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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 5 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DGRO ISHARES TR 16,177.0 $1.2M 0.26% -1K -7.7% $75.79 +5.3%
82 FIRST TR EXCHNG TRADED FD VI 31,870.0 $1.2M 0.26% -6K -16.3% $38.41
83 GOVI INVESCO EXCH TRADED FD TR II 44,910.0 $1.2M 0.26% -500.0 -1.1% $27.15 -2.0%
84 VUG VANGUARD INDEX FDS 13,956.0 $1.2M 0.26% +12K +569.7% $86.14 +1.5%
85 GRID FIRST TR EXCHANGE-TRADED FD 6,025.0 $1.2M 0.25% -2K -23.5% $191.76 -6.4%
86 GAPR FIRST TR EXCHNG TRADED FD VI 27,503.0 $1.1M 0.24% +19K +223.4% $41.67 +1.7%
87 DIEM FRANKLIN TEMPLETON ETF TR 26,082.0 $1.1M 0.24% +3K +14.7% $43.40 -0.9%
88 IYG ISHARES TR 12,317.0 $1.1M 0.24% +1K +11.2% $90.47 +8.4%
89 IMFL INVESCO EXCH TRD SLF IDX FD 32,189.0 $1.1M 0.24% +594.0 +1.9% $34.34 +3.0%
90 AIRR FIRST TR EXCHANGE TRADED FD 8,146.0 $1.1M 0.23% -3K -29.1% $133.25 -16.5%
91 NNN NNN REIT INC Real Estate 23,180.0 $1.1M 0.23% NEW $46.53 -0.8%
92 FIRST TR EXCHNG TRADED FD VI 41,836.0 $1.0M 0.22% $25.09
93 XLE SELECT SECTOR SPDR TR 19,636.0 $1.0M 0.22% $53.11 +16.9%
94 AVGO BROADCOM INC Technology 2,662.0 $1.0M 0.21% +22.0 +0.8% $377.79 -5.6%
95 FIRST TR EXCHNG TRADED FD VI 26,419.0 $997K 0.21% +18K +232.3% $37.76
96 SPYV SPDR SERIES TRUST 15,839.0 $963K 0.21% -8K -33.5% $60.79 +4.6%
97 SPHQ INVESCO EXCHANGE TRADED FD T 10,560.0 $951K 0.20% +5K +104.7% $90.10 -4.5%
98 MCK MCKESSON CORP Healthcare 1,246.0 $942K 0.20% -338.0 -21.3% $755.67 +19.8%
99 FIXD FIRST TR EXCHNG TRADED FD VI 21,447.0 $935K 0.20% -83K -79.4% $43.61 -1.3%
100 FIRST TR EXCHNG TRADED FD VI 39,818.0 $930K 0.20% -6K -12.6% $23.36
Page 5 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%