13F Filings History of Sequent Planning LLC
- Latest 13F report
- Q1 2026 - 21 Apr 2026
- Reported value
- $413,581,077
- Top reported holdings
- AGG USPX FLCB XOCT QDEC FLQL XLK GOCT GLD QCOC LVHD FLGV
+8 more
IEMG IEFA AMZN XDEC DOCT DIVI QMAR GOOGL - Form 13F summary
- Sequent Planning LLC Form 13F history summarizes the manager's parsed U.S.-listed equity disclosures. Form 13F is generally due within 45 days after each calendar quarter ends. Sequent Planning LLC reported 242 equity holdings with a total reported market value of $413,581,077 for Q1 2026. Top reported holdings included AGG, USPX, FLCB, XOCT, and QDEC.
- Signature and title
- Andrea Butler - Chief Compliance Officer
- Location
- Omaha, NE
Portfolio snapshot
Manager identity
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$413,581,077
Quarter delta
+$20,657,487
Accepted
21 Apr 2026, 17:16
Rows shown
1-9 of 9
| Quarter | Holdings | Reported value | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 242 | $413,581,077 | +$36,641,102 | -$10,197,740 | +$26,443,362 | AGG, USPX, FLCB, XOCT, QDEC | 13F-HR | 21 Apr 2026, 17:16 |
| Q4 2025 | 226 | $392,923,590 | +$62,941,345 | -$20,991,424 | +$41,949,921 | AGG, USPX, FLCB, XOCT, QDEC | 13F-HR | 05 Feb 2026, 17:25 |
| Q3 2025 | 201 | $352,376,083 | +$120,418,421 | -$103,209,166 | +$17,209,255 | AGG, XOCT, FLCB, QDEC, USPX | 13F-HR | 12 Nov 2025, 09:45 |
| Q2 2025 | 162 | $315,655,908 | +$23,122,099 | -$5,250,507 | +$17,871,592 | QDEC, BGLD, XOCT, TIP, VTI | 13F-HR | 14 Aug 2025, 14:48 |
| Q1 2025 | 146 | $277,761,399 | +$16,412,245 | -$5,790,026 | +$10,622,219 | QDEC, BGLD, XOCT, TIP, VTI | 13F-HR | 13 May 2025, 09:16 |
| Q4 2024 | 141 | $272,477,129 | +$108,281,874 | -$128,993,555 | -$20,711,681 | QDEC, XOCT, BGLD, TIP, VTI | 13F-HR | 11 Feb 2025, 15:57 |
| Q3 2024 | 146 | $290,250,764 | +$75,744,529 | -$88,529,342 | -$12,784,813 | QMAG, GLD, TIP, VTI, XJUN | 13F-HR | 14 Nov 2024, 10:37 |
| Q2 2024 | 138 | $292,195,864 | +$97,002,549 | -$86,295,776 | +$10,706,773 | QMMY, GLD, TIP, VTI, XJUN | 13F-HR | 12 Aug 2024, 14:28 |
| Q1 2024 | 142 | $276,338,317 | $0 | $0 | $0 | QMAR, GLD, XJAN, TIP, VTI | 13F-HR | 14 May 2024, 12:02 |