Sequent Planning LLC - Q42025 Holdings

Sequent Planning LLC holds 226 stocks with a total portfolio value of $ 392.92M as of Q42025. In Q42025, Sequent Planning LLC added 36 new positions, increased stakes in 104 stocks, reduced 80 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (AGG), representing 6.66% of the total portfolio.