MondegarAI
Tempo Wealth, LLC

Q4 2025 · 13F-HR

Tempo Wealth, LLCholdings as filed

Filed 2026-02-25 · accession 0002112005-26-000001

$561.3M
Reported value
214
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Tempo Wealth, LLC · Q4 2025

AI · grounded in 13F

Tempo Wealth, LLC established a new position in PH worth $78.96M. The fund also initiated new stakes in PGR for $33.6M and SPYG for $19.74M. Additional new positions include SPY at $19.33M, AAPL at $17.32M, and GOOGL at $16.22M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
701094104PHPARKER-HANNIFIN CORP$79.0M14.1%89,838CommonSOLE
743315103PGRPROGRESSIVE CORP$33.6M5.99%147,572CommonSOLE
78464A409SPYGSPDR SERIES TRUST$19.7M3.52%185,004CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$19.3M3.44%28,349CommonSOLE
037833100AAPLAPPLE INC$17.3M3.08%63,697CommonSOLE
02079K305GOOGLALPHABET INC$16.2M2.89%51,808CommonSOLE
67066G104NVDANVIDIA CORPORATION$16.0M2.86%85,959CommonSOLE
78464A508SPYVSPDR SERIES TRUST$15.8M2.82%278,551CommonSOLE
464287200IVVISHARES TR$15.2M2.71%22,209CommonSOLE
46090E103QQQINVESCO QQQ TR$14.4M2.56%23,400CommonSOLE
023135106AMZNAMAZON COM INC$11.8M2.10%51,175CommonSOLE
594918104MSFTMICROSOFT CORP$11.4M2.03%23,535CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$11.2M2.00%151,846CommonSOLE
11135F101AVGOBROADCOM INC$11.0M1.96%31,822CommonSOLE
922908744VTVVANGUARD INDEX FDS$10.2M1.82%53,534CommonSOLE
464287804IJRISHARES TR$10.2M1.82%84,984CommonSOLE
46434V621DGROISHARES TR$7.7M1.37%110,949CommonSOLE
464287507IJHISHARES TR$7.3M1.30%110,701CommonSOLE
922908363VOOVANGUARD INDEX FDS$7.3M1.30%11,595CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$7.1M1.27%33,161CommonSOLE
78468R804LGLVSPDR SERIES TRUST$7.0M1.25%39,818CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$6.4M1.14%25,321CommonSOLE
69374H881COWZPACER FDS TR$6.4M1.13%105,769CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6.1M1.09%10,712CommonSOLE
922908736VUGVANGUARD INDEX FDS$6.1M1.09%12,486CommonSOLE
46432F339QUALISHARES TR$5.3M0.94%26,537CommonSOLE
30303M102METAMETA PLATFORMS INC$5.0M0.89%7,606CommonSOLE
88160R101TSLATESLA INC$4.9M0.87%10,844CommonSOLE
02079K107GOOGALPHABET INC$4.4M0.78%13,928CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M0.70%7,860CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.9M0.70%4,580CommonSOLE
464287465EFAISHARES TR$3.8M0.67%39,331CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.6M0.65%11,299CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.5M0.63%16,982CommonSOLE
78464A821MDYGSPDR SERIES TRUST$3.5M0.62%37,396CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.4M0.60%18,995CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$2.9M0.51%25,810CommonSOLE
548661107LOWLOWES COS INC$2.9M0.51%11,962CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.9M0.51%3,246CommonSOLE
92826C839VVISA INC$2.7M0.49%7,823CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.7M0.49%9,588CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.7M0.49%18,918CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.6M0.47%28,976CommonSOLE
46432F396MTUMISHARES TR$2.6M0.46%10,305CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$2.5M0.44%119,896CommonSOLE
464287150ITOTISHARES TR$2.4M0.43%16,246CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$2.3M0.41%110,389CommonSOLE
