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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, FLQL, XLK, and represent 23.85% of Sequent Planning's stock portfolio.
Added to shares of these 10 stocks: BUFQ (+$13M), QMMY (+$8.1M), DJUN, XJUN, ARKX, JEPI, JEPQ, USPX, YJUN, BGLD.
Started 29 new stock positions in DAPR, DSI, VTES, ARKX, ACYN, BAI, DMAY, QCOM, BUFQ, AVEM.
Reduced shares in these 10 stocks: QDEC (-$12M), XOCT (-$9.7M), QCOC, DOCT, FIXD, FIIG, GOCT, UCON, LGOV, XIDE.
Sold out of its positions in MO, COP.
Sequent Planning was a net buyer of stock by $25M.
Sequent Planning has $468M in assets under management (AUM), dropping by 13.15%.
Central Index Key (CIK): 0002009724

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Portfolio Holdings for Sequent Planning

Sequent Planning holds 269 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	6.6	$31M	+7%	313k	98.98	View chart
Franklin Templeton Etf Tr Us Equity Index (USPX)	5.7	$27M	+9%	410k	65.30	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	4.6	$22M	+7%	1.0M	21.40	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	3.7	$17M	+7%	220k	78.28	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	3.2	$15M	+5%	79k	190.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	2.8	$13M	NEW	328k	39.27	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	2.3	$11M	+297%	407k	26.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	1.8	$8.2M	-54%	209k	39.50	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$7.8M	+5%	94k	82.84	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	1.7	$7.7M	+3%	176k	44.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$7.6M	+18%	78k	96.58	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$7.1M		19k	368.38	View chart
Franklin Templeton Etf Tr Us Treas Bd Etf (FLGV)	1.5	$7.0M	+6%	343k	20.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	1.4	$6.8M	-28%	163k	41.54	View chart
Amazon (AMZN)	1.3	$5.9M	-4%	25k	238.34	View chart
Putnam Etf Trust Focsd Larcp Gwt (PGRO)	1.2	$5.7M	+17%	119k	47.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$5.4M	-8%	15k	357.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	1.1	$5.3M	-69%	149k	35.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	1.1	$5.2M	-3%	123k	42.84	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.1	$5.2M	+2%	122k	42.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	1.0	$4.9M	+479%	110k	44.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	1.0	$4.9M	-7%	131k	37.23	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	1.0	$4.7M	+98%	291k	16.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$4.6M	+2%	12k	370.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.9	$4.4M	+1071%	90k	49.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$4.4M	+21%	6.4k	686.84	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.9	$4.3M	+9%	37k	117.28	View chart
NVIDIA Corporation (NVDA)	0.9	$4.1M	-17%	20k	200.09	View chart
Ishares Tr Tips Bd Etf (TIP)	0.8	$3.8M	+2%	35k	109.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.8	$3.6M	-57%	151k	23.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$3.6M		4.9k	736.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$3.4M	+19%	48k	71.25	View chart
Ark Etf Tr Space & Defense (ARKX)	0.7	$3.3M	NEW	97k	34.12	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$3.2M	+14%	90k	36.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.7	$3.2M	-16%	95k	33.79	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.7	$3.2M	+7%	126k	25.17	View chart
Apple (AAPL)	0.7	$3.1M	+3%	11k	289.35	View chart
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)	0.6	$3.0M	+7%	139k	21.44	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$2.9M	+4%	9.7k	302.98	View chart
Pepsi (PEP)	0.6	$2.9M		22k	135.40	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.6	$2.9M	+128%	32k	90.79	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.6	$2.7M	+6%	23k	117.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$2.7M	+858%	48k	56.48	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.7M	+5%	33k	82.11	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.6	$2.7M	-6%	85k	31.76	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$2.6M	+976%	43k	61.46	View chart
Tesla Motors (TSLA)	0.6	$2.6M	+24%	6.2k	420.61	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$2.6M	+5%	24k	107.62	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.5	$2.4M	+9%	15k	158.66	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$2.4M	-16%	29k	81.06	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.5	$2.4M	-21%	81k	29.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.5	$2.4M	NEW	88k	26.80	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.5	$2.3M	NEW	113k	20.79	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.5	$2.3M	+10%	22k	107.13	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIJN)	0.5	$2.2M	+7%	73k	30.61	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$2.2M		16k	136.