Sequent Planning LLC

Est. AUM

$409.9M

13F long equity, this entity only

Positions

238

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$29.0M	291946	7.07%	SOLE
2	FRANKLIN TEMPLETON ETF TR	US EQUITY INDEX	$21.3M	373851	5.19%	SOLE
3	FRANKLIN TEMPLETON ETF TR	US CORE BOND ETF	$20.1M	935273	4.90%	SOLE
4	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$16.9M	454609	4.13%	SOLE
5	FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$15.3M	485639	3.73%	SOLE
6	FRANKLIN TEMPLETON ETF TR	US LRG CP MLTFCT	$13.9M	205420	3.39%	SOLE
7	SELECT SECTOR SPDR TR	STATE STREET TEC	$10.0M	74999	2.43%	SOLE
8	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$8.8M	226717	2.14%	SOLE
9	SPDR GOLD TR	GOLD SHS	$8.2M	19062	2.00%	SOLE
10	FIRST TR EXCHNG TRADED FD VI	FT VEST NASD 100	$7.7M	350515	1.88%	SOLE
11	LEGG MASON ETF INVT	FRANKLIN US LOW	$7.2M	170030	1.77%	SOLE
12	FRANKLIN TEMPLETON ETF TR	US TREASURY BOND	$6.6M	321888	1.60%	SOLE
13	ISHARES INC	CORE MSCI EMKT	$6.2M	88552	1.51%	SOLE
14	ISHARES TR	CORE MSCI EAFE	$6.0M	66342	1.46%	SOLE
15	AMAZON COM INC	COM	$5.4M	26118	1.33%	SOLE
16	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$5.1M	126364	1.24%	SOLE
17	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$5.1M	116972	1.24%	SOLE
18	FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$4.8M	119799	1.16%	SOLE
19	FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$4.7M	140692	1.15%	SOLE
20	ALPHABET INC	CAP STK CL A	$4.7M	16434	1.15%	SOLE
21	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$4.5M	103951	1.11%	SOLE
22	NVIDIA CORPORATION	COM	$4.3M	24813	1.06%	SOLE
23	PUTNAM ETF TRUST	FOCSD LARCP GWT	$4.1M	101539	1.00%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	12070	0.94%	SOLE
25	ISHARES TR	TIPS BD ETF	$3.8M	34013	0.92%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET CON	$3.6M	33490	0.89%	SOLE
27	FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$3.6M	175186	0.89%	SOLE
28	FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$3.6M	114440	0.87%	SOLE
29	PEPSICO INC	COM	$3.4M	21984	0.83%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	5281	0.77%	SOLE
31	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$2.9M	117826	0.71%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$2.8M	4847	0.68%	SOLE
33	FRANKLIN TEMPLETON ETF TR	INVT GRADE CORPT	$2.8M	129939	0.68%	SOLE
34	FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$2.7M	123380	0.65%	SOLE
35	APPLE INC	COM	$2.6M	10316	0.64%	SOLE
36	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$2.6M	102446	0.64%	SOLE
37	ISHARES TR	3 7 YR TREAS BD	$2.6M	21996	0.64%	SOLE
38	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.6M	40580	0.63%	SOLE
39	ISHARES TR	1 3 YR TREAS BD	$2.6M	31070	0.63%	SOLE
40	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$2.6M	52423	0.62%	SOLE
41	FIRST TR EXCHNG TRADED FD VI	VEST NASDAQ 100	$2.5M	102387	0.62%	SOLE
42	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$2.5M	102503	0.62%	SOLE
43	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$2.5M	108578	0.61%	SOLE
44	ISHARES TR	NATIONAL MUN ETF	$2.4M	22958	0.59%	SOLE
45	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.4M	35252	0.59%	SOLE
46	FIRST TR EXCHANGE-TRADED FD	FT VEST TEC	$2.4M	90157	0.58%	SOLE
47	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.3M	77893	0.55%	SOLE
48	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.2M	9246	0.54%	SOLE
49	SELECT SECTOR SPDR TR	STATE STREET COM	$2.2M	19676	0.53%	SOLE
50	FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY B	$2.1M	67735	0.51%	SOLE

1–50 of 238

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.