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Portfolio (Quarterly) Guide ↗

Sequent Planning LLC

· CIK 0002009724
13F Portfolio $414M AUM 242 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 119 Added 61 Reduced 11 Exited
Page 11 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SKYY FIRST TR EXCHANGE-TRADED FD 2,451.0 $268K 0.07% +640.0 +35.3% $109.36 +17.8%
202 POCT INNOVATOR ETFS TRUST 6,116.0 $264K 0.06% $43.11 +6.9%
203 PJAN INNOVATOR ETFS TRUST 5,691.0 $263K 0.06% $46.13 +6.5%
204 FIRST TR EXCHNG TRADED FD VI 7,447.0 $262K 0.06% +1K +23.2% $35.21
205 FDL FIRST TR EXCHANGE-TRADED FD 5,138.0 $261K 0.06% $50.80 -2.5%
206 PJUL INNOVATOR ETFS TRUST 5,675.0 $261K 0.06% $45.97 +6.0%
207 GOOG ALPHABET INC Communication Services 902.0 $259K 0.06% +31.0 +3.6% $286.94 +19.8%
208 SCHF SCHWAB STRATEGIC TR 10,283.0 $255K 0.06% $24.75 +9.7%
209 JBND J P MORGAN EXCHANGE TRADED F 4,705.0 $253K 0.06% NEW $53.77 -0.3%
210 DSEP FIRST TR EXCHNG TRADED FD VI 5,753.0 $253K 0.06% -61.0 -1.1% $43.96 +7.0%
211 GMAR FIRST TR EXCHNG TRADED FD VI 5,983.0 $249K 0.06% +271.0 +4.7% $41.69 +5.4%
212 EME EMCOR GROUP INC Industrials 337.0 $249K 0.06% NEW $737.93 +14.7%
213 SPYG SPDR SERIES TRUST 2,526.0 $247K 0.06% +374.0 +17.4% $97.93 +17.3%
214 CSCO CISCO SYS INC Technology 3,184.0 $247K 0.06% +557.0 +21.2% $77.60 +53.7%
215 VTIP VANGUARD MALVERN FDS 4,941.0 $247K 0.06% +604.0 +13.9% $49.95 +0.4%
216 SPTI SPDR SERIES TRUST 8,551.0 $245K 0.06% +251.0 +3.0% $28.66 -0.9%
217 KO COCA COLA CO Consumer Defensive 3,189.0 $243K 0.06% +23.0 +0.7% $76.05 +6.5%
218 FIRST TR EXCHNG TRADED FD VI 7,956.0 $241K 0.06% NEW $30.32
219 DJUL FIRST TR EXCHNG TRADED FD VI 5,006.0 $234K 0.06% -215.0 -4.1% $46.74 +6.8%
220 FBT FIRST TR EXCHANGE-TRADED FD 1,150.0 $231K 0.06% +50.0 +4.5% $200.82 +18.6%
Page 11 of 13  ·  242 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 22.8%
Technology 20.0%
Consumer Cyclical 15.9%
Communication Services 13.6%
Consumer Defensive 8.8%
Industrials 6.1%
Energy 4.3%
Healthcare 3.7%
Real Estate 3.4%
Utilities 1.2%