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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 10 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CSCO CISCO SYS INC Technology 3,097.0 $364K 0.08% -87.0 -2.7% $117.48 -5.4%
182 FDT FIRST TR EXCH TRD ALPHDX FD 3,839.0 $363K 0.08% +327.0 +9.3% $94.68 +1.7%
183 EFG ISHARES TR 2,891.0 $360K 0.08% +148.0 +5.4% $124.41 +1.4%
184 GFEB FIRST TR EXCHNG TRADED FD VI 8,143.0 $359K 0.08% +379.0 +4.9% $44.03 +1.6%
185 VMBS VANGUARD SCOTTSDALE FDS 7,656.0 $358K 0.08% +1K +23.4% $46.81 -0.8%
186 GMAY FIRST TR EXCHNG TRADED FD VI 8,278.0 $356K 0.08% +144.0 +1.8% $43.04 +1.7%
187 UCON FIRST TR EXCHNG TRADED FD VI 14,297.0 $356K 0.08% -88K -86.0% $24.88 -0.8%
188 BAI BLACKROCK ETF TRUST 6,640.0 $350K 0.07% NEW $52.72 -16.9%
189 V VISA INC Financial Services 1,020.0 $350K 0.07% $343.20 +11.9%
190 FTA FIRST TR EXCHANGE-TRADED ALP 3,608.0 $349K 0.07% +325.0 +9.9% $96.81 +7.3%
191 BLV VANGUARD BD INDEX FDS 5,045.0 $348K 0.07% +912.0 +22.1% $68.93 -3.0%
192 IUSB ISHARES TR 7,515.0 $347K 0.07% +2K +29.3% $46.15 -0.9%
193 EFV ISHARES TR 4,466.0 $342K 0.07% -2K -29.8% $76.55 +7.9%
194 FDL FIRST TR EXCHANGE-TRADED FD 7,003.0 $341K 0.07% +2K +36.3% $48.66 +9.6%
195 FALN ISHARES TR 12,480.0 $340K 0.07% +155.0 +1.3% $27.24 -0.5%
196 MCD MCDONALDS CORP Consumer Cyclical 1,246.0 $337K 0.07% +38.0 +3.1% $270.33 -0.8%
197 BIV VANGUARD BD INDEX FDS 4,358.0 $334K 0.07% +660.0 +17.9% $76.71 -1.1%
198 ABBV ABBVIE INC Healthcare 1,325.0 $333K 0.07% $251.67 +5.6%
199 VSS VANGUARD INTL EQUITY INDEX F 2,144.0 $331K 0.07% -246.0 -10.3% $154.28 +4.1%
200 AVEM AMERICAN CENTY ETF TR 3,428.0 $331K 0.07% NEW $96.48 -1.8%
Page 10 of 14  ·  269 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%