Tempo Wealth, LLC
13F Reported Value
ⓘ$675.2M
Holdings
237
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Tempo Wealth, LLC disclosed 237 positions worth $675.2M in its Form 13F-HR for Q2 2026, led by $PH (Parker-Hannifin Corp) at 10.6% of the equity portfolio, followed by $PGR and $SPY. During the quarter the fund opened 26 new positions and exited 3 and a full exit from $SLV. The portfolio is most concentrated in Other (40.0% of disclosed assets). All figures are sourced directly from Tempo Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2112005.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 65.8#457
Quality
$71.8M73,404 sh - 80.1#27
Quality
$39.2M179,428 sh - —
Quality
$23.3M31,162 sh SPDR SERIES TRUST - ST STR P500GRW
—Quality
$22.0M184,561 sh- 78.2
Quality
$20.1M56,376 sh - 76.4
Quality
$19.2M66,394 sh - —
Quality
$19.1M25,928 sh - 79.8
Quality
$19.0M32,677 sh - 85.9
Quality
$18.7M93,287 sh ISHARES TR - CORE S&P500 ETF
—Quality
$18.1M24,165 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Parker-Hannifin Corp$PH | 65.8#457 | $71.8M | 73,404 |
 PROGRESSIVE CORP/OH/$PGR | 80.1#27 | $39.2M | 179,428 |
 SPDR S&P 500 ETF TRUST$SPY | — | $23.3M | 31,162 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $22.0M | 184,561 |
 Alphabet Inc.$GOOG | 78.2 | $20.1M | 56,376 |
 Apple Inc.$AAPL | 76.4 | $19.2M | 66,394 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $19.1M | 25,928 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $19.0M | 32,677 |
 NVIDIA CORP$NVDA | 85.9 | $18.7M | 93,287 |
| ISHARES TR - CORE S&P500 ETF | — | $18.1M | 24,165 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tempo Wealth, LLC's 237 positions.
Showing top 10 of 237 holdings.
Sector Allocation
Other
$270.2M
Technology
$155.6M
Financials
$101.7M
Industrials
$90.8M
Consumer Discretionary
$31.1M
Healthcare
$12.1M
Utilities
$5.4M
Consumer Staples
$3.6M
Top Holdings — Tempo Wealth, LLC (Q2 2026)
Top 150 of 237 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PH | Parker-Hannifin Corp | $71.8M | 10.6% | -20% | 65.8 |
| 2 | $PGR | PROGRESSIVE CORP/OH/ | $39.2M | 5.8% | +13% | 80.1 |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $23.3M | 3.5% | -0% | — |
| 4 | — | SPDR SERIES TRUST - ST STR P500GRW | $22.0M | 3.3% | -0% | — |
| 5 | $GOOG | Alphabet Inc. | $20.1M | 3.0% | +4% | 78.2 |
| 6 | $AAPL | Apple Inc. | $19.2M | 2.9% | +2% | 76.4 |
| 7 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $19.1M | 2.8% | +1% | — |
| 8 | $AMD | ADVANCED MICRO DEVICES INC | $19.0M | 2.8% | -1% | 79.8 |
| 9 | $NVDA | NVIDIA CORP | $18.7M | 2.8% | +7% | 85.9 |
| 10 | — | ISHARES TR - CORE S&P500 ETF | $18.1M | 2.7% | +4% | — |
| 11 | — | SPDR SERIES TRUST - ST STR P500VAL | $17.5M | 2.6% | -2% | — |
| 12 |  $AMZN | AMAZON COM INC | $13.4M | 2.0% | +3% | 68.7 |
| 13 | — | ISHARES TR - CORE S&P SCP ETF | $12.7M | 1.9% | -1% | — |
| 14 |  $AVGO | Broadcom Inc. | $12.2M | 1.8% | +2% | 84.5 |
| 15 | — | VANGUARD INDEX FDS - VALUE ETF | $11.5M | 1.7% | -1% | — |
| 16 |  $MSFT | MICROSOFT CORP | $10.9M | 1.6% | +11% | 79.8 |
| 17 |  $MU | MICRON TECHNOLOGY INC | $10.3M | 1.5% | -0% | 86.2 |
| 18 | — | ISHARES TR - CORE S&P MCP ETF | $10.1M | 1.5% | +4% | — |
