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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 7 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BSV VANGUARD BD INDEX FDS 9,099.0 $709K 0.15% +1K +13.0% $77.91 -0.2%
122 XLF SELECT SECTOR SPDR TR 13,070.0 $701K 0.15% +4K +46.4% $53.61 +8.8%
123 XLB SELECT SECTOR SPDR TR 13,570.0 $690K 0.15% +787.0 +6.2% $50.83 +5.4%
124 VB VANGUARD INDEX FDS 2,247.0 $681K 0.15% +162.0 +7.8% $303.14 -0.0%
125 VRIG INVESCO ACTIVELY MANAGED EXC 27,021.0 $677K 0.14% +3K +14.4% $25.07 -0.1%
126 IXN ISHARES TR 4,663.0 $674K 0.14% NEW $144.48 -4.3%
127 GDEC FIRST TR EXCHNG TRADED FD VI 16,920.0 $673K 0.14% $39.80 +1.8%
128 VTV VANGUARD INDEX FDS 3,076.0 $670K 0.14% +206.0 +7.2% $217.92 +4.1%
129 XNOV FIRST TR EXCHNG TRADED FD VI 15,162.0 $601K 0.13% -310.0 -2.0% $39.63 +1.6%
130 WMT WALMART INC Consumer Defensive 5,290.0 $599K 0.13% $113.26 -7.0%
131 XLRE SELECT SECTOR SPDR TR 13,501.0 $594K 0.13% +1K +11.6% $44.03 +3.0%
132 RTX RTX CORPORATION Industrials 3,116.0 $591K 0.13% -256.0 -7.6% $189.75 +10.8%
133 FTCB FIRST TR EXCHANGE-TRADED FD 28,170.0 $587K 0.13% +9K +46.1% $20.85 -1.1%
134 DYNF BLACKROCK ETF TRUST 8,636.0 $587K 0.13% +194.0 +2.3% $68.01 +1.5%
135 EALT INNOVATOR ETFS TRUST 16,075.0 $576K 0.12% +353.0 +2.2% $35.86 +1.9%
136 AMD ADVANCED MICRO DEVICES INC Technology 984.0 $572K 0.12% NEW $580.91 -17.5%
137 BALL BALL CORP Consumer Cyclical 9,116.0 $569K 0.12% $62.40 +2.7%
138 DJAN FIRST TR EXCHNG TRADED FD VI 12,482.0 $568K 0.12% $45.52 +1.8%
139 GJUN FIRST TR EXCHNG TRADED FD VI 13,596.0 $560K 0.12% -7K -34.6% $41.19 +1.7%
140 BOXX EA SERIES TRUST 4,743.0 $555K 0.12% $117.09 +0.7%
Page 7 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%