Tempo Wealth, LLC

hedge fundUpdated 48 days ago

Managed by Tempo Wealth, Llc • Latest filing Q2 2026

Portfolio value

$675.2M

Q2 2026

Filings

3

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

44.7%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table

Period	Portfolio value
Q4 2025	$561.3M
Q1 2026	$573.4M
Q2 2026	$675.2M

Top holdings

237 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	P PH PARKER-HANNIFIN CORP	$71.8M	73.4K	10.63%	Trimmed(-20.3%)
2	P PGR PROGRESSIVE CORP	$39.2M	179.4K	5.81%	Added(+13.3%)
3	S SPY STATE STR SPDR S&P 500 ETF T	$23.3M	31.2K	3.45%	Trimmed(-0.2%)
4	S STT-PG SPDR SERIES TRUST	$22M	184.6K	3.25%	Trimmed(-0.2%)
5	G GOOGN ALPHABET INC	$20.1M	56.4K	2.98%	Added(+3.6%)
6	A AAPL APPLE INC	$19.2M	66.4K	2.85%	Added(+1.7%)
7	Q QQQ INVESCO QQQ TR	$19.1M	25.9K	2.83%	Added(+0.6%)
8	A AMD ADVANCED MICRO DEVICES INC	$19M	32.7K	2.81%	Trimmed(-0.7%)
9	N NVDA NVIDIA CORPORATION	$18.7M	93.3K	2.76%	Added(+6.6%)
10	E ETHA ISHARES TR	$18.1M	24.2K	2.68%	Added(+3.8%)
11	S STT-PG SPDR SERIES TRUST	$17.5M	288.7K	2.60%	Trimmed(-1.5%)
12	A AMZN AMAZON COM INC	$13.4M	56.2K	1.98%	Added(+3.3%)
13	E ETHA ISHARES TR	$12.7M	85.8K	1.88%	Trimmed(-1.1%)
14	A AVGO BROADCOM INC	$12.2M	32.4K	1.81%	Added(+2.0%)
15	V VGES VANGUARD INDEX FDS	$11.5M	53.0K	1.71%	Trimmed(-1.1%)
16	M MSFT MICROSOFT CORP	$10.9M	29.1K	1.61%	Added(+11.2%)
17	M MU MICRON TECHNOLOGY INC	$10.3M	8.9K	1.53%	Trimmed(-0.4%)
18	E ETHA ISHARES TR	$10.1M	131.3K	1.50%	Added(+4.0%)
19	E ETHA INVESCO EXCH TRADED FD TR II	$9.2M	30.5K	1.37%	Added(+4.7%)
20	V VGES VANGUARD BD INDEX FDS	$9M	122.6K	1.33%	Trimmed(-32.1%)

P

1.PH

PARKER-HANNIFIN CORP

-20.3%

Value

$71.8M

Shares

73.4K

% Port

10.63%

P

PROGRESSIVE CORP

+13.3%

Value

$39.2M

Shares

179.4K

% Port

5.81%

S

STATE STR SPDR S&P 500 ETF T

-0.2%

Value

$23.3M

Shares

31.2K

% Port

3.45%

S

SPDR SERIES TRUST

-0.2%

Value

$22M

Shares

184.6K

% Port

3.25%

G

ALPHABET INC

+3.6%

Value

$20.1M

Shares

56.4K

% Port

2.98%

A

APPLE INC

+1.7%

Value

$19.2M

Shares

66.4K

% Port

2.85%

Q

INVESCO QQQ TR

+0.6%

Value

$19.1M

Shares

25.9K

% Port

2.83%

A

ADVANCED MICRO DEVICES INC

-0.7%

Value

$19M

Shares

32.7K

% Port

2.81%

N

NVIDIA CORPORATION

+6.6%

Value

$18.7M

Shares

93.3K

% Port

2.76%

E

ISHARES TR

+3.8%

Value

$18.1M

Shares

24.2K

% Port

2.68%

S

SPDR SERIES TRUST

-1.5%

Value

$17.5M

Shares

288.7K

% Port

2.60%

A

AMAZON COM INC

+3.3%

Value

$13.4M

Shares

56.2K

% Port

1.98%

E

ISHARES TR

-1.1%

Value

$12.7M

Shares

85.8K

% Port

1.88%

A

BROADCOM INC

+2.0%

Value

$12.2M

Shares

32.4K

% Port

1.81%

V

VANGUARD INDEX FDS

-1.1%

Value

$11.5M

Shares

53.0K

% Port

1.71%

M

MICROSOFT CORP

+11.2%

Value

$10.9M

Shares

29.1K

% Port

1.61%

M

17.MU

MICRON TECHNOLOGY INC

-0.4%

Value

$10.3M

Shares

8.9K

% Port

1.53%

E

ISHARES TR

+4.0%

Value

$10.1M

Shares

131.3K

% Port

1.50%

E

INVESCO EXCH TRADED FD TR II

+4.7%

Value

$9.2M

Shares

30.5K

% Port

1.37%

V

VANGUARD BD INDEX FDS

-32.1%

Value

$9M

Shares

122.6K

% Port

1.33%

View full portfolio (237 holdings) →

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