| 19 |  $IVZ | Invesco Ltd. | $9.2M | 1.4% | +5% | — |
| 20 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $9.0M | 1.3% | -32% | — |
| 21 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $8.2M | 1.2% | +1% | — |
| 22 | — | ISHARES TR - CORE DIV GRWTH | $7.9M | 1.2% | -4% | — |
| 23 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $7.2M | 1.1% | +1635% | — |
| 24 | — | SPDR SERIES TRUST - ST STR R1K LOWV | $7.2M | 1.1% | -1% | — |
| 25 | — | PACER FDS TR - US CASH COWS 100 | $6.4M | 0.9% | -2% | — |
| 26 | — | VANGUARD INDEX FDS - GROWTH ETF | $6.1M | 0.9% | +493% | — |
| 27 |  $MA | Mastercard Inc | $6.0M | 0.9% | +4% | 85.1 |
| 28 | — | ISHARES TR - MSCI USA QLT FCT | $5.8M | 0.8% | -1% | — |
| 29 |  $META | Meta Platforms, Inc. | $5.4M | 0.8% | +11% | 79.6 |
| 30 |  $GOOGL | Alphabet Inc. | $5.0M | 0.8% | +2% | 78.2 |
| 31 | — | ISHARES TR - FLTG RATE NT ETF | $5.0M | 0.7% | +12% | — |
| 32 |  $JPM | JPMORGAN CHASE & CO | $4.9M | 0.7% | +10% | 70.7 |
| 33 | — | ISHARES TR - MSCI EAFE ETF | $4.8M | 0.7% | +4% | — |
| 34 |  $TSLA | Tesla, Inc. | $4.7M | 0.7% | +1% | 53.9 |
| 35 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.6M | 0.7% | +2% | 66.2 |
| 36 |  $STT | STATE STREET CORP | $4.6M | 0.7% | +1% | 71.5 |
| 37 |  $JNJ | JOHNSON & JOHNSON | $4.6M | 0.7% | +5% | 69 |
| 38 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.2M | 0.6% | +4% | 73.8 |
| 39 |  $GS | GOLDMAN SACHS GROUP INC | $4.0M | 0.6% | +10% | 73.5 |
| 40 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $3.5M | 0.5% | -4% | — |
| 41 | — | ISHARES TR - MSCI USA MMENTM | $3.5M | 0.5% | -0% | — |
| 42 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.4M | 0.5% | +0% | — |
| 43 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | $3.3M | 0.5% | -0% | — |
| 44 |  $RKLB | Rocket Lab Corp | $3.2M | 0.5% | +16% | 39.9 |
| 45 | $IVZ | Invesco Ltd. | $3.1M | 0.5% | -9% | — |
| 46 |  $LOW | LOWES COMPANIES INC | $3.1M | 0.5% | +8% | 60.8 |
| 47 |  $PLTR | Palantir Technologies Inc. | $3.0M | 0.5% | +19% | 84.6 |
| 48 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $3.0M | 0.4% | -2% | — |
| 49 |  $V | VISA INC. | $2.9M | 0.4% | +5% | 82.9 |
| 50 |  $CRWD | CrowdStrike Holdings, Inc. | $2.8M | 0.4% | +52% | 67.7 |
| 51 | — | ISHARES TR - CORE S&P TTL STK | $2.6M | 0.4% | -0% | — |
| 52 |  $ORLY | O REILLY AUTOMOTIVE INC | $2.6M | 0.4% | -2% | 67.4 |
| 53 | — | ISHARES TR - ISHARES SEMICDTR | $2.4M | 0.4% | -0% | — |
| 54 | $IVZ | Invesco Ltd. | $2.3M | 0.3% | +1% | — |
| 55 |  $SO | SOUTHERN CO | $2.2M | 0.3% | +14% | 62 |
| 56 |  $VRT | Vertiv Holdings Co | $2.2M | 0.3% | +14% | 81 |
| 57 |  $GEV | GE Vernova Inc. | $2.1M | 0.3% | +30% | 81.1 |
| 58 |  $BLK | BlackRock, Inc. | $2.1M | 0.3% | +21% | 70 |
| 59 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.0M | 0.3% | +8% | — |
| 60 |  $WMT | Walmart Inc. | $2.0M | 0.3% | +11% | 60.2 |
| 61 | $IVZ | Invesco Ltd. | $2.0M | 0.3% | -5% | — |
| 62 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.0M | 0.3% | +109% | — |
| 63 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | $2.0M | 0.3% | -0% | — |
| 64 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.0M | 0.3% | +8% | — |
| 65 |  $MRVL | Marvell Technology, Inc. | $2.0M | 0.3% | +0% | 76.5 |
