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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 6 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QSPT FIRST TR EXCHNG TRADED FD VI 26,231.0 $803K 0.19% -5K -16.5% $30.62 +12.0%
102 BND VANGUARD BD INDEX FDS 10,707.0 $788K 0.19% +269.0 +2.6% $73.64 -0.1%
103 BALT INNOVATOR ETFS TRUST 21,856.0 $731K 0.18% $33.46 +2.3%
104 VANGUARD MUN BD FDS 7,187.0 $718K 0.17% +3K +90.1% $99.94
105 WTMF WISDOMTREE TR 17,707.0 $703K 0.17% +335.0 +1.9% $39.69 +2.0%
106 FDN FIRST TR EXCHANGE-TRADED FD 2,984.0 $698K 0.17% +366.0 +14.0% $234.05 +10.8%
107 RSP INVESCO EXCHANGE TRADED FD T 3,485.0 $669K 0.16% -185.0 -5.0% $191.94 +9.7%
108 WMT WALMART INC Consumer Defensive 5,296.0 $658K 0.16% $124.28 -3.7%
109 FAPR FIRST TR EXCHNG TRADED FD VI 14,587.0 $655K 0.16% $44.91 +2.8%
110 RTX RTX CORPORATION Industrials 3,372.0 $650K 0.16% $192.88 -3.2%
111 BBUS J P MORGAN EXCHANGE TRADED F 5,481.0 $642K 0.15% +1K +29.8% $117.18 +12.6%
112 XLB SELECT SECTOR SPDR TR 12,783.0 $639K 0.15% +1K +12.1% $49.97 +2.6%
113 BSV VANGUARD BD INDEX FDS 8,051.0 $631K 0.15% +5K +158.7% $78.41 -0.6%
114 QVMT INVESCO EXCH TRADED FD TR II 10,585.0 $629K 0.15% -2K -14.5% $59.45 +12.0%
115 GDEC FIRST TR EXCHNG TRADED FD VI 16,920.0 $626K 0.15% +1K +7.0% $37.02 +6.7%
116 JAAA JANUS DETROIT STR TR 11,934.0 $601K 0.14% -112.0 -0.9% $50.37 +0.5%
117 FIRST TR EXCHNG TRADED FD VI 24,749.0 $594K 0.14% $24.00
118 XSEP FIRST TR EXCHNG TRADED FD VI 14,131.0 $592K 0.14% -140.0 -1.0% $41.88 +5.4%
119 VRIG INVESCO ACTIVELY MANAGED EXC 23,609.0 $591K 0.14% +2K +7.7% $25.04 +0.1%
120 XNOV FIRST TR EXCHNG TRADED FD VI 15,472.0 $579K 0.14% -2K -9.1% $37.40 +5.3%
Page 6 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%