Sequent Planning LLC 13F holdings

Filed 2026-08-14 · Sequent Planning LLC · 269 positions · $468.0M

Ticker	Company	Shares	Value	% of portfolio
AGG	ISHARES TR	313.2K	$31.0M	6.6%
—	FRANKLIN TEMPLETON ETF TR	410.0K	$26.8M	5.7%
FLCB	FRANKLIN TEMPLETON ETF TR	1.0M	$21.6M	4.6%
FLQL	FRANKLIN TEMPLETON ETF TR	219.8K	$17.2M	3.7%
XLK	SELECT SECTOR SPDR TR	78.8K	$15.0M	3.2%
BUFQ	FIRST TR EXCHNG TRADED FD VI	327.9K	$12.9M	2.8%
QMMY	FIRST TR EXCHNG TRADED FD VI	407.0K	$10.8M	2.3%
—	FIRST TR EXCHNG TRADED FD VI	208.6K	$8.2M	1.8%
ACWI	ISHARES INC	93.6K	$7.8M	1.7%
LVHD	LEGG MASON ETF INVT	176.1K	$7.7M	1.7%
IEFA	ISHARES TR	78.4K	$7.6M	1.6%
GLD	SPDR GOLD TR	19.3K	$7.1M	1.5%
FLGV	FRANKLIN TEMPLETON ETF TR	343.0K	$7.0M	1.5%
GOCT	FIRST TR EXCHNG TRADED FD VI	162.6K	$6.8M	1.4%
AMZN	AMAZON COM INC	24.8K	$5.9M	1.3%
—	PUTNAM ETF TRUST	119.2K	$5.7M	1.2%
GOOGL	ALPHABET INC	15.0K	$5.4M	1.1%
QDEC	FIRST TR EXCHNG TRADED FD VI	148.6K	$5.3M	1.1%
XDEC	FIRST TR EXCHNG TRADED FD VI	122.5K	$5.2M	1.1%
DIVI	FRANKLIN TEMPLETON ETF TR	122.4K	$5.2M	1.1%
XJUN	FIRST TR EXCHNG TRADED FD VI	110.0K	$4.9M	1.0%
QMAR	FIRST TR EXCHNG TRADED FD VI	130.6K	$4.9M	1.0%
—	FIRST TR EXCHANGE-TRADED FD	291.2K	$4.7M	1.0%
VTI	VANGUARD INDEX FDS	12.4K	$4.6M	1.0%
DJUN	FIRST TR EXCHNG TRADED FD VI	90.0K	$4.4M	0.9%
VOO	VANGUARD INDEX FDS	6.4K	$4.4M	0.9%
XLY	SELECT SECTOR SPDR TR	36.7K	$4.3M	0.9%
NVDA	NVIDIA CORPORATION	20.4K	$4.1M	0.9%
TIP	ISHARES TR	34.8K	$3.8M	0.8%
QCOC	FIRST TR EXCHNG TRADED FD VI	150.7K	$3.6M	0.8%
QQQ	INVESCO QQQ TR	4.9K	$3.6M	0.8%
VEA	VANGUARD TAX-MANAGED FDS	48.3K	$3.4M	0.7%
ARKX	ARK ETF TR	97.4K	$3.3M	0.7%
SCHA	SCHWAB STRATEGIC TR	89.6K	$3.2M	0.7%
QJUN	FIRST TR EXCHNG TRADED FD VI	95.4K	$3.2M	0.7%
FLMI	FRANKLIN TEMPLETON ETF TR	126.3K	$3.2M	0.7%
AAPL	APPLE INC	10.6K	$3.1M	0.7%
—	FRANKLIN TEMPLETON ETF TR	139.1K	$3.0M	0.6%
QQQM	INVESCO EXCH TRADED FD TR II	9.7K	$2.9M	0.6%
PEP	PEPSICO INC	21.6K	$2.9M	0.6%
SPTM	SPDR SERIES TRUST	31.7K	$2.9M	0.6%
IEI	ISHARES TR	23.4K	$2.7M	0.6%
JEPI	J P MORGAN EXCHANGE TRADED F	47.9K	$2.7M	0.6%
SHY	ISHARES TR	32.8K	$2.7M	0.6%
TDVI	FIRST TR EXCHANGE-TRADED FD	84.6K	$2.7M	0.6%
JEPQ	J P MORGAN EXCHANGE TRADED F	42.7K	$2.6M	0.6%
TSLA	TESLA INC	6.2K	$2.6M	0.6%
MUB	ISHARES TR	24.3K	$2.6M	0.6%
XLV	SELECT SECTOR SPDR TR	15.2K	$2.4M	0.5%
RDVY	FIRST TR EXCHANGE TRADED FD	29.4K	$2.4M	0.5%
RDVI	FIRST TR EXCHANGE-TRADED FD	80.7K	$2.4M	0.5%
YJUN	FIRST TR EXCHNG TRADED FD VI	87.8K	$2.4M	0.5%
ACYN	FIRST TR EXCHANGE-TRADED FD	112.5K	$2.3M	0.5%
XLC	SELECT SECTOR SPDR TR	21.8K	$2.3M	0.5%
—	FIRST TR EXCHNG TRADED FD VI	73.1K	$2.2M	0.5%
IJS	ISHARES TR	16.2K	$2.2M	0.5%
IVV	ISHARES TR	3.0K	$2.2M	0.5%
OMFL	INVESCO EXCH TRD SLF IDX FD	32.3K	$2.2M	0.5%
FTHI	FIRST TR EXCHANGE TRADED FD	91.8K	$2.2M	0.5%
KNG	FIRST TR EXCHANGE-TRADED FD	42.2K	$2.1M	0.5%