| 66 |  $CAT | CATERPILLAR INC | $1.9M | 0.3% | +23% | 66.5 |
| 67 |  $HD | HOME DEPOT, INC. | $1.7M | 0.3% | +14% | 60.3 |
| 68 |  $SHW | SHERWIN WILLIAMS CO | $1.7M | 0.3% | +9% | 61.3 |
| 69 | — | ISHARES TR - 20 YR TR BD ETF | $1.7M | 0.3% | -34% | — |
| 70 |  $INTC | INTEL CORP | $1.7M | 0.3% | +0% | 45.6 |
| 71 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.6M | 0.2% | -4% | — |
| 72 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $1.6M | 0.2% | +0% | — |
| 73 | — | ISHARES TR - GLOBAL TECH ETF | $1.6M | 0.2% | -2% | — |
| 74 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $1.6M | 0.2% | +390% | — |
| 75 |  $LLY | ELI LILLY & Co | $1.6M | 0.2% | +42% | 87.5 |
| 76 | $IVZ | Invesco Ltd. | $1.6M | 0.2% | -4% | — |
| 77 |  $PG | PROCTER & GAMBLE Co | $1.6M | 0.2% | +11% | 64.6 |
| 78 | $IVZ | Invesco Ltd. | $1.5M | 0.2% | -10% | — |
| 79 | — | ISHARES TR - SELECT DIVID ETF | $1.5M | 0.2% | -9% | — |
| 80 |  $CEG | Constellation Energy Corp | $1.5M | 0.2% | +15% | 59.4 |
| 81 |  $ORCL | ORACLE CORP | $1.5M | 0.2% | +18% | 66.2 |
| 82 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $1.4M | 0.2% | -12% | — |
| 83 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $1.4M | 0.2% | -1% | — |
| 84 |  $AMAT | APPLIED MATERIALS INC /DE | $1.4M | 0.2% | +38% | 72.3 |
| 85 | — | ISHARES TR - USD INV GRDE ETF | $1.3M | 0.2% | -3% | — |
| 86 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.3M | 0.2% | +6% | 64.4 |
| 87 | — | ISHARES TR - MSCI EAFE MIN VL | $1.3M | 0.2% | +1% | — |
| 88 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.3M | 0.2% | +1% | — |
| 89 |  $XOM.R34088 | EXXON MOBIL CORP | $1.3M | 0.2% | +14% | 57.9 |
| 90 |  $FTNT | Fortinet, Inc. | $1.3M | 0.2% | -4% | 80.1 |
| 91 | $IVZ | Invesco Ltd. | $1.3M | 0.2% | -1% | — |
| 92 |  $AXP | AMERICAN EXPRESS CO | $1.2M | 0.2% | +98% | 69.4 |
| 93 | — | VANGUARD WORLD FD - INF TECH ETF | $1.2M | 0.2% | +705% | — |
| 94 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | -3% | — |
| 95 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.2M | 0.2% | -22% | — |
| 96 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.2M | 0.2% | +4% | 70 |
| 97 |  $ETN | Eaton Corp plc | $1.1M | 0.2% | -4% | — |
| 98 |  $ANET | Arista Networks, Inc. | $1.1M | 0.2% | +46% | 81.9 |
| 99 |  $DDOG | Datadog, Inc. | $1.1M | 0.2% | +56% | 71.4 |
| 100 |  $PANW | Palo Alto Networks Inc | $1.1M | 0.2% | +11% | 65.5 |
| 101 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $1.1M | 0.2% | +0% | 60.1 |
| 102 |  $ALPS | Alps Group Inc | $1.1M | 0.2% | -2% | — |
| 103 |  $UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.2% | +6% | 62.7 |
| 104 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $1.0M | 0.2% | +3% | — |
| 105 |  $SHOP | SHOPIFY INC. | $1.0M | 0.1% | +3% | 64.9 |
| 106 |  $GE | GENERAL ELECTRIC CO | $1.0M | 0.1% | +9% | 73.8 |
| 107 | $IVZ | Invesco Ltd. | $988,780 | 0.1% | -2% | — |
| 108 | $IVZ | Invesco Ltd. | $931,861 | 0.1% | -9% | — |
| 109 |  $QBTS | D-Wave Quantum Inc. | $931,051 | 0.1% | +4% | 27.9 |
| 110 |  $RTX | RTX Corp | $918,617 | 0.1% | +29% | 73.2 |
| 111 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $913,801 | 0.1% | -6% | — |
