Tempus Wealth Planning’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Tempus Wealth Planning’s Portfolio GARP Stock Details GARP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.54M	Buy	+18,065	New	+$1.49M	0.3%	94

Other funds holding GARP

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Tempus Wealth Planning's GARP Position: Q3 2026 in Review

Tempus Wealth Planning opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q3 2026: 18,065 shares worth $1.54M. The stake represents 0.3% of the portfolio and ranks #94 among its holdings.

19 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

Tempus Wealth Planning held 18,065 shares of iShares MSCI USA Quality GARP ETF worth $1.54M as of Q3 2026.
iShares MSCI USA Quality GARP ETF was a new Tempus Wealth Planning position in Q3 2026.
iShares MSCI USA Quality GARP ETF made up 0.3% of Tempus Wealth Planning's portfolio in Q3 2026, its #94 holding.
19 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.