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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 %
98.58%
Top 10 Hldgs %
43.93%
Holding
214
New
214
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
PH icon
Parker-Hannifin
PH
+$73.5M
2
PGR icon
Progressive
PGR
+$33.3M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$19.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.2M
5
AAPL icon
Apple
AAPL
+$17.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 16.41%
2 Technology 14.89%
3 Financials 10.7%
4 Communication Services 4.71%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNC icon
126
PNC Financial Services
PNC
$98.3B
$527K 0.09%
+2,522
New +$487K
AMGN icon
127
Amgen
AMGN
$239B
$506K 0.09%
+1,547
New +$491K
GE icon
128
GE Aerospace
GE
$370B
$506K 0.09%
+1,643
New +$495K
ANET icon
129
Arista Networks
ANET
$235B
$499K 0.09%
+3,811
New +$525K
IEMG icon
130
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$492K 0.09%
+7,318
New +$491K
PANW icon
131
Palo Alto Networks
PANW
$293B
$486K 0.09%
+2,640
New +$533K
DE icon
132
Deere & Co
DE
$157B
$471K 0.08%
+1,012
New +$475K
KEY icon
133
KeyCorp
KEY
$23.6B
$470K 0.08%
+22,791
New +$424K
BUFD icon
134
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.01B
$470K 0.08%
+16,628
New +$464K
LMT icon
135
Lockheed Martin
LMT
$136B
$464K 0.08%
+959
New +$459K
BA icon
136
Boeing
BA
$176B
$448K 0.08%
+2,062
New +$424K
PM icon
137
Philip Morris
PM
$296B
$447K 0.08%
+2,789
New +$432K
HYBL icon
138
State Street Blackstone High Income ETF
HYBL
$577M
$447K 0.08%
+15,712
New +$447K
INTC icon
139
Intel
INTC
$491B
$444K 0.08%
+12,025
New +$454K
VO icon
140
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$438K 0.08%
+6,040
New +$439K
USMV icon
141
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$429K 0.08%
+4,552
New +$429K
XAR icon
142
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.45B
$424K 0.08%
+1,759
New +$418K
IBIT icon
143
iShares Bitcoin Trust
IBIT
$51.2B
$423K 0.08%
+8,515
New +$484K
VB icon
144
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$422K 0.08%
+1,636
New +$419K
RSP icon
145
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$420K 0.07%
+2,193
New +$416K
SHYG icon
146
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$419K 0.07%
+9,785
New +$420K
CIBR icon
147
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.1B
$419K 0.07%
+5,861
New +$439K
TDG icon
148
TransDigm Group
TDG
$67.6B
$416K 0.07%
+313
New +$410K
XLY icon
149
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$415K 0.07%
+3,475
New +$412K
VIG icon
150
Vanguard Dividend Appreciation ETF
VIG
$114B
$406K 0.07%
+1,846
New +$403K
4 5
6
7 8

Similar funds

CC
Cadinha & Co Honolulu, Hawaii $675M AUM 30.64% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $673M AUM 20.81% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

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 Industrials at 16% of assets, followed by Technology and Financials.

  • 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.