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Sequent Planning

Latest statistics and disclosures from Sequent Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, USPX, FLCB, XOCT, QDEC, and represent 24.96% of Sequent Planning's stock portfolio.
Added to shares of these 10 stocks: XLK (+$5.7M), AGG, USPX, TDVI, XLY, QCOC, FLCB, FLQL, IEFA, META.
Started 36 new stock positions in FDL, AMD, ORCL, TDVI, TLN, SCHG, EFV, PSIX, KO, IUSB.
Reduced shares in these 10 stocks: NVDA, GOCT, JEPQ, XOCT, MSFT, QDEC, , TECK, SU, V.
Sold out of its positions in AIT, Civitas Resources, PFEB, ON, DWX, TECK, VIRC, WLK, AIVL, ETN. INSW.
Sequent Planning was a net buyer of stock by $42M.
Sequent Planning has $393M in assets under management (AUM), dropping by 11.51%.
Central Index Key (CIK): 0002009724

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Portfolio Holdings for Sequent Planning

Sequent Planning holds 226 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	6.7	$26M	+15%	262k	99.88	View chart
Franklin Templeton Etf Tr Us Equity Index (USPX)	4.9	$19M	+15%	323k	59.78	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	4.7	$18M	+10%	851k	21.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	4.5	$18M	-7%	467k	37.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	4.2	$17M	-5%	509k	32.53	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	3.2	$13M	+12%	184k	69.33	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.5	$9.8M	+135%	68k	143.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	2.3	$9.1M	-14%	232k	39.29	View chart
Spdr Gold Tr Gold Shs (GLD)	2.1	$8.4M	+4%	21k	396.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	2.0	$7.9M	+34%	352k	22.45	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	1.7	$6.5M	+5%	163k	39.88	View chart
Amazon (AMZN)	1.5	$6.0M	-4%	26k	230.82	View chart
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)	1.5	$6.0M	+10%	292k	20.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	1.4	$5.4M		122k	44.29	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$5.2M	+25%	78k	67.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$5.1M	+32%	16k	313.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	1.3	$5.0M		122k	40.92	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$4.9M	+36%	54k	89.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	1.2	$4.8M	-2%	145k	33.00	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.2	$4.7M	-2%	106k	44.32	View chart
NVIDIA Corporation (NVDA)	1.2	$4.5M	-33%	24k	186.50	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.2	$4.5M	+4%	116k	38.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$4.2M	+2%	13k	335.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	1.0	$4.1M	-4%	128k	31.84	View chart
Ishares Tr Tips Bd Etf (TIP)	1.0	$3.9M	+4%	35k	109.91	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.9	$3.7M		174k	21.20	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.9	$3.5M	+137%	30k	119.41	View chart
Putnam Etf Trust Focsd Larcp Gwt (PGRO)	0.9	$3.5M	+34%	79k	44.65	View chart
Pepsi (PEP)	0.8	$3.1M		22k	143.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.9M	+3%	4.8k	614.32	View chart
Apple (AAPL)	0.7	$2.9M	-2%	11k	271.85	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	0.7	$2.7M		159k	17.11	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.7	$2.7M	-2%	125k	21.83	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.7	$2.7M	-6%	108k	25.04	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.7	$2.7M	-2%	106k	25.17	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.6	$2.5M	+60%	97k	26.24	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.6	$2.5M	+7%	21k	119.35	View chart
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)	0.6	$2.5M	+11%	117k	21.65	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.5M	+7%	30k	82.82	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.6	$2.4M	+77%	50k	49.15	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.6	$2.4M	+68%	102k	23.62	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.6	$2.3M	NEW	85k	27.74	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$2.3M	+77%	34k	69.47	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$2.2M	+5%	8.9k	252.91	View chart
Tesla Motors (TSLA)	0.5	$2.2M	+129%	4.8k	449.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.5	$2.1M	-14%	70k	30.16	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIJN)	0.5	$2.1M	+26%	68k	31.01	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.5	$2.0M	+53%	82k	24.87	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.5	$2.0M	+29%	17k	117.72	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.5	$2.0M	+162%	65k	30.94	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.5	$2.0M	+20%	13k	154.80	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.5	$2.0M	+11%	32k	61.13	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.5	$1.9M	+3%	81k	23.66	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.9M	+34%	18k	107.11	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$1.8M	+7%	16k	113.72	View chart
Microsoft Corporation (MSFT)	0.5	$1.8M	-37%	3.7k	483.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$1.8M	+35%	62k	28.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.8M	+34%	2.8k	627.16	View chart
Meta Platforms Cl A (META)	0.4	$1.7M	+297%	2.6k	660.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.7M	+43%	26k	62.47	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$1.6M	+26%	11k	155.12	View chart
Mueller Industries (MLI)	0.4	$1.5M	-14%	13k	114.80	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$1.5M		15k	96.84	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$1.4M		31k	46.08	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.4	$1.4M	+10%	29k	47.42	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.4M	-14%	15k	92.51	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.4M	+10%	23k	59.28	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$1.3M	+16%	24k	56.81	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.3	$1.3M	+24%	17k	77.68	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$1.3M	+310%	4.3k	303.89	View chart
