2026 Q1 Portfolio Activity
In 2026 Q1, Tempo Wealth, LLC maintained a portfolio of 225 distinct positions. The most significant new addition was SCHWAB STRATEGIC TR, now representing 0.16% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 132.7%.
Position History
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Total Positions
225
Quarter
2026 Q1
Top Holding
PH (14.4%)
Top 10 Concentration
43.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 225
Tempo Wealth, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PH
PARKER-HANNIFIN...
|
Industrials | 14.38% | 14.07% |
#1
Prev: #1
|
6.5 | 2,298 | 2.6% |
P
S
|
92,136 | $82,483,822 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 5.47% | 5.99% |
#2
Prev: #2
|
5.7 | 10,758 | 7.3% |
P
S
|
158,330 | $31,387,292 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 3.54% | 3.44% |
#3
1
Prev: #4
|
4.4 | 2,870 | 10.1% |
P
S
|
31,219 | $20,303,093 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 3.16% | 3.52% |
#4
1
Prev: #3
|
2.3 | -8 | -0.0% |
P
S
|
184,996 | $18,112,941 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 2.89% | 2.82% |
#5
3
Prev: #8
|
3.7 | 14,605 | 5.2% |
P
S
|
293,156 | $16,586,744 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 2.89% | 3.08% |
#6
1
Prev: #5
|
1.7 | 1,597 | 2.5% |
P
S
|
65,294 | $16,571,080 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.73% | 2.89% |
#7
1
Prev: #6
|
3.1 | 2,604 | 5.0% |
P
S
|
54,412 | $15,646,581 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.66% | 2.86% |
#8
1
Prev: #7
|
1.6 | 1,549 | 1.8% |
P
S
|
87,508 | $15,261,471 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 2.65% | 2.71% |
#9
Prev: #9
|
1.6 | 1,076 | 4.8% |
P
S
|
23,285 | $15,210,021 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.60% | 2.56% |
#10
Prev: #10
|
3.0 | 2,385 | 10.2% |
P
S
|
25,785 | $14,882,596 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BND
VANGUARD BD IND...
|
ETF | 2.32% | 2.00% |
#11
2
Prev: #13
|
2.9 | 28,702 | 18.9% |
P
S
|
180,548 | $13,295,543 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.98% | 2.10% |
#12
1
Prev: #11
|
2.8 | 3,226 | 6.3% |
P
S
|
54,401 | $11,330,015 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJR
ISHARES TR
|
ETF | 1.88% | 1.82% |
#13
3
Prev: #16
|
1.3 | 1,781 | 2.1% |
P
S
|
86,765 | $10,785,784 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.83% | 1.82% |
#14
1
Prev: #15
|
1.2 | 38 | 0.1% |
P
S
|
53,572 | $10,510,761 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.71% | 1.96% |
#15
1
Prev: #14
|
1.2 | -85 | -0.3% |
P
S
|
31,737 | $9,822,838 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.69% | 2.03% |
#16
4
Prev: #12
|
2.7 | 2,639 | 11.2% |
P
S
|
26,174 | $9,688,660 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJH
ISHARES TR
|
ETF | 1.49% | 1.30% |
#17
1
Prev: #18
|
2.6 | 15,565 | 14.1% |
P
S
|
126,266 | $8,526,741 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DGRO
ISHARES TR
|
Warrant | 1.33% | 1.37% |
#18
1
Prev: #17
|
1.0 | -2,192 | -2.0% |
P
S
|
108,757 | $7,632,546 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.24% | 1.30% |
#19
Prev: #19
|
1.0 | 288 | 2.5% |
P
S
|
11,883 | $7,100,683 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LGLV
SPDR SERIES TRU...