78464A201SLYGSPDR SERIES TRUST$2.3M0.40%23,967CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.2M0.39%7,158CommonSOLE
46429B655FLOTISHARES TR$1.9M0.34%37,232CommonSOLE
773121108RKLBROCKET LAB CORP$1.8M0.33%26,454CommonSOLE
464287432TLTISHARES TR$1.8M0.32%20,765CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.8M0.32%52,118CommonSOLE
921910816MGKVANGUARD WORLD FD$1.7M0.30%4,087CommonSOLE
68389X105ORCLORACLE CORP$1.7M0.29%8,477CommonSOLE
09290D101BLKBLACKROCK INC$1.6M0.29%1,531CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.6M0.29%4,619CommonSOLE
921932794VIOGVANGUARD ADMIRAL FDS INC$1.6M0.29%13,336CommonSOLE
931142103WMTWALMART INC$1.5M0.27%13,454CommonSOLE
437076102HDHOME DEPOT INC$1.5M0.27%4,353CommonSOLE
842587107SOSOUTHERN CO$1.5M0.26%16,949CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.5M0.26%23,579CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.5M0.26%4,533CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$1.4M0.26%74,066CommonSOLE
46138J783BSCRINVESCO EXCH TRD SLF IDX FD$1.4M0.26%73,001CommonSOLE
464287168DVYISHARES TR$1.4M0.25%10,129CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.4M0.25%4,145CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$1.3M0.23%11,826CommonSOLE
46429B689EFAVISHARES TR$1.3M0.23%15,067CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.3M0.22%8,787CommonSOLE
82509L107SHOPSHOPIFY INC$1.3M0.22%7,807CommonSOLE
464287291IXNISHARES TR$1.2M0.22%11,781CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.2M0.22%22,161CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$1.2M0.21%19,297CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.2M0.21%7,715CommonSOLE
464288620USIGISHARES TR$1.2M0.21%22,903CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.2M0.21%7,606CommonSOLE
79466L302CRMSALESFORCE INC$1.1M0.20%4,282CommonSOLE
00162Q387OUSAALPS ETF TR$1.1M0.20%19,552CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$1.1M0.19%21,882CommonSOLE
09260D107BXBLACKSTONE INC$1.1M0.19%6,967CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.1M0.19%3,622CommonSOLE
46138J577BSCTINVESCO EXCH TRD SLF IDX FD$1.1M0.19%56,406CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.0M0.19%3,178CommonSOLE
464287523SOXXISHARES TR$1.0M0.18%3,422CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.0M0.18%1,352CommonSOLE
46137V175RZGINVESCO EXCHANGE TRADED FD T$1.0M0.18%18,533CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$988,1870.18%4,124CommonSOLE
532457108LLYELI LILLY & CO$945,1470.17%879CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$935,0730.17%3,157CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$933,6520.17%17,367CommonSOLE
922908538VOTVANGUARD INDEX FDS$927,1250.17%3,321CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$907,3290.16%2,749CommonSOLE
46137V217RFGINVESCO EXCHANGE TRADED FD T$888,9010.16%16,952CommonSOLE
G29183103ETNEATON CORP PLC$884,5490.16%2,777CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$858,4360.15%5,299CommonSOLE
46432F842IEFAISHARES TR$851,2020.15%9,515CommonSOLE
30231G102XOMEXXON MOBIL CORP$820,2040.15%6,816CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$816,0430.15%14,041CommonSOLE
53224K302LTBRLIGHTBRIDGE CORP$800,4280.14%63,325CommonSOLE
46266C105IQVIQVIA HLDGS INC$783,7510.14%3,477CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$777,6160.14%145CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$774,3010.14%29,610CommonSOLE
