Tempo Wealth, LLC

Open in PORT →← all managers

CIK 2112005

13F portfolio (2026-Q1)

$573M

Positions

213

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

213

Top 5

29.5%

Top 10

43.0%

Effective N

28.4

HHI

0.035

This quarter

11 new · 0 exit →

By sector

Unclassified45.8%

Industrials16.6%

Information Technology14.2%

Financials10.2%

Consumer Discretionary5.7%

Communication Services4.4%

Health Care1.3%

Utilities0.7%

Other1.0%

By market cap

Unknown46.3%

Mega (>$200B)26.8%

Large ($10–200B)26.5%

Mid ($2–10B)0.3%

Micro (<$300M)0.1%

By region

North America53.7%

Other45.8%

Asia-Pacific0.4%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	46.44%	104
Machinery	15.14%	7
Semiconductors & Semiconductor Equipment	7.11%	11
Insurance	5.86%	5
Specialty Retail	4.72%	8
Software & IT Services	4.53%	6
Technology Hardware & Equipment	3.49%	7
Software	3.01%	7
Commercial Services & Supplies	1.51%	3
Pharmaceuticals & Biotechnology	1.22%	7
Aerospace & Defense	1.19%	8
Capital Markets	1.12%	6
Banks	1.10%	6
Utilities	0.74%	5
Automobiles & Components	0.72%	1
Chemicals	0.42%	3
Oil, Gas & Consumable Fuels	0.34%	3
Electrical Equipment & Components	0.33%	2
Distributors	0.14%	2
Beverages	0.13%	2
Transportation Infrastructure	0.11%	1
Life Sciences Tools & Services	0.10%	1
Tobacco	0.08%	1
Diversified Telecommunication Services	0.08%	1
Hotels, Restaurants & Leisure	0.07%	1
Media & Entertainment	0.07%	1
Equity Real Estate Investment Trusts (REITs)	0.07%	1
Road & Rail	0.05%	1
Communications Equipment	0.05%	1
Construction & Engineering	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	PH	Parker-Hannifin Corp	Industrials	14.38%
2	PGR	PROGRESSIVE CORP/OH/	Financials	5.47%
3	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	3.54%
4	SPYG	SPDR SERIES TRUST STATE STREET SPD	Unclassified	3.16%
5	SPYV	SPDR SERIES TRUST	Unclassified	2.89%
6	AAPL	Apple Inc.	Information Technology	2.89%
7	GOOGL	Alphabet Inc.	Communication Services	2.73%
8	NVDA	NVIDIA CORP	Information Technology	2.66%
9	IVV	ISHARES TR	Unclassified	2.65%
10	QQQ	INVESCO QQQ TR	Unclassified	2.60%

110/213 names classified · sector 54.2% of weight · industry 53.6% · mkt cap 53.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 2 quarters

IndustrialsPH, RKLB, LHX, LECO, CAT · other

Information TechnologyAAPL, NVDA, MSFT, AVGO, AMD · other

FinancialsPGR, MA, BRK.B, JPM, GS · other

Consumer DiscretionaryAMZN, TSLA, COST, LOW, ORLY · other

Communication ServicesGOOGL, META, GOOG, NFLX, TMUS

Health CareJNJ, LLY, IQV, ABBV, AMGN · other

UtilitiesSO, CEG, NEE, D, OKLO · other

MaterialsPG, LTBR, LIN

EnergyXOM, ENB, CVX

Consumer StaplesPM, KO, PEP

Real Estate

UnclassifiedSPY, SPYG, SPYV, IVV, QQQ · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 54.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (100 classified)Tempo Wealth, LLC centroid (Large Growth)

IndustrialsInformation TechnologyFinancialsConsumer DiscretionaryCommunication ServicesHealth CareUtilitiesEnergyMaterialsConsumer StaplesReal Estate

Style box summary for Tempo Wealth, LLC: centroid Large Growth. Heaviest cells: Large Growth 40.2%, Large Core 7.6%, Large Value 3.1%.

