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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 3 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPTM SPDR SERIES TRUST 31,671.0 $2.9M 0.61% +18K +129.0% $90.79 +2.3%
42 IEI ISHARES TR 23,358.0 $2.7M 0.59% +1K +6.2% $117.45 -0.6%
43 JEPI J P MORGAN EXCHANGE TRADED F 47,868.0 $2.7M 0.58% +43K +858.3% $56.48 +3.0%
44 SHY ISHARES TR 32,782.0 $2.7M 0.57% +2K +5.5% $82.11 -0.1%
45 FIRST TR EXCHANGE-TRADED FD 84,555.0 $2.7M 0.57% -6K -6.2% $31.76
46 JEPQ J P MORGAN EXCHANGE TRADED F 42,729.0 $2.6M 0.56% +39K +976.6% $61.46 -2.8%
47 TSLA TESLA INC Consumer Cyclical 6,235.0 $2.6M 0.56% +1K +24.7% $420.61 -16.0%
48 MUB ISHARES TR 24,290.0 $2.6M 0.56% +1K +5.8% $107.62 -1.9%
49 XLV SELECT SECTOR SPDR TR 15,233.0 $2.4M 0.52% +1K +9.6% $158.66 +10.6%
50 RDVY FIRST TR EXCHANGE TRADED FD 29,395.0 $2.4M 0.51% -6K -16.6% $81.06 +1.5%
51 RDVI FIRST TR EXCHANGE-TRADED FD 80,741.0 $2.4M 0.51% -22K -21.2% $29.40 -0.4%
52 YJUN FIRST TR EXCHNG TRADED FD VI 87,809.0 $2.4M 0.50% NEW $26.80 +3.1%
53 ACYN FIRST TR EXCHANGE-TRADED FD 112,504.0 $2.3M 0.50% NEW $20.79 -0.1%
54 XLC SELECT SECTOR SPDR TR 21,780.0 $2.3M 0.50% +2K +10.7% $107.13 +5.4%
55 FIRST TR EXCHNG TRADED FD VI 73,103.0 $2.2M 0.48% +5K +7.9% $30.61
56 IJS ISHARES TR 16,217.0 $2.2M 0.47% +154.0 +1.0% $136.68 +0.7%
57 IVV ISHARES TR 2,953.0 $2.2M 0.47% +865.0 +41.4% $748.89 +2.7%
58 OMFL INVESCO EXCH TRD SLF IDX FD 32,256.0 $2.2M 0.47% +278.0 +0.9% $68.54 +3.4%
59 FIRST TR EXCHANGE TRADED FD 91,757.0 $2.2M 0.47% -17K -15.5% $23.85
60 KNG FIRST TR EXCHANGE-TRADED FD 42,195.0 $2.1M 0.46% -10K -19.5% $50.50 +2.5%
Page 3 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%