Sequent Planning LLC Portfolio Holdings

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.