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
$1.51 Billion 0.43% of portfolio
15,359
Q3 2025 Reduced 0.52%
$0
$1.5 Billion 0.42% of portfolio
10,759
Q3 2025 Added 85.05%
$0
$1.44 Billion 0.41% of portfolio
60,823
Q3 2025 Added 4.86%
$0
$1.39 Billion 0.4% of portfolio
13,098
Q3 2025 Added 299.69%
$0
$1.42 Billion 0.4% of portfolio
30,648
Q3 2025 Added 0.96%
$0
$1.38 Billion 0.39% of portfolio
27,954
Q3 2025 Added 3.38%
$0
$1.32 Billion 0.37% of portfolio
53,155
Q3 2025 New
$0
$1.29 Billion 0.37% of portfolio
8,378
Q3 2025 Added 90.11%
$0
$1.27 Billion 0.36% of portfolio
18,931
Q3 2025 Added 4.42%
$0
$1.25 Billion 0.36% of portfolio
26,346
Q3 2025 Added 8.49%
$0
$1.28 Billion 0.36% of portfolio
2,093
Q3 2025 Added 29.44%
$0
$1.28 Billion 0.36% of portfolio
45,878
Q3 2025 New
$0
$1.25 Billion 0.35% of portfolio
18,303
Q3 2025 Reduced 2.66%
$0
$1.19 Billion 0.34% of portfolio
12,978
Q3 2025 New
$0
$1.19 Billion 0.34% of portfolio
20,731
Q3 2025 Added 8.35%
$0
$1.14 Billion 0.32% of portfolio
41,198
Q3 2025 Added 6.27%
$0
$1.1 Billion 0.31% of portfolio
18,437
Q3 2025 Added 28.12%
$0
$1.1 Billion 0.31% of portfolio
13,684
Q3 2025 Added 7.65%
$0
$1.11 Billion 0.31% of portfolio
1,484
Q3 2025 Reduced 1.85%
$0
$1.08 Billion 0.31% of portfolio
13,728
Q3 2025 Added 61.51%
$121B
$1.1 Billion 0.31% of portfolio
1,426
Q3 2025 Added 0.64%
$141B
$1.05 Billion 0.3% of portfolio
4,165
Q3 2025 Added 0.29%
$540B
$1.05 Billion 0.3% of portfolio
3,086
Q3 2025 Reduced 1.12%
$60.5B
$1.04 Billion 0.3% of portfolio
24,971
Q3 2025 Reduced 0.53%
$0
$962 Million 0.27% of portfolio
50,081
Q3 2025 Added 5.19%
First Tr Exchng Traded Fd Vi
-
$931 Million 0.26% of portfolio
-
Q3 2025 Added 26.71%
$1.28T
$931 Million 0.26% of portfolio
2,093
Q3 2025 Added 5.44%
First Tr Exchng Traded Fd Vi
-
$908 Million 0.26% of portfolio
-
Q3 2025 Added 8.48%
$662B
$923 Million 0.26% of portfolio
1,835
Q3 2025 Added 3.73%
$0
$930 Million 0.26% of portfolio
22,030
Q3 2025 Added 9.33%
Smartstop Self Storag Reit I
-
$889 Million 0.25% of portfolio
-
Q3 2025 New
$9.6B
$865 Million 0.25% of portfolio
3,312
Q3 2025 Reduced 2.21%
$0
$869 Million 0.25% of portfolio
1,304
Q3 2025 Reduced 0.15%
$0
$847 Million 0.24% of portfolio
25,793
Q3 2025 New
$21.4B
$843 Million 0.24% of portfolio
19,206
Q3 2025 Reduced 1.6%
$0
$858 Million 0.24% of portfolio
3,974
Q3 2025 Reduced 0.03%
$38.8B
$853 Million 0.24% of portfolio
26,675
Q3 2025 Reduced 0.52%
$0
$829 Million 0.24% of portfolio
11,145
Q3 2025 Reduced 15.09%
$0
$849 Million 0.24% of portfolio
1,769
Q3 2025 Reduced 2.43%
$0
$804 Million 0.23% of portfolio
29,034
Q3 2025 Added 10.03%
$0
$809 Million 0.23% of portfolio
1,208
Q3 2025 Reduced 18.71%
First Tr Exchng Traded Fd Vi
-
$824 Million 0.23% of portfolio
-
Q3 2025 Added 73.84%
$0
$785 Million 0.22% of portfolio
3,023
Q3 2025 Reduced 1.98%
$0
$753 Million 0.21% of portfolio
2,690
Q3 2025 Added 12.84%
$0
$710 Million 0.2% of portfolio
28,958
Q3 2025 New
$0
$713 Million 0.2% of portfolio
13,160
Q3 2025 Added 18.42%
$0
$683 Million 0.19% of portfolio
7,620
Q3 2025 New
Innovator Etfs Trust
-
$653 Million 0.19% of portfolio
-
Q3 2025 New
$0
$683 Million 0.19% of portfolio
7,644
Q3 2025 New

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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