45783Y541TJULINNOVATOR ETFS TRUST$762,8300.14%25,780CommonSOLE
149123101CATCATERPILLAR INC$739,6380.13%1,291CommonSOLE
69374H857CALFPACER FDS TR$724,7190.13%16,334CommonSOLE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$715,5480.13%42,290CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$713,6910.13%1,252CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$705,4840.13%1,505CommonSOLE
78463V107GLDSPDR GOLD TR$685,1400.12%1,729CommonSOLE
921932869IVOGVANGUARD ADMIRAL FDS INC$659,0650.12%5,483CommonSOLE
464287408IVEISHARES TR$657,0320.12%3,098CommonSOLE
36828A101GEVGE VERNOVA INC$647,1120.12%990CommonSOLE
464287614IWFISHARES TR$638,6680.11%1,349CommonSOLE
46435G243SUSBISHARES TR$630,8940.11%24,996CommonSOLE
00287Y109ABBVABBVIE INC$627,1410.11%2,745CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$617,0750.11%27,859CommonSOLE
464286525ACWVISHARES INC$614,6350.11%5,176CommonSOLE
75513E101RTXRTX CORPORATION$612,5710.11%3,340CommonSOLE
025816109AXPAMERICAN EXPRESS CO$610,1100.11%1,649CommonSOLE
03073E105CORCENCORA INC$574,6820.10%1,702CommonSOLE
34959E109FTNTFORTINET INC$563,9700.10%7,102CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$549,4950.10%6,466CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$540,0520.10%14,596CommonSOLE
94106L109WMWASTE MGMT INC DEL$528,4440.09%2,405CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$526,5040.09%2,522CommonSOLE
031162100AMGNAMGEN INC$506,2980.09%1,547CommonSOLE
369604301GEGE AEROSPACE$506,1600.09%1,643CommonSOLE
040413205ANETARISTA NETWORKS INC$499,2990.09%3,811CommonSOLE
46434G103IEMGISHARES INC$491,8930.09%7,318CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$486,2880.09%2,640CommonSOLE
244199105DEDEERE & CO$470,9980.08%1,012CommonSOLE
493267108KEYKEYCORP$470,4130.08%22,791CommonSOLE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$469,5750.08%16,628CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$464,0010.08%959CommonSOLE
097023105BABOEING CO$447,7650.08%2,062CommonSOLE
718172109PMPHILIP MORRIS INTL INC$447,4120.08%2,789CommonSOLE
78470P846HYBLSSGA ACTIVE TR$446,8390.08%15,712CommonSOLE
458140100INTCINTEL CORP$443,7130.08%12,025CommonSOLE
922908629VOVANGUARD INDEX FDS$438,1870.08%1,510CommonSOLE
46429B697USMVISHARES TR$428,6370.08%4,552CommonSOLE
78464A631XARSPDR SERIES TRUST$424,2370.08%1,759CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$422,7870.08%8,515CommonSOLE
922908751VBVANGUARD INDEX FDS$421,9070.08%1,636CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$420,0330.07%2,193CommonSOLE
46434V407SHYGISHARES TR$419,4960.07%9,785CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$418,7480.07%5,861CommonSOLE
893641100TDGTRANSDIGM GROUP INC$416,2430.07%313CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$414,9270.07%3,475CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$405,7800.07%1,846CommonSOLE
464285204IAUISHARES GOLD TR$398,3820.07%4,908CommonSOLE
17275R102CSCOCISCO SYS INC$397,5400.07%5,161CommonSOLE
78464A839MDYVSPDR SERIES TRUST$393,9470.07%4,654CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$390,5600.07%1,114CommonSOLE
46429B598INDAISHARES TR$384,7350.07%7,118CommonSOLE
33739P103FTLSFIRST TR EXCH TRADED FD III$379,8930.07%5,351CommonSOLE
95040Q104WELLWELLTOWER INC$373,7870.07%2,014CommonSOLE
92206C573VTCVANGUARD SCOTTSDALE FDS$368,7950.07%4,750CommonSOLE
