Tempus Wealth Planning, LLC

Q3 2025 13F-HR Holdings

Location
Irvine, CA
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
276
Total value ($000)
$435,733
Net value change ($000)
+34,494 (8.6%)
New positions
31
Sold out positions
14
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GE 3,857 17.0%
GRNY 2,124 NEW
PPA 2,031 392.1%
GEV 1,834 16.2%
AAPL 1,688 22.8%
TSLA 1,620 32.4%
SPMO 1,523 19.8%
CGGE 1,304 NEW
TLT 1,300 105.7%
ORCL 1,086 32.1%
Top Reduces (Value $000, Stocks/ETFs)
EFO -1,116 -41.7%
SPHQ -1,114 -41.1%
RCL -995 -100.0%
GLD -985 -43.3%
SHV -798 -26.6%
UNH -655 -64.6%
GRW -634 -100.0%
HON -610 -37.6%
HUM -587 -100.0%
INTC -576 -65.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type