Sequent Planning LLC — 13F holdings

Sequent Planning LLC reported 269 holdings worth $468M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. AGG ISHARES TR — $31.0M (6.6%)
  2. USPX FRANKLIN TEMPLETON ETF TR — $26.8M (5.7%)
  3. FLCB FRANKLIN TEMPLETON ETF TR — $21.6M (4.6%)
  4. FLQL FRANKLIN TEMPLETON ETF TR — $17.2M (3.7%)
  5. XLK SELECT SECTOR SPDR TR — $15.0M (3.2%)
  6. BUFQ FIRST TR EXCHNG TRADED FD VI — $12.9M (2.8%)
  7. QMMY FIRST TR EXCHNG TRADED FD VI — $10.8M (2.3%)
  8. XOCT FIRST TR EXCHNG TRADED FD VI — $8.24M (1.8%)
  9. IEMG ISHARES INC — $7.76M (1.7%)
  10. LVHD LEGG MASON ETF INVT — $7.75M (1.7%)