Holdings of Tempus Wealth Planning, LLC
234 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 28.7 % of the equity sleeve
Sector breakdown
- Industrials 13.5 %
- Technology 9.6 %
- Funds 5.2 %
- Consumer discretionary 4.1 %
- Health care 3.5 %
- Communication 2.9 %
- Consumer staples 2.6 %
- Financials 2.5 %
- Real estate 0.4 %
- Energy 0.4 %
- Unattributed 55.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.5 %
- GB 0.2 %
- KY 0.2 %
- DK 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 230 | 401.4M $ | 99.52 % |
| 2 | GB | 2 | 800.4K $ | 0.20 % |
| 3 | KY | 1 | 689.7K $ | 0.17 % |
| 4 | DK | 1 | 426.6K $ | 0.11 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 10,653 | 280K $ | |
| 202 | Henry Schein Inc | 3,614 | 266.4K $ | |
| 203 | iShares Core 30/70 Conservativ | 6,662 | 265.8K $ | |
| 204 | ISHARES TRUST | 3,320 | 265.8K $ | |
| 205 | Vanguard S&P 500 ETF | 444 | 265.6K $ | |
| 206 | Advanced Micro Devices Inc | 1,304 | 265.3K $ | |
| 207 | Gilead Sciences Inc | 1,900 | 264.8K $ | |
| 208 | MetLife Inc | 3,715 | 262.7K $ | |
| 209 | First Trust Rising Dividend Achievers ETF | 3,757 | 256.5K $ | |
| 210 | GSK PLC | 4,568 | 252.1K $ | |
| 211 | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 1,519 | 248.5K $ | |
| 212 | Select Sector Spdr Trust | 4,034 | 247.1K $ | |
| 213 | BLACKROCK MUNIHOLDINGS CALIF QUALITY FD INC | 23,657 | 246K $ | |
| 214 | Cummins Inc | 440 | 236.7K $ | |
| 215 | Rapid7 Inc | 42,301 | 233.1K $ | |
| 216 | Procter & Gamble Co/The | 1,607 | 232.2K $ | |
| 217 | Salesforce Inc | 1,239 | 231.2K $ | |
| 218 | iShares National Muni Bond ETF | 2,178 | 231.2K $ | |
| 219 | AutoZone Inc | 68 | 229.7K $ | |
| 220 | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | 9,031 | 228.7K $ | |
| 221 | Phillips 66 | 1,232 | 224.4K $ | |
| 222 | iShares J.P. Morgan USD Emerging Markets Bond ETF | 2,336 | 219.4K $ | |
| 223 | First Trust NASDAQ Cybersecuri | 3,460 | 216.9K $ | |
| 224 | Vanguard Scottsdale Funds | 3,613 | 215.1K $ | |
| 225 | Kinder Morgan, Inc. | 6,362 | 213.3K $ | |
| 226 | JPMorgan Ultra-Short Income ETF | 4,114 | 208.2K $ | |
| 227 | QUALCOMM Inc | 1,611 | 207.4K $ | |
| 228 | McKesson Corp | 233 | 201.3K $ | |
| 229 | SentinelOne Inc | 12,969 | 167K $ | |
| 230 | RxSight Inc | 25,867 | 159.3K $ | |
| 231 | Ford Motor Co | 12,571 | 145.1K $ | |
| 232 | ACV Auctions Inc | 28,330 | 120.1K $ | |
| 233 | PIMCO (US) | 22,730 | 105.2K $ | |
| 234 | PDS BIOTECHNOLOGY CORP | 61,800 | 37.4K $ | |