Tempus Wealth Planning, LLC
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 511,350
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 282 | 511,350 | 13F-HR | Tempus Wealth Planning, LLC |
| 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):
387
(0.1% of total reported value)
· QoQ Δ:
+161
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 229.1 K | 44.8% | 29.35 K | 0 | 29.35 K |
| ETFs | 281 K | 55.0% | 52.6 K | 0 | 52.6 K |
| Debt | 806 | 0.2% | 0 | 5.983 K | -5.983 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
511,350
Holdings
282
QoQ value change ($000)
76,127
(17.5%)
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.