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Portfolio (Quarterly) Guide ↗

Sequent Planning LLC

· CIK 0002009724
13F Portfolio $414M AUM 242 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 119 Added 61 Reduced 11 Exited
Page 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FVD FIRST TR EXCHANGE-TRADED FD 31,514.0 $1.5M 0.36% +818.0 +2.7% $47.03 +2.6%
42 JCPB J P MORGAN EXCHANGE TRADED F 30,612.0 $1.4M 0.35% +8K +33.8% $47.08 -0.1%
43 GTO INVESCO ACTIVELY MANAGED EXC 30,486.0 $1.4M 0.34% +1K +4.4% $46.83 +0.2%
44 FTCS FIRST TR EXCHANGE-TRADED FD 15,041.0 $1.4M 0.34% +411.0 +2.8% $92.76 +1.6%
45 MSFT MICROSOFT CORP Technology 3,733.0 $1.4M 0.33% +25.0 +0.7% $370.15 -0.4%
46 FIRST TR EXCHNG TRADED FD VI 38,066.0 $1.4M 0.33% +28K +273.6% $36.12
47 IVV ISHARES TR 2,088.0 $1.4M 0.33% +327.0 +18.6% $653.25 +12.5%
48 SPYV SPDR SERIES TRUST 23,807.0 $1.3M 0.33% +256.0 +1.1% $56.58 +7.2%
49 BIL SPDR SERIES TRUST 14,432.0 $1.3M 0.32% +813.0 +6.0% $91.64 -0.0%
50 GRID FIRST TR EXCHANGE-TRADED FD 7,872.0 $1.3M 0.31% +366.0 +4.9% $163.58 +14.5%
51 AIRR FIRST TR EXCHANGE TRADED FD 11,483.0 $1.3M 0.31% +488.0 +4.4% $110.78 +17.4%
52 GOVI INVESCO EXCH TRADED FD TR II 45,410.0 $1.2M 0.30% +1K +3.1% $27.28 +0.1%
53 NFLX NETFLIX INC. Communication Services 12,770.0 $1.2M 0.30% +1K +9.1% $96.15 -24.6%
54 VWO VANGUARD INTL EQUITY INDEX F 22,387.0 $1.2M 0.29% +6K +35.5% $54.05 +8.7%
55 XLE SELECT SECTOR SPDR TR 19,578.0 $1.2M 0.29% +875.0 +4.7% $61.26 -12.7%
56 FLHY FRANKLIN TEMPLETON ETF TR 49,067.0 $1.2M 0.29% +9K +23.9% $24.14 +0.5%
57 VGT VANGUARD WORLD FD 1,627.0 $1.1M 0.27% +36.0 +2.3% $697.77 -83.7%
58 GJAN FIRST TR EXCHNG TRADED FD VI 26,143.0 $1.1M 0.27% +17K +197.4% $41.91 +6.6%
59 FIRST TR EXCHNG TRADED FD VI 45,542.0 $981K 0.24% +14K +45.7% $21.54
60 FSIG FIRST TR EXCHANGE-TRADED FD 51,285.0 $971K 0.23% +2K +3.6% $18.94 +0.0%
Page 3 of 6  ·  119 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.8%
Technology 20.0%
Consumer Cyclical 15.9%
Communication Services 13.6%
Consumer Defensive 8.8%
Industrials 6.1%
Energy 4.3%
Healthcare 3.7%
Real Estate 3.4%
Utilities 1.2%