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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 3 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 9,588.0 $2.7M 0.49% NEW $285.42 +214.2%
42 XLK SELECT SECTOR SPDR TR 18,918.0 $2.7M 0.48% NEW $143.97 +28.3%
43 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 28,976.0 $2.6M 0.47% NEW $91.21 -3.2%
44 MTUM ISHARES TR 10,305.0 $2.6M 0.46% NEW $250.32 +25.2%
45 BSCS INVESCO EXCH TRD SLF IDX FD 119,896.0 $2.5M 0.44% NEW $20.60 -1.2%
46 ITOT ISHARES TR 16,246.0 $2.4M 0.43% NEW $148.69 +10.1%
47 BKLN INVESCO EXCH TRADED FD TR II 110,389.0 $2.3M 0.41% NEW $21.00 -2.5%
48 SLYG SPDR SERIES TRUST 23,967.0 $2.3M 0.40% NEW $94.19 +16.5%
49 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 7,158.0 $2.2M 0.39% NEW $303.91 +35.4%
50 FLOT ISHARES TR 37,232.0 $1.9M 0.34% NEW $50.86 +0.3%
51 RKLB ROCKET LAB CORP Industrials 26,454.0 $1.8M 0.33% NEW $69.76 +105.3%
52 TLT ISHARES TR 20,765.0 $1.8M 0.32% NEW $87.16 -2.5%
53 BUFR FIRST TR EXCHNG TRADED FD VI 52,118.0 $1.8M 0.32% NEW $34.26 +6.0%
54 MGK VANGUARD WORLD FD 4,087.0 $1.7M 0.30% NEW $412.82 -78.3%
55 ORCL ORACLE CORP Technology 8,477.0 $1.7M 0.29% NEW $194.91 -2.0%
56 BLK BLACKROCK INC Financial Services 1,531.0 $1.6M 0.29% NEW $1070.23 +0.4%
57 CEG CONSTELLATION ENERGY CORP Utilities 4,619.0 $1.6M 0.29% NEW $353.29 -14.1%
58 VIOG VANGUARD ADMIRAL FDS INC 13,336.0 $1.6M 0.29% NEW $121.28 +16.5%
59 WMT WALMART INC Consumer Defensive 13,454.0 $1.5M 0.27% NEW $111.41 +6.0%
60 HD HOME DEPOT INC Consumer Cyclical 4,353.0 $1.5M 0.27% NEW $344.10 -9.9%
Page 3 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%