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
First Tr Exchng Traded Fd Vi
-
$213 Million 0.07% of portfolio
-
Q2 2025 Reduced 1.19%
First Tr Exchng Traded Fd Vi
-
$215 Million 0.07% of portfolio
-
Q2 2025 Reduced 3.4%
$0
$232 Million 0.07% of portfolio
3,193
Q2 2025 Reduced 15.24%
$1.27T
$230 Million 0.07% of portfolio
1,016
Q2 2025 New
$0
$231 Million 0.07% of portfolio
2,934
Q2 2025 Reduced 2.75%
First Tr Exchng Traded Fd Vi
-
$216 Million 0.07% of portfolio
-
Q2 2025 New
$0
$219 Million 0.07% of portfolio
4,563
Q2 2025 Reduced 1.13%
First Tr Exchng Traded Fd Vi
-
$221 Million 0.07% of portfolio
-
Q2 2025 Reduced 2.63%
$0
$229 Million 0.07% of portfolio
13,047
Q2 2025 New
$207B
$207 Million 0.07% of portfolio
1,667
Q2 2025 New
$135B
$205 Million 0.06% of portfolio
889
Q2 2025 Added 1.25%
Jasper Therapeutics Inc
-
$58.3 Million 0.02% of portfolio
-
Q2 2025 New

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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