account_balance
Investment manager · 13F filer · SEC CIK 1806428
Tempus Wealth Planning, LLC
Reported value$519Mas of Sep 30, 2026
Positions279 17 new, 19 sold out
Top 10 weight27.5%GE alone is 5%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GEGeneral Electric Co
5.3%
GEVGE Vernova Inc.
3.9%
NVDANVIDIA Corp
2.7%Added +2%
AAPLApple Inc.
2.5%Added +11%
SCHZSchwab Strategic Tr
2.5%Added +18%
CGDVCapital Group Dividend Value
2.4%
QQQInvesco QQQ Tr
2.2%Trimmed −3%
MSFTMicrosoft Corp
2.2%Added +3%
SPYMSPDR Series Trust
2.2%Added +25%
SPYSPDR S&P 500 ETF Trust
1.7%
SPTMSPDR Series Trust
1.7%
SCHXSchwab Strategic Tr
1.5%Trimmed −11%
GEGeneral Electric Co
5.3%
GEVGE Vernova Inc.
3.9%
NVDANVIDIA Corp
2.7%+2%
AAPLApple Inc.
2.5%+11%
SCHZSchwab Strategic Tr
2.5%+18%
CGDVCapital Group Dividend Value
2.4%
QQQInvesco QQQ Tr
2.2%
MSFTMicrosoft Corp
2.2%
SPYMSPDR Series Trust
2.2%
SPTM1.7%
SCHX1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GE General Electric Co 5.3% HeldGEV GE Vernova Inc. 3.9% HeldNVDA NVIDIA Corp 2.7% Added +2%AAPL Apple Inc. 2.5% Added +11%
SCHZ Schwab Strategic Tr 2.5% Added +18%
CGDV Capital Group Dividend Value 2.4% Held
QQQ Invesco QQQ Tr 2.2% Trimmed −3%
MSFT Microsoft Corp 2.2% Added +3%SPYM SPDR Series Trust 2.2% Added +25%
SPY SPDR S&P 500 ETF Trust 1.7% HeldSPTM SPDR Series Trust 1.7% Held
SCHX Schwab Strategic Tr 1.5% Trimmed −11%
What changed
Biggest moves since Jun 30, 2026
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