Tempus Wealth Planning, LLC - Portfolio overview

Tempus Wealth Planning, LLC has 303 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

  1. GE - GE AEROSPACE, 5.36%
  2. GEV - GE VERNOVA INC, 4.02%
  3. NVDA - NVIDIA CORPORATION, 2.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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