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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 7 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SUB ISHARES TR 2,663.0 $284K 0.06% +45.0 +1.7% $106.47 -0.1%
122 PJUL INNOVATOR ETFS TRUST 5,743.0 $280K 0.06% +68.0 +1.2% $48.81 +1.6%
123 GYLD ARROW ETF TR 19,131.0 $273K 0.06% +3K +17.6% $14.25 +1.6%
124 AIVL WISDOMTREE TR 2,077.0 $272K 0.06% +291.0 +16.3% $131.14 +3.0%
125 DWX SPDR INDEX SHS FDS 5,545.0 $255K 0.05% +921.0 +19.9% $45.96 +5.2%
126 DIV GLOBAL X FDS 13,118.0 $250K 0.05% +1K +12.5% $19.05 +4.3%
127 HNDL STRATEGY SHS 10,901.0 $249K 0.05% +736.0 +7.2% $22.84 -0.8%
128 JIRE J P MORGAN EXCHANGE TRADED F 2,994.0 $247K 0.05% +243.0 +8.8% $82.49 +3.4%
Page 7 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%