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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.8 Billion 6.47% of portfolio
227,579
Q3 2025 Added 1,529.76%
First Tr Exchng Traded Fd Vi
-
$18.5 Billion 5.26% of portfolio
-
Q3 2025 Reduced 3.09%
$0
$16.8 Billion 4.76% of portfolio
772,294
Q3 2025 New
$0
$16.7 Billion 4.74% of portfolio
536,296
Q3 2025 Reduced 74.6%
$0
$16.4 Billion 4.65% of portfolio
279,789
Q3 2025 New
$0
$11.2 Billion 3.17% of portfolio
163,426
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$10.4 Billion 2.96% of portfolio
-
Q3 2025 Reduced 0.95%
$0
$8.18 Billion 2.32% of portfolio
29,022
Q3 2025 Added 2.74%
$130B
$7.15 Billion 2.03% of portfolio
20,107
Q3 2025 Reduced 36.08%
$474B
$6.87 Billion 1.95% of portfolio
36,808
Q3 2025 Added 0.82%
$0
$6.37 Billion 1.81% of portfolio
154,123
Q3 2025 New
$2.39T
$6 Billion 1.7% of portfolio
27,335
Q3 2025 Reduced 0.05%
First Tr Exchng Traded Fd Vi
-
$5.78 Billion 1.64% of portfolio
-
Q3 2025 Reduced 2.09%
$0
$5.43 Billion 1.54% of portfolio
263,194
Q3 2025 New
$0
$5.27 Billion 1.5% of portfolio
121,949
Q3 2025 Reduced 2.1%
$0
$4.96 Billion 1.41% of portfolio
123,812
Q3 2025 Reduced 2.54%
$0
$4.81 Billion 1.37% of portfolio
149,611
Q3 2025 Reduced 20.78%
$0
$4.19 Billion 1.19% of portfolio
134,599
Q3 2025 Added 4.09%
$0
$4.15 Billion 1.18% of portfolio
111,234
Q3 2025 New
$0
$4.07 Billion 1.15% of portfolio
61,731
Q3 2025 New
$0
$4.06 Billion 1.15% of portfolio
12,363
Q3 2025 Reduced 66.85%
$0
$3.77 Billion 1.07% of portfolio
158,116
Q3 2025 Reduced 82.62%
First Tr Exchange Traded Fd
-
$3.75 Billion 1.06% of portfolio
-
Q3 2025 Added 2.92%
$0
$3.75 Billion 1.06% of portfolio
33,678
Q3 2025 Reduced 69.69%
$0
$3.47 Billion 0.98% of portfolio
39,708
Q3 2025 New
$201B
$3.05 Billion 0.87% of portfolio
21,750
Q3 2025 Reduced 0.06%
$3.8T
$3.06 Billion 0.87% of portfolio
5,914
Q3 2025 Added 0.75%
$1.65T
$2.97 Billion 0.84% of portfolio
12,233
Q3 2025 Added 1.47%
$0
$2.97 Billion 0.84% of portfolio
12,389
Q3 2025 Added 20.23%
First Tr Exchng Traded Fd Vi
-
$2.82 Billion 0.8% of portfolio
-
Q3 2025 Reduced 18.22%
$0
$2.78 Billion 0.79% of portfolio
127,764
Q3 2025 Added 2.66%
$0
$2.78 Billion 0.79% of portfolio
4,625
Q3 2025 Reduced 16.41%
$4.38T
$2.76 Billion 0.78% of portfolio
10,851
Q3 2025 Added 7.47%
$0
$2.75 Billion 0.78% of portfolio
109,224
Q3 2025 Added 1.45%
$0
$2.59 Billion 0.73% of portfolio
58,176
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$2.51 Billion 0.71% of portfolio
-
Q3 2025 Reduced 2.28%
$0
$2.35 Billion 0.67% of portfolio
19,647
Q3 2025 Reduced 49.98%
$0
$2.33 Billion 0.66% of portfolio
28,095
Q3 2025 Reduced 59.19%
-
$2.3 Billion 0.65% of portfolio
-
Q3 2025 New
$0
$2.09 Billion 0.59% of portfolio
8,441
Q3 2025 Reduced 2.59%
First Tr Exchng Traded Fd Vi
-
$1.83 Billion 0.52% of portfolio
-
Q3 2025 Reduced 23.56%
$0
$1.75 Billion 0.5% of portfolio
29,079
Q3 2025 Added 8.65%
First Tr Exchng Traded Fd Vi
-
$1.69 Billion 0.48% of portfolio
-
Q3 2025 Added 61.17%
$0
$1.66 Billion 0.47% of portfolio
15,014
Q3 2025 Reduced 65.65%
$0
$1.61 Billion 0.46% of portfolio
17,203
Q3 2025 Added 0.13%
$0
$1.58 Billion 0.45% of portfolio
27,502
Q3 2025 New
-
$1.56 Billion 0.44% of portfolio
-
Q3 2025 Added 5.21%
$6.09B
$1.56 Billion 0.44% of portfolio
15,396
Q3 2025 Reduced 1.06%
$0
$1.57 Billion 0.44% of portfolio
13,234
Q3 2025 Added 80.18%

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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