Tempus Wealth Planning, LLC
•CIK: 1806428•Filing: Q4 2025
**Tempus Wealth Planning, LLC** manages $436M across a diversified portfolio of 275 holdings. The strategy exhibits notable concentration in technology and industrials, highlighted by the top five positions totaling over $70M. Key allocations include GE at $27.1M, followed by GEV ($14.0M), NVDA ($12.1M), CGDV ($11.0M), and MSFT ($10.1M). This structure suggests a tactical approach favoring established industrial giants alongside high-growth semiconductor and software names.
Total AUM
$436.5M
QoQ Performance
+0.2%
Positions
175
Top 10 Concentration
28.7%
Latest Filing
Q4 2025
Top Holdings Allocation
GE
GE6.2%
GEV3.2%
NVDA2.8%
CGDV2.5%
MSFT2.3%
AAPL2.2%
SPMO2.1%
SCHZ2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.6%
Technology11.0%
Industrial7.6%
Consumer4.4%
ETF3.2%
Healthcare2.4%
Financial2.4%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+77 more exited positions
Changes from Q3 2025
NEW6 new positions
↑106 increased
↓82 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023