Ticker

Company

Value

% of portfolio

AGG

ISHARES TR

313.2K

$31.0M

6.6%

—

FRANKLIN TEMPLETON ETF TR

410.0K

$26.8M

5.7%

FLCB

FRANKLIN TEMPLETON ETF TR

1.0M

$21.6M

4.6%

FLQL

FRANKLIN TEMPLETON ETF TR

219.8K

$17.2M

3.7%

XLK

SELECT SECTOR SPDR TR

78.8K

$15.0M

3.2%

BUFQ

FIRST TR EXCHNG TRADED FD VI

327.9K

$12.9M

2.8%

QMMY

FIRST TR EXCHNG TRADED FD VI

407.0K

$10.8M

2.3%

—

FIRST TR EXCHNG TRADED FD VI

208.6K

$8.2M

1.8%

ACWI

ISHARES INC

93.6K

$7.8M

1.7%

LVHD

LEGG MASON ETF INVT

176.1K

$7.7M

1.7%

IEFA

ISHARES TR

78.4K

$7.6M

1.6%

GLD

SPDR GOLD TR

19.3K

$7.1M

1.5%

FLGV

FRANKLIN TEMPLETON ETF TR

343.0K

$7.0M

1.5%

GOCT

FIRST TR EXCHNG TRADED FD VI

162.6K

$6.8M

1.4%

AMZN

AMAZON COM INC

24.8K

$5.9M

1.3%

—

PUTNAM ETF TRUST

119.2K

$5.7M

1.2%

GOOGL

ALPHABET INC

15.0K

$5.4M

1.1%

QDEC

FIRST TR EXCHNG TRADED FD VI

148.6K

$5.3M

1.1%

XDEC

FIRST TR EXCHNG TRADED FD VI

122.5K

$5.2M

1.1%

DIVI

FRANKLIN TEMPLETON ETF TR

122.4K

$5.2M

1.1%

XJUN

FIRST TR EXCHNG TRADED FD VI

110.0K

$4.9M

1.0%

QMAR

FIRST TR EXCHNG TRADED FD VI

130.6K

$4.9M

1.0%

—

FIRST TR EXCHANGE-TRADED FD

291.2K

$4.7M

1.0%

VTI

VANGUARD INDEX FDS

12.4K

$4.6M

1.0%

DJUN

FIRST TR EXCHNG TRADED FD VI

90.0K

$4.4M

0.9%

VOO

VANGUARD INDEX FDS

6.4K

$4.4M

0.9%

XLY

SELECT SECTOR SPDR TR

36.7K

$4.3M

0.9%

NVDA

NVIDIA CORPORATION

20.4K

$4.1M

0.9%

TIP

ISHARES TR

34.8K

$3.8M

0.8%

QCOC

FIRST TR EXCHNG TRADED FD VI

150.7K

$3.6M

0.8%

QQQ

INVESCO QQQ TR

4.9K

$3.6M

0.8%

VEA

VANGUARD TAX-MANAGED FDS

48.3K

$3.4M

0.7%

ARKX

ARK ETF TR

97.4K

$3.3M

0.7%

SCHA

SCHWAB STRATEGIC TR

89.6K

$3.2M

0.7%

QJUN

FIRST TR EXCHNG TRADED FD VI

95.4K

$3.2M

0.7%

FLMI

FRANKLIN TEMPLETON ETF TR

126.3K

$3.2M

0.7%

AAPL

APPLE INC

10.6K

$3.1M

0.7%

—

FRANKLIN TEMPLETON ETF TR

139.1K

$3.0M

0.6%

QQQM

INVESCO EXCH TRADED FD TR II

9.7K

$2.9M

0.6%

PEP

PEPSICO INC

21.6K

$2.9M

0.6%

SPTM

SPDR SERIES TRUST

31.7K

$2.9M

0.6%

IEI

ISHARES TR

23.4K

$2.7M

0.6%

JEPI

J P MORGAN EXCHANGE TRADED F

47.9K

$2.7M

0.6%

SHY

ISHARES TR

32.8K

$2.7M

0.6%

TDVI

FIRST TR EXCHANGE-TRADED FD

84.6K

$2.7M

0.6%

JEPQ

J P MORGAN EXCHANGE TRADED F

42.7K

$2.6M

0.6%

TSLA

TESLA INC

6.2K

$2.6M

0.6%

MUB

ISHARES TR

24.3K

$2.6M

0.6%

XLV

SELECT SECTOR SPDR TR

15.2K

$2.4M

0.5%

RDVY

FIRST TR EXCHANGE TRADED FD

29.4K

$2.4M

0.5%

RDVI

FIRST TR EXCHANGE-TRADED FD

80.7K

$2.4M

0.5%

YJUN

FIRST TR EXCHNG TRADED FD VI

87.8K

$2.4M

0.5%

ACYN

FIRST TR EXCHANGE-TRADED FD

112.5K

$2.3M

0.5%

XLC

SELECT SECTOR SPDR TR

21.8K

$2.3M

0.5%

—

FIRST TR EXCHNG TRADED FD VI

73.1K

$2.2M

0.5%

IJS

ISHARES TR

16.2K

$2.2M

0.5%

IVV

ISHARES TR

3.0K

$2.2M

0.5%

OMFL

INVESCO EXCH TRD SLF IDX FD

32.3K

$2.2M

0.5%

FTHI

FIRST TR EXCHANGE TRADED FD

91.8K

$2.2M

0.5%

KNG

FIRST TR EXCHANGE-TRADED FD

42.2K

$2.1M

0.5%

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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