Sequent Planning LLC
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$413.6M
Holdings
242
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Q1 2026: Sold 97.8% (262.0k → 5.9k shares)
7.0%
02
$USPX
FRANKLIN TEMPLETON ETF TR
Q1 2026: Exited (was 323.3k shares)
5.1%
03
$FLCB
FRANKLIN TEMPLETON ETF TR
Q1 2026: Exited (was 850.5k shares)
4.9%
04
$XOCT
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 467.0k shares)
4.1%
05
$QDEC
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 508.6k shares)
3.7%
06
$FLQL
FRANKLIN TEMPLETON ETF TR
Q1 2026: Exited (was 184.0k shares)
3.4%
07
$XLK
SELECT SECTOR SPDR TR
Q1 2026: Increased +163.8% (68.4k → 180.4k shares)
2.4%
08
$GOCT
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 232.2k shares)
2.1%
09
$GQ9
SPDR GOLD TR
Q1 2026: Sold 73.8% (21.1k → 5.5k shares)
2.0%
10
$QCOC
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 352.0k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.