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Sequent Planning LLC
Sequent Planning, LLC is a Registered Investment Adviser (RIA) headquartered in Omaha, Nebraska, and started in 2012. The firm offers asset management, comprehensive financial planning, and retirement plan services, serving individuals, families, and organizations across 33 offices in the region. With a team of approximately 84 professionals, Sequent Planning combines the stability of a large financial institution with the personalized service of a boutique advisory, supporting clients through all stages of their financial journey.
Investment Strategy
Sequent Planning employs a client-centric and fiduciary approach to financial planning and asset management. The firm offers hyper-customized solutions tailored to individual needs, focusing on financial decision-making, asset protection, retirement planning, generational wealth strategies, and tax-efficient investment management. As clients’ needs evolve, the firm integrates diversified investment strategies, complex retirement planning, tax optimization, and charitable giving, leveraging both big-company resources and personalized advice to help clients achieve their long-term financial goals.
Latest 13F Filing Activity
Sequent Planning LLC filed their most recent 13F report on Jun 30, 2025 disclosing 150 equity positions with a total 13F market value of $316M. The fund increased holdings in First TR Exchng Traded FD VI, Select Sector SPDR TR, Nvidia Corporation among other positions. Sequent Planning LLC reduced exposure to First TR Exchng Traded FD VI, J P Morgan Exchange Traded F, Pepsico Inc. among others.
Top Holdings
Equity Positions (150)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QDEC | FIRST TR EXCHNG TRADED FD VI | 19.62% | $61.9M | 2,111,190 | $27.46 | $29.34 | +$9.6M |
B BGLD | FIRST TR EXCHANGE-TRADED FD | 6.19% | $19.5M | 909,844 | $18.46 | $21.47 | +$160.8K |
X XOCT | FIRST TR EXCHNG TRADED FD VI | 5.88% | $18.6M | 519,199 | $34.22 | $35.75 | +$822.4K |
T TIP | ISHARES TR | 3.87% | $12.2M | 111,102 | $107.19 | $110.04 | +$641.1K |
V VTI | VANGUARD INDEX FDS | 3.59% | $11.3M | 37,292 | $263.17 | $303.93 | +$1.6M |
Industry Allocation
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