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Tempus Wealth Planning, LLC
hedge fundUpdated 22 days agoManaged by Tempus Wealth Planning, Llc • Latest filing Q3 2026
Portfolio value
$521.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
99.5%
Weight of largest holdings
Annualized return
19.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $435.7M |
| Q4 2025 | $436.5M |
| Q1 2026 | $435.2M |
| Q2 2026 | $511.4M |
| Q3 2026 | $521.5M |
Top holdings
282 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $27.4M | 87.8K | 5.26% | Trimmed(-0.1%) | |
| 2 | $20.1M | 21.2K | 3.86% | Trimmed(-0.8%) | |
| 3 | $13.8M | 60.5K | 2.65% | Added(+2.3%) | |
| 4 | $13.2M | 39.5K | 2.52% | Added(+10.8%) | |
| 5 | $12.9M | 582.8K | 2.47% | Added(+17.7%) | |
| 6 | $12.4M | 252.9K | 2.37% | Trimmed(-0.1%) | |
| 7 | $11.5M | 15.5K | 2.20% | Trimmed(-2.5%) | |
| 8 | $11.4M | 22.2K | 2.19% | Added(+3.2%) | |
| 9 | $11.3M | 125.3K | 2.16% | Added(+25.3%) | |
| 10 | $8.9M | 11.7K | 1.71% | Trimmed(-1.5%) | |
| 11 | $8.7M | 94.9K | 1.67% | Trimmed(-0.7%) | |
| 12 | $7.8M | 258.7K | 1.49% | Trimmed(-10.9%) | |
| 13 | $7.5M | 9.8K | 1.44% | Trimmed(-1.1%) | |
| 14 | $6.8M | 44.8K | 1.30% | Trimmed(-25.5%) | |
| 15 | $6.6M | 178.8K | 1.26% | Added(+1.4%) | |
| 16 | $6.2M | 17.5K | 1.19% | Added(+3.8%) | |
| 17 | $5.9M | 23.6K | 1.13% | Added(+20.3%) | |
| 18 | $5.9M | 84.9K | 1.13% | Added(+38.8%) | |
| 19 | $5.6M | 203.2K | 1.07% | Added(+0.7%) | |
| 20 | $5.5M | 127.8K | 1.05% | Trimmed(-1.0%) |