§ 13F · FUND PROFILE
Sequent Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $352.4T (13F)Positions · 201Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 262K | $26.2T | 6.7% | +15% |
| 2 | USPX | FRANKLIN TEMPLETON ETF TR | 323K | $19.3T | 4.9% | +16% |
| 3 | FLCB | FRANKLIN TEMPLETON ETF TR | 851K | $18.4T | 4.7% | +10% |
| 4 | XOCT | FIRST TR EXCHNG TRADED FD VI | 467K | $17.6T | 4.5% | −7% |
| 5 | QDEC | FIRST TR EXCHNG TRADED FD VI | 509K | $16.5T | 4.2% | −5% |
| 6 | FLQL | FRANKLIN TEMPLETON ETF TR | 184K | $12.8T | 3.2% | +13% |
| 7 | XLK | SELECT SECTOR SPDR TR | 68K | $9.8T | 2.5% | +136% |
| 8 | GOCT | FIRST TR EXCHNG TRADED FD VI | 232K | $9.1T | 2.3% | −15% |
| 9 | GLD | SPDR GOLD TR | 21K | $8.4T | 2.1% | +5% |
| 10 | QCOC | FIRST TR EXCHNG TRADED FD VI | 352K | $7.9T | 2.0% | +34% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEQUENT SIGNAL
AC read
Sequent Planning LLC is a Other fund managing $352376.1 trillion in assets. The fund runs a broad portfolio of 201 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed