Tempo Wealth
INDEPENDENCE, OHfiles as Tempo Wealth, LLC
$675m in 237 US stocks at the end of 30 June 2026. The top 10 are 40.1% of the money. It changed about 9.0% of the portfolio this quarter.
Value
$675m
Stocks
237
Top 10 share
40.1%
Turnover
9.0%
What changed this quarter
New
Bought for the first time this quarter.
- J P Morgan Exchange Traded FJMST<0.1% of the fund
- ServiceNowNOW<0.1% of the fund
- Blackrock ETF Trust IIBINC<0.1% of the fund
- CitigroupC<0.1% of the fund
- Ishares TRIGRO<0.1% of the fund
- AB Active EtfsTAFI<0.1% of the fund
- CorningGLW<0.1% of the fund
- Charles SchwabSCHW<0.1% of the fund
- Howmet AerospaceHWM<0.1% of the fund
- Gilead SciencesGILD<0.1% of the fund
- Axon EnterpriseAXON<0.1% of the fund
- Dutch BrosBROS<0.1% of the fund
- Cadence Design SystemsCDNS<0.1% of the fund
- Ishares TRIWV<0.1% of the fund
- TJX CompaniesTJX<0.1% of the fund
- StarbucksSBUX<0.1% of the fund
- Vanguard Index FDSVNQ<0.1% of the fund
- Ishares TRIFRA<0.1% of the fund
- Verizon CommunicationsVZ<0.1% of the fund
- Spdr Series TrustKBE<0.1% of the fund
- Vanguard World FDVFH<0.1% of the fund
- Vanguard Scottsdale FDSVONG<0.1% of the fund
- Invesco Exchange Traded FD TRSP<0.1% of the fund
- FlexFLEX<0.1% of the fund
- Ishares TRVLUE<0.1% of the fund
Added
Bought more of a stock they already held.
- ProgressivePGR5.8% of the fund+13%
- AlphabetGOOGL3.0% of the fund+4%
- NvidiaNVDA2.8% of the fund+7%
- Ishares TRIVV2.7% of the fund+4%
- Amazon.comAMZN2.0% of the fund+3%
- MicrosoftMSFT1.6% of the fund+11%
- Ishares TRIJH1.5% of the fund+4%
- Invesco Exch Traded FD TR IIQQQM1.4% of the fund+5%
- Vanguard Scottsdale FDSVCSH1.1% of the fund+1635%
- MastercardMA0.9% of the fund+4%
- Meta PlatformsMETA0.8% of the fund+11%
- AlphabetGOOG0.7% of the fund+2%
- Ishares TRFLOT0.7% of the fund+12%
- JPMorgan ChaseJPM0.7% of the fund+10%
- Ishares TREFA0.7% of the fund+4%
- Johnson & JohnsonJNJ0.7% of the fund+5%
- Berkshire HathawayBRK-B0.6% of the fund+4%
- Goldman Sachs GroupGS0.6% of the fund+10%
- Rocket LabRKLB0.5% of the fund+16%
- Lowe's CompaniesLOW0.5% of the fund+8%
- Palantir TechnologiesPLTR0.5% of the fund+19%
- VisaV0.4% of the fund+5%
- CrowdStrike HoldingsCRWD0.4% of the fund+52%
- Southern CompanySO0.3% of the fund+14%
- Vertiv HoldingsVRT0.3% of the fund+14%
Cut
Sold some of their stake.
- Parker-HannifinPH10.6% of the fund-20%
- Vanguard BD Index FDSBND1.3% of the fund-32%
- Ishares TRDGRO1.2% of the fund-4%
- Pacer FDS TRCOWZ0.9% of the fund-2%
- Select Sector Spdr TRXLK0.5% of the fund-4%
- Invesco Exch TRD SLF IDX FDBSCS0.5% of the fund-9%
- Spdr Series TrustSLYG0.4% of the fund-2%
- O'Reilly AutomotiveORLY0.4% of the fund-2%
- Invesco Exch TRD SLF IDX FDBSCR0.3% of the fund-5%
- Ishares TRTLT0.3% of the fund-34%
- Vanguard Tax-Managed FDSVEA0.2% of the fund-4%
- Invesco Exch TRD SLF IDX FDBSCQ0.2% of the fund-4%
- Invesco Exch TRD SLF IDX FDBSCT0.2% of the fund-10%
- Ishares TRDVY0.2% of the fund-9%
- First TR Exchng Traded FD VIBUFR0.2% of the fund-12%
- Ishares TRUSIG0.2% of the fund-3%
- FortinetFTNT0.2% of the fund-4%
- Invesco Exchange Traded FD TRZG0.2% of the fund-3%
- Vanguard Index FDSVTI0.2% of the fund-22%
- EatonETN0.2% of the fund-4%
- Invesco Exchange Traded FD TRFG0.1% of the fund-2%
- Invesco Exch TRD SLF IDX FDBSCU0.1% of the fund-9%
- First TR Exchange-Traded FDKNG0.1% of the fund-6%
- BlackstoneBX0.1% of the fund-4%
- Ishares TRIEFA0.1% of the fund-8%
Sold out
Sold their entire stake.
- Ishares Silver TRSLV-100%
- Vaneck ETF TrustGDX-100%
- Reliance-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 3.4%
- Value
- $23m
- Shares
- 31,162
Held
- Spdr Series TrustSPYG
- Share
- 3.3%
- Value
- $22m
- Shares
- 184,561
Held
- Invesco QQQ TRQQQ
- Share
- 2.8%
- Value
- $19m
- Shares
- 25,928
Held
- Ishares TRIVV
- Share
- 2.7%
- Value
- $18m
- Shares
- 24,165
+4%
- Spdr Series TrustSPYV
- Share
- 2.6%
- Value
- $18m
- Shares
- 288,652
Held
- Ishares TRIJR
- Share
- 1.9%
- Value
- $13m
- Shares
- 85,779
Held
- Vanguard Index FDSVTV
- Share
- 1.7%
- Value
- $12m
- Shares
- 52,995
Held
- Ishares TRIJH
- Share
- 1.5%
- Value
- $10m
- Shares
- 131,334
+4%
- Invesco Exch Traded FD TR IIQQQM
- Share
- 1.4%
- Value
- $9m
- Shares
- 30,490
+5%
- Vanguard BD Index FDSBND
- Share
- 1.3%
- Value
- $9m
- Shares
- 122,576
-32%
- Vanguard Index FDSVOO
- Share
- 1.2%
- Value
- $8m
- Shares
- 11,967
Held
- Ishares TRDGRO
- Share
- 1.2%
- Value
- $8m
- Shares
- 104,195
-4%
- Vanguard Scottsdale FDSVCSH
- Share
- 1.1%
- Value
- $7m
- Shares
- 91,669
+1635%
- Spdr Series TrustLGLV
- Share
- 1.1%
- Value
- $7m
- Shares
- 39,411
Held
- Pacer FDS TRCOWZ
- Share
- 0.9%
- Value
- $6m
- Shares
- 102,919
-2%
- Vanguard Index FDSVUG
- Share
- 0.9%
- Value
- $6m
- Shares
- 70,273
Held
- Ishares TRQUAL
- Share
- 0.9%
- Value
- $6m
- Shares
- 26,221
Held
- Ishares TRFLOT
- Share
- 0.7%
- Value
- $5m
- Shares
- 97,171
+12%
- Ishares TREFA
- Share
- 0.7%
- Value
- $5m
- Shares
- 45,952
+4%
- Spdr Series TrustMDYG
- Share
- 0.7%
- Value
- $5m
