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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 11 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GMAR FIRST TR EXCHNG TRADED FD VI 5,712.0 $234K 0.06% NEW $40.94 +7.4%
202 HNDL STRATEGY SHS 10,577.0 $233K 0.06% NEW $22.02 +3.1%
203 ORCL ORACLE CORP Technology 1,185.0 $231K 0.06% NEW $194.88 -19.1%
204 SPYG SPDR SERIES TRUST 2,152.0 $230K 0.06% NEW $106.71 +8.2%
205 FSEP FIRST TR EXCHNG TRADED FD VI 4,444.0 $229K 0.06% NEW $51.56 +5.8%
206 FDL FIRST TR EXCHANGE-TRADED FD 5,138.0 $228K 0.06% NEW $44.34 +11.4%
207 FBT FIRST TR EXCHANGE-TRADED FD 1,100.0 $227K 0.06% NEW $206.52 +14.9%
208 JEPQ J P MORGAN EXCHANGE TRADED F 3,894.0 $226K 0.06% NEW $58.12 +2.7%
209 FDT FIRST TR EXCH TRD ALPHDX FD 2,829.0 $225K 0.06% NEW $79.45 +19.7%
210 DIV GLOBAL X FDS 12,967.0 $225K 0.06% NEW $17.32 +10.0%
211 KO COCA COLA CO Consumer Defensive 3,166.0 $221K 0.06% NEW $69.91 +15.3%
212 SCHG SCHWAB STRATEGIC TR 6,723.0 $219K 0.06% NEW $32.62 +1.1%
213 CNQ CANADIAN NAT RES LTD Energy 6,452.0 $218K 0.06% NEW $33.85 +16.3%
214 DSI ISHARES TR 1,683.0 $217K 0.06% NEW $128.83 +7.8%
215 PCY INVESCO EXCH TRADED FD TR II 10,009.0 $217K 0.06% NEW $21.66 +0.1%
216 FIRST TR EXCHNG TRADED FD VI 6,045.0 $216K 0.06% NEW $35.71
217 VTIP VANGUARD MALVERN FDS 4,337.0 $215K 0.06% NEW $49.46 +1.3%
218 CSM PROSHARES TR 2,662.0 $212K 0.05% NEW $79.68 +5.4%
219 BNDX VANGUARD CHARLOTTE FDS 4,356.0 $210K 0.05% NEW $48.32 +0.4%
220 AMD ADVANCED MICRO DEVICES INC Technology 976.0 $209K 0.05% NEW $214.16 +142.7%
Page 11 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%