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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 8 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLF SELECT SECTOR SPDR TR 8,928.0 $441K 0.11% +5K +106.6% $49.37 +8.8%
142 JNJ JOHNSON & JOHNSON Healthcare 1,788.0 $437K 0.11% +57.0 +3.3% $244.46 -1.4%
143 VDE VANGUARD WORLD FD 2,436.0 $422K 0.10% $173.06 -12.8%
144 QTUM ETF SER SOLUTIONS 3,909.0 $419K 0.10% +188.0 +5.0% $107.30 +49.0%
145 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 37,540.0 $407K 0.10% $10.83 -0.4%
146 BAC BANK AMERICA CORP Financial Services 8,333.0 $406K 0.10% +101.0 +1.2% $48.75 +18.4%
147 QUAL ISHARES TR 2,117.0 $406K 0.10% -328.0 -13.4% $191.77 +11.2%
148 FTCB FIRST TR EXCHANGE-TRADED FD 19,283.0 $404K 0.10% NEW $20.96 +0.1%
149 SU SUNCOR ENERGY INC NEW Energy 6,112.0 $404K 0.10% +116.0 +1.9% $66.11 -17.6%
150 BKLN INVESCO EXCH TRADED FD TR II 19,733.0 $403K 0.10% +1K +5.7% $20.41 -0.4%
151 PSIX POWER SOLUTIONS INTL INC Industrials 6,423.0 $391K 0.10% +260.0 +4.2% $60.88 -36.9%
152 SPHQ INVESCO EXCHANGE TRADED FD T 5,159.0 $388K 0.09% -192.0 -3.6% $75.19 +15.7%
153 JMEE J P MORGAN EXCHANGE TRADED F 5,656.0 $378K 0.09% +68.0 +1.2% $66.78 +14.6%
154 PSK SPDR SERIES TRUST 12,238.0 $377K 0.09% +225.0 +1.9% $30.84 -1.0%
155 MCD MCDONALDS CORP Consumer Cyclical 1,208.0 $376K 0.09% $310.85 -11.9%
156 DJUN FIRST TR EXCHNG TRADED FD VI 7,676.0 $361K 0.09% -691.0 -8.3% $47.04 +3.7%
157 XLU SELECT SECTOR SPDR TR 7,842.0 $360K 0.09% -2K -20.9% $45.89 -0.7%
158 D DOMINION ENERGY INC Utilities 5,642.0 $349K 0.08% +60.0 +1.1% $61.82 +12.0%
159 VSS VANGUARD INTL EQUITY INDEX F 2,390.0 $348K 0.08% -48.0 -2.0% $145.80 +5.3%
160 MGK VANGUARD WORLD FD 941.0 $346K 0.08% $367.46 -76.8%
Page 8 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%