13F filer

Tempus Wealth Planning

As of Sep 30, 2026 Filed Oct 14, 2026 CIK 1806428 SEC filings ↗

13F Value

$521.5M

Positions

282

Top Position

GE5.3%

Top 5

16.8%

Latest filing changes

vs Jun 30, 2026

1 ACWX iShares MSCI ACWI ex U.S. ETF +91.0%+$2.4M

2 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +25.3%+$2.3M

3 SCHZ Schwab US Aggregate Bond ETF +17.7%+$1.9M

4 TLT iShares 20+ Year Treasury Bond ETF +83.8%+$1.9M

5 DYNF iShares U.S. Equity Factor Rotation Active ETF +38.8%+$1.6M

Holdings282

#
1	GE Ge Aerospace Filing details 369604301 Sep 30, 2026 87,824 reported quantity $27,426,584 reported value	5.3%	$27.4M	-0.0%	87.8K	6.4%	Common Stock
2	GEV GE Vernova	3.9%	$20.1M	-0.8%	21.2K	4.9%	Common Stock
3	NVDA NVIDIA	2.7%	$13.8M	+2.3%	60.5K	2.3%	Common Stock
4	AAPL Apple	2.5%	$13.2M	+10.8%	39.5K	2.0%	Common Stock
5	SCHZ Schwab US Aggregate Bond ETF	2.5%	$12.9M	+17.7%	582.8K	2.2%	ETF
6	CGDV Capital Group Dividend Value ETF — Share Class	2.4%	$12.4M	-0.1%	252.9K	2.4%	ETF
7	QQQ Invesco QQQ Trust, Series 1	2.2%	$11.5M	-2.5%	15.5K	2.3%	ETF
8	MSFT Microsoft	2.2%	$11.4M	+3.2%	22.2K	1.6%	Common Stock
9	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2.2%	$11.3M	+25.3%	125.3K	1.7%	ETF
10	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.7%	$8.9M	-1.5%	11.7K	1.7%	ETF
11	SPTM State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	1.7%	$8.7M	-0.7%	94.9K	1.7%	ETF
12	SCHX Schwab U.S. Large-Cap ETF	1.5%	$7.8M	-10.9%	258.7K	1.7%	ETF
13	IVV iShares Core S&P 500 ETF	1.4%	$7.5M	-1.1%	9.8K	1.4%	ETF
14	SPMO Invesco S&P 500 Momentum ETF	1.3%	$6.8M	-25.5%	44.8K	1.9%	ETF
15	CGBL Capital Group Core Balanced ETF — Share Class	1.3%	$6.6M	+1.4%	178.8K	1.3%	ETF
16	TSLA Tesla	1.2%	$6.2M	+3.8%	17.5K	1.4%	Common Stock
17	AMZN Amazon	1.1%	$5.9M	+20.3%	23.6K	0.9%	Common Stock
18	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.1%	$5.9M	+38.8%	84.9K	0.8%	ETF
19	SCHF Schwab International Equity ETF	1.1%	$5.6M	+0.7%	203.2K	1.1%	ETF
20	QLTY GMO U.S. Quality ETF	1.0%	$5.5M	-1.0%	127.8K	1.1%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing19

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.