Sequent Planning LLC holds a diversified book of 269 stocks worth $468.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened FT VST Lad NSDQ Buf ETF-Usdi and trimmed FT Vest US Equity Enhance &. Their largest long position is Ishares Core U.S. Aggregate at 7% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Sequent Planning LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sequent Planning LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Cetera Investment Advisers | 79 / 80 | $22.5B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $89.2B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $16.5B |
| LPL Financial LLC | 77 / 80 | $86.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $16.8B |
| HARBOUR INVESTMENTS, INC. | 75 / 80 | $1.4B |
| MML INVESTORS SERVICES, LLC | 74 / 80 | $12.1B |
| Kestra Advisory Services, LLC | 74 / 80 | $6.7B |
Ranked by how many of Sequent Planning LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE US AGGBD ET | $31.0M | 313.2K | 6.6% | ▲+7.3% Added · +21K sh | |
| 2 | Franklin Templeton ETF TR US EQUITY INDEX | $26.8M | 410.0K | 5.7% | ▲+9.7% Added · +36K sh | |
| 3 | Franklin Templeton ETF TR US CORE BOND ETF | $21.6M | 1.01M | 4.6% | ▲+8.0% Added · +74K sh | |
| 4 | Franklin Templeton ETF TR US LRG CP MLTFCT | $17.2M | 219.8K | 3.7% | ▲+7.0% Added · +14K sh | |
| 5 | Select Sector SPDR TR ST STR TECHN ETF | $15.0M | 78.8K | 3.2% | ▲+5.1% Added · +4K sh | |
| 6 | First TR Exchng Traded FD VI FT VEST NASD ETF | $12.9M | 327.9K | 2.8% | ▲New New position | |
| 7 | First TR Exchng Traded FD VI VEST NASDAQ 100 | $10.8M | 407.0K | 2.3% | ▲+298% Added · +305K sh | |
| 8 | First TR Exchng Traded FD VI FT VEST U.S | $8.2M | 208.6K | 1.8% | ▼−54% Reduced · −246K sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $7.8M | 93.6K | 1.7% | ▲+5.7% Added · +5K sh | |
| 10 | Legg Mason ETF Invt FRANKLIN US LOW | $7.7M | 176.1K | 1.7% | ▲+3.6% Added · +6K sh | |
| 11 | Ishares TR CORE MSCI EAFE | $7.6M | 78.4K | 1.6% | ▲+18% Added · +12K sh | |
| 12 | SPDR Gold TR GOLD SHS | $7.1M | 19.3K | 1.5% | ▲+1.1% Added · +214 sh | |
| 13 | Franklin Templeton ETF TR US TREAS BD ETF | $7.0M | 343.0K | 1.5% | ▲+6.6% Added · +21K sh | |
| 14 | First TR Exchng Traded FD VI FT VEST U.S EQT | $6.8M | 162.6K | 1.4% | ▼−28% Reduced · −64K sh | |
| 15 | Amazon Com Inc COM | $5.9M | 24.8K | 1.3% | ▼−4.9% Reduced · −1K sh | |
| 16 | Putnam ETF Trust FOCSD LARCP GWT | $5.7M | 119.2K | 1.2% | ▲+17% Added · +18K sh | |
| 17 | Alphabet Inc CAP STK CL A | $5.4M | 15.0K | 1.1% | ▼−8.8% Reduced · −1K sh | |
| 18 | First TR Exchng Traded FD VI FT VEST NAS | $5.3M | 148.6K | 1.1% | ▼−69% Reduced · −337K sh | |
| 19 | First TR Exchng Traded FD VI FT VEST U.S | $5.2M | 122.5K | 1.1% | ▼−3.1% Reduced · −4K sh | |
| 20 | Franklin Templeton ETF TR INTL COR DIV TIL | $5.2M | 122.4K | 1.1% | ▲+2.2% Added · +3K sh | |
| 21 | First TR Exchng Traded FD VI FT VEST U.S | $4.9M | 110.0K | 1.0% | ▲+480% Added · +91K sh | |