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.2M	+41%	3.0k	748.89	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.5	$2.2M		32k	68.54	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.5	$2.2M	-15%	92k	23.85	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.5	$2.1M	-19%	42k	50.50	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.4	$2.1M	+8%	11k	185.24	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.4	$2.0M	-6%	61k	32.50	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.4	$1.7M	+8%	20k	83.07	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$1.7M	-19%	3.5k	477.57	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$1.7M	-11%	14k	114.88	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.6M	+15%	26k	61.23	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$1.5M	+325%	18k	87.88	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$1.5M	-3%	31k	48.18	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$1.5M	+2%	31k	46.87	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.4M		15k	93.92	View chart
Microsoft Corporation (MSFT)	0.3	$1.4M	+2%	3.8k	373.00	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$1.4M		30k	46.94	View chart
Meta Platforms Cl A (META)	0.3	$1.4M	-6%	2.5k	563.29	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.3	$1.4M	+16%	57k	24.29	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$1.4M	+2%	15k	91.64	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.3	$1.3M		53k	25.35	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.3M	+578%	11k	119.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.3M	-2%	22k	59.69	View chart
Mueller Industries (MLI)	0.3	$1.3M	+56%	21k	61.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.3	$1.2M	-77%	26k	46.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.2M	-7%	16k	75.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)	0.3	$1.2M	-16%	32k	38.41	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.3	$1.2M		45k	27.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.2M	+569%	14k	86.14	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$1.2M	-23%	6.0k	191.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.2	$1.1M	+223%	28k	41.67	View chart
Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM)	0.2	$1.1M	+14%	26k	43.40	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$1.1M	+11%	12k	90.47	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.2	$1.1M		32k	34.34	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$1.1M	-29%	8.1k	133.25	View chart
National Retail Properties (NNN)	0.2	$1.1M	NEW	23k	46.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.2	$1.0M		42k	25.09	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$1.0M		20k	53.11	View chart
Broadcom (AVGO)	0.2	$1.0M		2.7k	377.79	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Enha (XAPR)	0.2	$997k	+232%	26k	37.76	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$963k	-33%	16k	60.79	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$952k	+104%	11k	90.10	View chart
McKesson Corporation (MCK)	0.2	$942k	-21%	1.2k	755.67	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$935k	-79%	21k	43.61	View chart
First Tr Exchng Traded Fd Vi Ft Ve Na 100 Co (QCJA)	0.2	$930k	-12%	40k	23.36	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$929k	+13%	18k	50.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.2	$906k	+46%	36k	24.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.2	$902k	-23%	20k	45.02	View chart
Vanguard World Health Car Etf (VHT)	0.2	$902k	-3%	3.0k	299.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$883k	-6%	3.7k	236.62	View chart
Netflix (NFLX)	0.2	$863k	-5%	12k	71.40	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.2	$854k	+17%	8.5k	100.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$843k	-5%	1.7k	500.39	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$823k	+11%	6.1k	134.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$817k	+3%	11k	73.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.2	$790k	+15%	17k	46.74	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$790k		3.0k	264.74	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$767k	+5%	19k	40.85	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$764k	+2%	22k	34.27	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	0.2	$758k	-79%	37k	20.71	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$756k	+167%	10k	74.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$734k	+123%	984.00	746.39	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$732k	+26%	15k	48.43	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$718k	NEW	5.6k	127.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$714k	+15%	5.2k	137.52	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$709k	+13%	9.1k	77.91	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$701k	+46%	13k	53.61	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$690k	+6%	14k	50.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$681k	+7%	2.2k	303.14	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$677k	+14%	27k	25.07	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$674k	NEW	4.7k	144.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$674k		17k	39.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$670k	+7%	3.1k	217.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.1	$601k	-2%	15k	39.63	View chart
