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 $468.0M across 269 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGG ($31.0M, 6.62%), USPX ($26.8M, 5.72%), FLCB ($21.6M, 4.62%), FLQL ($17.2M, 3.68%), XLK ($15.0M, 3.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $31.0M | 6.62% | 313,224 | Added |
| 2 | USPX | FRANKLIN TEMPLETON ETF TR | $26.8M | 5.72% | 409,988 | Added |
| 3 | FLCB | FRANKLIN TEMPLETON ETF TR | $21.6M | 4.62% | 1.0M | Added |
| 4 | FLQL | FRANKLIN TEMPLETON ETF TR | $17.2M | 3.68% | 219,827 | Added |
| 5 | XLK | SELECT SECTOR SPDR TR | $15.0M | 3.21% | 78,796 | Added |
| 6 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $12.9M | 2.75% | 327,898 | New |
| 7 | QMMY | FIRST TR EXCHNG TRADED FD VI | $10.8M | 2.30% | 407,015 | Added |
| 8 | XOCT | FIRST TR EXCHNG TRADED FD VI | $8.2M | 1.76% | 208,561 | Trimmed |
| 9 | LVHD | LEGG MASON ETF INVT | $7.7M | 1.66% | 176,109 | Added |
| 10 | IEMG | ISHARES INC | $7.8M | 1.66% | 93,631 | Added |
| 11 | IEFA | ISHARES TR | $7.6M | 1.62% | 78,396 | Added |
| 12 | GLD | SPDR GOLD TR | $7.1M | 1.52% | 19,276 | Added |
| 13 | FLGV | FRANKLIN TEMPLETON ETF TR | $7.0M | 1.49% | 343,014 | Added |
| 14 | GOCT | FIRST TR EXCHNG TRADED FD VI | $6.8M | 1.44% | 162,649 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $5.9M | 1.26% | 24,838 | Trimmed |
| 16 | PGRO | PUTNAM ETF TRUST | $5.7M | 1.21% | 119,206 | Added |
| 17 | GOOGL | ALPHABET INC | $5.4M | 1.15% | 14,996 | Trimmed |
| 18 | QDEC | FIRST TR EXCHNG TRADED FD VI | $5.3M | 1.13% | 148,608 | Trimmed |
| 19 | DIVI | FRANKLIN TEMPLETON ETF TR | $5.2M | 1.12% | 122,443 | Added |
| 20 | XDEC | FIRST TR EXCHNG TRADED FD VI | $5.2M | 1.12% | 122,452 | Trimmed |
| 21 | XJUN | FIRST TR EXCHNG TRADED FD VI | $4.9M | 1.04% | 109,970 | Added |
| 22 | QMAR | FIRST TR EXCHNG TRADED FD VI | $4.9M | 1.04% | 130,620 | Trimmed |
| 23 | BGLD | FIRST TR EXCHANGE-TRADED FD | $4.7M | 1.01% | 291,198 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $4.6M | 0.98% | 12,371 | Added |
| 25 | DJUN | FIRST TR EXCHNG TRADED FD VI | $4.4M | 0.95% | 89,956 | Added |
Source: SEC Form 13F filings · as of 2026-06-30