McKesson Corporation (MCK)	0.3	$1.3M	+10%	1.6k	820.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.3M		18k	69.42	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$1.2M	+4%	14k	91.38	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.3	$1.2M	+6%	44k	27.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.2M	+45%	1.8k	684.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.2M	+7%	1.6k	753.83	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$1.2M	+2%	14k	82.50	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.3	$1.1M	+462%	7.5k	153.02	View chart
Netflix (NFLX)	0.3	$1.1M	NEW	12k	93.76	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$1.1M	+147%	23k	47.35	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$1.1M	NEW	11k	98.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.3	$1.0M	+2%	43k	23.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.3	$995k	NEW	31k	31.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$975k	+12%	2.0k	487.77	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.2	$967k	+36%	40k	24.42	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.2	$965k	+11%	32k	29.79	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$950k		50k	19.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.2	$927k	-2%	22k	42.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$920k		1.8k	502.65	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$902k	+28%	9.8k	92.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$888k	+25%	17k	53.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$886k		1.3k	681.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$881k		4.0k	219.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.2	$858k	-7%	22k	39.60	View chart
Vanguard World Health Car Etf (VHT)	0.2	$848k	-2%	2.9k	287.85	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$836k	+144%	19k	44.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$773k	-6%	10k	74.07	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$732k	-15%	22k	33.51	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.2	$707k	+225%	12k	57.09	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$705k	-2%	2.6k	269.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$703k	+247%	3.7k	191.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA)	0.2	$690k	-18%	31k	22.05	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$661k	+9%	17k	38.02	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity E (XMAY)	0.2	$650k		19k	34.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.2	$648k		15k	44.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.2	$645k	+181%	17k	37.87	View chart
Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM)	0.2	$620k	+36%	18k	33.61	View chart
Raytheon Technologies Corp (RTX)	0.2	$617k		3.4k	183.38	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$609k	+9%	12k	50.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$605k	+26%	14k	42.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.2	$598k	-4%	16k	37.82	View chart
Wal-Mart Stores (WMT)	0.2	$591k	+57%	5.3k	111.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.1	$588k		25k	23.71	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.1	$556k	-16%	16k	35.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.1	$553k	-6%	14k	39.09	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$550k		22k	25.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$537k	+11%	23k	23.73	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$521k	+85%	4.2k	123.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$519k		13k	41.29	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$517k	+151%	11k	45.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$511k	+12%	2.0k	257.95	View chart
Fs Kkr Capital Corp (FSK)	0.1	$509k		34k	14.81	View chart
AutoZone (AZO)	0.1	$495k		146.00	3391.50	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$491k	NEW	5.7k	85.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$486k	NEW	2.4k	198.58	View chart
Ball Corporation (BALL)	0.1	$483k	NEW	9.1k	52.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$471k		12k	39.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$470k	NEW	3.8k	123.24	View chart
Procter & Gamble Company (PG)	0.1	$467k		3.3k	143.32	View chart
Bank of America Corporation (BAC)	0.1	$453k		8.2k	55.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$448k	NEW	2.3k	190.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.1	$427k		9.4k	45.24	View chart
Doubleline Income Solutions (DSL)	0.1	$425k	-5%	38k	11.27	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$423k	+156%	9.9k	42.69	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$413k	NEW	5.8k	71.41	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$408k	NEW	3.7k	109.66	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$407k	+31%	10k	40.35	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$402k	+67%	8.0k	50.50	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$402k	-29%	5.4k	75.04	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$401k	NEW	6.6k	60.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$396k		8.4k	47.34	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$392k	+11%	19k	21.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$389k	-5%	9.7k	39.93	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$387k		937.00	412.91	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$382k	-3%	2.7k	142.13	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$381k	NEW	3.8k	100.83	View chart
Spdr Series Trust State Street Spd (PSK)	0.1	$381k	-13%	12k	31.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$376k	-26%	8.8k	42.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)	0.1	$375k		10k	36.83	View chart
