Tempus Wealth Planning, LLC
SEC Form 13F institutional filer · CIK 0001806428
13F-HR · 105 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
57.8%
Tempus Wealth Planning, LLC — $277M AUM allocation strategy
Tempus Wealth Planning, LLC files SEC Form 13F and reports $277M of long US equity value across 105 reported holdings for 2026-03-31.
Its largest sector bet is Financials 25.3%, followed by Industrials 15.7% and Information Technology 10.2%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Tempus Wealth Planning, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$277M
total across 105 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +57.7K sh · +$937K+$SCHW +53.9K sh · +$1.05M+$IVV +48.7K sh · +$1.25M
Biggest trims (shares)
−$IVZ −13.6K sh · −$2.46M−$DIS −2.1K sh · −$384K−$VZ −1.66K sh · +$101K
Exited to nil (held last quarter, gone now)
$TROW ($1.02M last qtr)$TTD ($301K last qtr)$DXCM ($280K last qtr)$WFC ($264K last qtr)$UBER ($259K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage14.2%—
- Aerospace & Defense9.0%—
- Asset Management & Custody Banks8.4%—
- Heavy Electrical Equipment6.8%—
- Semiconductors4.1%—
- Technology Hardware, Storage & Peripherals3.2%—
- Systems Software2.9%—
- Automobile Manufacturers2.2%—
- Other holdings49.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.45M | $39.2M | +53.9K | 14.1% |
| $GE | GE Aerospace | 87.8K | $24.9M | -273 | 9.0% |
| $GEV | GE Vernova Inc | 21.4K | $18.7M | -60 | 6.7% |
| $IVZ | Invesco Ltd | 195K | $17.8M | -13.6K | 6.4% |
| $NVDA | NVIDIA Corporation | 65K | $11.3M | -6 | 4.1% |
| $AAPL | Apple Inc | 35.6K | $9.02M | +44 | 3.3% |
| $MSFT | Microsoft Corporation | 21.3K | $7.89M | +340 | 2.8% |
…and 98 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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