Wal-Mart Stores (WMT)	0.1	$599k		5.3k	113.26	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$595k	+11%	14k	44.03	View chart
Raytheon Technologies Corp (RTX)	0.1	$591k	-7%	3.1k	189.75	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$588k	+46%	28k	20.85	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$587k	+2%	8.6k	68.01	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.1	$576k	+2%	16k	35.86	View chart
Advanced Micro Devices (AMD)	0.1	$572k	NEW	984.00	580.91	View chart
Ball Corporation (BALL)	0.1	$569k		9.1k	62.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$568k		13k	45.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$560k	-34%	14k	41.19	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$555k		4.7k	117.09	View chart
Bank of America Corporation (BAC)	0.1	$555k	+16%	9.7k	56.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.1	$549k	-12%	12k	44.41	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity E (XMAY)	0.1	$520k	NEW	14k	36.09	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$519k	+113%	18k	28.39	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$516k	-20%	3.1k	165.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$516k	+8%	2.3k	227.04	View chart
Micron Technology (MU)	0.1	$513k	NEW	444.00	1154.66	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$502k	-80%	24k	21.40	View chart
Intel Corporation (INTC)	0.1	$497k	NEW	3.6k	139.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$488k	NEW	12k	40.88	View chart
Procter & Gamble Company (PG)	0.1	$486k		3.3k	146.63	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$483k		736.00	655.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.1	$478k	-14%	12k	40.72	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$476k	+7%	6.1k	78.04	View chart
Doubleline Income Solutions (DSL)	0.1	$475k	+14%	43k	11.06	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$474k	+9%	6.3k	75.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$469k	+63%	11k	42.73	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$469k	+32%	1.9k	246.16	View chart
AutoZone (AZO)	0.1	$467k		146.00	3195.94	View chart
Ge Vernova (GEV)	0.1	$445k	NEW	379.00	1174.86	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$434k	NEW	2.5k	170.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$432k	-19%	17k	25.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$431k	+420%	4.9k	87.91	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.1	$423k	+13%	14k	30.53	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$417k	-5%	2.6k	161.54	View chart
Johnson & Johnson (JNJ)	0.1	$415k	-8%	1.6k	253.92	View chart
Exxon Mobil Corporation (XOM)	0.1	$414k		3.0k	136.71	View chart
Chevron Corporation (CVX)	0.1	$408k		2.5k	165.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$406k	+53%	9.2k	44.24	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$406k	-3%	1.6k	252.23	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$406k	-32%	8.0k	50.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$396k	-80%	13k	30.38	View chart
Dominion Resources (D)	0.1	$394k	+2%	5.8k	68.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$391k	-47%	1.8k	212.75	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$389k	-3%	19k	20.37	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$388k		1.1k	342.97	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$386k	+8%	8.5k	45.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$370k	-59%	11k	34.84	View chart
Vanguard World Energy Etf (VDE)	0.1	$366k		2.4k	150.13	View chart
Talen Energy Corp (TLN)	0.1	$364k		948.00	384.26	View chart
Cisco Systems (CSCO)	0.1	$364k	-2%	3.1k	117.48	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$364k	+9%	3.8k	94.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$360k	+5%	2.9k	124.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$359k	+4%	8.1k	44.03	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$358k	+23%	7.7k	46.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$356k		8.3k	43.04	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.1	$356k	-86%	14k	24.88	View chart
Visa Com Cl A (V)	0.1	$350k		1.0k	343.20	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$350k	NEW	6.6k	52.72	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$349k	+9%	3.6k	96.81	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$348k	+22%	5.0k	68.93	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$347k	+29%	7.5k	46.15	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$342k	-29%	4.5k	76.55	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$341k	+36%	7.0k	48.66	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$340k		13k	27.24	View chart
McDonald's Corporation (MCD)	0.1	$337k	+3%	1.2k	270.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$334k	+17%	4.4k	76.71	View chart
Abbvie (ABBV)	0.1	$334k		1.3k	251.67	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$331k	-10%	2.1k	154.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$331k	NEW	3.4k	96.48	View chart
