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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 9 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPACE EXPLORATION TECHN CORP 2,538.0 $434K 0.09% NEW $170.86
162 FIRST TR EXCHNG TRADED FD VI 17,256.0 $432K 0.09% -4K -19.3% $25.05
163 MGK VANGUARD WORLD FD 4,902.0 $431K 0.09% +4K +420.9% $87.91 +1.1%
164 PSK SPDR SERIES TRUST 13,848.0 $423K 0.09% +2K +13.2% $30.53 -2.1%
165 SPMO INVESCO EXCH TRADED FD TR II 2,583.0 $417K 0.09% -153.0 -5.6% $161.54 -8.7%
166 JNJ JOHNSON & JOHNSON Healthcare 1,636.0 $415K 0.09% -152.0 -8.5% $253.92 +7.6%
167 XOM EXXON MOBIL CORP Energy 3,030.0 $414K 0.09% -50.0 -1.6% $136.71 +17.5%
168 CVX CHEVRON CORPORATION Energy 2,462.0 $408K 0.09% $165.75 +20.6%
169 GMAR FIRST TR EXCHNG TRADED FD VI 9,175.0 $406K 0.09% +3K +53.4% $44.24 +1.6%
170 IYW ISHARES TR 1,609.0 $406K 0.09% -65.0 -3.9% $252.23 -2.5%
171 JAAA JANUS DETROIT STR TR 8,033.0 $406K 0.09% -4K -32.7% $50.49 +0.4%
172 XIDE FIRST TR EXCHNG TRADED FD VI 13,027.0 $396K 0.09% -55K -80.8% $30.38 +0.1%
173 D DOMINION ENERGY INC Utilities 5,764.0 $394K 0.08% +122.0 +2.2% $68.30 -2.0%
174 RSP INVESCO EXCHANGE TRADED FD T 1,839.0 $391K 0.08% -2K -47.2% $212.75 +4.2%
175 BKLN INVESCO EXCH TRADED FD TR II 19,111.0 $389K 0.08% -622.0 -3.1% $20.37 +0.7%
176 MTUM ISHARES TR 1,132.0 $388K 0.08% $342.97 -11.8%
177 XLU SELECT SECTOR SPDR TR 8,523.0 $386K 0.08% +681.0 +8.7% $45.34 -4.5%
178 QSPT FIRST TR EXCHNG TRADED FD VI 10,611.0 $370K 0.08% -16K -59.5% $34.84 +1.5%
179 VDE VANGUARD WORLD FD 2,437.0 $366K 0.08% $150.13 +16.7%
180 TLN TALEN ENERGY CORP Utilities 948.0 $364K 0.08% -9.0 -0.9% $384.26 -19.9%
Page 9 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%