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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 14 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PCY INVESCO EXCH TRADED FD TR II 10,197.0 $221K 0.05% -277.0 -2.6% $21.65 -2.4%
262 JFLI J P MORGAN EXCHANGE TRADED F 4,049.0 $220K 0.05% NEW $54.43 -0.3%
263 VYMI VANGUARD WHITEHALL FDS 2,188.0 $215K 0.05% NEW $98.20 +7.7%
264 HYG ISHARES TR 2,683.0 $215K 0.05% NEW $79.98 -0.2%
265 TECK TECK RESOURCES LTD Basic Materials 3,478.0 $207K 0.04% NEW $59.46 +19.5%
266 BLCR BLACKROCK ETF TRUST 4,086.0 $206K 0.04% NEW $50.37 -2.5%
267 SIXJ AIM ETF PRODUCTS TRUST 5,524.0 $202K 0.04% NEW $36.48 +1.9%
268 XNTK SPDR SERIES TRUST 513.0 $200K 0.04% NEW $390.65 -9.4%
269 JASPER THERAPEUTICS INC 14,900.0 $6K 0.00% $0.42
Page 14 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%