Tempo Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Independence, OH
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
213
Total value ($000)
$573,408
Net value change ($000)
+12,063 (2.1%)
New positions
10
Sold out positions
12
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/25/2026 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)
PH 3,520 4.5%
FLOT 2,520 133.1%
BND 2,049 18.2%
IJH 1,221 16.7%
BSCS 974 39.4%
SPY 971 5.0%
SCHD 932 NEW
COST 856 21.7%
VWO 788 84.4%
TLT 767 42.4%
Top Reduces (Value $000, Stocks/ETFs)
PGR -2,218 -6.6%
MSFT -1,693 -14.9%
SPYG -1,627 -8.2%
AVGO -1,191 -10.8%
VUG -918 -15.1%
NVDA -770 -4.8%
TSLA -755 -15.5%
AAPL -746 -4.3%
GOOGL -569 -3.5%
MA -492 -8.0%
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