2026 Q2 Portfolio Activity
In 2026 Q2, Tempo Wealth, LLC maintained a portfolio of 240 distinct positions. The most significant new addition was J P MORGAN EXCHANGE TRADED F, now representing 0.08% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE FDS, increasing the position by 1635.2%. The fund also reduced its exposure to PARKER-HANNIFIN CORP by 20.3%.
Position History
hover any row below to update
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Total Positions
240
Quarter
2026 Q2
Top Holding
PH (10.6%)
Top 10 Concentration
40.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 240
Tempo Wealth, LLC Full Holdings List — 2026 Q2
| 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 | 10.63% | 14.38% |
#1
Prev: #1
|
6.0 |
—
|
-18,732 | -20.3% |
P
S
|
73,404 | $71,797,694 |
$875.79
+12.5%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | ||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 5.81% | 5.47% |
#2
Prev: #2
|
5.8 |
—
|
21,098 | 13.3% |
P
S
|
179,428 | $39,195,948 |
$213.48
-3.0%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | ||
|
SPY
STATE STR SPDR ...
|
ETF | 3.45% | 3.54% |
#3
Prev: #3
|
2.9 |
—
|
-57 | -0.2% |
P
S
|
31,162 | $23,271,020 |
$675.59
+9.4%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | ||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 3.25% | 3.16% |
#4
Prev: #4
|
2.3 |
—
|
-435 | -0.2% |
P
S
|
184,561 | $21,960,943 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.98% | 2.73% |
#5
2
Prev: #7
|
2.2 |
—
|
1,964 | 3.6% |
P
S
|
56,376 | $20,147,070 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AAPL
APPLE INC
|
Technology | 2.85% | 2.89% |
#6
Prev: #6
|
1.6 |
—
|
1,100 | 1.7% |
P
S
|
66,394 | $19,211,890 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.83% | 2.60% |
#7
3
Prev: #10
|
1.6 |
—
|
143 | 0.6% |
P
S
|
25,928 | $19,093,609 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 2.81% | 1.17% |
#8
14
Prev: #22
|
1.6 |
—
|
-224 | -0.7% |
P
S
|
32,677 | $18,982,119 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.76% | 2.66% |
#9
1
Prev: #8
|
3.1 |
—
|
5,779 | 6.6% |
P
S
|
93,287 | $18,665,753 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
IVV
ISHARES TR
|
ETF | 2.68% | 2.65% |
#10
1
Prev: #9
|
1.6 |
—
|
880 | 3.8% |
P
S
|
24,165 | $18,096,628 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 2.60% | 2.89% |
#11
6
Prev: #5
|
1.5 |
—
|
-4,504 | -1.5% |
P
S
|
288,652 | $17,547,182 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.98% | 1.98% |
#12
Prev: #12
|
1.3 |
—
|
1,776 | 3.3% |
P
S
|
56,177 | $13,389,133 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
IJR
ISHARES TR
|
ETF | 1.88% | 1.88% |
#13
Prev: #13
|
1.3 |
—
|
-986 | -1.1% |
P
S
|
85,779 | $12,721,813 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.81% | 1.71% |
#14
1
Prev: #15
|
1.2 |
—
|
632 | 2.0% |
P
S
|
32,369 | $12,227,222 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.71% | 1.83% |
#15
1
Prev: #14
|
1.2 |
—
|
-577 | -1.1% |
P
S
|
52,995 | $11,549,192 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.61% | 1.69% |
#16
Prev: #16
|
2.6 |
—
|
2,936 | 11.2% |
P
S
|
29,110 | $10,858,623 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.53% | 0.53% |
#17
24
Prev: #41
|
1.1 |
—
|
-38 | -0.4% |
P
S
|
8,921 | $10,297,605 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
IJH
ISHARES TR
|
ETF | 1.50% | 1.49% |
#18
1
Prev: #17
|
1.1 |
—
|
5,068 | 4.0% |
P
S
|
131,334 | $10,127,160 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 1.37% | 1.21% |
#19
2
Prev: #21
|
1.0 |
—
|
1,371 | 4.7% |
P
S
|
30,490 | $9,237,639 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BND
VANGUARD BD IND...
|
ETF | 1.33% | 2.32% |
#20
9
Prev: #11
|
0.5 |
—
|
-57,972 | -32.1% |
P
S
|
122,576 | $8,998,298 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.22% | 1.24% |
#21
2
Prev: #19
|
1.0 |
—
|
84 | 0.7% |
P
S
|
11,967 | $8,219,218 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
DGRO
ISHARES TR
|
Warrant | 1.17% | 1.33% |
#22
4
Prev: #18
|
1.0 |
—
|
-4,562 | -4.2% |
P
S
|
104,195 | $7,896,952 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.07% | 0.07% |
#23
127
Prev: #150
|
3.4 |
—
|
86,386 | 1635.2% |
P
S
|
91,669 | $7,244,633 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
LGLV
SPDR SERIES TRU...
