Sequent Planning LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 467,988
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 269 | 467,988 | 13F-HR | Sequent Planning LLC |
| Q1 2026 | 4/21/2026 | 242 | 413,581 | 13F-HR | Sequent Planning LLC |
| Q4 2025 | 2/5/2026 | 226 | 392,924 | 13F-HR | Sequent Planning LLC |
| Q3 2025 | 11/12/2025 | 201 | 352,376 | 13F-HR | Sequent Planning LLC |
| Q2 2025 | 8/14/2025 | 162 | 315,656 | 13F-HR | Sequent Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 159.5 K | 34.1% | 0 | 12.75 K | -12.75 K |
| ETFs | 285.2 K | 60.9% | 72.04 K | 0 | 72.04 K |
| Debt | 23.27 K | 5.0% | 0 | 4.893 K | -4.893 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
467,988
Holdings
269
QoQ value change ($000)
54,407
(13.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.