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
$642 Million 0.18% of portfolio
14,755
Q3 2024 Reduced 2.11%
First Tr Exchng Traded Fd Vi
-
$638 Million 0.18% of portfolio
-
Q3 2025 Added 131.51%
$20.3B
$619 Million 0.18% of portfolio
12,556
Q3 2025 Reduced 3.03%
$73.2B
$626 Million 0.18% of portfolio
146
Q1 2025 Added 10.61%
$0
$603 Million 0.17% of portfolio
15,928
Q3 2025 Added 9.46%
First Tr Exchng Traded Fd Vi
-
$607 Million 0.17% of portfolio
-
Q3 2025 Reduced 0.79%
First Tr Exchng Traded Fd Vi
-
$582 Million 0.17% of portfolio
-
Q3 2025 Added 164.17%
$0
$557 Million 0.16% of portfolio
7,595
Q3 2025 Added 8.01%
$258B
$554 Million 0.16% of portfolio
3,310
Q3 2025 Reduced 1.05%
$2.65B
$569 Million 0.16% of portfolio
12,342
Q3 2025 Reduced 0.85%
First Tr Exchng Traded Fd Vi
-
$578 Million 0.16% of portfolio
-
Q3 2025 Reduced 19.69%
$0
$558 Million 0.16% of portfolio
7,595
Q3 2025 Added 10.22%
$0
$557 Million 0.16% of portfolio
10,959
Q3 2025 Added 8.61%
$0
$543 Million 0.15% of portfolio
21,640
Q3 2025 Added 7.84%
$0
$516 Million 0.15% of portfolio
34,561
Q3 2025 Reduced 0.54%
First Tr Exchng Traded Fd Vi
-
$516 Million 0.15% of portfolio
-
Q3 2025 Added 23.22%
First Tr Exchng Traded Fd Vi
-
$500 Million 0.14% of portfolio
-
Q3 2025 Added 35.25%
$350B
$501 Million 0.14% of portfolio
3,260
Q3 2025 Reduced 1.72%
$0
$482 Million 0.14% of portfolio
3,984
Q3 2025 Added 5.99%
$0
$489 Million 0.14% of portfolio
39,811
Q3 2025 Reduced 19.01%
First Tr Exchng Traded Fd Vi
-
$473 Million 0.13% of portfolio
-
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$466 Million 0.13% of portfolio
-
Q3 2025 Added 0.52%
$0
$449 Million 0.13% of portfolio
1,767
Q3 2025 Reduced 5.76%
-
$469 Million 0.13% of portfolio
-
Q3 2025 Added 4.53%
$0
$461 Million 0.13% of portfolio
13,953
Q3 2025 Reduced 20.9%
$0
$407 Million 0.12% of portfolio
4,538
Q3 2025 Added 10.07%
Franklin Templeton ETF Tr
-
$435 Million 0.12% of portfolio
-
Q3 2025 New
$0
$425 Million 0.12% of portfolio
9,600
Q3 2025 Added 46.88%
$2.42B
$435 Million 0.12% of portfolio
13,375
Q3 2025 Reduced 1.19%
$422B
$425 Million 0.12% of portfolio
8,240
Q3 2025 Reduced 0.63%
$0
$439 Million 0.12% of portfolio
9,229
Q3 2025 New
$0
$383 Million 0.11% of portfolio
952
Q3 2025 Added 8.43%
First Tr Exchng Traded Fd Vi
-
$371 Million 0.11% of portfolio
-
Q3 2025 Reduced 0.91%
$0
$392 Million 0.11% of portfolio
8,423
Q3 2025 Added 7.44%
First Tr Exchng Traded Fd Vi
-
$404 Million 0.11% of portfolio
-
Q3 2025 Reduced 3.59%
$0
$377 Million 0.11% of portfolio
11,311
Q3 2025 Reduced 0.39%
$8.01B
$373 Million 0.11% of portfolio
4,845
Q3 2025 Reduced 1.36%
$0
$392 Million 0.11% of portfolio
2,781
Q3 2025 Reduced 3.8%
$278B
$347 Million 0.1% of portfolio
3,366
Q3 2025 Reduced 0.09%
$0
$363 Million 0.1% of portfolio
7,654
Q3 2025 Reduced 26.62%
First Tr Exchng Traded Fd Vi
-
$352 Million 0.1% of portfolio
-
Q1 2025 New
$309B
$364 Million 0.1% of portfolio
2,345
Q3 2025 Reduced 1.18%
$0
$337 Million 0.1% of portfolio
3,862
Q3 2025 New
$50.4B
$342 Million 0.1% of portfolio
5,597
Q2 2025 New
$497B
$340 Million 0.1% of portfolio
3,018
Q3 2025 Added 1.89%
$226B
$340 Million 0.1% of portfolio
1,120
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$346 Million 0.1% of portfolio
-
Q3 2025 New
$0
$338 Million 0.1% of portfolio
3,064
Q3 2025 Added 6.35%
$0
$340 Million 0.1% of portfolio
8,564
Q4 2024 Added 26.82%

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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