13F Insight
DOSSIER · 13F-HR · Q1 2026

Sequent Planning LLC

$414M in tracked AUM across 242 positions as of Q1 2026.

SP
CIK 0002009724 · last filed Mar 31, 2026
Total AUM
$414M
as of Q1 2026
Holdings
242
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Sequent Planning LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$29M292K7.0%02
USPX
FRANKLIN TEMPLETON ETF TR
$21M374K5.1%03
FLCB
FRANKLIN TEMPLETON ETF TR
$20M935K4.9%04
XOCT
FIRST TR EXCHNG TRADED FD VI
$17M455K4.1%05
QDEC
FIRST TR EXCHNG TRADED FD VI
$15M486K3.7%06
FLQL
FRANKLIN TEMPLETON ETF TR
$14M205K3.4%07
XLK
SELECT SECTOR SPDR TR
$10M75K2.4%08
GOCT
FIRST TR EXCHNG TRADED FD VI
$9M227K2.1%09
GLD
SPDR GOLD TR
$8M19K2.0%10
QCOC
FIRST TR EXCHNG TRADED FD VI
$8M351K1.9%

Filing history

2026Q1Mar 31
$414M▲ 5.3%
242 positionsView →2025Q4Dec 31
$393M▲ 50.8%
226 positionsView →2025Q3Sep 30
$261M▼ 17.4%
138 positionsView →2025Q2Jun 30
$316M▲ 13.6%
162 positionsLocked2025Q1Mar 31
$278M▲ 1.9%
146 positionsLocked2024Q4Dec 31
$272M▼ 6.1%
141 positionsLocked2024Q3Sep 30
$290M▼ 0.7%
146 positionsLocked2024Q2Jun 30
$292M▲ 5.7%
138 positionsLocked2024Q1Mar 31
$276M—
142 positionsLocked