369550108GDGENERAL DYNAMICS CORP$368,2140.07%1,094CommonSOLE
78464A300SLYVSPDR SERIES TRUST$365,3120.07%4,016CommonSOLE
747525103QCOMQUALCOMM INC$356,8090.06%2,086CommonSOLE
N07059210ASMLASML HOLDING N V$353,1770.06%330CommonSOLE
26922A289UFOXETF SER SOLUTIONS$348,5660.06%5,460CommonSOLE
038222105AMATAPPLIED MATLS INC$347,6720.06%1,353CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$341,8370.06%4,287CommonSOLE
64110L106NFLXNETFLIX INC$337,1110.06%3,595CommonSOLE
78468R788SPYDSPDR SERIES TRUST$331,0460.06%7,654CommonSOLE
46222L108IONQIONQ INC$330,2390.06%7,360CommonSOLE
464288661IEIISHARES TR$328,0930.06%2,749CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$322,4090.06%11,015CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$322,0480.06%1,736CommonSOLE
617446448MSMORGAN STANLEY$321,5730.06%1,811CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$320,8380.06%3,235CommonSOLE
002824100ABTABBOTT LABS$310,9420.06%2,482CommonSOLE
00724F101ADBEADOBE INC$308,6970.05%882CommonSOLE
713448108PEPPEPSICO INC$284,9080.05%1,985CommonSOLE
060505104BACBANK AMERICA CORP$282,0190.05%5,128CommonSOLE
191216100KOCOCA COLA CO$282,0020.05%4,034CommonSOLE
256677105DGDOLLAR GEN CORP NEW$280,5410.05%2,113CommonSOLE
65339F101NEENEXTERA ENERGY INC$273,6150.05%3,408CommonSOLE
872590104TMUST-MOBILE US INC$273,4390.05%1,347CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$264,3140.05%5,912CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$257,6030.05%445CommonSOLE
G54950103LINLINDE PLC$254,1960.05%596CommonSOLE
759937204IPORENAISSANCE CAP GREENWICH FD$247,6090.04%5,424CommonSOLE
464287622IWBISHARES TR$245,6510.04%658CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$245,0530.04%2,926CommonSOLE
231021106CMICUMMINS INC$242,8720.04%476CommonSOLE
45782C797POCTINNOVATOR ETFS TRUST$242,0870.04%5,512CommonSOLE
02156V109OKLOOKLO INC$240,3240.04%3,349CommonSOLE
05464C101AXONAXON ENTERPRISE INC$238,5310.04%420CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$237,2320.04%15,879CommonSOLE
88339J105TTDTHE TRADE DESK INC$236,7950.04%6,238CommonSOLE
58933Y105MRKMERCK & CO INC$233,6200.04%2,219CommonSOLE
464287598IWDISHARES TR$233,4220.04%1,110CommonSOLE
46138J429BSCVINVESCO EXCH TRD SLF IDX FD$230,1840.04%13,788CommonSOLE
58155Q103MCKMCKESSON CORP$221,7210.04%270CommonSOLE
G0403H108AONAON PLC$219,2460.04%621CommonSOLE
717081103PFEPFIZER INC$217,3980.04%8,731CommonSOLE
46428Q109SLVISHARES SILVER TR$217,0950.04%3,370CommonSOLE
464287499IWRISHARES TR$216,1550.04%2,245CommonSOLE
68268W103OMFONEMAIN HLDGS INC$216,1040.04%3,199CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$213,8580.04%4,278CommonSOLE
882508104TXNTEXAS INSTRS INC$210,0890.04%1,211CommonSOLE
92204A405VFHVANGUARD WORLD FD$209,1860.04%1,567CommonSOLE
23804L103DDOGDATADOG INC$208,0650.04%1,530CommonSOLE
92189F106GDXVANECK ETF TRUST$207,7380.04%2,422CommonSOLE
25746U109DDOMINION ENERGY INC$206,3430.04%3,522CommonSOLE
26701L100BROSDUTCH BROS INC$202,7610.04%3,312CommonSOLE
29250N105ENBENBRIDGE INC$202,5920.04%4,236CommonSOLE
89832Q109TFCTRUIST FINL CORP$201,0700.04%4,086CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$201,0580.04%355CommonSOLE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$105,7060.02%13,034CommonSOLE
75946W405EZRAWRELIANCE GLOBAL GROUP INC$7,3940.00%14,461CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.