Tempus Wealth Planning, LLC holds a diversified book of 281 reported positions worth $511.0M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Proshares Ultra QQQ and trimmed Ge Vernova Inc. Their largest long position is General Electric at 6% of the reported non-option book. They also disclosed $387K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +38% (+18.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Tempus Wealth Planning, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 9.0 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 each quarter's actual reporting lag, ~22 days for the latest filing, with 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.
39% mapped to company sectors
+5 sectors below the cut, 2% 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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tempus Wealth Planning, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 23 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 9 / 80 | $157.0M |
| New World Advisors LLC | 28 / 80 | $522.8M |
| 9823 Capital, L.P. | 9 / 80 | $130.0M |
| Draper Asset Management, LLC | 8 / 80 | $170.0M |
| Ebert Capital Management Inc. | 11 / 80 | $86.9M |
| Emerald Advisors, LLC | 24 / 80 | $639.6M |
| Hoey Investments, Inc | 35 / 80 | $600.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Tempus Wealth Planning, 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.
Bars show each position'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 |
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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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 282 | $511.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 270 | $435.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 275 | $436.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 276 | $435.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 259 | $401.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 252 | $334.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 247 | $327.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 22d | 220 | $273.0M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.