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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 13 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FIRST TR EXCHNG TRADED FD VI 7,956.0 $248K 0.05% $31.22
242 JIRE J P MORGAN EXCHANGE TRADED F 2,994.0 $247K 0.05% +243.0 +8.8% $82.49 +3.9%
243 FSIG FIRST TR EXCHANGE-TRADED FD 13,049.0 $246K 0.05% -38K -74.6% $18.85 -0.3%
244 FSEP FIRST TR EXCHNG TRADED FD VI 4,439.0 $244K 0.05% $55.08 +2.6%
245 QCOM QUALCOMM INC Technology 1,287.0 $238K 0.05% NEW $184.79 -13.1%
246 DDEC FIRST TR EXCHNG TRADED FD VI 4,992.0 $236K 0.05% $47.38 +1.9%
247 DMAY FIRST TR EXCHNG TRADED FD VI 5,011.0 $236K 0.05% NEW $47.12 +1.5%
248 DSEP FIRST TR EXCHNG TRADED FD VI 4,925.0 $234K 0.05% -828.0 -14.4% $47.44 +2.2%
249 IYF ISHARES TR 1,830.0 $233K 0.05% $127.53 +7.9%
250 PSIX POWER SOLUTIONS INTL INC Industrials 5,973.0 $232K 0.05% -450.0 -7.0% $38.89 -6.8%
251 SPYG SPDR SERIES TRUST 1,944.0 $231K 0.05% -582.0 -23.0% $118.97 +1.0%
252 MPC MARATHON PETE CORP Energy 904.0 $231K 0.05% $255.76 +38.8%
253 DSI ISHARES TR 1,614.0 $230K 0.05% NEW $142.39 +3.0%
254 QVMT INVESCO EXCH TRADED FD TR II 3,287.0 $230K 0.05% -7K -69.0% $69.89 -5.9%
255 VTES VANGUARD WELLINGTON FD 2,241.0 $227K 0.05% NEW $101.31 -0.4%
256 IGV ISHARES TR 2,505.0 $227K 0.05% -94.0 -3.6% $90.60 +12.4%
257 CSM PROSHARES TR 2,662.0 $227K 0.05% NEW $85.22 +3.6%
258 DJUL FIRST TR EXCHNG TRADED FD VI 4,508.0 $226K 0.05% -498.0 -9.9% $50.15 +1.9%
259 BUFR FIRST TR EXCHNG TRADED FD VI 6,122.0 $224K 0.05% $36.53 +2.1%
260 GE GE AEROSPACE Industrials 593.0 $221K 0.05% NEW $373.45 -6.4%
Page 13 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%