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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 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPYG SPDR SERIES TRUST 1,944.0 $231K 0.05% -582.0 -23.0% $118.97 +1.0%
82 QVMT INVESCO EXCH TRADED FD TR II 3,287.0 $230K 0.05% -7K -69.0% $69.89 -5.9%
83 IGV ISHARES TR 2,505.0 $227K 0.05% -94.0 -3.6% $90.60 +12.4%
84 DJUL FIRST TR EXCHNG TRADED FD VI 4,508.0 $226K 0.05% -498.0 -9.9% $50.15 +2.0%
85 PCY INVESCO EXCH TRADED FD TR II 10,197.0 $221K 0.05% -277.0 -2.6% $21.65 -2.3%
Page 5 of 5  ·  85 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%