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Portfolio (Quarterly) Guide ↗

Sequent Planning LLC

· CIK 0002009724
13F Portfolio $468M AUM 269 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 128 Added 85 Reduced 2 Exited
Page 4 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FIRST TR EXCHNG TRADED FD VI 36,379.0 $906K 0.19% +12K +47.0% $24.91
62 VANGUARD MUN BD FDS 8,462.0 $854K 0.18% +1K +17.7% $100.97
63 BBUS J P MORGAN EXCHANGE TRADED F 6,108.0 $823K 0.18% +627.0 +11.4% $134.72 +2.3%
64 BND VANGUARD BD INDEX FDS 11,128.0 $817K 0.17% +421.0 +3.9% $73.41 -1.2%
65 FAPR FIRST TR EXCHNG TRADED FD VI 16,900.0 $790K 0.17% +2K +15.9% $46.74 +1.9%
66 WTMF WISDOMTREE TR 18,763.0 $766K 0.16% +1K +6.0% $40.85 +2.7%
67 BALT INNOVATOR ETFS TRUST 22,306.0 $764K 0.16% +450.0 +2.1% $34.27 +1.2%
68 SPLV INVESCO EXCH TRADED FD TR II 10,088.0 $756K 0.16% +6K +167.5% $74.90 +1.4%
69 SPY STATE STR SPDR S&P 500 ETF T Financial Services 984.0 $734K 0.16% +544.0 +123.6% $746.39 +2.5%
70 BNDX VANGUARD CHARLOTTE FDS 15,105.0 $732K 0.16% +3K +26.8% $48.43 -1.3%
71 IVW ISHARES TR 5,190.0 $714K 0.15% +708.0 +15.8% $137.52 +0.6%
72 BSV VANGUARD BD INDEX FDS 9,099.0 $709K 0.15% +1K +13.0% $77.91 -0.3%
73 XLF SELECT SECTOR SPDR TR 13,070.0 $701K 0.15% +4K +46.4% $53.61 +8.6%
74 XLB SELECT SECTOR SPDR TR 13,570.0 $690K 0.15% +787.0 +6.2% $50.83 +5.7%
75 VB VANGUARD INDEX FDS 2,247.0 $681K 0.15% +162.0 +7.8% $303.14 +0.2%
76 VRIG INVESCO ACTIVELY MANAGED EXC 27,021.0 $677K 0.14% +3K +14.4% $25.07 -0.1%
77 VTV VANGUARD INDEX FDS 3,076.0 $670K 0.14% +206.0 +7.2% $217.92 +4.2%
78 XLRE SELECT SECTOR SPDR TR 13,501.0 $594K 0.13% +1K +11.6% $44.03 +2.6%
79 FTCB FIRST TR EXCHANGE-TRADED FD 28,170.0 $587K 0.13% +9K +46.1% $20.85 -1.3%
80 DYNF BLACKROCK ETF TRUST 8,636.0 $587K 0.13% +194.0 +2.3% $68.01 +1.5%
Page 4 of 7  ·  128 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
Technology 23.1%
Financial Services 22.0%
Consumer Cyclical 16.8%
Communication Services 12.5%
Consumer Defensive 7.0%
Industrials 5.8%
Real Estate 5.0%
Healthcare 2.8%
Energy 2.7%
Utilities 2.0%