Tempus Wealth Planning, LLC

Q1 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
270
Total value ($000)
$435,223
Net value change ($000)
-1,249 (-0.3%)
New positions
21
Sold out positions
27
Turnover %
7.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GEV 4,654 33.2%
GMOI 2,852 NEW
BIL 2,493 52.3%
JEPI 2,159 1038.0%
JEPQ 1,421 NEW
TLT 1,361 97.6%
AMAT 1,303 121.5%
CORO 1,096 NEW
SPYM 1,018 24.5%
ACWX 999 NEW
Top Reduces (Value $000, Stocks/ETFs)
QLD -3,753 -100.0%
SSO -3,689 -100.0%
SPMO -3,218 -34.3%
MSFT -2,254 -22.2%
GE -2,215 -8.2%
EFO -1,465 -100.0%
SPHY -1,431 -100.0%
RECS -1,119 -100.0%
TFLR -1,022 -100.0%
TSLA -1,003 -14.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 226 (0.1% of total reported value)
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