1y return+20.4%S&P 500 +20.9%
3y return+53.0%S&P 500 +68.5%
5y return+52.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $181 against $232 in the S&P 500.2
Tempus Wealth Planning, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GEGe Aerospace | $32.8M | 6.4% | |
| GEVGe Vernova Inc | $25.1M | 4.9% | |
| CGDVCapital Group Dividend Value | $12.5M | 2.4% | +2.9% |
| NVDANvidia Corporation | $11.8M | 2.3% | −8.9% |
| QQQInvesco Qqq Tr | $11.7M | 2.3% | +11.8% |
| SCHZSchwab Strategic Tr | $11.4M | 2.2% | +12.4% |
| AAPLApple Inc | $10.3M | 2.0% | |
| SPMOInvesco Exch Traded Fd Tr II | $9.7M | 1.9% | +9.5% |
| SPYState Str Spdr S&p 500 Etf T | $8.9M | 1.7% | +12.4% |
| SPYMSpdr Series Trust | $8.8M | 1.7% | +47.9% |
| SPTMSpdr Series Trust | $8.7M | 1.7% | |
| SCHXSchwab Strategic Tr | $8.5M | 1.7% | +5.0% |
| MSFTMicrosoft Corp | $8.0M | 1.6% | +1.1% |
| IVVIshares Tr | $7.4M | 1.5% | +14.0% |
| TSLATesla Inc | $7.1M | 1.4% | +3.9% |
| CGBLCapital Group Core Balanced | $6.7M | 1.3% | +1.3% |
| SCHFSchwab Strategic Tr | $5.6M | 1.1% | +4.1% |
| VIGVanguard Specialized Funds | $5.5M | 1.1% | |
| QLTYGmo Etf Trust | $5.4M | 1.1% | −2.4% |
| GOOGLAlphabet Inc | $5.2M | 1.0% | +1.8% |
| FNDXSchwab Strategic Tr | $5.2M | 1.0% | +9.5% |
| AMATApplied Matls Inc | $5.0M | 1.0% | |
| PVALPutnam Etf Trust | $4.7M | 0.9% | +28.9% |
| AMZNAmazon Com Inc | $4.7M | 0.9% | |
| SCHGSchwab Strategic Tr | $4.5M | 0.9% | +5.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | September 30, 2020 | +1116.2% | $5.0M |
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $11.8M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $25.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $3.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $10.3M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $11.7M |
| GOOGLAlphabet Inc | June 30, 2021 | +192.7% | $5.2M |
| IYWIshares Tr | June 30, 2021 | +153.7% | $3.4M |
| SCHGSchwab Strategic Tr | September 30, 2022 | +142.5% | $4.5M |
| WMTWalmart Inc | June 30, 2021 | +140.9% | $3.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.1M
- IYLDIshares Tr was $1.1M
- GPIQGoldman Sachs Etf Tr was $990K
- EXRExtra Space Storage Inc was $568K
- ICVTIshares Tr was $563K
- HLNHaleon PLC was $548K
- JOYTJ P Morgan Exchange Traded F was $532K
- ROAMLattice Strategies Tr was $512K
- Dupont De Nemours IncCUSIP 26614N102 was $329K
- CTSHCognizant Technology Solutio was $297K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.1% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +11.3% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | −1.9% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +8.2% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +6.1% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −12.6% | −16.5% |
| March 31, 2022 | −3.4% | −4.9% |
| December 31, 2021 | +4.8% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tempus Wealth Planning, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1806428&type=13F-HR&dateb=&owner=include&count=40CIK 1806428
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1806428/000180642826000003/Filed July 22, 2026 · accession 0001806428-26-000003