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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 3 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FIRST TR EXCHNG TRADED FD VI 102,387.0 $2.5M 0.61% -6K -5.4% $24.83
42 UCON FIRST TR EXCHNG TRADED FD VI 102,503.0 $2.5M 0.61% -4K -3.4% $24.77 +0.8%
43 BGLD FIRST TR EXCHANGE-TRADED FD 146,781.0 $2.5M 0.61% -12K -7.7% $17.14 -5.2%
44 FIRST TR EXCHANGE TRADED FD 108,578.0 $2.5M 0.60% +6K +6.1% $22.95
45 MUB ISHARES TR 22,958.0 $2.4M 0.59% +5K +30.7% $106.15 +1.3%
46 RDVY FIRST TR EXCHANGE TRADED FD 35,252.0 $2.4M 0.58% +2K +4.7% $68.28 +16.1%
47 FIRST TR EXCHANGE-TRADED FD 90,157.0 $2.4M 0.58% +6K +6.7% $26.56
48 SCHA SCHWAB STRATEGIC TR 77,893.0 $2.3M 0.55% +16K +25.2% $29.08 +20.7%
49 QQQM INVESCO EXCH TRADED FD TR II 9,246.0 $2.2M 0.53% +357.0 +4.0% $237.62 +24.1%
50 XLC SELECT SECTOR SPDR TR 19,676.0 $2.2M 0.53% +3K +14.9% $110.86 -3.2%
51 FIRST TR EXCHNG TRADED FD VI 67,735.0 $2.1M 0.50% -669.0 -1.0% $30.72
52 XLV SELECT SECTOR SPDR TR 13,901.0 $2.0M 0.49% +950.0 +7.3% $146.61 +4.4%
53 XIDE FIRST TR EXCHNG TRADED FD VI 67,904.0 $2.0M 0.49% -2K -3.5% $29.69 +2.1%
54 SMA SMARTSTOP SELF STORAG REIT I Real Estate 64,571.0 $2.0M 0.47% -478.0 -0.7% $30.28 +8.4%
55 OMFL INVESCO EXCH TRD SLF IDX FD 31,978.0 $1.9M 0.47% -454.0 -1.4% $60.12 +12.7%
56 IJS ISHARES TR 16,063.0 $1.9M 0.46% $118.45 +13.3%
57 TSLA TESLA INC Consumer Cyclical 5,000.0 $1.9M 0.45% +205.0 +4.3% $371.75 +2.3%
58 XLI SELECT SECTOR SPDR TR 10,493.0 $1.7M 0.41% -100.0 -0.9% $161.73 +12.1%
59 XLP SELECT SECTOR SPDR TR 18,794.0 $1.5M 0.37% +2K +10.3% $81.98 +3.1%
60 META META PLATFORMS INC Communication Services 2,687.0 $1.5M 0.37% +72.0 +2.8% $572.17 -1.7%
Page 3 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%