Tempus Wealth Planning, LLC holds a diversified book of 281 stocks worth $511.0M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Proshares Ultra QQQ and trimmed Ge Vernova Inc. Their largest long position is General Electric at 6% of the equity book. They also disclosed $387K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +36% (+19.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Tempus Wealth Planning, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 8.4 points over this window.
Growth of $10,000 cloning Tempus Wealth Planning, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
38% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Tempus Wealth Planning, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.3B |
| CWM, LLC | 80 / 80 | $13.5B |
| MORGAN STANLEY | 79 / 80 | $487.6B |
| JPMORGAN CHASE & CO | 79 / 80 | $437.5B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $138.4B |
| HighTower Advisors, LLC | 79 / 80 | $26.1B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $18.1B |
| Kestra Advisory Services, LLC | 79 / 80 | $8.0B |
Ranked by how many of Tempus Wealth Planning, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ge Aerospace COM NEW | $32.8M | 87.9K | 6.4% | ▲~0% Added · +32 sh | |
| 2 | Ge Vernova Inc COM | $25.1M | 21.3K | 4.9% | ▼−0.3% Reduced · −64 sh | |
| 3 | Capital Group Dividend Value SHS CREAT UNIT | $12.5M | 253.3K | 2.4% | ▲+2.9% Added · +7K sh | |
| 4 | Nvidia Corporation COM | $11.8M | 59.1K | 2.3% | ▼−8.9% Reduced · −6K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $11.7M | 15.9K | 2.3% | ▲+12% Added · +2K sh | |
| 6 | Schwab Strategic TR US AGGREGATE B | $11.4M | 495.0K | 2.2% | ▲+12% Added · +55K sh | |
| 7 | Apple Inc COM | $10.3M | 35.7K | 2.0% | ▲+0.3% Added · +121 sh | |
| 8 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $9.7M | 60.1K | 1.9% | ▲+9.5% Added · +5K sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $8.9M | 11.9K | 1.7% | ▲+12% Added · +1K sh | |
| 10 | SPDR Series Trust ST STR P500ETF | $8.8M | 100.0K | 1.7% | ▲+48% Added · +32K sh | |
| 11 | SPDR Series Trust ST STR PR SP1500 | $8.7M | 95.6K | 1.7% | ▼−1.0% Reduced · −964 sh | |
| 12 | Schwab Strategic TR US LRG CAP ETF | $8.5M | 290.4K | 1.7% | ▲+5.0% Added · +14K sh | |
| 13 | Microsoft Corp COM | $8.0M | 21.6K | 1.6% | ▲+1.1% Added · +237 sh | |
| 14 | Ishares TR CORE S&P500 ETF | $7.4M | 9.9K | 1.5% | ▲+14% Added · +1K sh | |
| 15 | Tesla Inc COM | $7.1M | 16.9K | 1.4% | ▲+3.9% Added · +631 sh | |
| 16 | Capital Group Core Balanced SHS | $6.7M | 176.3K | 1.3% | ▲+1.3% Added · +2K sh | |
| 17 | Schwab Strategic TR INTL EQTY ETF | $5.6M | 201.7K | 1.1% | ▲+4.1% Added · +8K sh | |
| 18 | Vanguard Specialized Funds DIV APP ETF | $5.5M | 23.3K | 1.1% | ▲+0.2% Added · +50 sh | |
| 19 | GMO ETF Trust US QUALITY ETF | $5.4M | 129.1K | 1.1% | ▼−2.4% Reduced · −3K sh | |
| 20 | Alphabet Inc CAP STK CL A | $5.2M | 14.5K | 1.0% | ▲+1.8% Added · +260 sh | |
| 21 | Schwab Strategic TR FUNDAMENTAL US L | $5.2M | 165.7K | 1.0% | ▲+9.5% Added · +14K sh | |
| 22 | Applied Matls Inc COM | $5.0M | 6.9K | 1.0% | ▼−0.5% Reduced · −37 sh | |
