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Livermore
Livermore
ZHEN

Tempus Wealth Planning, LLC

SEC CIK
0001806428
Latest filing
Jul 22, 2026

The latest 13F from Tempus Wealth Planning, LLC covers Q2 2026 (filed Jul 22, 2026): 281 long positions worth $511.0M. The top 10 holdings make up 28.0% of the portfolio, and the largest is General Electric Co (GE) at 6.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
30
Est. +$21.1M
Added
135
Est. +$33.1M
Reduced
94
Est. −$27.9M
Sold out
18
Est. −$8.27M

Top 5 holdings

Share of this quarter's portfolio value

  1. GEGeneral Electric Co
    6.4%$32.8MHistory
  2. GEVGE Vernova Inc.
    4.9%$25.1MHistory
  3. Capital Group Dividend Value14020W106
    2.4%$12.5M
  4. NVDANVIDIA Corp
    2.3%$11.8MHistory
  5. Invesco QQQ Trust Series I46090E103
    2.3%$11.7M

Share of portfolio

Top 5 holdings and the other 276 positions, by share of portfolio value

  1. GE6.4%
  2. GEV4.9%
  3. Capital Group Dividend Value2.4%
  4. NVDA2.3%
  5. Invesco QQQ Trust Series I2.3%
  6. Other 276 positions81.6%

Biggest buys

New and added positions, by estimated amount bought

  1. ProShares Tr74347R206
    +$3.11MNew
  2. ProShares Tr74347R107
    +$3.10MNew
  3. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$2.85MAdded
  4. JPMorgan Ultra-Short Income ETF46641Q837
    +$2.75MAdded
  5. ProShares Tr74347R842
    +$2.24MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. GEGeneral Electric Co
    +0.70 pp5.7% → 6.4%History
  2. ProShares Tr74347R206
    +0.61 pp0.0% → 0.6%
  3. ProShares Tr74347R107
    +0.61 pp0.0% → 0.6%
  4. JPMorgan Ultra-Short Income ETF46641Q837
    +0.53 pp<0.1% → 0.6%
  5. State Street SPDR Portfolio S&P 500 ETF78464A854
    +0.53 pp1.2% → 1.7%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −$3.89MReduced
  2. iShares Ibonds 2026 Term High Yield and Income ETF46436E528
    −$3.66MReduced
  3. Invesco Exchange Traded FD T46137V100
    −$2.88MReduced
  4. Gmo ETF Trust90139K407
    −$2.27MReduced
  5. Tidal Trust I886364231
    −$1.38MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −1.01 pp1.7% → 0.7%
  2. iShares Ibonds 2026 Term High Yield and Income ETF46436E528
    −0.91 pp1.2% → 0.3%
  3. Invesco Exchange Traded FD T46137V100
    −0.64 pp0.8% → 0.2%
  4. Gmo ETF Trust90139K407
    −0.52 pp0.7% → 0.1%
  5. iShares Tr464288877
    −0.30 pp0.5% → 0.2%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$511.0M
+$76.0M (+17.5%) vs. prior quarter
Positions
281
+12 vs. prior quarter
Top 10 concentration
28.0%
Top 10 as share of value
Turnover
7.6%
Q2 2026, one quarter
Average holding period
13.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $511.0M (Q2 2026)

Q1 2021: $94.5MQ2 2021: $150.7MQ3 2021: $176.5MQ4 2021: $185.4MQ1 2022: $140.6MQ2 2022: $121.6MQ3 2022: $149.9MQ4 2022: $164.6MQ1 2023: $204.6MQ2 2023: $221.6MQ3 2023: $199.5MQ4 2023: $227.8MQ1 2024: $227.3MQ2 2024: $239.4MQ3 2024: $273.0MQ4 2024: $327.4MQ1 2025: $334.8MQ2 2025: $401.2MQ3 2025: $435.7MQ4 2025: $436.5MQ1 2026: $435.0MQ2 2026: $511.0M
Q1 2021Q2 2026
13F filings of Tempus Wealth Planning, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 22, 2026281$511.0MGEGEVCapital Group Dividend Valuevs. Q1 2026SEC
Q1 2026Apr 29, 2026269$435.0MGEGEVNVDAvs. Q4 2025SEC
Q4 2025Jan 16, 2026275$436.5MGEGEVNVDAvs. Q3 2025SEC
Q3 2025Nov 6, 2025276$435.7MGEGEVNVDAvs. Q2 2025SEC
Q2 2025Jul 17, 2025259$401.2MGENVDAGEVvs. Q1 2025SEC
Q1 2025May 6, 2025252$334.8MGENVDAMSFTvs. Q4 2024SEC
Q4 2024Jan 24, 2025247$327.4MGENVDAMSFTvs. Q3 2024SEC
Q3 2024Oct 22, 2024220$273.0MGENVDAMSFTvs. Q2 2024SEC
Q2 2024Jul 25, 2024206$239.4MGEMSFTNVDAvs. Q1 2024SEC
Q1 2024Apr 19, 2024191$227.3MGEMSFTState Street SPDR Bloomberg 1-3 Month T-Bill ETFvs. Q4 2023SEC
Q4 2023Jan 24, 2024192$227.8MGEiShares TrAAPLvs. Q3 2023SEC
Q3 2023Nov 1, 2023167$199.5MiShares TrGEAAPLvs. Q2 2023SEC
Q2 2023Jul 21, 2023185$221.6MiShares TrGEMSFTvs. Q1 2023SEC
Q1 2023May 8, 2023177$204.6MiShares TrGEMSFTvs. Q4 2022SEC
Q4 2022Feb 10, 2023181$164.6MGEMSFTAAPLvs. Q3 2022SEC
Q3 2022Nov 14, 2022179$149.9MiShares TrMSFTAAPLvs. Q2 2022SEC
Q2 2022Aug 5, 2022127$121.6MiShares TrSPDR Series TrustGEvs. Q1 2022SEC
Q1 2022May 6, 2022139$140.6MiShares TrMSFTAAPLvs. Q4 2021SEC
Q4 2021Feb 2, 2022149$185.4MiShares TrGEMSFTvs. Q3 2021SEC
Q3 2021Nov 9, 2021150$176.5MiShares TrGESPDR Series Trustvs. Q2 2021SEC
Q2 2021Aug 12, 2021145$150.7MGESPDR Series TrustMSFTvs. Q1 2021SEC
Q1 2021Apr 29, 202197$94.5MGESPDR Series TrustSPDR Series Trust–SEC