- Shares
- 40,861
Held
- Select Sector Spdr TRXLK
- Share
- 0.5%
- Value
- $4m
- Shares
- 18,398
-4%
- Ishares TRMTUM
- Share
- 0.5%
- Value
- $3m
- Shares
- 10,204
Held
- Vanguard Admiral FDSIVOO
- Share
- 0.5%
- Value
- $3m
- Shares
- 25,256
Held
- Invesco Exch TRD SLF IDX FDBSCS
- Share
- 0.5%
- Value
- $3m
- Shares
- 152,928
-9%
- Spdr Series TrustSLYG
- Share
- 0.4%
- Value
- $3m
- Shares
- 25,176
-2%
- Ishares TRITOT
- Share
- 0.4%
- Value
- $3m
- Shares
- 15,878
Held
- Ishares TRSOXX
- Share
- 0.4%
- Value
- $2m
- Shares
- 3,798
Held
- Invesco Exch Traded FD TR IIBKLN
- Share
- 0.3%
- Value
- $2m
- Shares
- 110,638
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.3%
- Value
- $2m
- Shares
- 34,337
+8%
- Invesco Exch TRD SLF IDX FDBSCR
- Share
- 0.3%
- Value
- $2m
- Shares
- 103,508
-5%
- Schwab Strategic TRSCHD
- Share
- 0.3%
- Value
- $2m
- Shares
- 63,566
+109%
- Vanguard Admiral FDSVIOG
- Share
- 0.3%
- Value
- $2m
- Shares
- 13,127
Held
- Select Sector Spdr TRXLI
- Share
- 0.3%
- Value
- $2m
- Shares
- 10,670
+8%
- Ishares TRTLT
- Share
- 0.3%
- Value
- $2m
- Shares
- 19,633
-34%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $2m
- Shares
- 22,734
-4%
- Vanguard Admiral FDSVIOO
- Share
- 0.2%
- Value
- $2m
- Shares
- 11,754
Held
- Ishares TRIXN
- Share
- 0.2%
- Value
- $2m
- Shares
- 11,166
Held
- Vanguard World FDMGK
- Share
- 0.2%
- Value
- $2m
- Shares
- 18,207
Held
- Invesco Exch TRD SLF IDX FDBSCQ
- Share
- 0.2%
- Value
- $2m
- Shares
- 80,634
-4%
- Invesco Exch TRD SLF IDX FDBSCT
- Share
- 0.2%
- Value
- $2m
- Shares
- 82,099
-10%
- Ishares TRDVY
- Share
- 0.2%
- Value
- $1m
- Shares
- 9,519
-9%
- First TR Exchng Traded FD VIBUFR
- Share
- 0.2%
- Value
- $1m
- Shares
- 38,317
-12%
- Select Sector Spdr TRXLV
- Share
- 0.2%
- Value
- $1m
- Shares
- 8,630
Held
- Ishares TRUSIG
- Share
- 0.2%
- Value
- $1m
- Shares
- 26,254
-3%
- Ishares TREFAV
- Share
- 0.2%
- Value
- $1m
- Shares
- 15,072
Held
- Select Sector Spdr TRXLF
- Share
- 0.2%
- Value
- $1m
- Shares
- 24,434
Held
- Invesco Exch Traded FD TR IIXMLV
- Share
- 0.2%
- Value
- $1m
- Shares
- 18,852
Held
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $1m
- Shares
- 10,213
Held
- Invesco Exchange Traded FD TRZG
- Share
- 0.2%
- Value
- $1m
- Shares
- 16,603
-3%
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $1m
- Shares
- 3,254
-22%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Parker-HannifinPH | 10.6% | $72m | 73,404 | -20% |
| ProgressivePGR | 5.8% | $39m | 179,428 | +13% |
| State STR Spdr S&P 500 ETF TSPY | 3.4% | $23m | 31,162 | Held |
| Spdr Series TrustSPYG | 3.3% | $22m | 184,561 | Held |
| AlphabetGOOGL | 3.0% | $20m | 56,376 | +4% |
