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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 6 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FTA FIRST TR EXCHANGE-TRADED ALP 3,608.0 $349K 0.07% +325.0 +9.9% $96.81 +7.4%
102 BLV VANGUARD BD INDEX FDS 5,045.0 $348K 0.07% +912.0 +22.1% $68.93 -3.2%
103 IUSB ISHARES TR 7,515.0 $347K 0.07% +2K +29.3% $46.15 -1.1%
104 FDL FIRST TR EXCHANGE-TRADED FD 7,003.0 $341K 0.07% +2K +36.3% $48.66 +9.8%
105 FALN ISHARES TR 12,480.0 $340K 0.07% +155.0 +1.3% $27.24 -0.6%
106 MCD MCDONALDS CORP Consumer Cyclical 1,246.0 $337K 0.07% +38.0 +3.1% $270.33 -1.3%
107 BIV VANGUARD BD INDEX FDS 4,358.0 $334K 0.07% +660.0 +17.9% $76.71 -1.2%
108 JPIE J P MORGAN EXCHANGE TRADED F 7,071.0 $326K 0.07% +760.0 +12.0% $46.05 -0.3%
109 FLRT PACER FDS TR 6,957.0 $324K 0.07% +526.0 +8.2% $46.63 +0.7%
110 SCHF SCHWAB STRATEGIC TR 11,560.0 $320K 0.07% +1K +12.4% $27.70 +2.7%
111 PAPR INNOVATOR ETFS TRUST 7,436.0 $314K 0.07% +55.0 +0.8% $42.20 +1.6%
112 FIRST TR EXCHNG TRADED FD VI 8,260.0 $309K 0.07% +813.0 +10.9% $37.40
113 VYM VANGUARD WHITEHALL FDS 1,948.0 $308K 0.07% +461.0 +31.0% $158.03 +4.4%
114 JAVA J P MORGAN EXCHANGE TRADED F 3,836.0 $305K 0.07% +901.0 +30.7% $79.41 +4.9%
115 JPM JPMORGAN CHASE & CO Financial Services 904.0 $296K 0.06% +121.0 +15.4% $327.50 +8.9%
116 FBT FIRST TR EXCHANGE-TRADED FD 1,194.0 $296K 0.06% +44.0 +3.8% $247.89 +9.8%
117 ETN EATON CORP PLC Industrials 686.0 $292K 0.06% +82.0 +13.6% $425.83 -1.5%
118 VTIP VANGUARD MALVERN FDS 5,784.0 $291K 0.06% +843.0 +17.1% $50.23 -0.8%
119 JBND J P MORGAN EXCHANGE TRADED F 5,374.0 $288K 0.06% +669.0 +14.2% $53.50 -1.1%
120 POCT INNOVATOR ETFS TRUST 6,187.0 $287K 0.06% +71.0 +1.2% $46.41 +2.0%
Page 6 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%