Exxon Mobil Corporation (XOM)	0.1	$371k	+2%	3.1k	120.34	View chart
McDonald's Corporation (MCD)	0.1	$369k	+7%	1.2k	305.71	View chart
Chevron Corporation (CVX)	0.1	$362k		2.4k	152.42	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$360k	+12%	5.6k	64.39	View chart
Johnson & Johnson (JNJ)	0.1	$358k	+7%	1.7k	206.93	View chart
Visa Com Cl A (V)	0.1	$358k	-66%	1.0k	350.87	View chart
ConocoPhillips (COP)	0.1	$356k	+9%	3.8k	93.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$354k	+9%	5.4k	66.00	View chart
Power Solutions Intl Com New (PSIX)	0.1	$352k	NEW	6.2k	57.14	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$350k	+7%	2.4k	143.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$346k	NEW	1.6k	212.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$334k	+23%	3.8k	87.16	View chart
Abbvie (ABBV)	0.1	$333k	+11%	1.5k	228.53	View chart
Talen Energy Corp (TLN)	0.1	$332k	NEW	886.00	374.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$328k	-6%	7.9k	41.33	View chart
Dominion Resources (D)	0.1	$327k		5.6k	58.60	View chart
Lowe's Companies (LOW)	0.1	$327k	-67%	1.4k	241.23	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$323k	-4%	2.9k	110.25	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$321k	+10%	12k	27.30	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$315k	-12%	6.7k	47.13	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$314k	-42%	4.4k	71.42	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$312k	NEW	6.7k	46.29	View chart
Vanguard World Energy Etf (VDE)	0.1	$307k		2.4k	125.90	View chart
Broadcom (AVGO)	0.1	$302k	+23%	872.00	345.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$301k		8.8k	34.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$296k	NEW	864.00	342.97	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Enha (XAPR)	0.1	$290k		8.0k	36.44	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$289k	-8%	7.4k	39.12	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$286k		2.7k	105.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$273k	NEW	871.00	313.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$272k	+18%	6.9k	39.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$270k	-14%	6.1k	43.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$269k	-15%	5.7k	47.02	View chart
Union Pacific Corporation (UNP)	0.1	$269k	+32%	1.2k	231.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$267k	-43%	2.2k	119.32	View chart
Suncor Energy (SU)	0.1	$266k	-75%	6.0k	44.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$265k	-16%	5.7k	46.43	View chart
JPMorgan Chase & Co. (JPM)	0.1	$262k	+20%	812.00	322.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$261k	NEW	5.8k	44.91	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$261k	NEW	724.00	360.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$259k		6.2k	41.53	View chart
Garmin SHS (GRMN)	0.1	$259k		1.3k	202.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$248k	-4%	5.2k	47.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.1	$248k	+9%	6.6k	37.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$247k	NEW	10k	24.04	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$245k	NEW	3.1k	78.81	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$239k	+19%	8.3k	28.84	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$237k	NEW	4.3k	54.76	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$236k	+3%	1.8k	130.08	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$235k	-4%	2.7k	86.14	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$235k	-2%	2.9k	80.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$234k	-8%	5.7k	40.94	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$233k	-12%	11k	22.02	View chart
Oracle Corporation (ORCL)	0.1	$231k	NEW	1.2k	194.88	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$230k	NEW	2.2k	106.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$229k		4.4k	51.56	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$228k	NEW	5.1k	44.34	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$227k	NEW	1.1k	206.52	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$226k	-85%	3.9k	58.12	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$225k	-2%	2.8k	79.45	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$225k	-6%	13k	17.32	View chart
Coca-Cola Company (KO)	0.1	$221k	NEW	3.2k	69.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$219k	NEW	6.7k	32.62	View chart
Canadian Natural Resources (CNQ)	0.1	$218k	-75%	6.5k	33.85	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$217k	-11%	1.7k	128.83	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$217k		10k	21.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$216k	-40%	6.0k	35.72	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$215k	-6%	4.3k	49.46	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$212k	NEW	2.7k	79.68	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$211k	NEW	4.4k	48.32	View chart
Advanced Micro Devices (AMD)	0.1	$209k	NEW	976.00	214.16	View chart
Intel Corporation (INTC)	0.1	$208k	NEW	5.6k	36.90	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$204k	NEW	4.4k	46.54	View chart
Cisco Systems (CSCO)	0.1	$202k	NEW	2.6k	77.04	View chart
Arrow Etf Tr Arrow Dj Glb Yld (GYLD)	0.1	$202k	-9%	15k	13.49	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.1	$200k	-48%	5.8k	34.28	View chart
Jasper Therapeutics Com New (JSPR)	0.0	$23k		13k	1.83	View chart

Past Filings by Sequent Planning

SEC 13F filings are viewable for Sequent Planning going back to 2024

Sequent Planning 2025 Q4 filed Feb. 5, 2026
Sequent Planning 2025 Q3 filed Nov. 12, 2025
Sequent Planning 2025 Q2 filed Aug. 14, 2025
Sequent Planning 2025 Q1 filed May 13, 2025
Sequent Planning 2024 Q4 filed Feb. 11, 2025
Sequent Planning 2024 Q3 filed Nov. 14, 2024
Sequent Planning 2024 Q2 filed Aug. 12, 2024
Sequent Planning 2024 Q1 filed May 14, 2024

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