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Filers›Asset Manager›Sequent Planning LLC
DOSSIER · 13F-HR · Q1 2026

Sequent Planning LLC

Sequent Planning's asset manager based in Greenwich, CT — $414M in tracked AUM across 242 positions as of Q1 2026.

SP
Sequent Planning·Greenwich, CT·Asset Manager
CIK 0002009724 · last filed Mar 31, 2026
Total AUM
$414M
▲ 0.9%
vs prior
Holdings
242
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Sequent
haiku-4-5 · 242 positions indexed
Sector mix
  • Tech6%
  • Financials8%
  • Health Care14%
  • Cons. Disc.7%
  • Industrials27%
  • Other38%
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