Suncor Energy (SU)	0.1	$326k		6.1k	53.68	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$326k	+12%	7.1k	46.05	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.1	$324k	+8%	7.0k	46.63	View chart
Union Pacific Corporation (UNP)	0.1	$323k	-2%	1.2k	272.06	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$322k	-2%	3.7k	86.42	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$322k	-25%	2.0k	159.61	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$320k		2.9k	109.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$320k	+12%	12k	27.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$319k		902.00	353.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$317k	-18%	4.1k	77.11	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$316k	-4%	2.4k	134.56	View chart
ON Semiconductor (ON)	0.1	$316k		3.3k	94.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$314k	-9%	7.2k	43.49	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$314k		7.4k	42.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$309k	+10%	8.3k	37.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$308k	+31%	1.9k	158.03	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$305k	+30%	3.8k	79.41	View chart
Garmin SHS (GRMN)	0.1	$301k		1.3k	237.48	View chart
Fs Kkr Capital Corp (FSK)	0.1	$298k	-15%	28k	10.50	View chart
JPMorgan Chase & Co. (JPM)	0.1	$296k	+15%	904.00	327.50	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$296k	+3%	1.2k	247.89	View chart
Eaton Corp SHS (ETN)	0.1	$292k	+13%	686.00	425.83	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$291k	+17%	5.8k	50.23	View chart
Lowe's Companies (LOW)	0.1	$288k	-2%	1.3k	220.49	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$288k	+14%	5.4k	53.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$287k		6.2k	46.41	View chart
Caterpillar (CAT)	0.1	$284k	-6%	266.00	1066.42	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$284k		2.7k	106.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$282k		5.7k	49.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$280k		5.7k	48.81	View chart
Emcor (EME)	0.1	$280k		337.00	829.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$275k	-5%	6.6k	41.80	View chart
Arrow Etf Tr Arrow Dj Glb Yld (GYLD)	0.1	$273k	+17%	19k	14.25	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$272k	+16%	2.1k	131.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$272k	-41%	1.2k	219.40	View chart
Coca-Cola Company (KO)	0.1	$258k		3.2k	81.27	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.1	$255k	+19%	5.5k	45.96	View chart
Canadian Natural Resources (CNQ)	0.1	$250k		6.3k	39.50	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$250k	+12%	13k	19.05	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$249k	+7%	11k	22.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.1	$248k		8.0k	31.22	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$247k	+8%	3.0k	82.49	View chart
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG)	0.1	$246k	-74%	13k	18.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$245k		4.4k	55.08	View chart
Qualcomm (QCOM)	0.1	$238k	NEW	1.3k	184.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$237k		5.0k	47.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.1	$236k	NEW	5.0k	47.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$234k	-14%	4.9k	47.44	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$233k		1.8k	127.53	View chart
Power Solutions Intl Com New (PSIX)	0.0	$232k	-7%	6.0k	38.89	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$231k	-23%	1.9k	118.97	View chart
Marathon Petroleum Corp (MPC)	0.0	$231k		904.00	255.76	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$230k	NEW	1.6k	142.39	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Conc Etf (QVMT)	0.0	$230k	-68%	3.3k	69.89	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$227k	NEW	2.2k	101.31	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$227k	-3%	2.5k	90.60	View chart
Proshares Tr Large Cap Cre (CSM)	0.0	$227k	NEW	2.7k	85.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$226k	-9%	4.5k	50.15	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.0	$224k		6.1k	36.53	View chart
Ge Aerospace Com New (GE)	0.0	$222k	NEW	593.00	373.45	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$221k	-2%	10k	21.65	View chart
J P Morgan Exchange Traded F Flexible Income (JFLI)	0.0	$220k	NEW	4.0k	54.43	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$215k	NEW	2.2k	98.20	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$215k	NEW	2.7k	79.98	View chart
Teck Resources CL B (TECK)	0.0	$207k	NEW	3.5k	59.46	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$206k	NEW	4.1k	50.37	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.0	$202k	NEW	5.5k	36.48	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.0	$200k	NEW	513.00	390.65	View chart
Jasper Therapeutics Com New (JSPR)	0.0	$6.3k		15k	0.42	View chart

Past Filings by Sequent Planning

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

Sequent Planning 2026 Q2 filed Aug. 14, 2026
Sequent Planning 2026 Q1 filed April 21, 2026
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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