Tempo Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Independence, OH
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
245
Total value ($000)
$820,710
Net value change ($000)
+145,510 (21.6%)
New positions
22
Sold out positions
13
Turnover %
15.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 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)
SPACE EXPLORATION TECHN CORP 115,506 NEW
VCSH 6,111 84.3%
MSFT 4,688 43.2%
AAPL 3,809 19.8%
NVDA 3,263 17.5%
INTC 2,762 165.7%
JMST 2,715 505.6%
PLTR 2,363 77.7%
SCHD 2,046 101.5%
META 1,914 35.2%
Top Reduces (Value $000, Stocks/ETFs)
BND -5,723 -63.6%
PGR -1,367 -3.5%
MU -1,364 -13.2%
XOM -1,284 -100.0%
SPYV -1,221 -7.0%
IJR -1,090 -8.6%
RKLB -993 -30.8%
BSCS -778 -25.0%
TSLA -763 -16.3%
SOXX -715 -29.4%
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