Classified: 52.2% of book weight (100/213 names) · unclassified 47.8%: SPY, SPYG, SPYV, IVV, QQQ, BND, IJR, VTV, IJH, DGRO +103 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 213 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	PHPARKER-HANNIFIN CORP	92,136	$82M	14.4%	ADD 3%
2	PGRPROGRESSIVE CORP	158,330	$31M	5.5%	ADD 7%
3	SPYSTATE STR SPDR S&P 500 ETF T	31,219	$20M	3.5%	ADD 10%
4	SPYGSPDR SERIES TRUST STATE STREET SPD	184,996	$18M	3.2%	HOLD
5	SPYVSPDR SERIES TRUST	293,156	$17M	2.9%	ADD 5%
6	AAPLAPPLE INC	65,294	$17M	2.9%	ADD 3%
7	GOOGLALPHABET INC	54,412	$16M	2.7%	ADD 5%
8	NVDANVIDIA CORPORATION	87,508	$15M	2.7%	HOLD
9	IVVISHARES TR	23,285	$15M	2.7%	ADD 5%
10	QQQINVESCO QQQ TR	25,785	$15M	2.6%	ADD 10%
11	BNDVANGUARD BD INDEX FDS	180,548	$13M	2.3%	ADD 19%
12	AMZNAMAZON COM INC	54,401	$11M	2.0%	ADD 6%
13	IJRISHARES TR	86,765	$11M	1.9%	ADD 2%
14	VTVVANGUARD INDEX FDS	53,572	$11M	1.8%	HOLD
15	AVGOBROADCOM INC	31,737	$10M	1.7%	HOLD
16	MSFTMICROSOFT CORP	26,174	$10M	1.7%	ADD 11%
17	IJHISHARES TR	126,266	$9M	1.5%	ADD 14%
18	DGROISHARES CORE DIVIDEND GROWTH ETF	108,757	$8M	1.3%	HOLD
19	VOOVANGUARD INDEX FDS	11,883	$7M	1.2%	ADD 2%
20	LGLVSPDR SERIES TRUST	39,823	$7M	1.2%	HOLD
21	QQQMINVESCO EXCH TRADED FD TR II	29,119	$7M	1.2%	ADD 15%
22	AMDADVANCED MICRO DEVICES INC	32,901	$7M	1.2%	HOLD
23	COWZPACER FDS TR	105,135	$7M	1.1%	HOLD
24	MAMASTERCARD INCORPORATED	11,255	$6M	1.0%	ADD 5%
25	VUGVANGUARD INDEX FDS	11,845	$5M	0.9%	TRIM −5%
26	QUALISHARES TR	26,370	$5M	0.9%	HOLD
27	METAMETA PLATFORMS INC	8,729	$5M	0.9%	ADD 15%
28	COSTCOSTCO WHSL CORP NEW	4,822	$5M	0.8%	ADD 5%
29	FLOTISHARES TR	86,632	$4M	0.8%	ADD 133%
30	EFAISHARES TR	44,160	$4M	0.7%	ADD 12%
31	JNJJOHNSON & JOHNSON	17,153	$4M	0.7%	HOLD
32	TSLATESLA INC	11,088	$4M	0.7%	ADD 2%
33	GOOGALPHABET INC	13,944	$4M	0.7%	HOLD
34	JPMJPMORGAN CHASE & CO	13,484	$4M	0.7%	ADD 19%
35	BRK.BBERKSHIRE HATHAWAY INC DEL	8,131	$4M	0.7%	ADD 3%
36	MDYGSPDR SERIES TRUST	40,401	$4M	0.7%	ADD 8%
37	BSCSINVESCO EXCH TRD SLF IDX FD	168,642	$3M	0.6%	ADD 41%
38	PLTRPALANTIR TECHNOLOGIES INC	21,927	$3M	0.6%	ADD 15%
39	LOWLOWES COS INC	13,005	$3M	0.5%	ADD 9%
40	GSGOLDMAN SACHS GROUP INC	3,600	$3M	0.5%	ADD 11%
41	MUMICRON TECHNOLOGY INC	8,959	$3M	0.5%	TRIM −7%
