Sequent Planning LLC Portfolio Holdings

Sequent Planning LLC

  • $316 Billion
  • Q2 2025

Sequent Planning LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $316 Billion distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Tr Fd Viii Cboe Ve with a value of $61.9B, First Exch Tr Fd Cboe Vest Gol with a value of $19.5B, First Tr Exchng Traded Fd Vi with a value of $18.6B, Ishares Tr Tips Bd ETF with a value of $12.2B, and Vanguard Total Stock Market Et with a value of $11.3B.

Examining the 13F form we can see an increase of $37.9B in the current position value, from $278B to 316B.

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 $316 Billion
ETFs: $207 Billion
Technology: $11.9 Billion
Consumer Cyclical: $8.34 Billion
Consumer Defensive: $3.97 Billion
Financial Services: $3.92 Billion
Energy: $3.58 Billion
Industrials: $2.95 Billion
Communication Services: $2.77 Billion
Other: $3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$967 Million 0.31% of portfolio
13,126
Q2 2025 Added 18.48%
$0
$952 Million 0.3% of portfolio
12,712
Q2 2025 Added 0.06%
$0
$960 Million 0.3% of portfolio
18,340
Q2 2025 Added 14.5%
$53B
$940 Million 0.3% of portfolio
25,105
Q2 2025 Added 0.25%
$0
$919 Million 0.29% of portfolio
1,617
Q2 2025 Added 0.94%
$0
$910 Million 0.29% of portfolio
47,611
Q2 2025 Added 2.02%
$0
$923 Million 0.29% of portfolio
1,486
Q2 2025 Reduced 0.27%
$152B
$922 Million 0.29% of portfolio
4,153
Q2 2025 Added 0.07%
$621B
$859 Million 0.27% of portfolio
1,769
Q2 2025 Added 6.31%
$34.5B
$842 Million 0.27% of portfolio
26,815
Q2 2025 Added 0.11%
$0
$828 Million 0.26% of portfolio
20,150
Q2 2025 Added 0.62%
$0
$814 Million 0.26% of portfolio
3,975
Q2 2025 Added 0.71%
First Tr Exchng Traded Fd Vi
-
$810 Million 0.26% of portfolio
-
Q2 2025 Reduced 2.99%
$0
$820 Million 0.26% of portfolio
14,390
Q2 2025 Added 7.51%
$0
$807 Million 0.26% of portfolio
1,306
Q2 2025 Added 10.58%
$0
$795 Million 0.25% of portfolio
1,813
Q2 2025 Added 70.23%
$17B
$788 Million 0.25% of portfolio
19,519
Q2 2025 Reduced 0.98%
$0
$797 Million 0.25% of portfolio
7,345
Q2 2025 Added 55.55%
$10.4B
$787 Million 0.25% of portfolio
3,387
Q2 2025 Reduced 1.51%
$0
$766 Million 0.24% of portfolio
3,084
Q2 2025 Added 14.35%
$0
$730 Million 0.23% of portfolio
26,387
Q2 2025 Added 4.02%
$0
$721 Million 0.23% of portfolio
34,750
Q2 2025 Reduced 2.9%
First Tr Exchng Traded Fd Vi
-
$705 Million 0.22% of portfolio
-
Q2 2025 Added 0.67%
$0
$688 Million 0.22% of portfolio
8,500
Q2 2025 Added 26.83%
First Tr Exchng Traded Fd Vi
-
$703 Million 0.22% of portfolio
-
Q2 2025 New
$21.7B
$679 Million 0.21% of portfolio
12,948
Q2 2025 Added 0.12%
$0
$650 Million 0.21% of portfolio
4,407
Q2 2025 Added 27.37%
$0
$642 Million 0.2% of portfolio
2,384
Q2 2025 Reduced 2.77%
$1.08T
$631 Million 0.2% of portfolio
1,985
Q2 2025 Added 5.36%
$0
$623 Million 0.2% of portfolio
14,755
Q3 2024 Reduced 2.11%
$0
$602 Million 0.19% of portfolio
49,156
Q2 2025 Added 30.81%
First Tr Exchng Traded Fd Vi
-
$587 Million 0.19% of portfolio
-
Q2 2025 Added 92.5%
$0
$560 Million 0.18% of portfolio
17,639
Q2 2025 Added 35.08%
$75.9B
$542 Million 0.17% of portfolio
146
Q1 2025 Added 10.61%
$368B
$529 Million 0.17% of portfolio
3,317
Q2 2025 Reduced 1.4%
$0
$550 Million 0.17% of portfolio
11,113
Q2 2025 Added 10.22%
$0
$514 Million 0.16% of portfolio
14,551
Q2 2025 Added 10.63%
$0
$512 Million 0.16% of portfolio
10,090
Q2 2025 Added 7.19%
$0
$503 Million 0.16% of portfolio
20,066
Q2 2025 Added 4.09%
$0
$497 Million 0.16% of portfolio
10,431
Q2 2025 Added 21.4%
$0
$501 Million 0.16% of portfolio
7,032
Q2 2025 Added 3.84%
$0
$502 Million 0.16% of portfolio
6,891
Q2 2025 Added 5.66%
$0
$476 Million 0.15% of portfolio
4,345
Q2 2025 Reduced 0.71%
$229B
$489 Million 0.15% of portfolio
3,345
Q2 2025 Added 5.62%
$0
$444 Million 0.14% of portfolio
1,875
Q2 2025 Added 20.19%
First Tr Exchng Traded Fd Vi
-
$452 Million 0.14% of portfolio
-
Q2 2025 Added 10.77%
-
$438 Million 0.14% of portfolio
-
Q2 2025 Reduced 2.4%
$2.07B
$454 Million 0.14% of portfolio
12,448
Q2 2025 Reduced 1.57%
First Tr Exchng Traded Fd Vi
-
$456 Million 0.14% of portfolio
-
Q2 2025 Added 76.73%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $316 Billion
  • Prior Value $278 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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