Tempo Wealth, LLC — 13F Holdings & Portfolio

CIK 2112005 · latest 13F-HR filed 2026-07-27

Tempo Wealth, LLC manages $675.2M in 13F-reported U.S. long-equity assets across 237 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PH (10.63%), PGR (5.81%), SPY (3.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 27 new positions, exited 3, added to 139, and trimmed 33.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
6133 ROCKSIDE RD STE 400
INDEPENDENCE, OH 44131
Phone
(440) 568-3676
Filing Manager
Tempo Wealth, LLC
INDEPENDENCE, OH
Signatory
Chris Marks
Compliance Consultant
Loading holdings…
AUM

$675.2M

Long-equity book

Holdings

237

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+27 / −3 / ↑139 / ↓33

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$12.3M +183.6%
  • PROGRESSIVE CORP$7.8M +24.9%
  • MICRON TECHNOLOGY INC$7.3M +240.2%
  • VANGUARD SCOTTSDALE FDS$6.8M +1630.0%
  • ALPHABET INC$4.5M +28.8%
Show all 139

Top Trims

  • PARKER-HANNIFIN CORP-$10.7M -13.0%
  • VANGUARD BD INDEX FDS-$4.3M -32.3%
  • ISHARES TR-$880.6K -34.2%
  • INVESCO EXCH TRD SLF IDX FD-$329.8K -9.6%
  • INVESCO EXCH TRD SLF IDX FD-$181.3K -10.6%
Show all 33

New Positions

  • J P MORGAN EXCHANGE TRADED F$537.0K
  • SERVICENOW INC$468.7K
  • BLACKROCK ETF TRUST II$442.7K
  • CITIGROUP INC$386.1K
  • ISHARES TR$384.3K
Show all 27

Exited Positions

  • ISHARES SILVER TR$242.6K
  • VANECK ETF TRUST$222.3K
  • RELIANCE GLOBAL GROUP INC$4.7K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PARKER-HANNIFIN CORP PH 701094104 $71.8M 10.63% 73,404 SH
2 PROGRESSIVE CORP PGR 743315103 $39.2M 5.81% 179,428 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $23.3M 3.45% 31,162 SH
4 SPDR SERIES TRUST SPYG 78464A409 $22.0M 3.25% 184,561 SH
5 ALPHABET INC GOOGL 02079K305 $20.1M 2.98% 56,376 SH
6 APPLE INC AAPL 037833100 $19.2M 2.85% 66,394 SH
7 INVESCO QQQ TR QQQ 46090E103 $19.1M 2.83% 25,928 SH
8 ADVANCED MICRO DEVICES INC AMD 007903107 $19.0M 2.81% 32,677 SH
9 NVIDIA CORPORATION NVDA 67066G104 $18.7M 2.76% 93,287 SH
10 ISHARES TR IVV 464287200 $18.1M 2.68% 24,165 SH
11 SPDR SERIES TRUST SPYV 78464A508 $17.5M 2.60% 288,652 SH
12 AMAZON COM INC AMZN 023135106 $13.4M 1.98% 56,177 SH
13 ISHARES TR IJR 464287804 $12.7M 1.88% 85,779 SH
14 BROADCOM INC AVGO 11135F101 $12.2M 1.81% 32,369 SH
15 VANGUARD INDEX FDS VTV 922908744 $11.5M 1.71% 52,995 SH
16 MICROSOFT CORP MSFT 594918104 $10.9M 1.61% 29,110 SH
17 MICRON TECHNOLOGY INC MU 595112103 $10.3M 1.53% 8,921 SH
18 ISHARES TR IJH 464287507 $10.1M 1.50% 131,334 SH
19 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $9.2M 1.37% 30,490 SH
20 VANGUARD BD INDEX FDS BND 921937835 $9.0M 1.33% 122,576 SH
21 VANGUARD INDEX FDS VOO 922908363 $8.2M 1.22% 11,967 SH
22 ISHARES TR DGRO 46434V621 $7.9M 1.17% 104,195 SH
23 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $7.2M 1.07% 91,669 SH
24 SPDR SERIES TRUST LGLV 78468R804 $7.2M 1.06% 39,411 SH
25 PACER FDS TR COWZ 69374H881 $6.4M 0.95% 102,919 SH
26 VANGUARD INDEX FDS VUG 922908736 $6.1M 0.90% 70,273 SH
27 MASTERCARD INCORPORATED MA 57636Q104 $6.0M 0.89% 11,717 SH
28 ISHARES TR QUAL 46432F339 $5.8M 0.85% 26,221 SH
29 META PLATFORMS INC META 30303M102 $5.4M 0.80% 9,646 SH
30 ALPHABET INC GOOG 02079K107 $5.0M 0.75% 14,276 SH
31 ISHARES TR FLOT 46429B655 $5.0M 0.73% 97,171 SH
32 JPMORGAN CHASE & CO JPM 46625H100 $4.9M 0.72% 14,884 SH
33 ISHARES TR EFA 464287465 $4.8M 0.71% 45,952 SH
34 TESLA INC TSLA 88160R101 $4.7M 0.69% 11,153 SH
35 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.6M 0.68% 4,912 SH
36 SPDR SERIES TRUST MDYG 78464A821 $4.6M 0.68% 40,861 SH
37 JOHNSON & JOHNSON JNJ 478160104 $4.6M 0.68% 17,957 SH
38 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.2M 0.62% 8,418 SH
39 GOLDMAN SACHS GROUP INC GS 38141G104 $4.0M 0.60% 3,975 SH
40 SELECT SECTOR SPDR TR XLK 81369Y803 $3.5M 0.52% 18,398 SH
41 ISHARES TR MTUM 46432F396 $3.5M 0.52% 10,204 SH
42 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $3.4M 0.51% 7,188 SH
43 VANGUARD ADMIRAL FDS INC IVOO 921932885 $3.3M 0.49% 25,256 SH
44 ROCKET LAB CORP RKLB 773121108 $3.2M 0.48% 31,686 SH
45 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $3.1M 0.46% 152,928 SH
46 LOWES COS INC LOW 548661107 $3.1M 0.46% 14,078 SH
47 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $3.0M 0.45% 26,077 SH
48 SPDR SERIES TRUST SLYG 78464A201 $3.0M 0.44% 25,176 SH
49 VISA INC V 92826C839 $2.9M 0.43% 8,388 SH
50 CROWDSTRIKE HLDGS INC CRWD 22788C105 $2.8M 0.42% 3,688 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $675.2M 237 0002112005-26-000003
2026-03-31 2026-05-14 $573.4M 213 0002112005-26-000002
2025-12-31 2026-02-25 $561.3M 214 0002112005-26-000001