Sequent Planning LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 413,581
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 172.2 K | 41.6% | 0 | 162.3 K | -162.3 K |
| ETFs | 213.2 K | 51.5% | 180.3 K | 0 | 180.3 K |
| Debt | 28.17 K | 6.8% | 3.214 K | 0 | 3.214 K |
| Other | 0 | 0.0% | 0 | 525 | -525 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
413,581
Holdings
242
QoQ value change ($000)
20,657
(5.3%)
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.