# Tempo Wealth, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2112005. Source: https://holderbook.com/funds/2112005-tempo-wealth-llc/

- Reported value: $675.2M
- Positions: 237
- Weight of the ten largest: 40.1%
- Filed: 2026-07-27

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $71.8M | 73,404 | 10.6% | 3 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $39.2M | 179,428 | 5.8% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $23.3M | 31,162 | 3.4% | 3 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $22.0M | 184,561 | 3.3% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $20.1M | 56,376 | 3.0% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $19.2M | 66,394 | 2.8% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $19.1M | 25,928 | 2.8% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $19.0M | 32,677 | 2.8% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $18.7M | 93,287 | 2.8% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $18.1M | 24,165 | 2.7% | 3 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $17.5M | 288,652 | 2.6% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $13.4M | 56,177 | 2.0% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $12.7M | 85,779 | 1.9% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $12.2M | 32,369 | 1.8% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $11.5M | 52,995 | 1.7% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $10.9M | 29,110 | 1.6% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $10.3M | 8,921 | 1.5% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $10.1M | 131,334 | 1.5% | 3 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $9.2M | 30,490 | 1.4% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $9.0M | 122,576 | 1.3% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $8.2M | 11,967 | 1.2% | 3 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $7.9M | 104,195 | 1.2% | 3 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $7.2M | 91,669 | 1.1% | 3 |
| SPDR SERIES TRUST | [LGLV](https://holderbook.com/stocks/LGLV/) | $7.2M | 39,411 | 1.1% | 3 |
| PACER FDS TR | [COWZ](https://holderbook.com/stocks/COWZ/) | $6.4M | 102,919 | 0.9% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $6.1M | 70,273 | 0.9% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $6.0M | 11,717 | 0.9% | 3 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $5.8M | 26,221 | 0.9% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.4M | 9,646 | 0.8% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $5.0M | 14,276 | 0.7% | 3 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $5.0M | 97,171 | 0.7% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.9M | 14,884 | 0.7% | 3 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $4.8M | 45,952 | 0.7% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $4.7M | 11,153 | 0.7% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $4.6M | 4,912 | 0.7% | 3 |
| SPDR SERIES TRUST | [MDYG](https://holderbook.com/stocks/MDYG/) | $4.6M | 40,861 | 0.7% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $4.6M | 17,957 | 0.7% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $4.2M | 8,418 | 0.6% | 3 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $4.0M | 3,975 | 0.6% | 3 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $3.5M | 18,398 | 0.5% | 3 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $3.5M | 10,204 | 0.5% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $3.4M | 7,188 | 0.5% | 3 |
| VANGUARD ADMIRAL FDS INC | [IVOO](https://holderbook.com/stocks/IVOO/) | $3.3M | 25,256 | 0.5% | 3 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $3.2M | 31,686 | 0.5% | 3 |
| INVESCO EXCH TRD SLF IDX FD | [BSCS](https://holderbook.com/stocks/BSCS/) | $3.1M | 152,928 | 0.5% | 3 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $3.1M | 14,078 | 0.5% | 3 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $3.0M | 26,077 | 0.5% | 3 |
| SPDR SERIES TRUST | [SLYG](https://holderbook.com/stocks/SLYG/) | $3.0M | 25,176 | 0.4% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.9M | 8,388 | 0.4% | 3 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $2.8M | 3,688 | 0.4% | 3 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $2.6M | 15,878 | 0.4% | 3 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $2.6M | 28,111 | 0.4% | 3 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $2.4M | 3,798 | 0.4% | 3 |
| INVESCO EXCH TRADED FD TR II | [BKLN](https://holderbook.com/stocks/BKLN/) | $2.3M | 110,638 | 0.3% | 3 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $2.2M | 23,131 | 0.3% | 3 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $2.2M | 6,586 | 0.3% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.1M | 1,769 | 0.3% | 3 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $2.1M | 2,159 | 0.3% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $2.0M | 34,337 | 0.3% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.0M | 18,015 | 0.3% | 3 |
| INVESCO EXCH TRD SLF IDX FD | [BSCR](https://holderbook.com/stocks/BSCR/) | $2.0M | 103,508 | 0.3% | 3 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $2.0M | 63,566 | 0.3% | 2 |
| VANGUARD ADMIRAL FDS INC | [VIOG](https://holderbook.com/stocks/VIOG/) | $2.0M | 13,127 | 0.3% | 3 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $2.0M | 10,670 | 0.3% | 3 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $2.0M | 6,630 | 0.3% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.9M | 1,746 | 0.3% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.7M | 4,931 | 0.3% | 3 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $1.7M | 4,954 | 0.3% | 3 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $1.7M | 19,633 | 0.3% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.7M | 11,936 | 0.2% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.6M | 22,734 | 0.2% | 3 |
| VANGUARD ADMIRAL FDS INC | [VIOO](https://holderbook.com/stocks/VIOO/) | $1.6M | 11,754 | 0.2% | 3 |
| ISHARES TR | [IXN](https://holderbook.com/stocks/IXN/) | $1.6M | 11,166 | 0.2% | 3 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $1.6M | 18,207 | 0.2% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.6M | 1,325 | 0.2% | 3 |
| INVESCO EXCH TRD SLF IDX FD | [BSCQ](https://holderbook.com/stocks/BSCQ/) | $1.6M | 80,634 | 0.2% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.6M | 10,731 | 0.2% | 3 |
| INVESCO EXCH TRD SLF IDX FD | [BSCT](https://holderbook.com/stocks/BSCT/) | $1.5M | 82,099 | 0.2% | 3 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $1.5M | 9,519 | 0.2% | 3 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $1.5M | 5,963 | 0.2% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.5M | 9,959 | 0.2% | 3 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $1.4M | 38,317 | 0.2% | 3 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $1.4M | 8,630 | 0.2% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.4M | 1,875 | 0.2% | 3 |
| ISHARES TR | [USIG](https://holderbook.com/stocks/USIG/) | $1.3M | 26,254 | 0.2% | 3 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $1.3M | 4,608 | 0.2% | 3 |
| ISHARES TR | [EFAV](https://holderbook.com/stocks/EFAV/) | $1.3M | 15,072 | 0.2% | 3 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $1.3M | 24,434 | 0.2% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.3M | 9,389 | 0.2% | 3 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $1.3M | 8,238 | 0.2% | 3 |
| INVESCO EXCH TRADED FD TR II | [XMLV](https://holderbook.com/stocks/XMLV/) | $1.3M | 18,852 | 0.2% | 3 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.2M | 3,629 | 0.2% | 3 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $1.2M | 10,213 | 0.2% | 3 |
| INVESCO EXCHANGE TRADED FD T | [RZG](https://holderbook.com/stocks/RZG/) | $1.2M | 16,603 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.2M | 3,254 | 0.2% | 3 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.2M | 4,258 | 0.2% | 3 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.1M | 2,689 | 0.2% | 3 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.1M | 6,645 | 0.2% | 3 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $1.1M | 4,290 | 0.2% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $1.1M | 3,239 | 0.2% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.9% | +14.8% | +1.0% | 100% |
| Q1 2026 | -3.8% | -4.6% | +0.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $675.2M | 237 |
| Q1 2026 | $573.4M | 213 |
| Q4 2025 | $561.3M | 214 |