SEC Form 13F

Sequent Planning LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$467,987,559
Positions269

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRAGGCORE US AGGBD ET$31,002,942313,224
FRANKLIN TEMPLETON ETF TRUSPXUS EQUITY INDEX$26,772,214409,988
FRANKLIN TEMPLETON ETF TRFLCBUS CORE BOND ETF$21,606,6881,009,658
FRANKLIN TEMPLETON ETF TRFLQLUS LRG CP MLTFCT$17,208,078219,827
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$15,012,24378,796
FIRST TR EXCHNG TRADED FD VIBUFQFT VEST NASD ETF$12,876,554327,898
FIRST TR EXCHNG TRADED FD VIQMMYVEST NASDAQ 100$10,781,827407,015
FIRST TR EXCHNG TRADED FD VIXOCTFT VEST U.S$8,238,556208,561
ISHARES INCIEMGCORE MSCI EMKT$7,756,41293,631
LEGG MASON ETF INVTLVHDFRANKLIN US LOW$7,749,245176,109

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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