Long-term investor
Sequent Planning LLC @sequentplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009724).
Record
- Tracked since 2025-06-30 (473 days), 188 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months +1.2% · 1 year +0.6% · all +0.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287226 · 6.6% · long · since 2025-06-30
- 35473P405 · 5.7% · long · since 2025-09-30
- 35473P553 · 4.6% · long · since 2025-09-30
- 35473P801 · 3.7% · long · since 2025-09-30
- 81369Y803 · 3.2% · long · since 2025-06-30
- 33740U752 · 2.8% · long · since 2026-06-30
- 33740F268 · 2.3% · long · since 2025-06-30
- 33740F367 · 1.8% · long · since 2025-06-30
- 46434G103 · 1.7% · long · since 2025-09-30
- 52468L406 · 1.7% · long · since 2025-09-30
- 46432F842 · 1.6% · long · since 2025-09-30
- GLD · 1.5% · long · since 2025-06-30