StockDriftsStockDriftsTop 50 Sequent Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 6.62% | 313.2K | $31.0M | +7.29%(+21.28K) | $99.67(-2.20%) | 2026-06-30 | |
| USPX | FRANKLIN TEMPLETON ETF TR | 5.72% | 410.0K | $26.8M | +9.67%(+36.14K) | $57.32(+18.52%) | 2026-06-30 | |
| FLCB | FRANKLIN TEMPLETON ETF TR | 4.62% | 1.01M | $21.6M | +7.95%(+74.39K) | $21.60(-2.50%) | 2026-06-30 | |
| FLQL | FRANKLIN TEMPLETON ETF TR | 3.68% | 219.8K | $17.2M | +7.01%(+14.41K) | $66.75(+19.30%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.21% | 78.8K | $15.0M | +5.06%(+3.80K) | $118.29(+60.63%) | 2026-06-30 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 2.75% | 327.9K | $12.9M | new | $36.84(+8.08%) | 2026-06-30 | |
| QMMY | FIRST TR EXCHNG TRADED FD VI | 2.3% | 407.0K | $10.8M | +297.53%(+304.63K) | $24.35(+9.40%) | 2026-06-30 | |
| XOCT | FIRST TR EXCHNG TRADED FD VI | 1.76% | 208.6K | $8.2M | -54.12%(-246.05K) | $34.04(+17.77%) | 2026-06-30 | |
| IEMG | ISHARES INC | 1.66% | 93.6K | $7.8M | +5.74%(+5.08K) | $64.88(+25.13%) | 2026-06-30 | |
| LVHD | LEGG MASON ETF INVT | 1.66% | 176.1K | $7.7M | +3.58%(+6.08K) | $40.72(+10.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.99% |
Sequent Planning LLC reports $467.99M in US-listed equity holdings across 269 positions in its most recent 13F filing. Its largest disclosed positions are AGG (6.6%), USPX (5.7%) and FLCB (4.6%). The top 20 holdings account for 47.04% of reported assets. Its disclosed equity book has returned +34.74% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sequent Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009724). View Sequent Planning LLC’s 13F filings on SEC