| 22 | First TR Exchng Traded FD VI FT VEST NAS | $4.9M | 130.6K | 1.0% | ▼−7.2% Reduced · −10K sh | |
| 23 | First TR Exchange-Traded FD VEST GOLD STRTGY | $4.7M | 291.2K | 1.0% | ▲+98% Added · +144K sh | |
| 24 | Vanguard Index FDS TOTAL STK MKT | $4.6M | 12.4K | 1.0% | ▲+2.5% Added · +301 sh | |
| 25 | First TR Exchng Traded FD VI FT VEST US EQT | $4.4M | 90.0K | 0.9% | ▲12× Added · +82K sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $4.4M | 6.4K | 0.9% | ▲+21% Added · +1K sh | |
| 27 | Select Sector SPDR TR ST STR DISCR ETF | $4.3M | 36.7K | 0.9% | ▲+9.5% Added · +3K sh | |
| 28 | Nvidia Corporation COM | $4.1M | 20.4K | 0.9% | ▼−18% Reduced · −4K sh | |
| 29 | Ishares TR TIPS BD ETF | $3.8M | 34.8K | 0.8% | ▲+2.4% Added · +816 sh | |
| 30 | First TR Exchng Traded FD VI FT VEST NASD 100 | $3.6M | 150.7K | 0.8% | ▼−57% Reduced · −200K sh | |
| 31 | Invesco QQQ TR UNIT SER 1 | $3.6M | 4.9K | 0.8% | ▲+0.5% Added · +25 sh | |
| 32 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.4M | 48.3K | 0.7% | ▲+19% Added · +8K sh | |
| 33 | Ark ETF TR SPACE & DEFENSE | $3.3M | 97.4K | 0.7% | ▲New New position | |
| 34 | Schwab Strategic TR US SML CAP ETF | $3.2M | 89.6K | 0.7% | ▲+15% Added · +12K sh | |
| 35 | First TR Exchng Traded FD VI FT VEST NAS | $3.2M | 95.4K | 0.7% | ▼−17% Reduced · −19K sh | |
| 36 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $3.2M | 126.3K | 0.7% | ▲+7.2% Added · +8K sh | |
| 37 | Apple Inc COM | $3.1M | 10.6K | 0.7% | ▲+3.1% Added · +318 sh | |
| 38 | Franklin Templeton ETF TR INVT GRADE CORPT | $3.0M | 139.1K | 0.6% | ▲+7.1% Added · +9K sh | |
| 39 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $2.9M | 9.7K | 0.6% | ▲+4.8% Added · +443 sh | |
| 40 | Pepsico Inc COM | $2.9M | 21.6K | 0.6% | ▼−1.8% Reduced · −386 sh | |
| 41 | SPDR Series Trust ST STR PR SP1500 | $2.9M | 31.7K | 0.6% | ▲+129% Added · +18K sh | |
| 42 | Ishares TR 3 7 YR TREAS BD | $2.7M | 23.4K | 0.6% | ▲+6.2% Added · +1K sh | |
| 43 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.7M | 47.9K | 0.6% | ▲+858% Added · +43K sh | |
| 44 | Ishares TR 1 3 YR TREAS BD | $2.7M | 32.8K | 0.6% | ▲+5.5% Added · +2K sh | |
| 45 | First TR Exchange-Traded FD FT VEST TEC | $2.7M | 84.6K | 0.6% | ▼−6.2% Reduced · −6K sh | |
| 46 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $2.6M | 42.7K | 0.6% | ▲11× Added · +39K sh | |
| 47 | Tesla Inc COM | $2.6M | 6.2K | 0.6% | ▲+25% Added · +1K sh | |
| 48 | Ishares TR NATIONAL MUN ETF | $2.6M | 24.3K | 0.6% | ▲+5.8% Added · +1K sh | |
| 49 | Select Sector SPDR TR ST STR CARE ETF | $2.4M | 15.2K | 0.5% | ▲+9.6% Added · +1K sh | |
| 50 | First TR Exchange Traded FD RISNG DIVD ACHIV | $2.4M | 29.4K | 0.5% | ▼−17% Reduced · −6K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2009724/holdings"
Use Arkolith to show Sequent Planning LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.