Arkolith/Funds/Tempo Wealth, LLC

Tempo Wealth, LLC

CIK 2112005Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Tempo Wealth, LLC holds a diversified book of 237 reported positions worth $675.2M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened JPM Ultra-Short Muni Income and trimmed Parker Hannifin Corp. Their largest long position is Parker Hannifin Corp at 11% of the reported non-option book.

Tempo Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
40%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

55% mapped to company sectors

ETFs / funds
44%
Information Technology
23%
Industrials
13%
Financials
11%
Consumer Discretionary
5%
Health Care
2%
Utilities
1%

+6 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Tempo Wealth, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Hoffman, Alan N Investment Management11 / 80$168.1M
Donor Advised Charitable Giving, Inc.11 / 80$4.5B
BlueSpruce Investments, LP9 / 80$641.1M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Swiss Re Ltd38 / 80$1.0B
Prospect Hill Management, LLC9 / 80$239.8M
Noked Israel Ltd8 / 80$889.3M

Ranked by the share of each fund's own book sitting in the names it shares with Tempo Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

237 positions
#SecurityValueShares% PortLast moveHistory
1Parker-Hannifin Corp
COM
$71.8M73.4K
10.6%
−20%
Reduced · −19K sh
2Progressive Corp
COM
$39.2M179.4K
5.8%
+13%
Added · +21K sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$23.3M31.2K
3.4%
−0.2%
Reduced · −57 sh
4SPDR Series Trust
ST STR P500GRW
$22.0M184.6K
3.3%
−0.2%
Reduced · −435 sh
5Alphabet Inc
CAP STK CL A
$20.1M56.4K
3.0%
+3.6%
Added · +2K sh
6Apple Inc
COM
$19.2M66.4K
2.8%
+1.7%
Added · +1K sh
7Invesco QQQ TR
UNIT SER 1
$19.1M25.9K
2.8%
+0.6%
Added · +143 sh
8Advanced Micro Devices Inc
COM
$19.0M32.7K
2.8%
−0.7%
Reduced · −224 sh
9Nvidia Corporation
COM
$18.7M93.3K
2.8%
+6.6%
Added · +6K sh
10Ishares TR
CORE S&P500 ETF
$18.1M24.2K
2.7%
+3.8%
Added · +880 sh
11SPDR Series Trust
ST STR P500VAL
$17.5M288.7K
2.6%
−1.5%
Reduced · −5K sh
12Amazon Com Inc
COM
$13.4M56.2K
2.0%
+3.3%
Added · +2K sh
13Ishares TR
CORE S&P SCP ETF
$12.7M85.8K
1.9%
−1.1%
Reduced · −986 sh
14Broadcom Inc
COM
$12.2M32.4K
1.8%
+2.0%
Added · +632 sh
15Vanguard Index FDS
VALUE ETF
$11.5M53.0K
1.7%
−1.1%
Reduced · −577 sh
16Microsoft Corp
COM
$10.9M29.1K
1.6%
+11%
Added · +3K sh
17Micron Technology Inc
COM
$10.3M8.9K
1.5%
−0.4%
Reduced · −38 sh
18Ishares TR
CORE S&P MCP ETF
$10.1M131.3K
1.5%
+4.0%
Added · +5K sh
19Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$9.2M30.5K
1.4%
+4.7%
Added · +1K sh
20Vanguard BD Index FDS
TOTAL BND MRKT
$9.0M122.6K
1.3%
−32%
Reduced · −58K sh
21Vanguard Index FDS
S&P 500 ETF SHS
$8.2M12.0K
1.2%
+0.7%
Added · +84 sh
22Ishares TR
CORE DIV GRWTH
$7.9M104.2K
1.2%
−4.2%
Reduced · −5K sh
23Vanguard Scottsdale FDS
SHRT TRM CORP BD
$7.2M91.7K
1.1%
17×
Added · +86K sh
24SPDR Series Trust
ST STR R1K LOWV
$7.2M39.4K
1.1%
−1.0%
Reduced · −412 sh
25Pacer FDS TR
US CASH COWS 100
$6.4M102.9K
0.9%
−2.1%
Reduced · −2K sh
26Vanguard Index FDS
GROWTH ETF
$6.1M70.3K
0.9%
+493%
Added · +58K sh
27Mastercard Incorporated
CL A
$6.0M11.7K
0.9%
+4.1%
Added · +462 sh
28Ishares TR
MSCI USA QLT FCT
$5.8M26.2K
0.9%
−0.6%
Reduced · −149 sh
29Meta Platforms Inc
CL A
$5.4M9.6K
0.8%
+11%
Added · +917 sh
30Alphabet Inc
CAP STK CL C
$5.0M14.3K
0.7%
+2.4%
Added · +332 sh
31Ishares TR
FLTG RATE NT ETF
$5.0M97.2K
0.7%
+12%
Added · +11K sh
32JPMorgan Chase & Co
COM
$4.9M14.9K
0.7%
+10%
Added · +1K sh
33Ishares TR
MSCI EAFE ETF
$4.8M46.0K
0.7%
+4.0%
Added · +2K sh
34Tesla Inc
COM
$4.7M11.2K
0.7%
+0.6%
Added · +65 sh
35Costco Wholesale Corporation
COM
$4.6M4.9K
0.7%
+1.9%
Added · +90 sh
36SPDR Series Trust
ST STR SP400GRW
$4.6M40.9K
0.7%
+1.1%
Added · +460 sh
37Johnson & Johnson
COM
$4.6M18.0K
0.7%
+4.7%
Added · +804 sh
38Berkshire Hathaway Inc Del
CL B NEW
$4.2M8.4K
0.6%
+3.5%
Added · +287 sh
39Goldman Sachs Group Inc
COM
$4.0M4.0K
0.6%
+10%
Added · +375 sh
40Select Sector SPDR TR
ST STR TECHN ETF
$3.5M18.4K
0.5%
−4.0%
Reduced · −764 sh
41Ishares TR
MSCI USA MMENTM
$3.5M10.2K
0.5%
~0%
Reduced · −3 sh
42Taiwan Semiconductor Manufac
SPONSORED ADS
$3.4M7.2K
0.5%
+0.3%
Added · +18 sh
43Vanguard Admiral FDS Inc
MIDCP 400 IDX
$3.3M25.3K
0.5%
~0%
Reduced · −7 sh
44Rocket Lab Corp
COM
$3.2M31.7K
0.5%
+16%
Added · +4K sh
45Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$3.1M152.9K
0.5%
−9.3%
Reduced · −16K sh
46Lowes Cos Inc
COM
$3.1M14.1K
0.5%
+8.3%
Added · +1K sh
47Palantir Technologies Inc
CL A
$3.0M26.1K
0.5%
+19%
Added · +4K sh
48SPDR Series Trust
ST STR SP600GRWO
$3.0M25.2K
0.4%
−2.4%
Reduced · −612 sh
49Visa Inc
COM CL A
$2.9M8.4K
0.4%
+5.4%
Added · +430 sh
50Crowdstrike Hldgs Inc
CL A
$2.8M3.7K
0.4%
+52%
Added · +1K sh
Showing 50 of 237 positions
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Filing history

As-of date vs the date the SEC received each filing

$675.2M · Q2 2026Q4 2025 · $561.3MQ2 2026 · $675.2M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202627d237$675.2M13F-HR
Q1 2026Mar 31, 2026May 14, 202644d213$573.4M13F-HR
Q4 2025Dec 31, 2025Feb 25, 202656d214$561.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.