Sequent Planning LLC - Portfolio overview

Sequent Planning LLC has 255 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 6.91%
2. USPX - FRANKLIN TEMPLETON ETF TR, 5.07%
3. FLCB - FRANKLIN TEMPLETON ETF TR, 4.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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