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Portfolio (Quarterly) Guide ↗

Sequent Planning LLC

· CIK 0002009724
13F Portfolio $393M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 226 New
Page 10 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 POCT INNOVATOR ETFS TRUST 6,140.0 $270K 0.07% NEW $43.92 +4.9%
182 PJAN INNOVATOR ETFS TRUST 5,715.0 $269K 0.07% NEW $47.02 +4.5%
183 UNP UNION PAC CORP Industrials 1,161.0 $269K 0.07% NEW $231.41 +12.3%
184 SPMO INVESCO EXCH TRADED FD TR II 2,234.0 $267K 0.07% NEW $119.32 +28.9%
185 SU SUNCOR ENERGY INC NEW Energy 5,996.0 $266K 0.07% NEW $44.36 +22.8%
186 PJUL INNOVATOR ETFS TRUST 5,700.0 $265K 0.07% NEW $46.43 +4.9%
187 JPM JPMORGAN CHASE & CO. Financial Services 812.0 $262K 0.07% NEW $322.26 +3.5%
188 DSEP FIRST TR EXCHNG TRADED FD VI 5,814.0 $261K 0.07% NEW $44.91 +4.8%
189 SMH VANECK ETF TRUST 724.0 $261K 0.07% NEW $360.13 +72.1%
190 GFEB FIRST TR EXCHNG TRADED FD VI 6,235.0 $259K 0.07% NEW $41.53 +5.3%
191 GRMN GARMIN LTD Technology 1,274.0 $258K 0.07% NEW $202.89 +18.3%
192 DJUL FIRST TR EXCHNG TRADED FD VI 5,221.0 $248K 0.06% NEW $47.57 +4.9%
193 FIRST TR EXCHNG TRADED FD VI 6,630.0 $248K 0.06% NEW $37.44
194 SCHF SCHWAB STRATEGIC TR 10,261.0 $247K 0.06% NEW $24.04 +13.4%
195 BSV VANGUARD BD INDEX FDS 3,112.0 $245K 0.06% NEW $78.81 -1.2%
196 SPTI SPDR SERIES TRUST 8,300.0 $239K 0.06% NEW $28.84 -1.6%
197 XLF SELECT SECTOR SPDR TR 4,322.0 $237K 0.06% NEW $54.76 -1.9%
198 SKYY FIRST TR EXCHANGE TRADED FD 1,811.0 $236K 0.06% NEW $130.08 -0.8%
199 FTA FIRST TR EXCHANGE-TRADED ALP 2,730.0 $235K 0.06% NEW $86.14 +12.5%
200 SPYM SPDR SERIES TRUST 2,929.0 $235K 0.06% NEW $80.22 +7.6%
Page 10 of 12  ·  226 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 24.7%
Technology 20.7%
Consumer Cyclical 17.1%
Communication Services 14.2%
Consumer Defensive 7.7%
Industrials 4.8%
Healthcare 3.5%
Real Estate 3.5%
Energy 2.7%
Utilities 1.1%