Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sequent Planning LLC (CIK 2009724) reported $413.6M across 242 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($29.0M, 7.01%), USPX ($21.3M, 5.14%), FLCB ($20.1M, 4.86%), XOCT ($16.9M, 4.10%), QDEC ($15.3M, 3.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $29.0M | 7.01% | 291,946 | Added |
| 2 | USPX | FRANKLIN TEMPLETON ETF TR | $21.3M | 5.14% | 373,851 | Added |
| 3 | FLCB | FRANKLIN TEMPLETON ETF TR | $20.1M | 4.86% | 935,273 | Added |
| 4 | XOCT | FIRST TR EXCHNG TRADED FD VI | $16.9M | 4.10% | 454,609 | Trimmed |
| 5 | QDEC | FIRST TR EXCHNG TRADED FD VI | $15.3M | 3.69% | 485,639 | Trimmed |
| 6 | FLQL | FRANKLIN TEMPLETON ETF TR | $13.9M | 3.36% | 205,420 | Added |
| 7 | XLK | SELECT SECTOR SPDR TR | $10.0M | 2.41% | 74,999 | Added |
| 8 | GOCT | FIRST TR EXCHNG TRADED FD VI | $8.8M | 2.12% | 226,717 | Trimmed |
| 9 | GLD | SPDR GOLD TR | $8.2M | 1.98% | 19,062 | Trimmed |
| 10 | QCOC | FIRST TR EXCHNG TRADED FD VI | $7.7M | 1.86% | 350,515 | Trimmed |
| 11 | LVHD | LEGG MASON ETF INVT | $7.2M | 1.75% | 170,030 | Added |
| 12 | FLGV | FRANKLIN TEMPLETON ETF TR | $6.6M | 1.59% | 321,888 | Added |
| 13 | IEMG | ISHARES INC | $6.2M | 1.49% | 88,552 | Added |
| 14 | IEFA | ISHARES TR | $6.0M | 1.45% | 66,342 | Added |
| 15 | AMZN | AMAZON COM INC | $5.4M | 1.32% | 26,118 | Added |
| 16 | DOCT | FIRST TR EXCHNG TRADED FD VI | $5.1M | 1.23% | 116,972 | Trimmed |
| 17 | XDEC | FIRST TR EXCHNG TRADED FD VI | $5.1M | 1.23% | 126,364 | Added |
| 18 | DIVI | FRANKLIN TEMPLETON ETF TR | $4.8M | 1.15% | 119,799 | Added |
| 19 | QMAR | FIRST TR EXCHNG TRADED FD VI | $4.7M | 1.14% | 140,692 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $4.7M | 1.14% | 16,434 | Added |
| 21 | FIXD | FIRST TR EXCHNG TRADED FD VI | $4.5M | 1.10% | 103,951 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $4.3M | 1.05% | 24,813 | Added |
| 23 | PGRO | PUTNAM ETF TRUST | $4.1M | 0.99% | 101,539 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $3.9M | 0.94% | 12,070 | Trimmed |
| 25 | TIP | ISHARES TR | $3.8M | 0.91% | 34,013 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31