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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 6 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LLY ELI LILLY & CO Healthcare 932.0 $857K 0.15% +53.0 +6.0% $919.36 +17.4%
102 VOT VANGUARD INDEX FDS 3,328.0 $856K 0.15% $257.35 +14.3%
103 CRM SALESFORCE INC Technology 4,191.0 $782K 0.14% -91.0 -2.1% $186.66 -2.8%
104 LTBR LIGHTBRIDGE CORP Industrials 68,363.0 $729K 0.13% +5K +8.0% $10.66 +9.5%
105 IVE ISHARES TR 3,441.0 $727K 0.13% +343.0 +11.1% $211.17 +8.0%
106 RTX RTX CORPORATION Industrials 3,755.0 $724K 0.13% +415.0 +12.4% $192.90 -7.8%
107 GLD SPDR GOLD TR Financial Services 1,659.0 $714K 0.12% -70.0 -4.0% $430.24 -3.8%
108 GE GE AEROSPACE Industrials 2,492.0 $707K 0.12% +849.0 +51.7% $283.72 +9.8%
109 FORTINET INC 8,552.0 $699K 0.12% +1K +20.4% $81.72
110 JEPQ J P MORGAN EXCHANGE TRADED F 12,493.0 $694K 0.12% -2K -11.0% $55.52 +8.9%
111 LMT LOCKHEED MARTIN CORP Industrials 1,144.0 $691K 0.12% +185.0 +19.3% $604.31 -12.0%
112 IVOG VANGUARD ADMIRAL FDS INC 5,474.0 $684K 0.12% $125.03 +12.7%
113 UNH UNITEDHEALTH GROUP INC Healthcare 2,438.0 $660K 0.12% -311.0 -11.3% $270.57 +39.9%
114 MRVL MARVELL TECHNOLOGY INC Technology 6,625.0 $656K 0.11% +159.0 +2.5% $99.05 +102.4%
115 WM WASTE MGMT INC DEL Industrials 2,796.0 $642K 0.11% +391.0 +16.3% $229.79 -6.0%
116 TJUL INNOVATOR ETFS TRUST 21,366.0 $627K 0.11% -4K -17.1% $29.36 +2.7%
117 SUSB ISHARES TR 25,024.0 $627K 0.11% $25.06 -0.4%
118 IBIT ISHARES BITCOIN TRUST ETF Financial Services 16,054.0 $617K 0.11% +8K +88.5% $38.42 +12.7%
119 ACWV ISHARES INC 5,136.0 $614K 0.11% -40.0 -0.8% $119.52 +2.2%
120 BKNG BOOKING HOLDINGS INC Consumer Cyclical 146.0 $613K 0.11% +1.0 +0.7% $4197.13 -96.1%
Page 6 of 11  ·  213 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%