| 112 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $882,708 | 0.1% | +19% | 62.9 |
| 113 |  $BX | Blackstone Inc. | $878,423 | 0.1% | -4% | 74.4 |
| 114 | — | ISHARES TR - CORE MSCI EAFE | $870,502 | 0.1% | -8% | — |
| 115 | — | ISHARES TR - S&P 500 VAL ETF | $852,108 | 0.1% | +9% | — |
| 116 |  $DE | DEERE & CO | $840,901 | 0.1% | +26% | 55.4 |
| 117 |  $RGTI | Rigetti Computing, Inc. | $835,550 | 0.1% | +6% | 14.3 |
| 118 |  $LMT | LOCKHEED MARTIN CORP | $805,519 | 0.1% | +38% | 65.6 |
| 119 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | $795,878 | 0.1% | -1% | — |
| 120 |  $WTW | WILLIS TOWERS WATSON PLC | $779,396 | 0.1% | -6% | — |
| 121 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $771,367 | 0.1% | +0% | — |
| 122 |  $CSCO | CISCO SYSTEMS, INC. | $751,770 | 0.1% | -1% | 70.3 |
| 123 |  $ABBV | AbbVie Inc. | $732,167 | 0.1% | +4% | 72.6 |
| 124 |  $AMGN | AMGEN INC | $704,366 | 0.1% | +25% | 79.2 |
| 125 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $691,167 | 0.1% | +2% | 73.7 |
| 126 |  $CRM | Salesforce, Inc. | $689,927 | 0.1% | +5% | 77 |
| 127 |  $ASML | ASML HOLDING NV | $686,586 | 0.1% | +4% | — |
| 128 | — | ISHARES TR - RUS 1000 GRW ETF | $670,822 | 0.1% | +300% | — |
| 129 | — | SPDR SERIES TRUST - ST STR SP AERO | $666,666 | 0.1% | -2% | — |
| 130 |  $IQV | IQVIA HOLDINGS INC. | $657,334 | 0.1% | -2% | 61.4 |
| 131 |  $WM | WASTE MANAGEMENT INC | $652,479 | 0.1% | +5% | 67.6 |
| 132 | — | INNOVATOR ETFS TRUST - EQUITY DEF PROTN | $645,894 | 0.1% | +0% | — |
| 133 | — | ISHARES INC - MSCI GBL MIN VOL | $623,071 | 0.1% | +1% | — |
| 134 |  $BKNG | Booking Holdings Inc. | $611,155 | 0.1% | +2249% | 58.5 |
| 135 | — | ISHARES INC - CORE MSCI EMKT | $597,520 | 0.1% | -5% | — |
| 136 | — | ISHARES TR - ESG AWRE 1 5 YR | $595,216 | 0.1% | -5% | — |
| 137 |  $GLD | SPDR GOLD TRUST | $574,967 | 0.1% | -6% | — |
| 138 |  $KEY | KEYCORP /NEW/ | $574,016 | 0.1% | +5% | 70.8 |
| 139 |  $BAC | BANK OF AMERICA CORP /DE/ | $573,746 | 0.1% | +40% | 67.6 |
| 140 |  $MRK | Merck & Co., Inc. | $566,046 | 0.1% | +67% | 59.9 |
| 141 |  $LTBR | LIGHTBRIDGE Corp | $560,433 | 0.1% | -7% | — |
| 142 |  $OMF | OneMain Holdings, Inc. | $553,126 | 0.1% | +18% | 66.4 |
| 143 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $536,962 | 0.1% | NEW | — |
| 144 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $527,943 | 0.1% | +0% | — |
| 145 | — | ETF SER SOLUTIONS - DEFIANCE SPACE A | $522,204 | 0.1% | +0% | — |
| 146 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $520,782 | 0.1% | +103% | — |
| 147 |  $IBIT | iShares Bitcoin Trust ETF | $500,736 | 0.1% | -6% | — |
| 148 |  $IONQ | IonQ, Inc. | $500,000 | 0.1% | +9% | 30.2 |
| 149 |  $PM | Philip Morris International Inc. | $498,536 | 0.1% | +1% | 75.9 |
| 150 |  $HOOD | Robinhood Markets, Inc. | $488,546 | 0.1% | +36% | 82.1 |
New Positions (26)
$NOW ServiceNow, Inc.$468,685
$C CITIGROUP INC$386,060
$GLW CORNING INC /NY$349,687
$SCHW SCHWAB CHARLES CORP$269,038
$HWM Howmet Aerospace Inc.$261,589
$GILD GILEAD SCIENCES, INC.$244,745
$AXON AXON ENTERPRISE, INC.$241,062
$BROS Dutch Bros Inc.$237,835
$CDNS CADENCE DESIGN SYSTEMS INC$232,323
$TJX TJX COMPANIES INC /DE/$216,183
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