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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 5 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VWO VANGUARD INTL EQUITY INDEX F 22,387.0 $1.2M 0.29% +6K +35.5% $54.05 +8.6%
82 XLE SELECT SECTOR SPDR TR 19,578.0 $1.2M 0.29% +875.0 +4.7% $61.26 -12.9%
83 FLHY FRANKLIN TEMPLETON ETF TR 49,067.0 $1.2M 0.29% +9K +23.9% $24.14 +0.4%
84 VGT VANGUARD WORLD FD 1,627.0 $1.1M 0.27% +36.0 +2.3% $697.77 -83.6%
85 GJAN FIRST TR EXCHNG TRADED FD VI 26,143.0 $1.1M 0.27% +17K +197.4% $41.91 +6.8%
86 SPTM SPDR SERIES TRUST 13,832.0 $1.1M 0.26% -144.0 -1.0% $79.06 +12.6%
87 IMFL INVESCO EXCH TRD SLF IDX FD 31,595.0 $1000K 0.24% -805.0 -2.5% $31.64 +7.1%
88 FIRST TR EXCHNG TRADED FD VI 45,542.0 $981K 0.24% +14K +45.7% $21.54
89 FSIG FIRST TR EXCHANGE-TRADED FD 51,285.0 $971K 0.23% +2K +3.6% $18.94 +0.0%
90 FIRST TR EXCHNG TRADED FD VI 41,853.0 $953K 0.23% -980.0 -2.3% $22.78
91 IYG ISHARES TR 11,081.0 $918K 0.22% +1K +13.3% $82.84 +9.6%
92 VUG VANGUARD INDEX FDS 2,084.0 $910K 0.22% +86.0 +4.3% $436.73 -80.8%
93 VIG VANGUARD SPECIALIZED FUNDS 4,002.0 $861K 0.21% $215.06 +8.8%
94 VHT VANGUARD WORLD FD 3,129.0 $852K 0.21% +183.0 +6.2% $272.33 +5.6%
95 BERKSHIRE HATHAWAY INC DEL 1,777.0 $852K 0.21% -53.0 -2.9% $479.20
96 GJUN FIRST TR EXCHNG TRADED FD VI 20,781.0 $819K 0.20% -885.0 -4.1% $39.42 +3.4%
97 AVGO BROADCOM INC Technology 2,640.0 $817K 0.20% +2K +202.8% $309.51 +23.0%
98 XJUN FIRST TR EXCHNG TRADED FD VI 18,965.0 $815K 0.20% -3K -12.1% $42.96 +2.4%
99 JMUB J P MORGAN EXCHANGE TRADED F 16,187.0 $809K 0.20% +8K +103.4% $49.99 +1.2%
100 DIEM FRANKLIN TEMPLETON ETF TR 22,737.0 $804K 0.19% +4K +23.3% $35.35 +22.2%
Page 5 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%