| AppleAAPL | 2.8% | $19m | 66,394 | Held |
| Invesco QQQ TRQQQ | 2.8% | $19m | 25,928 | Held |
| Advanced Micro DevicesAMD | 2.8% | $19m | 32,677 | Held |
| NvidiaNVDA | 2.8% | $19m | 93,287 | +7% |
| Ishares TRIVV | 2.7% | $18m | 24,165 | +4% |
| Spdr Series TrustSPYV | 2.6% | $18m | 288,652 | Held |
| Amazon.comAMZN | 2.0% | $13m | 56,177 | +3% |
| Ishares TRIJR | 1.9% | $13m | 85,779 | Held |
| BroadcomAVGO | 1.8% | $12m | 32,369 | Held |
| Vanguard Index FDSVTV | 1.7% | $12m | 52,995 | Held |
| MicrosoftMSFT | 1.6% | $11m | 29,110 | +11% |
| Micron TechnologyMU | 1.5% | $10m | 8,921 | Held |
| Ishares TRIJH | 1.5% | $10m | 131,334 | +4% |
| Invesco Exch Traded FD TR IIQQQM | 1.4% | $9m | 30,490 | +5% |
| Vanguard BD Index FDSBND | 1.3% | $9m | 122,576 | -32% |
| Vanguard Index FDSVOO | 1.2% | $8m | 11,967 | Held |
| Ishares TRDGRO | 1.2% | $8m | 104,195 | -4% |
| Vanguard Scottsdale FDSVCSH | 1.1% | $7m | 91,669 | +1635% |
| Spdr Series TrustLGLV | 1.1% | $7m | 39,411 | Held |
| Pacer FDS TRCOWZ | 0.9% | $6m | 102,919 | -2% |
| Vanguard Index FDSVUG | 0.9% | $6m | 70,273 | Held |
| MastercardMA | 0.9% | $6m | 11,717 | +4% |
| Ishares TRQUAL | 0.9% | $6m | 26,221 | Held |
| Meta PlatformsMETA | 0.8% | $5m | 9,646 | +11% |
| AlphabetGOOG | 0.7% | $5m | 14,276 | +2% |
| Ishares TRFLOT | 0.7% | $5m | 97,171 | +12% |
| JPMorgan ChaseJPM | 0.7% | $5m | 14,884 | +10% |
| Ishares TREFA | 0.7% | $5m | 45,952 | +4% |
| TeslaTSLA | 0.7% | $5m | 11,153 | Held |
| Costco WholesaleCOST | 0.7% | $5m | 4,912 | Held |
| Spdr Series TrustMDYG | 0.7% | $5m | 40,861 | Held |
| Johnson & JohnsonJNJ | 0.7% | $5m | 17,957 | +5% |
| Berkshire HathawayBRK-B | 0.6% | $4m | 8,418 | +4% |
| Goldman Sachs GroupGS | 0.6% | $4m | 3,975 | +10% |
| Select Sector Spdr TRXLK | 0.5% | $4m | 18,398 | -4% |
| Ishares TRMTUM | 0.5% | $3m | 10,204 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.5% | $3m | 7,188 | Held |
| Vanguard Admiral FDSIVOO | 0.5% | $3m | 25,256 | Held |
| Rocket LabRKLB | 0.5% | $3m | 31,686 | +16% |
| Invesco Exch TRD SLF IDX FDBSCS | 0.5% | $3m | 152,928 | -9% |
| Lowe's CompaniesLOW | 0.5% | $3m | 14,078 | +8% |
| Palantir TechnologiesPLTR | 0.5% | $3m | 26,077 | +19% |
| Spdr Series TrustSLYG | 0.4% | $3m | 25,176 | -2% |
| VisaV | 0.4% | $3m | 8,388 | +5% |
| CrowdStrike HoldingsCRWD | 0.4% | $3m | 3,688 | +52% |
| Ishares TRITOT | 0.4% | $3m | 15,878 | Held |
| O'Reilly AutomotiveORLY | 0.4% | $3m | 28,111 | -2% |
| Ishares TRSOXX | 0.4% | $2m | 3,798 | Held |
| Invesco Exch Traded FD TR IIBKLN | 0.3% | $2m | 110,638 | Held |
| Southern CompanySO | 0.3% | $2m | 23,131 | +14% |
| Vertiv HoldingsVRT | 0.3% | $2m | 6,586 | +14% |
| GE VernovaGEV | 0.3% | $2m | 1,769 | +30% |