42	IVOOVanguard S&P Mid-Cap 400 Index Fund - ETF	25,263	$3M	0.5%	TRIM −2%
43	ORLYOREILLY AUTOMOTIVE INC	28,744	$3M	0.5%	HOLD
44	TLTISHARES TR	29,729	$3M	0.4%	ADD 43%
45	XLKSELECT SECTOR SPDR TR	19,162	$3M	0.4%	HOLD
46	SLYGSPDR SERIES TRUST	25,788	$2M	0.4%	ADD 8%
47	MTUMISHARES TR	10,207	$2M	0.4%	HOLD
48	TSMTAIWAN SEMICONDUCTOR MFG LTD	7,170	$2M	0.4%	HOLD
49	VVISA INC	7,958	$2M	0.4%	HOLD
50	ITOTISHARES TR	15,926	$2M	0.4%	HOLD
51	BKLNINVESCO EXCH TRADED FD TR II	109,554	$2M	0.4%	HOLD
52	BSCRINVESCO EXCH TRD SLF IDX FD	108,628	$2M	0.4%	ADD 49%
53	WMTWALMART INC	16,295	$2M	0.4%	ADD 21%
54	SOSOUTHERN CO	20,295	$2M	0.3%	ADD 20%
55	RKLBROCKET LAB CORP	27,277	$2M	0.3%	ADD 3%
56	VWOVANGUARD INTL EQUITY INDEX F	31,857	$2M	0.3%	ADD 83%
57	BLKBLACKROCK INC	1,779	$2M	0.3%	ADD 16%
58	BSCTINVESCO EXCH TRD SLF IDX FD	91,437	$2M	0.3%	ADD 62%
59	BSCQINVESCO EXCH TRD SLF IDX FD	84,386	$2M	0.3%	ADD 14%
60	VIOGVANGUARD ADMIRAL FDS INC	13,153	$2M	0.3%	HOLD
61	XLISELECT SECTOR SPDR TR	9,906	$2M	0.3%	ADD 30%
62	DVYISHARES TR	10,470	$2M	0.3%	ADD 3%
63	VEAVANGUARD TAX-MANAGED FDS	23,745	$2M	0.3%	HOLD
64	LHXL3HARRIS TECHNOLOGIES INC	4,360	$2M	0.3%	ADD 20%
65	BUFRFIRST TR EXCHNG TRADED FD VI	43,562	$1M	0.3%	TRIM −16%
66	SHWSHERWIN WILLIAMS CO	4,532	$1M	0.3%	HOLD
67	VRTVERTIV HOLDINGS CO	5,790	$1M	0.3%	ADD 9%
68	CEGCONSTELLATION ENERGY CORP	5,181	$1M	0.3%	ADD 12%
69	HDHOME DEPOT INC	4,323	$1M	0.2%	HOLD
70	XOMEXXON MOBIL CORP	8,250	$1M	0.2%	ADD 21%
71	PGPROCTER AND GAMBLE CO	9,653	$1M	0.2%	ADD 10%
72	USIGISHARES TR	27,099	$1M	0.2%	ADD 18%
73	MGKVanguard Mega Cap Growth ETF	3,714	$1M	0.2%	TRIM −9%
74	EFAVISHARES TR	14,894	$1M	0.2%	HOLD
75	VIOOVANGUARD ADMIRAL FDS INC	11,720	$1M	0.2%	HOLD
76	VTIVANGUARD INDEX FDS	4,160	$1M	0.2%	HOLD
77	XLVSELECT SECTOR SPDR TR	8,703	$1M	0.2%	ADD 13%
78	SOXXISHARES TR	3,804	$1M	0.2%	ADD 11%
79	ORCLORACLE CORP	8,431	$1M	0.2%	HOLD
80	XMLVINVESCO EXCH TRADED FD TR II	18,970	$1M	0.2%	HOLD
81	XLFSELECT SECTOR SPDR TR	24,136	$1M	0.2%	ADD 9%
82	GEVGE VERNOVA INC	1,363	$1M	0.2%	ADD 38%
83	IXNISHARES TR	11,366	$1M	0.2%	TRIM −4%
84	SHOPSHOPIFY INC	8,909	$1M	0.2%	ADD 14%
85	OUSAALPS ETF TR	18,968	$1M	0.2%	TRIM −3%
86	BSCUINVESCO EXCH TRD SLF IDX FD	61,856	$1M	0.2%	ADD 46%
87	LECOLINCOLN ELEC HLDGS INC	4,103	$1M	0.2%	HOLD
