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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 | |
|---|---|---|---|---|---|---|---|
201
iShares Russell Mid-Cap ETF
IWR
$56.1B
| $216K | 0.04% |
+2,245
| New | +$216K |
2025 Q4
0 quarters
|
|
202
OneMain Financial
OMF
$6.49B
| $216K | 0.04% |
+3,199
| New | +$195K |
2025 Q4
0 quarters
|
|
203
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.45B
| $214K | 0.04% |
+4,278
| New | +$214K |
2025 Q4
0 quarters
|
|
204
Texas Instruments
TXN
$263B
| $210K | 0.04% |
+1,211
| New | +$207K |
2025 Q4
0 quarters
|
|
205
Vanguard Financials ETF
VFH
$12.7B
| $209K | 0.04% |
+1,567
| New | +$204K |
2025 Q4
0 quarters
|
|
206
Datadog
DDOG
$98.3B
| $208K | 0.04% |
+1,530
| New | +$242K |
2025 Q4
0 quarters
|
|
207
VanEck Gold Miners ETF
GDX
$25.9B
| $208K | 0.04% |
+2,422
| New | +$191K |
2025 Q4
0 quarters
|
|
208
Dominion Energy
D
$54.3B
| $206K | 0.04% |
+3,522
| New | +$212K |
2025 Q4
0 quarters
|
|
209
Dutch Bros
BROS
$5.49B
| $203K | 0.04% |
+3,312
| New | +$188K |
2025 Q4
0 quarters
|
|
210
Enbridge
ENB
$104B
| $203K | 0.04% |
+4,236
| New | +$202K |
2025 Q4
0 quarters
|
|
211
Truist Financial
TFC
$56.4B
| $201K | 0.04% |
+4,086
| New | +$188K |
2025 Q4
0 quarters
|
|
212
Intuitive Surgical
ISRG
$147B
| $201K | 0.04% |
+355
| New | +$189K |
2025 Q4
0 quarters
|
|
213
Nuveen Preferred & Income Opportunities Fund
JPC
$2.5B
| $106K | 0.02% |
+13,034
| New | +$106K |
2025 Q4
0 quarters
|
|
|
EZRA
214
Reliance Global Group
EZRA
$3.71M
| $7.39K | ﹤0.01% |
+362
| New | +$11.3K |
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.