| BlackRockBLK | 0.3% | $2m | 2,159 | +21% |
| Vanguard Intl Equity Index FVWO | 0.3% | $2m | 34,337 | +8% |
| WalmartWMT | 0.3% | $2m | 18,015 | +11% |
| Invesco Exch TRD SLF IDX FDBSCR | 0.3% | $2m | 103,508 | -5% |
| Schwab Strategic TRSCHD | 0.3% | $2m | 63,566 | +109% |
| Vanguard Admiral FDSVIOG | 0.3% | $2m | 13,127 | Held |
| Select Sector Spdr TRXLI | 0.3% | $2m | 10,670 | +8% |
| Marvell TechnologyMRVL | 0.3% | $2m | 6,630 | Held |
| CaterpillarCAT | 0.3% | $2m | 1,746 | +23% |
| Home DepotHD | 0.3% | $2m | 4,931 | +14% |
| Sherwin-WilliamsSHW | 0.3% | $2m | 4,954 | +9% |
| Ishares TRTLT | 0.3% | $2m | 19,633 | -34% |
| IntelINTC | 0.2% | $2m | 11,936 | Held |
| Vanguard Tax-Managed FDSVEA | 0.2% | $2m | 22,734 | -4% |
| Vanguard Admiral FDSVIOO | 0.2% | $2m | 11,754 | Held |
| Ishares TRIXN | 0.2% | $2m | 11,166 | Held |
| Vanguard World FDMGK | 0.2% | $2m | 18,207 | Held |
| Eli LillyLLY | 0.2% | $2m | 1,325 | +42% |
| Invesco Exch TRD SLF IDX FDBSCQ | 0.2% | $2m | 80,634 | -4% |
| Procter & GamblePG | 0.2% | $2m | 10,731 | +11% |
| Invesco Exch TRD SLF IDX FDBSCT | 0.2% | $2m | 82,099 | -10% |
| Ishares TRDVY | 0.2% | $1m | 9,519 | -9% |
| Constellation EnergyCEG | 0.2% | $1m | 5,963 | +15% |
| OracleORCL | 0.2% | $1m | 9,959 | +18% |
| First TR Exchng Traded FD VIBUFR | 0.2% | $1m | 38,317 | -12% |
| Select Sector Spdr TRXLV | 0.2% | $1m | 8,630 | Held |
| Applied MaterialsAMAT | 0.2% | $1m | 1,875 | +38% |
| Ishares TRUSIG | 0.2% | $1m | 26,254 | -3% |
| L3harris TechnologiesLHX | 0.2% | $1m | 4,608 | +6% |
| Ishares TREFAV | 0.2% | $1m | 15,072 | Held |
| Select Sector Spdr TRXLF | 0.2% | $1m | 24,434 | Held |
| ExxonMobil HoldingsXOM | 0.2% | $1m | 9,389 | +14% |
| FortinetFTNT | 0.2% | $1m | 8,238 | -4% |
| Invesco Exch Traded FD TR IIXMLV | 0.2% | $1m | 18,852 | Held |
| American ExpressAXP | 0.2% | $1m | 3,629 | +98% |
| Vanguard World FDVGT | 0.2% | $1m | 10,213 | Held |
| Invesco Exchange Traded FD TRZG | 0.2% | $1m | 16,603 | -3% |
| Vanguard Index FDSVTI | 0.2% | $1m | 3,254 | -22% |
| International Business MachinesIBM | 0.2% | $1m | 4,258 | +4% |
| EatonETN | 0.2% | $1m | 2,689 | -4% |
| Arista NetworksANET | 0.2% | $1m | 6,645 | +46% |
| DatadogDDOG | 0.2% | $1m | 4,290 | +56% |
| Palo Alto NetworksPANW | 0.2% | $1m | 3,239 | +11% |
Showing the largest 100 of 237.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 20.3% since 31 December 2025.
Where the money is
Technology17.6%
Industrials13.8%
Financial services10.5%
Media & telecom4.7%
Retail & consumer4.0%
Health care1.8%
Everyday goods1.4%
Utilities0.7%
Materials0.4%
Energy0.3%
Real estate0.1%
Other44.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.