Tempus Wealth Planning, LLC

Q3 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
282
Total value ($000)
$521,538
Net value change ($000)
+10,188 (2.0%)
New positions
18
Sold out positions
20
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 3,364 41.8%
AAPL 2,841 27.5%
SPYM 2,459 28.0%
ACWX 2,384 89.8%
NVDA 1,989 16.8%
DYNF 1,720 41.3%
TLT 1,652 65.4%
GARP 1,540 NEW
SPACE EXPLORATION TECHN CORP 1,518 NEW
SCHZ 1,430 12.5%
Top Reduces (Value $000, Stocks/ETFs)
GE -5,411 -16.5%
GEV -4,940 -19.7%
SPMO -2,921 -30.1%
AIRR -2,349 -74.0%
GRNY -1,954 -100.0%
AMAT -1,456 -29.1%
SPHY -1,229 -100.0%
JEPQ -1,210 -71.9%
DLR -988 -100.0%
QLD -919 -29.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,557 (0.5% 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