| 23 | Putnam ETF Trust FOCUSED LAR CAP | $4.7M | 93.0K | 0.9% | ▲+29% Added · +21K sh | |
| 24 | Amazon Com Inc COM | $4.7M | 19.7K | 0.9% | ▼−0.5% Reduced · −100 sh | |
| 25 | Schwab Strategic TR US LCAP GR ETF | $4.5M | 131.5K | 0.9% | ▲+5.2% Added · +6K sh | |
| 26 | BlackRock ETF Trust ISHARES US EQUIT | $4.2M | 61.2K | 0.8% | ▲+20% Added · +10K sh | |
| 27 | Ishares TR S&P 500 GRWT ETF | $4.1M | 29.9K | 0.8% | ▲+27% Added · +6K sh | |
| 28 | Ishares TR CORE UNIVRSL USD | $3.9M | 83.5K | 0.8% | ▲+94% Added · +40K sh | |
| 29 | JPMorgan Chase & Co COM | $3.8M | 11.7K | 0.8% | ▲+1.5% Added · +170 sh | |
| 30 | Ishares TR U.S. TECH ETF | $3.4M | 13.5K | 0.7% | ▼−2.4% Reduced · −333 sh | |
| 31 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $3.4M | 56.4K | 0.7% | ▲+90% Added · +27K sh | |
| 32 | SPDR Series Trust ST STR BLO 1 ETF | $3.4M | 36.8K | 0.7% | ▼−54% Reduced · −42K sh | |
| 33 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.3M | 58.6K | 0.6% | ▲+40% Added · +17K sh | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $3.3M | 8.9K | 0.6% | ▼−0.1% Reduced · −14 sh | |
| 35 | Ishares TR ULTRA SHORT DUR | $3.2M | 63.1K | 0.6% | ▲+0.5% Added · +325 sh | |
| 36 | First TR Exchange Traded FD RBA INDL ETF | $3.2M | 23.8K | 0.6% | ▲+25% Added · +5K sh | |
| 37 | Proshares TR PSHS ULTRA QQQ | $3.1M | 32.2K | 0.6% | ▲New New position | |
| 38 | Proshares TR PSHS ULT S&P 500 | $3.1M | 46.1K | 0.6% | ▲New New position | |
| 39 | Cisco Sys Inc COM | $3.1M | 26.0K | 0.6% | ▲+0.7% Added · +168 sh | |
| 40 | Walmart Inc COM | $3.0M | 26.3K | 0.6% | ▼−3.1% Reduced · −845 sh | |
| 41 | Schwab Strategic TR FUNDAMENTAL INTL | $3.0M | 56.5K | 0.6% | ▲+2.8% Added · +2K sh | |
| 42 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.0M | 58.4K | 0.6% | ▲14× Added · +54K sh | |
| 43 | Ishares TR S&P 500 VAL ETF | $2.8M | 12.5K | 0.6% | ▲+13% Added · +1K sh | |
| 44 | Eli Lilly & Co COM | $2.8M | 2.4K | 0.6% | ▲+2.1% Added · +49 sh | |
| 45 | Capital Grp Fixed Incm ETF T MUN INM ETF | $2.8M | 101.5K | 0.5% | ▲+6.1% Added · +6K sh | |
| 46 | Ishares TR MSCI ACWI EX US | $2.7M | 34.9K | 0.5% | ▲+139% Added · +20K sh | |
| 47 | Invesco Exchange Traded FD T BUYBACK ACHIEV | $2.6M | 18.6K | 0.5% | ▲+68% Added · +8K sh | |
| 48 | Ishares TR RUSSELL 2000 ETF | $2.6M | 8.8K | 0.5% | ▲+0.3% Added · +30 sh | |
| 49 | Rocket Lab Corp COM | $2.6M | 25.6K | 0.5% | ▲+1.4% Added · +350 sh | |
| 50 | Capital Group Dividend Growe SHS ETF | $2.5M | 67.8K | 0.5% | ▲+2.5% Added · +2K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | TESLA INC | $387K | 10K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 282 | $511.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 270 | $435.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 275 | $436.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 276 | $435.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 259 | $401.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 252 | $334.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 247 | $327.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 220 | $273.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.