Sequent Planning LLC Portfolio Holdings

Sequent Planning LLC

  • $352 Billion
  • Q3 2025

Sequent Planning LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $352 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $22.8B, First Tr Exchng Traded Fd Vi with a value of $18.5B, Franklin Templeton ETF Tr Libe with a value of $16.8B, First Tr Ex Tr Fd Viii Cboe Ve with a value of $16.7B, and Franklin Templeton Libertyq Gl with a value of $16.4B.

Examining the 13F form we can see an increase of $36.7B in the current position value, from $316B to 352B.

Sequent Planning LLC is based out at Omaha, NE

Below you can find more details about Sequent Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $352 Billion
ETFs: $231 Billion
Technology: $14.2 Billion
Consumer Cyclical: $9.18 Billion
Energy: $3.93 Billion
Consumer Defensive: $3.9 Billion
Financial Services: $3.62 Billion
Communication Services: $3.46 Billion
Industrials: $3.41 Billion
Other: $3.26 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $352 Billion
  • Prior Value $316 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 43 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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