Tempus Wealth Planning
Tempus Wealth Planning reported 279 stocks worth $519M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are GE (5.3%), GEV (3.9%) and NVDA (2.7%). Compared with Q2 2026, the fund opened new positions in GARP and SPCX, added to NVDA, AAPL and SCHZ, trimmed GEV, CGDV and QQQ and sold out of GRNY, SPHY and DLR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GE GE Aerospace | $27.4M | 5.3% | 88K | No change | 8 of 8 | |
| 2 |  GEV GE Vernova Inc | $20.1M | 3.9% | 21K | −162 (−1%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $13.8M | 2.7% | 61K | +1,385 (+2%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $13.2M | 2.5% | 40K | +3,855 (+11%) | 8 of 8 | |
| 5 |  SCHZ Schwab US Aggregate Bond | $12.9M | 2.5% | 583K | +88K (+18%) | 8 of 8 | |
| 6 |  CGDV Capital Group Dividend | $12.4M | 2.4% | 253K | −375 (−0%) | 8 of 8 | |
| 7 |  QQQ Invesco Qqq TR | $11.5M | 2.2% | 16K | −405 (−3%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $11.4M | 2.2% | 22K | +680 (+3%) | 8 of 8 | |
| 9 |  SPYM Spdr Series Trust | $11.3M | 2.2% | 125K | +25K (+25%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $8.9M | 1.7% | 12K | −181 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GRNY Fundstrat Granny Shots US Large Cap ETF | $2M | 71K |
 SPHY Spdr Series Trust | $1.2M | 52K |
 DLR Digital Rlty TR Inc | $988K | 5,504 |
 XOM Exxon Mobil Corp | $557K | 4,071 |
 VAC Marriott Vacations | $519K | 5,092 |
🔒 Free account: see all 20.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tempus Wealth Planning 13F FAQ
What does Tempus Wealth Planning own?
Tempus Wealth Planning reported 279 stocks worth $519M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are GE (5.3%), GEV (3.9%) and NVDA (2.7%). The table above lists every position in the filing (the top 10 without an account).
What did Tempus Wealth Planning buy and sell in Q3 2026?
Compared with Q2 2026: 18 new positions, 131 added to, 95 trimmed and 20 sold out. New positions include GARP and SPCX. It sold all of GRNY, SPHY and DLR.
When will Tempus Wealth Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Tempus Wealth Planning's portfolio worth?
The Q3 2026 filing reports $519M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.