|
ETF | 1.06% | 1.24% |
#24
4
Prev: #20
|
0.9 |
—
|
-412 | -1.0% |
P
S
|
39,411 | $7,151,566 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
COWZ
PACER FDS TR
|
ETF | 0.95% | 1.15% |
#25
2
Prev: #23
|
0.9 |
—
|
-2,216 | -2.1% |
P
S
|
102,919 | $6,401,560 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.90% | 0.90% |
#26
1
Prev: #25
|
3.4 |
—
|
58,428 | 493.3% |
P
S
|
70,273 | $6,053,282 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.89% | 0.98% |
#27
3
Prev: #24
|
0.9 |
—
|
462 | 4.1% |
P
S
|
11,717 | $6,017,640 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
QUAL
ISHARES TR
|
ETF | 0.85% | 0.88% |
#28
2
Prev: #26
|
0.8 |
—
|
-149 | -0.6% |
P
S
|
26,221 | $5,753,689 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.80% | 0.87% |
#29
2
Prev: #27
|
2.3 |
—
|
917 | 10.5% |
P
S
|
9,646 | $5,433,446 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.75% | 0.70% |
#30
3
Prev: #33
|
0.8 |
—
|
332 | 2.4% |
P
S
|
14,276 | $5,044,190 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 0.73% | 0.77% |
#31
2
Prev: #29
|
2.3 |
—
|
10,539 | 12.2% |
P
S
|
97,171 | $4,960,582 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.72% | 0.69% |
#32
2
Prev: #34
|
2.3 |
—
|
1,400 | 10.4% |
P
S
|
14,884 | $4,871,884 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
EFA
ISHARES TR
|
ETF | 0.71% | 0.75% |
#33
3
Prev: #30
|
0.8 |
—
|
1,792 | 4.1% |
P
S
|
45,952 | $4,773,541 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.69% | 0.72% |
#34
2
Prev: #32
|
0.8 |
—
|
65 | 0.6% |
P
S
|
11,153 | $4,690,866 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.68% | 0.84% |
#35
7
Prev: #28
|
0.8 |
—
|
90 | 1.9% |
P
S
|
4,912 | $4,595,070 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
MDYG
SPDR SERIES TRU...
|
ETF | 0.68% | 0.68% |
#36
Prev: #36
|
0.8 |
—
|
460 | 1.1% |
P
S
|
40,861 | $4,580,090 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.68% | 0.73% |
#37
6
Prev: #31
|
0.8 |
—
|
804 | 4.7% |
P
S
|
17,957 | $4,560,548 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.62% | 0.68% |
#38
3
Prev: #35
|
0.7 |
—
|
287 | 3.5% |
P
S
|
8,418 | $4,212,457 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.60% | 0.53% |
#39
1
Prev: #40
|
2.2 |
—
|
375 | 10.4% |
P
S
|
3,975 | $4,020,268 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.52% | 0.44% |
#40
5
Prev: #45
|
0.7 |
—
|
-764 | -4.0% |
P
S
|
18,398 | $3,505,241 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.52% | 0.43% |
#41
6
Prev: #47
|
0.7 |
—
|
-3 | -0.0% |
P
S
|
10,204 | $3,498,132 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.51% | 0.42% |
#42
6
Prev: #48
|
0.7 |
—
|
18 | 0.3% |
P
S
|
7,188 | $3,433,010 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
IVOO
VANGUARD ADMIRA...
|
ETF | 0.49% | 0.50% |
#43
1
Prev: #42
|
0.7 |
—
|
-7 | -0.0% |
P
S
|
25,256 | $3,293,334 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
RKLB
ROCKET LAB CORP
|
Industrials | 0.48% | 0.31% |
#44
11
Prev: #55
|
2.2 |
—
|
4,409 | 16.2% |
P
S
|
31,686 | $3,220,882 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BSCS
INVESCO EXCH TR...
|
ETF | 0.46% | 0.60% |
#45
8
Prev: #37
|
0.7 |
—
|
-15,714 | -9.3% |
P
S
|
152,928 | $3,114,382 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.46% | 0.54% |
#46
7
Prev: #39
|
2.2 |
—
|
1,073 | 8.3% |
P
S
|
14,078 | $3,104,043 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.45% | 0.56% |
#47
9
Prev: #38
|
2.2 |
—
|
4,150 | 18.9% |
P
S
|
26,077 | $3,042,361 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 0.44% | 0.43% |
#48
2
Prev: #46
|
0.7 |
—
|
-612 | -2.4% |
P
S
|
25,176 | $2,999,163 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
V
VISA INC
|
Financial Services | 0.43% | 0.42% |
#49
Prev: #49
|
2.2 |
—
|
430 | 5.4% |
P
S
|
8,388 | $2,877,789 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.42% | 0.17% |
#50
43
Prev: #93
|
3.2 |
—
|
1,258 | 51.8% |
P
S
|
3,688 | $2,814,617 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 |
Showing 1-50 of 240 holdings