Tempus Wealth Planning, LLC
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 436,472
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 353.8 K | 81.1% | 0 | 919 | -919 |
| ETFs | 72.8 K | 16.7% | 47 | 0 | 47 |
| Debt | 7.615 K | 1.7% | 1.567 K | 0 | 1.567 K |
| Other | 2.291 K | 0.5% | 41 | 0 | 41 |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
436,472
Holdings
275
QoQ value change ($000)
739
(0.2%)
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.