88	CATCATERPILLAR INC	1,423	$1M	0.2%	ADD 10%
89	ETNEATON CORP PLC	2,804	$1M	0.2%	HOLD
90	NOCNORTHROP GRUMMAN CORP	1,459	$995,579	0.2%	ADD 17%
91	IBMINTERNATIONAL BUSINESS MACHS	4,090	$991,306	0.2%	ADD 30%
92	RZGINVESCO EXCHANGE TRADED FD T	17,083	$973,070	0.2%	TRIM −8%
93	CRWDCROWDSTRIKE HLDGS INC	2,430	$948,776	0.2%	ADD 61%
94	KNGFIRST TR EXCHANGE-TRADED FD	19,312	$940,674	0.2%	TRIM −12%
95	SCHDSCHWAB STRATEGIC TR	30,383	$932,156	0.2%	NEW
96	WTWWILLIS TOWERS WATSON PLC LTD	3,178	$923,834	0.2%	HOLD
97	BXBLACKSTONE INC	7,815	$898,608	0.2%	ADD 12%
98	IEFAISHARES TR	9,831	$889,990	0.2%	ADD 3%
99	VGTVANGUARD WORLD FD	1,269	$885,447	0.2%	TRIM −6%
100	RFGINVESCO EXCHANGE TRADED FD T	15,652	$857,909	0.1%	TRIM −8%
101	LLYELI LILLY & CO	932	$856,840	0.1%	ADD 6%
102	VOTVANGUARD INDEX FDS	3,328	$856,474	0.1%	HOLD
103	CRMSALESFORCE INC	4,191	$782,295	0.1%	TRIM −2%
104	LTBRLIGHTBRIDGE CORP	68,363	$728,750	0.1%	ADD 8%
105	IVEISHARES TR	3,441	$726,650	0.1%	ADD 11%
106	RTXRTX CORPORATION	3,755	$724,341	0.1%	ADD 12%
107	GLDSPDR GOLD TR	1,659	$713,765	0.1%	TRIM −4%
108	GEGE AEROSPACE	2,492	$707,027	0.1%	ADD 52%
109	FTNTFORTINET INC	8,552	$698,869	0.1%	ADD 20%
110	JEPQJ P MORGAN EXCHANGE TRADED F	12,493	$693,614	0.1%	TRIM −11%
111	LMTLOCKHEED MARTIN CORP	1,144	$691,332	0.1%	ADD 19%
112	IVOGVANGUARD ADMIRAL FDS INC	5,474	$684,420	0.1%	HOLD
113	UNHUNITEDHEALTH GROUP INC	2,438	$659,659	0.1%	TRIM −11%
114	MRVLMARVELL TECHNOLOGY INC	6,625	$656,209	0.1%	ADD 2%
115	WMWASTE MGMT INC DEL	2,796	$642,481	0.1%	ADD 16%
116	TJULINNOVATOR ETFS TRUST	21,366	$627,340	0.1%	TRIM −17%
117	SUSBISHARES TR	25,024	$627,218	0.1%	HOLD
118	IBITISHARES BITCOIN TRUST ETF	16,054	$616,776	0.1%	ADD 89%
119	ACWVISHARES INC	5,136	$613,858	0.1%	HOLD
120	BKNGBOOKING HOLDINGS INC	146	$612,781	0.1%	HOLD
121	ABBVABBVIE INC	2,800	$608,908	0.1%	ADD 2%
122	XARSPDR SERIES TRUST	2,393	$607,685	0.1%	ADD 36%
123	IQVIQVIA HLDGS INC	3,477	$592,968	0.1%	HOLD
124	DEDEERE & CO	1,051	$591,802	0.1%	ADD 4%
125	IWFISHARES TR	1,350	$575,739	0.1%	HOLD
126	PNCPNC FINL SVCS GROUP INC	2,745	$571,260	0.1%	ADD 9%
127	RGTIRIGETTI COMPUTING INC	40,645	$570,655	0.1%	ADD 46%
128	ANETARISTA NETWORKS INC	4,552	$558,842	0.1%	ADD 19%
129	AXPAMERICAN EXPRESS CO	1,835	$555,133	0.1%	ADD 11%
