13F Insight
DOSSIER · 13F-HR · Q2 2026

Sequent Planning LLC

$468M in tracked AUM across 269 positions as of Q2 2026.

SP
CIK 0002009724 · last filed Jun 30, 2026
Total AUM
$468M
as of Q2 2026
Holdings
269
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sequent Planning LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$31M313K6.6%02
USPX
FRANKLIN TEMPLETON ETF TR
$27M410K5.7%03
FLCB
FRANKLIN TEMPLETON ETF TR
$22M1.0M4.6%04
FLQL
FRANKLIN TEMPLETON ETF TR
$17M220K3.7%05
XLK
SELECT SECTOR SPDR TR
$15M79K3.2%06
BUFQ
FIRST TR EXCHNG TRADED FD VI
$13M328K2.8%07
QMMY
FIRST TR EXCHNG TRADED FD VI
$11M407K2.3%08
XOCT
FIRST TR EXCHNG TRADED FD VI
$8M209K1.8%09
IEMG
ISHARES INC
$8M94K1.7%10
LVHD
LEGG MASON ETF INVT
$8M176K1.7%

Filing history

2026Q2Jun 30
$468M▲ 13.2%
269 positionsView →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