Institutions / Sequent Planning LLC
Sequent Planning LLC
CIK 2009724 · Institution · as of Dec 31, 2025
Portfolio value
$392.92M
Positions
226
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 226 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $26.17M | 6.7% |
| Franklin Templeton ETF Tr | $19.33M | 4.9% |
| Franklin Templeton ETF Tr | $18.39M | 4.7% |
| First Tr Exchng Traded Fd VI | $17.63M | 4.5% |
| First Trust Exchange-Traded Fund VIII | $16.54M | 4.2% |
| Franklin Templeton ETF Tr | $12.76M | 3.2% |
| Select Sector SPDR Tr | $9.84M | 2.5% |
| First Trust Exchange-Traded Fund VIII | $9.12M | 2.3% |
| SPDR Gold Tr | $8.36M | 2.1% |
| First Tr Exchng Traded Fd VI | $7.90M | 2.0% |
| Legg Mason ETF Invt | $6.49M | 1.7% |
| Amazon.com Inc | $6.02M | 1.5% |
| Franklin Templeton ETF Tr | $5.99M | 1.5% |
| First Trust Exchange-Traded Fund VIII | $5.41M | 1.4% |
| iShares Inc | $5.23M | 1.3% |
| Alphabet Inc. | $5.08M | 1.3% |
| First Tr Exchng Traded Fd VI | $4.99M | 1.3% |
| iShares Tr | $4.86M | 1.2% |
| First Trust Exchange-Traded Fund VIII | $4.79M | 1.2% |
| First Tr Exchng Traded Fd VI | $4.71M | 1.2% |
| NVIDIA Corp | $4.54M | 1.2% |
| Franklin Templeton ETF Tr | $4.53M | 1.2% |
| Vanguard Index Fds | $4.24M | 1.1% |
| First Trust Exchange-Traded Fund VIII | $4.07M | 1.0% |
| iShares Tr | $3.85M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.