130	AMGNAMGEN INC	1,554	$546,704	0.1%	HOLD
131	QBTSD-WAVE QUANTUM INC	37,188	$536,622	0.1%	ADD 26%
132	CORCENCORA INC	1,686	$529,650	0.1%	HOLD
133	IEMGISHARES INC	7,591	$529,474	0.1%	ADD 4%
134	INTCINTEL CORP	11,907	$525,448	0.1%	HOLD
135	CSCOCISCO SYS INC	6,444	$500,020	0.1%	ADD 25%
136	KEYKEYCORP	23,727	$475,723	0.1%	ADD 4%
137	PANWPALO ALTO NETWORKS INC	2,917	$467,653	0.1%	ADD 10%
138	AMATAPPLIED MATLS INC	1,362	$465,516	0.1%	HOLD
139	PMPHILIP MORRIS INTL INC	2,729	$451,213	0.1%	TRIM −2%
140	BLVVANGUARD BD INDEX FDS	6,441	$443,023	0.1%	NEW
141	SHYGISHARES TR	10,412	$440,521	0.1%	ADD 6%
142	ASMLASML HOLDING N V	333	$439,988	0.1%	HOLD
143	BABOEING CO	2,198	$437,526	0.1%	ADD 7%
144	IAUISHARES GOLD TR	4,908	$432,689	0.1%	HOLD
145	TMUST-MOBILE US INC	2,055	$431,546	0.1%	ADD 53%
146	VIGVANGUARD SPECIALIZED FUNDS	2,004	$430,877	0.1%	ADD 9%
147	INDAISHARES TR	9,136	$427,940	0.1%	ADD 28%
148	XLESELECT SECTOR SPDR TR	6,917	$423,752	0.1%	ADD 17%
149	KOCOCA COLA CO	5,555	$422,443	0.1%	ADD 38%
150	VCSHVANGUARD SCOTTSDALE FDS	5,283	$418,776	0.1%	ADD 23%
151	USMVISHARES TR	4,508	$418,075	0.1%	HOLD
152	CMGCHIPOTLE MEXICAN GRILL INC	13,056	$417,923	0.1%	TRIM −11%
153	NFLXNETFLIX INC	4,283	$411,856	0.1%	ADD 19%
154	OMFONEMAIN HLDGS INC	7,684	$411,034	0.1%	ADD 140%
155	VOVANGUARD INDEX FDS	1,407	$404,008	0.1%	TRIM −7%
156	HYBLSSGA ACTIVE TR	14,471	$402,866	0.1%	TRIM −8%
157	WELLWELLTOWER INC	2,021	$399,554	0.1%	HOLD
158	NEENEXTERA ENERGY INC	4,292	$398,632	0.1%	ADD 26%
159	MDYVSPDR SERIES TRUST	4,674	$398,028	0.1%	HOLD
160	GDGENERAL DYNAMICS CORP	1,104	$379,070	0.1%	HOLD
161	XLYSELECT SECTOR SPDR TR	3,478	$378,992	0.1%	HOLD
162	FTLSFIRST TR EXCH TRADED FD III	5,356	$376,863	0.1%	HOLD
163	SLYVSPDR SERIES TRUST	3,979	$376,289	0.1%	HOLD
164	UFOXETF SER SOLUTIONS	5,488	$374,137	0.1%	HOLD
165	VBVANGUARD INDEX FDS	1,427	$373,767	0.1%	TRIM −13%
166	CIBRFIRST TR EXCHANGE-TRADED FD	5,871	$368,001	0.1%	HOLD
167	VTCVANGUARD SCOTTSDALE FDS	4,788	$367,842	0.1%	HOLD
168	TDGTRANSDIGM GROUP INC	315	$365,072	0.1%	HOLD
169	SPYDSPDR SERIES TRUST	7,731	$351,911	0.1%	HOLD
170	BACBANK AMERICA CORP	7,216	$351,793	0.1%	ADD 41%
171	IEIISHARES TR	2,866	$339,872	0.1%	ADD 4%
172	ELVELEVANCE HEALTH INC FORMERLY	1,120	$328,017	0.1%	HOLD
173	DDOGDATADOG INC	2,756	$325,346	0.1%	ADD 80%
