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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 5 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EALT INNOVATOR ETFS TRUST 16,075.0 $576K 0.12% +353.0 +2.2% $35.86 +1.9%
82 BAC BANK OF AMER CORP Financial Services 9,746.0 $555K 0.12% +1K +17.0% $56.98 +9.5%
83 SPTI SPDR SERIES TRUST 18,282.0 $519K 0.11% +10K +113.8% $28.39 -0.9%
84 IVE ISHARES TR 2,271.0 $516K 0.11% +169.0 +8.0% $227.04 +4.7%
85 SMH VANECK ETF TRUST 736.0 $483K 0.10% +13.0 +1.8% $655.89 -15.5%
86 JMEE J P MORGAN EXCHANGE TRADED F 6,095.0 $476K 0.10% +439.0 +7.8% $78.04 -0.5%
87 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 42,904.0 $475K 0.10% +5K +14.3% $11.06 -4.0%
88 GDX VANECK ETF TRUST 6,288.0 $474K 0.10% +561.0 +9.8% $75.45 +36.4%
89 XMAR FIRST TR EXCHNG TRADED FD VI 10,976.0 $469K 0.10% +4K +63.6% $42.73 +1.4%
90 VXF VANGUARD INDEX FDS 1,904.0 $469K 0.10% +464.0 +32.2% $246.16 -0.8%
91 MGK VANGUARD WORLD FD 4,902.0 $431K 0.09% +4K +420.9% $87.91 +0.8%
92 PSK SPDR SERIES TRUST 13,848.0 $423K 0.09% +2K +13.2% $30.53 -2.2%
93 GMAR FIRST TR EXCHNG TRADED FD VI 9,175.0 $406K 0.09% +3K +53.4% $44.24 +1.6%
94 D DOMINION ENERGY INC Utilities 5,764.0 $394K 0.08% +122.0 +2.2% $68.30 -2.0%
95 XLU SELECT SECTOR SPDR TR 8,523.0 $386K 0.08% +681.0 +8.7% $45.34 -4.0%
96 FDT FIRST TR EXCH TRD ALPHDX FD 3,839.0 $363K 0.08% +327.0 +9.3% $94.68 +1.3%
97 EFG ISHARES TR 2,891.0 $360K 0.08% +148.0 +5.4% $124.41 +0.9%
98 GFEB FIRST TR EXCHNG TRADED FD VI 8,143.0 $359K 0.08% +379.0 +4.9% $44.03 +1.7%
99 VMBS VANGUARD SCOTTSDALE FDS 7,656.0 $358K 0.08% +1K +23.4% $46.81 -1.1%
100 GMAY FIRST TR EXCHNG TRADED FD VI 8,278.0 $356K 0.08% +144.0 +1.8% $43.04 +1.7%
Page 5 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%