Tempo Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Independence, OH
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
237
Total value ($000)
$675,200
Net value change ($000)
+101,792 (17.8%)
New positions
27
Sold out positions
3
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 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)
AMD 12,289 183.6%
PGR 7,809 24.9%
MU 7,271 240.2%
VCSH 6,826 1629.1%
GOOGL 4,500 28.8%
QQQ 4,211 28.3%
SPYG 3,848 21.2%
NVDA 3,405 22.3%
SPY 2,968 14.6%
IVV 2,887 19.0%
Top Reduces (Value $000, Stocks/ETFs)
PH -10,686 -13.0%
BND -4,298 -32.3%
TLT -880 -34.1%
BSCS -330 -9.6%
SLV -243 -100.0%
GDX -222 -100.0%
COST -210 -4.4%
BSCT -181 -10.6%
COWZ -175 -2.7%
LTBR -169 -23.2%
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