Tempus Wealth Planning, LLC
Annual return '25
+21.3%
SPY '25
+17.7%
Alpha
+3.5ptsvs SPY
Invested
$435.2M
Holdings
268
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GE
GE AEROSPACE
Q1 2026: Exited (was 88.1k shares)
5.7%
02
$GEV
GE VERNOVA INC
Q1 2026: Exited (was 21.5k shares)
4.3%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 86.1% (65.0k → 9.0k shares)
2.6%
04
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q1 2026: Exited (was 251.8k shares)
2.4%
05
$SCHZ
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 397.8k shares)
2.4%
06
$AAPL
APPLE INC
Q1 2026: Sold 17.0% (35.5k → 29.5k shares)
2.1%
07
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 14.4k shares)
1.9%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 64.5% (21.0k → 7.4k shares)
1.8%
09
$SPTM
SPDR SERIES TRUST
Q1 2026: Exited (was 97.6k shares)
1.8%
10
$BIL
SPDR SERIES TRUST
Q1 2026: Exited (was 52.2k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:37 UTC.