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Portfolio (Quarterly) Guide ↗

Sequent Planning LLC

· CIK 0002009724
13F Portfolio $393M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 226 New
Page 1 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 262,041.0 $26.2M 6.66% NEW $99.88 -0.7%
2 USPX FRANKLIN TEMPLETON ETF TR 323,278.0 $19.3M 4.92% NEW $59.78 +7.5%
3 FLCB FRANKLIN TEMPLETON ETF TR 850,538.0 $18.4M 4.68% NEW $21.62 -0.8%
4 XOCT FIRST TR EXCHNG TRADED FD VI 466,976.0 $17.6M 4.49% NEW $37.74 +4.2%
5 QDEC FIRST TR EXCHNG TRADED FD VI 508,569.0 $16.5M 4.21% NEW $32.53 +7.9%
6 FLQL FRANKLIN TEMPLETON ETF TR 184,040.0 $12.8M 3.25% NEW $69.33 +10.7%
7 XLK SELECT SECTOR SPDR TR 68,379.0 $9.8M 2.50% NEW $143.97 +27.2%
8 GOCT FIRST TR EXCHNG TRADED FD VI 232,226.0 $9.1M 2.32% NEW $39.29 +4.9%
9 GLD SPDR GOLD TR Financial Services 21,091.0 $8.4M 2.13% NEW $396.31 -7.7%
10 FIRST TR EXCHNG TRADED FD VI 351,975.0 $7.9M 2.01% NEW $22.45
11 LVHD LEGG MASON ETF INVT 162,722.0 $6.5M 1.65% NEW $39.88 +10.1%
12 AMZN AMAZON COM INC Consumer Cyclical 26,084.0 $6.0M 1.53% NEW $230.82 +1.5%
13 FLGV FRANKLIN TEMPLETON ETF TR 291,898.0 $6.0M 1.52% NEW $20.52 -1.0%
14 DOCT FIRST TR EXCHNG TRADED FD VI 122,211.0 $5.4M 1.38% NEW $44.29 +4.6%
15 IEMG ISHARES INC 77,742.0 $5.2M 1.33% NEW $67.22 +21.2%
16 GOOGL ALPHABET INC Communication Services 16,242.0 $5.1M 1.29% NEW $313.01 +10.3%
17 XDEC FIRST TR EXCHNG TRADED FD VI 121,900.0 $5.0M 1.27% NEW $40.92 +4.1%
18 IEFA ISHARES TR 54,360.0 $4.9M 1.24% NEW $89.46 +6.5%
19 QMAR FIRST TR EXCHNG TRADED FD VI 145,271.0 $4.8M 1.22% NEW $33.00 +11.3%
20 FIXD FIRST TR EXCHNG TRADED FD VI 106,260.0 $4.7M 1.20% NEW $44.32 -1.0%
Page 1 of 12  ·  226 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 24.7%
Technology 20.7%
Consumer Cyclical 17.1%
Communication Services 14.2%
Consumer Defensive 7.7%
Industrials 4.8%
Healthcare 3.5%
Real Estate 3.5%
Energy 2.7%
Utilities 1.1%