13F Filings History of Sequent Planning LLC

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$352,376,083
Signature - Title
Andrea Butler - Chief Compliance Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Sequent Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sequent Planning LLC reported 201 stock holdings with total value $352,376,083 as of Q3 2025. Top holdings included AGG, XOCT, FLCB, QDEC, and USPX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 201 $352,376,083 +$120,418,422 -$103,209,169 +$17,209,253 AGG, XOCT, FLCB, QDEC, USPX 13F-HR 12 Nov 2025, 09:45
Q2 2025 162 $315,655,908 +$23,122,100 -$5,250,505 +$17,871,595 QDEC, BGLD, XOCT, TIP, VTI 13F-HR 14 Aug 2025, 14:48
Q1 2025 146 $277,761,399 +$16,412,247 -$5,790,024 +$10,622,223 QDEC, BGLD, XOCT, TIP, VTI 13F-HR 13 May 2025, 09:16
Q4 2024 141 $272,477,129 +$108,281,875 -$128,993,543 -$20,711,668 QDEC, XOCT, BGLD, TIP, VTI 13F-HR 11 Feb 2025, 15:57
Q3 2024 146 $290,250,764 +$75,744,529 -$88,529,343 -$12,784,814 QMAG, GLD, TIP, VTI, XJUN 13F-HR 14 Nov 2024, 10:37
Q2 2024 138 $292,195,864 +$97,002,552 -$86,295,784 +$10,706,768 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