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Steven B. Sturner

Tempus Wealth Planning, Llc

Assets Managed
$511.35M
Holdings
282
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
17.5%(2Q avg: 8.61%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Tempus Wealth Planning, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 282 positions.

Assets under management

The assets under management (AUM) of Tempus Wealth Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 511.35M in assets, with a quarterly growth rate of 17.5% and a 2-quarter average growth rate of 8.61%. The portfolio is managed by Steven B. Sturner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GE
General Electric
Recent Activity
Increased 0.04%
6.43%
$32.838M
87,866 shares@ $373.74 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -0.29%
4.91%
$25.061M
21,331 shares@ $1174.87 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 2.87%
2.45%
$12.483M
253,313 shares@ $49.29 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -8.94%
2.32%
$11.834M
59,143 shares@ $200.1 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 11.84%
2.3%
$11.728M
15,926 shares@ $736.39 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 12.41%
2.24%
$11.45M
495,023 shares@ $23.14 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.35%
2.02%
$10.324M
35,679 shares@ $289.36 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 9.49%
1.9%
$9.714M
60,131 shares@ $161.54 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 12.42%
1.74%
$8.865M
11,871 shares@ $746.76 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 47.88%
1.72%
$8.792M
100,050 shares@ $87.89 avg price

1-10 of 282