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Tempo Wealth Portfolio holdings
AUM
$675M
This Fund
S&P 500
This Quarter
Est. Return
+4.65%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$561M
AUM Growth
–
Cap. Flow
+$553M
Cap. Flow
% of AUM
98.58%
Top 10 Holdings %
Top 10 Hldgs %
43.93%
Holding
214
New
214
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Parker-Hannifin
PH
|
+$73.5M |
| 2 |
Progressive
PGR
|
+$33.3M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$19.6M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$19.2M |
| 5 |
Apple
AAPL
|
+$17.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 44.4% |
| 2 | Industrials | 16.41% |
| 3 | Technology | 14.89% |
| 4 | Financials | 10.7% |
| 5 | Communication Services | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Rocket Lab Corp
RKLB
$43.7B
| $1.85M | 0.33% |
+26,454
| New | +$1.52M |
2025 Q4
0 quarters
|
|
52
iShares 20+ Year Treasury Bond ETF
TLT
$46.7B
| $1.81M | 0.32% |
+20,765
| New | +$1.86M |
2025 Q4
0 quarters
|
|
53
FT Vest Fund of Buffer ETFs
BUFR
$10.8B
| $1.79M | 0.32% |
+52,118
| New | +$1.76M |
2025 Q4
0 quarters
|
|
54
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.9B
| $1.69M | 0.3% |
+20,435
| New | +$1.68M |
2025 Q4
0 quarters
|
|
55
Oracle
ORCL
$411B
| $1.65M | 0.29% |
+8,477
| New | +$2.02M |
2025 Q4
0 quarters
|
|
56
Blackrock
BLK
$165B
| $1.64M | 0.29% |
+1,531
| New | +$1.67M |
2025 Q4
0 quarters
|
|
57
Constellation Energy
CEG
$101B
| $1.63M | 0.29% |
+4,619
| New | +$1.68M |
2025 Q4
0 quarters
|
|
58
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.03B
| $1.62M | 0.29% |
+13,336
| New | +$1.62M |
2025 Q4
0 quarters
|
|
59
Walmart Inc
WMT
$877B
| $1.5M | 0.27% |
+13,454
| New | +$1.44M |
2025 Q4
0 quarters
|
|
60
Home Depot
HD
$295B
| $1.5M | 0.27% |
+4,353
| New | +$1.59M |
2025 Q4
0 quarters
|
|
61
Southern Company
SO
$99.1B
| $1.48M | 0.26% |
+16,949
| New | +$1.55M |
2025 Q4
0 quarters
|
|
62
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $1.47M | 0.26% |
+23,579
| New | +$1.44M |
2025 Q4
0 quarters
|
|
63
Sherwin-Williams
SHW
$77.9B
| $1.47M | 0.26% |
+4,533
| New | +$1.52M |
2025 Q4
0 quarters
|
|
64
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.23B
| $1.45M | 0.26% |
+74,066
| New | +$1.45M |
2025 Q4
0 quarters
|
|
65
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
| $1.44M | 0.26% |
+73,001
| New | +$1.44M |
2025 Q4
0 quarters
|
|
66
iShares Select Dividend ETF
DVY
$22.7B
| $1.43M | 0.25% |
+10,129
| New | +$1.43M |
2025 Q4
0 quarters
|
|
67
Vanguard Morningstar Total Stock Market ETF
VTI
$693B
| $1.39M | 0.25% |
+4,145
| New | +$1.38M |
2025 Q4
0 quarters
|
|
68
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.04B
| $1.31M | 0.23% |
+11,826
| New | +$1.32M |
2025 Q4
0 quarters
|
|
69
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.28B
| $1.3M | 0.23% |
+15,067
| New | +$1.29M |
2025 Q4
0 quarters
|
|
70
Procter & Gamble
PG
$350B
| $1.26M | 0.22% |
+8,787
| New | +$1.3M |
2025 Q4
0 quarters
|
|
71
Shopify
SHOP
$212B
| $1.26M | 0.22% |
+7,807
| New | +$1.25M |
2025 Q4
0 quarters
|
|
72
iShares Global Tech ETF
IXN
$9.8B
| $1.24M | 0.22% |
+11,781
| New | +$1.24M |
2025 Q4
0 quarters
|
|
73
State Street Financial Select Sector SPDR ETF
XLF
$50.7B
| $1.21M | 0.22% |
+22,161
| New | +$1.18M |
2025 Q4
0 quarters
|
|
74
Invesco S&P MidCap Low Volatility ETF
XMLV
$692M
| $1.2M | 0.21% |
+19,297
| New | +$1.21M |
2025 Q4
0 quarters
|
|
75
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
| $1.19M | 0.21% |
+7,715
| New | +$1.16M |
2025 Q4
0 quarters
|
|
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Tempo Wealth's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Tempo Wealth, which disclosed 214 positions worth $561M. Its ten largest holdings account for 44% of the portfolio.
Its largest position is Parker-Hannifin: 89,838 shares worth $79M.
By sector, the portfolio is most concentrated in Miscellaneous at 44% of assets, followed by Industrials and Technology.
- Tempo Wealth's largest Q4 2025 buy was Parker-Hannifin: 89,838 shares worth $79M.
- Tempo Wealth's ten largest holdings make up 44% of its $561M portfolio in Q4 2025.
- Tempo Wealth disclosed 214 positions in Q4 2025, its first 13F filing on record.
Based on Tempo Wealth's 13F filing for Q4 2025, filed 25 Feb 2026.