We are live on
!
Find out more
TW
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 | |
|---|---|---|---|---|---|---|---|
126
PNC Financial Services
PNC
$87.6B
| $527K | 0.09% |
+2,522
| New | +$487K |
2025 Q4
0 quarters
|
|
127
Amgen
AMGN
$220B
| $506K | 0.09% |
+1,547
| New | +$491K |
2025 Q4
0 quarters
|
|
128
GE Aerospace
GE
$317B
| $506K | 0.09% |
+1,643
| New | +$495K |
2025 Q4
0 quarters
|
|
129
Arista Networks
ANET
$266B
| $499K | 0.09% |
+3,811
| New | +$525K |
2025 Q4
0 quarters
|
|
130
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
| $492K | 0.09% |
+7,318
| New | +$491K |
2025 Q4
0 quarters
|
|
131
Palo Alto Networks
PANW
$326B
| $486K | 0.09% |
+2,640
| New | +$533K |
2025 Q4
0 quarters
|
|
132
Deere & Co
DE
$176B
| $471K | 0.08% |
+1,012
| New | +$475K |
2025 Q4
0 quarters
|
|
133
KeyCorp
KEY
$21.4B
| $470K | 0.08% |
+22,791
| New | +$424K |
2025 Q4
0 quarters
|
|
134
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.15B
| $470K | 0.08% |
+16,628
| New | +$464K |
2025 Q4
0 quarters
|
|
135
Lockheed Martin
LMT
$117B
| $464K | 0.08% |
+959
| New | +$459K |
2025 Q4
0 quarters
|
|
136
Boeing
BA
$148B
| $448K | 0.08% |
+2,062
| New | +$424K |
2025 Q4
0 quarters
|
|
137
Philip Morris
PM
$313B
| $447K | 0.08% |
+2,789
| New | +$432K |
2025 Q4
0 quarters
|
|
138
State Street Blackstone High Income ETF
HYBL
$571M
| $447K | 0.08% |
+15,712
| New | +$447K |
2025 Q4
0 quarters
|
|
139
Intel
INTC
$566B
| $444K | 0.08% |
+12,025
| New | +$454K |
2025 Q4
0 quarters
|
|
140
Vanguard Morningstar Mid-Cap ETF
VO
$105B
| $438K | 0.08% |
+6,040
| New | +$439K |
2025 Q4
0 quarters
|
|
141
iShares MSCI USA Min Vol Factor ETF
USMV
$23.8B
| $429K | 0.08% |
+4,552
| New | +$429K |
2025 Q4
0 quarters
|
|
142
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.42B
| $424K | 0.08% |
+1,759
| New | +$418K |
2025 Q4
0 quarters
|
|
143
iShares Bitcoin Trust
IBIT
$65.4B
| $423K | 0.08% |
+8,515
| New | +$484K |
2025 Q4
0 quarters
|
|
144
Vanguard Morningstar Small-Cap ETF
VB
$77.6B
| $422K | 0.08% |
+1,636
| New | +$419K |
2025 Q4
0 quarters
|
|
145
Invesco S&P 500 Equal Weight ETF
RSP
$97B
| $420K | 0.07% |
+2,193
| New | +$416K |
2025 Q4
0 quarters
|
|
146
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
| $419K | 0.07% |
+9,785
| New | +$420K |
2025 Q4
0 quarters
|
|
147
First Trust NASDAQ Cybersecurity ETF
CIBR
$17.9B
| $419K | 0.07% |
+5,861
| New | +$439K |
2025 Q4
0 quarters
|
|
148
TransDigm Group
TDG
$60.2B
| $416K | 0.07% |
+313
| New | +$410K |
2025 Q4
0 quarters
|
|
149
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.8B
| $415K | 0.07% |
+3,475
| New | +$412K |
2025 Q4
0 quarters
|
|
150
Vanguard Dividend Appreciation ETF
VIG
$111B
| $406K | 0.07% |
+1,846
| New | +$403K |
2025 Q4
0 quarters
|
|
Similar funds
CC
BA
CCA
EGWAG
W
OFS
VPP
DAM
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.