Sequent Planning LLC: 13F holdings
CIK 20097242026Q2
| Positions | 269 |
|---|---|
| Reported value | $468.0m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AGG ISHARES TR | 313,224 | $31.0m | 6.6% |
| USPX FRANKLIN TEMPLETON ETF TR | 409,988 | $26.8m | 5.7% |
| FLCB FRANKLIN TEMPLETON ETF TR | 1,009,658 | $21.6m | 4.6% |
| FLQL FRANKLIN TEMPLETON ETF TR | 219,827 | $17.2m | 3.7% |
| XLK SELECT SECTOR SPDR TR | 78,796 | $15.0m | 3.2% |
| FDP FIRST TR EXCHNG TRADED FD VI | 327,898 | $12.9m | 2.8% |
| FIRST TR EXCHNG TRADED FD VI | 407,015 | $10.8m | 2.3% |
| FIRST TR EXCHNG TRADED FD VI | 208,561 | $8.2m | 1.8% |
| IEMG ISHARES INC | 93,631 | $7.8m | 1.7% |
| LEGG MASON ETF INVT | 176,109 | $7.7m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009724")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.