
12 VIOG VANGUARD ADMIRAL FDS INC 13,153.0 $1.6M 0.28% -183.0 -1.4% $124.46 +12.8%
13 BUFR FIRST TR EXCHNG TRADED FD VI 43,562.0 $1.5M 0.26% -9K -16.4% $33.77 +7.7%
14 HD HOME DEPOT INC Consumer Cyclical 4,323.0 $1.4M 0.25% -30.0 -0.7% $328.88 -5.7%
15 MGK VANGUARD WORLD FD 3,714.0 $1.4M 0.24% -373.0 -9.1% $367.43 -75.6%
16 EFAV ISHARES TR 14,894.0 $1.4M 0.24% -173.0 -1.1% $91.37 -0.2%
17 VIOO VANGUARD ADMIRAL FDS INC 11,720.0 $1.3M 0.23% -106.0 -0.9% $114.83 +11.8%
18 ORCL ORACLE CORP Technology 8,431.0 $1.2M 0.22% -46.0 -0.5% $147.10 +32.2%
19 XMLV INVESCO EXCH TRADED FD TR II 18,970.0 $1.2M 0.21% -327.0 -1.7% $62.97 +4.0%
20 IXN ISHARES TR 11,366.0 $1.1M 0.20% -415.0 -3.5% $99.97 +39.7%
Page 1 of 3  ·  48 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
Industrials 28.4%
Financial Services 26.5%
Technology 22.7%
Communication Services 7.4%
Consumer Cyclical 6.9%
Consumer Defensive 2.8%
Healthcare 2.5%
Utilities 1.6%
Energy 0.6%
Basic Materials 0.5%