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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 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYG ISHARES TR 11,081.0 $918K 0.22% +1K +13.3% $82.84 +9.5%
62 VUG VANGUARD INDEX FDS 2,084.0 $910K 0.22% +86.0 +4.3% $436.73 -80.8%
63 VHT VANGUARD WORLD FD 3,129.0 $852K 0.21% +183.0 +6.2% $272.33 +6.0%
64 AVGO BROADCOM INC Technology 2,640.0 $817K 0.20% +2K +202.8% $309.51 +23.4%
65 JMUB J P MORGAN EXCHANGE TRADED F 16,187.0 $809K 0.20% +8K +103.4% $49.99 +1.1%
66 DIEM FRANKLIN TEMPLETON ETF TR 22,737.0 $804K 0.19% +4K +23.3% $35.35 +22.2%
67 BND VANGUARD BD INDEX FDS 10,707.0 $788K 0.19% +269.0 +2.6% $73.64 -0.1%
68 VANGUARD MUN BD FDS 7,187.0 $718K 0.17% +3K +90.1% $99.94
69 WTMF WISDOMTREE TR 17,707.0 $703K 0.17% +335.0 +1.9% $39.69 +2.2%
70 FDN FIRST TR EXCHANGE-TRADED FD 2,984.0 $698K 0.17% +366.0 +14.0% $234.05 +10.6%
71 BBUS J P MORGAN EXCHANGE TRADED F 5,481.0 $642K 0.15% +1K +29.8% $117.18 +12.7%
72 XLB SELECT SECTOR SPDR TR 12,783.0 $639K 0.15% +1K +12.1% $49.97 +2.4%
73 BSV VANGUARD BD INDEX FDS 8,051.0 $631K 0.15% +5K +158.7% $78.41 -0.7%
74 GDEC FIRST TR EXCHNG TRADED FD VI 16,920.0 $626K 0.15% +1K +7.0% $37.02 +6.7%
75 VRIG INVESCO ACTIVELY MANAGED EXC 23,609.0 $591K 0.14% +2K +7.7% $25.04 +0.1%
76 BNDX VANGUARD CHARLOTTE FDS 11,916.0 $573K 0.14% +8K +173.6% $48.05 +0.9%
77 VTV VANGUARD INDEX FDS 2,870.0 $563K 0.14% +523.0 +22.3% $196.21 +10.9%
78 VB VANGUARD INDEX FDS 2,085.0 $546K 0.13% +104.0 +5.2% $261.92 +13.5%
79 CVX CHEVRON CORPORATION Energy 2,453.0 $508K 0.12% +76.0 +3.2% $206.90 -17.1%
80 IVW ISHARES TR 4,482.0 $507K 0.12% +672.0 +17.6% $113.10 +17.9%
Page 4 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%