Tempus Wealth Planning, LLC reported 112 positions worth $198.30M for the quarter ended Sep 30, 2026, down 0.5% on the prior quarter. It opened 9 new positions, added to 60, trimmed 33 and exited 13. Its largest holding is General Electric Co at 13.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +10.1K | – | $1.52M | 0.765% |
| AAPL Apple Inc. | +3,855 | +10.8% | $1.28M | 6.64% |
| TROW Price T Rowe Group Inc | +11.3K | – | $1.17M | 0.59% |
| AMZN Amazon Com Inc | +3,987 | +20.3% | $993.37K | 2.97% |
| V Visa Inc. | +2,620 | +54.5% | $941.38K | 1.35% |
| META Meta Platforms, Inc. | +759 | +19.2% | $550.38K | 1.73% |
| ARCC Ares Capital Corp | +25.0K | +64.7% | $477.50K | 0.613% |
| BRK-B Berkshire Hathaway Inc | +759 | +36.0% | $377.94K | 0.72% |
| MSFT Microsoft Corp | +680 | +3.2% | $348.77K | 5.75% |
| NVDA Nvidia Corp | +1,385 | +2.3% | $316.31K | 6.97% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DLR Digital Realty Trust, Inc. | -5,504 | -100.0% | $988.34K | Exited |
| PFE Pfizer Inc | -22.9K | -47.3% | $652.22K | 0.366% |
| CVX Chevron Corp | -3,098 | -50.7% | $632.74K | 0.31% |
| VAC MARRIOTT VACATIONS WORLDWIDE Corp | -5,092 | -100.0% | $518.77K | Exited |
| TENB Tenable Holdings, Inc. | -12.9K | -100.0% | $477.23K | Exited |
| NKE NIKE, Inc. | -7,226 | -100.0% | $296.62K | Exited |
| GILD Gilead Sciences, Inc. | -2,116 | -100.0% | $267.34K | Exited |
| CVS CVS HEALTH Corp | -2,367 | -100.0% | $244.89K | Exited |
| ENB Enbridge Inc | -4,133 | -100.0% | $224.05K | Exited |
| AZO Autozone Inc | -68 | -100.0% | $217.32K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +10.1K | $1.52M | 0.765% |
| TROW Price T Rowe Group Inc | +11.3K | $1.17M | 0.59% |
| ANET Arista Networks, Inc. | +1,229 | $250.21K | 0.126% |
| RDDT Reddit, Inc. | +1,719 | $244.85K | 0.123% |
| CRM Salesforce, Inc. | +988 | $226.79K | 0.114% |
| APH Amphenol Corp | +2,669 | $225.00K | 0.113% |
| TPR Tapestry, Inc. | +1,910 | $219.78K | 0.111% |
| SF Stifel Financial Corp | +2,946 | $206.35K | 0.104% |
| FIX Comfort Systems Usa Inc | +123 | $203.48K | 0.103% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DLR Digital Realty Trust, Inc. | -5,504 | $988.34K | 0.496% |
| VAC MARRIOTT VACATIONS WORLDWIDE Corp | -5,092 | $518.77K | 0.26% |
| TENB Tenable Holdings, Inc. | -12.9K | $477.23K | 0.24% |
| NKE NIKE, Inc. | -7,226 | $296.62K | 0.149% |
| GILD Gilead Sciences, Inc. | -2,116 | $267.34K | 0.134% |
| CVS CVS HEALTH Corp | -2,367 | $244.89K | 0.123% |
| ENB Enbridge Inc | -4,133 | $224.05K | 0.112% |
| AZO Autozone Inc | -68 | $217.32K | 0.109% |
| NOW ServiceNow, Inc. | -2,127 | $211.17K | 0.106% |
| KMI Kinder Morgan, Inc. | -6,362 | $203.39K | 0.102% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GE General Electric Co | Industrials | 87.8K | $27.43M | 13.83% | -42 | 0.0% | Reduced | 0.01% |
| 2 | GEV GE Vernova Inc. | Industrials | 21.2K | $20.12M | 10.15% | -162 | -0.8% | Reduced | 0.01% |
| 3 | NVDA Nvidia Corp | Technology | 60.5K | $13.82M | 6.97% | +1,385 | +2.3% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 39.5K | $13.17M | 6.64% | +3,855 | +10.8% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 22.2K | $11.40M | 5.75% | +680 | +3.2% | Added | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 17.5K | $6.21M | 3.13% | +641 | +3.8% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 23.6K | $5.89M | 2.97% | +3,987 | +20.3% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 14.5K | $4.99M | 2.52% | -5 | 0.0% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 12.2K | $4.04M | 2.04% | +468 | +4.0% | Added | 0% |
| 10 | AMAT Applied Materials Inc | Technology | 6,927 | $3.54M | 1.79% | +14 | +0.2% | Added | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 4,718 | $3.42M | 1.73% | +759 | +19.2% | Added | 0% |
| 12 | CSCO Cisco Systems, Inc. | Technology | 27.4K | $2.95M | 1.49% | +1,404 | +5.4% | Added | 0% |
| 13 | WMT Walmart Inc. | Consumer Staples | 27.2K | $2.82M | 1.42% | +850 | +3.2% | Added | 0% |
| 14 | AMGN Amgen Inc | Healthcare | 6,521 | $2.75M | 1.39% | +269 | +4.3% | Added | 0% |
| 15 | LLY ELI LILLY & Co | Healthcare | 2,372 | $2.74M | 1.38% | +21 | +0.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Tempus Wealth Planning.
As of its Q3 2026 13F filing, Tempus Wealth Planning, LLC’s five largest positions were General Electric Co (GE) at 13.8%, GE Vernova Inc. (GEV) at 10.1%, Nvidia Corp (NVDA) at 7.0%, Apple Inc. (AAPL) at 6.6%, Microsoft Corp (MSFT) at 5.8% of the reported portfolio.
Tempus Wealth Planning, LLC reported a 13F portfolio worth $198.30M across 112 positions for Q3 2026. That is down 0.5% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($1.52M), Apple Inc. ($1.28M), Price T Rowe Group Inc ($1.17M). It opened 9 new positions.
Its largest sales by value were Digital Realty Trust, Inc. ($988.34K), Pfizer Inc ($652.22K), Chevron Corp ($632.74K). It exited 13 positions entirely.
From the Form 13F-HR reports Tempus Wealth Planning, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.