Long-term investor
Tempus Wealth Planning, LLC @tempuswealthplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001806428).
Record
- Tracked since 2025-06-30 (448 days), 174 trades recorded
- Returns: week n/a · month n/a · 90 days +12.2% · 6 months n/a · 1 year +18.0% · all +18.0%
- Max drawdown n/a · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 369604301 · 6.4% · long · since 2025-06-30
- GEV · 4.9% · long · since 2025-06-30
- 14020W106 · 2.4% · long · since 2025-06-30
- NVDA · 2.3% · long · since 2025-06-30
- 46090E103 · 2.3% · long · since 2025-06-30
- 808524839 · 2.2% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- 46138E339 · 1.9% · long · since 2025-06-30
- 78462F103 · 1.7% · long · since 2025-06-30
- 78464A854 · 1.7% · long · since 2025-06-30
- 78464A805 · 1.7% · long · since 2025-06-30
- 808524201 · 1.7% · long · since 2025-06-30