Tempus Wealth Planning, LLC

Q2 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
282
Total value ($000)
$511,350
Net value change ($000)
+76,127 (17.5%)
New positions
30
Sold out positions
18
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 7,913 31.7%
GEV 6,385 34.2%
SPYM 3,613 69.8%
SPMO 3,557 57.8%
QQQ 3,509 42.7%
QLD 3,112 NEW
SSO 3,103 NEW
JPST 2,747 1320.7%
AMAT 2,623 110.4%
UWM 2,236 NEW
Top Reduces (Value $000, Stocks/ETFs)
BIL -3,891 -53.6%
IBHF -3,728 -71.8%
PPA -2,654 -76.5%
GMOI -2,169 -76.1%
EFV -1,134 -53.0%
HON -1,123 -100.0%
IYLD -1,065 -100.0%
GPIQ -990 -100.0%
QUAL -956 -50.0%
GRNY -922 -32.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 387 (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