174	BSCVINVESCO EXCH TRD SLF IDX FD	19,730	$324,751	0.1%	ADD 43%
175	PEPPEPSICO INC	2,058	$319,562	0.1%	ADD 4%
176	MRKMERCK & CO INC	2,632	$316,660	0.1%	ADD 19%
177	CALFPACER FDS TR	7,024	$315,187	0.1%	TRIM −57%
178	CVXCHEVRON CORP NEW	1,519	$314,235	0.1%	NEW
179	UPSUNITED PARCEL SERVICE INC	3,149	$309,752	0.1%	TRIM −3%
180	MSMORGAN STANLEY	1,877	$308,875	0.1%	ADD 4%
181	BUFDFIRST TR EXCHNG TRADED FD VI	10,963	$306,964	0.1%	TRIM −34%
182	LINLINDE PLC	607	$300,875	0.1%	HOLD
183	MRSHMARSH & MCLENNAN COS INC	1,722	$298,663	0.1%	HOLD
184	DGDOLLAR GEN CORP	2,422	$287,615	0.1%	ADD 15%
185	QCOMQUALCOMM INC	2,221	$286,047	0.0%	ADD 6%
186	MCKMCKESSON CORP	329	$284,699	0.0%	ADD 22%
187	PPAINVESCO EXCHANGE TRADED FD T	1,694	$280,735	0.0%	NEW
188	VCITVANGUARD SCOTTSDALE FDS	3,362	$278,237	0.0%	ADD 15%
189	CMICUMMINS INC	476	$256,004	0.0%	HOLD
190	ABTABBOTT LABS	2,452	$251,753	0.0%	HOLD
191	HOODROBINHOOD MKTS INC	3,594	$249,052	0.0%	NEW
192	XLPSELECT SECTOR SPDR TR	3,026	$248,103	0.0%	NEW
193	IONQIONQ INC	8,594	$247,763	0.0%	ADD 17%
194	SLVISHARES SILVER TR	3,561	$242,647	0.0%	ADD 6%
195	PFEPFIZER INC	8,601	$241,508	0.0%	HOLD
196	PWRQUANTA SVCS INC	434	$238,055	0.0%	NEW
197	IWDISHARES TR	1,114	$238,030	0.0%	HOLD
198	POCTINNOVATOR S&P 500 POWER BUFFER ETF	5,512	$237,622	0.0%	HOLD
199	IWBISHARES TR	659	$234,982	0.0%	HOLD
200	ENBENBRIDGE INC	4,261	$230,672	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PHPARKER-HANNIFIN CORP

—

90K

92K

$82M

PGRPROGRESSIVE CORP

—

148K

158K

$31M

SPYSTATE STR SPDR S&P 500 ETF T

—

28K

31K

$20M

SPYGSPDR SERIES TRUST STATE STREET SPD

—

185K

$18M

SPYVSPDR SERIES TRUST

—

279K

293K

$17M

AAPLAPPLE INC

—

64K

65K

$17M

GOOGLALPHABET INC

—

52K

54K

$16M

NVDANVIDIA CORPORATION

—

86K

88K

$15M

IVVISHARES TR

—

22K

23K

$15M

QQQINVESCO QQQ TR

—

23K

26K

$15M

BNDVANGUARD BD INDEX FDS

—

152K

181K

$13M

AMZNAMAZON COM INC

—

51K

54K

$11M

IJRISHARES TR

—

85K

87K

$11M

VTVVANGUARD INDEX FDS

—

54K

$11M

AVGOBROADCOM INC

—

32K

$10M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Tempo Wealth, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 213 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Tempo Wealth, LLC