|
ETF | 1.24% | 1.25% |
#20
1
Prev: #21
|
1.0 | 5 | 0.0% |
P
S
|
39,823 | $7,092,540 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 1.21% | 1.14% |
#21
1
Prev: #22
|
2.5 | 3,798 | 15.0% |
P
S
|
29,119 | $6,919,191 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.17% | 1.27% |
#22
2
Prev: #20
|
1.0 | -260 | -0.8% |
P
S
|
32,901 | $6,693,049 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COWZ
PACER FDS TR
|
ETF | 1.15% | 1.13% |
#23
Prev: #23
|
1.0 | -634 | -0.6% |
P
S
|
105,135 | $6,577,256 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.98% | 1.09% |
#24
Prev: #24
|
2.4 | 543 | 5.1% |
P
S
|
11,255 | $5,623,454 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.90% | 1.09% |
#25
Prev: #25
|
0.9 | -641 | -5.1% |
P
S
|
11,845 | $5,173,568 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QUAL
ISHARES TR
|
ETF | 0.88% | 0.94% |
#26
Prev: #26
|
0.9 | -167 | -0.6% |
P
S
|
26,370 | $5,058,110 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.87% | 0.89% |
#27
Prev: #27
|
2.3 | 1,123 | 14.8% |
P
S
|
8,729 | $4,993,936 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.84% | 0.70% |
#28
3
Prev: #31
|
2.3 | 242 | 5.3% |
P
S
|
4,822 | $4,805,017 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 0.77% | 0.34% |
#29
21
Prev: #50
|
3.3 | 49,400 | 132.7% |
P
S
|
86,632 | $4,413,925 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EFA
ISHARES TR
|
ETF | 0.75% | 0.67% |
#30
2
Prev: #32
|
2.3 | 4,829 | 12.3% |
P
S
|
44,160 | $4,289,256 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.73% | 0.63% |
#31
3
Prev: #34
|
0.8 | 171 | 1.0% |
P
S
|
17,153 | $4,192,842 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.72% | 0.87% |
#32
4
Prev: #28
|
0.8 | 244 | 2.3% |
P
S
|
11,088 | $4,121,889 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.70% | 0.78% |
#33
4
Prev: #29
|
0.8 | 16 | 0.1% |
P
S
|
13,944 | $3,999,876 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.69% | 0.65% |
#34
1
Prev: #33
|
2.3 | 2,185 | 19.3% |
P
S
|
13,484 | $3,966,520 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.68% | 0.70% |
#35
5
Prev: #30
|
0.8 | 271 | 3.4% |
P
S
|
8,131 | $3,896,542 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MDYG
SPDR SERIES TRU...
|
ETF | 0.68% | 0.62% |
#36
1
Prev: #35
|
2.3 | 3,005 | 8.0% |
P
S
|
40,401 | $3,876,832 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BSCS
INVESCO EXCH TR...
|
ETF | 0.60% | 0.44% |
#37
8
Prev: #45
|
2.7 | 48,746 | 40.7% |
P
S
|
168,642 | $3,444,166 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.56% | 0.60% |
#38
2
Prev: #36
|
2.2 | 2,932 | 15.4% |
P
S
|
21,927 | $3,207,429 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.54% | 0.51% |
#39
1
Prev: #38
|
2.2 | 1,043 | 8.7% |
P
S
|
13,005 | $3,072,808 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.53% | 0.51% |
#40
1
Prev: #39
|
2.2 | 354 | 10.9% |
P
S
|
3,600 | $3,045,532 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.53% | 0.49% |
#41
Prev: #41
|
0.7 | -629 | -6.6% |
P
S
|
8,959 | $3,026,691 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVOO
VANGUARD ADMIRA...
|
ETF | 0.50% | 0.51% |
#42
5
Prev: #37
|
0.7 | -547 | -2.1% |
P
S
|
25,263 | $2,888,031 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 0.46% | 0.47% |
#43
Prev: #43
|
0.7 | -232 | -0.8% |
P
S
|
28,744 | $2,653,328 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TLT
ISHARES TR
|
ETF | 0.45% | 0.32% |
#44
8
Prev: #52
|
2.7 | 8,964 | 43.2% |
P
S
|
29,729 | $2,577,250 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.44% | 0.49% |
#45
3
Prev: #42
|
0.7 | 244 | 1.3% |
P
S
|
19,162 | $2,546,602 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 0.43% | 0.40% |
#46
2
Prev: #48
|
2.2 | 1,821 | 7.6% |
P
S
|
25,788 | $2,491,641 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.43% | 0.46% |
#47
3
Prev: #44
|
0.7 | -98 | -1.0% |
P
S
|
10,207 | $2,449,593 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.42% | 0.39% |
#48
1
Prev: #49
|
0.7 | 12 | 0.2% |
P
S
|
7,170 | $2,423,269 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC
|
Financial Services | 0.42% | 0.49% |
#49
9
Prev: #40
|
0.7 | 135 | 1.7% |
P
S
|
7,958 | $2,405,108 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ITOT
ISHARES TR
|
ETF | 0.40% | 0.43% |
#50
4
Prev: #46
|
0.7 | -320 | -2.0% |
P
S
|
15,926 | $2,268,349 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 225 holdings