Tempus Wealth Planning, LLC
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 435,223
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 270 | 435,223 | 13F-HR | Tempus Wealth Planning, LLC |
| Q4 2025 | 1/16/2026 | 275 | 436,472 | 13F-HR | Tempus Wealth Planning, LLC |
| Q3 2025 | 11/6/2025 | 276 | 435,733 | 13F-HR | Tempus Wealth Planning, LLC |
| Q2 2025 | 7/17/2025 | 259 | 401,239 | 13F-HR | Tempus Wealth Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
226
(0.1% of total reported value)
· QoQ Δ:
+226
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 199.8 K | 45.9% | 0 | 154 K | -154 K |
| ETFs | 228.4 K | 52.5% | 155.6 K | 0 | 155.6 K |
| Debt | 6.789 K | 1.6% | 0 | 826 | -826 |
| Other | 0 | 0.0% | 0 | 2.291 K | -2.291 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
435,223
Holdings
270
QoQ value change ($000)
-1,249
(-0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.