SEQUENT PLANNING LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMA | 65K | $1.96M |
 | FSK | 34K | $342.42K |
 | AMZN | 26K | $5.44M |
 | NVDA | 25K | $4.33M |
 | PEP | 22K | $3.41M |
 | GOOGL | 16K | $4.73M |
 | JSPR | 15K | $13.05K |
 | MLI | 13K | $1.49M |
 | NFLX | 13K | $1.23M |
 | AAPL | 10K | $2.62M |
 | BALL | 9K | $538.85K |
 | BAC | 8K | $406.24K |
 | PSIX | 6K | $391.03K |
 | CNQ | 6K | $310.90K |
 | SU | 6K | $404.06K |
 | D | 6K | $348.81K |
 | WMT | 5K | $658.20K |
 | TSLA | 5K | $1.86M |
 | TSM | 4K | $1.49M |
 | COP | 4K | $502.26K |
Smartstop Self Storage REIT Inc
SMA
Shares Held
65K
Value
$1.96M
FS KKR Capital Corp.
FSK
Shares Held
34K
Value
$342.42K
Amazon.com, Inc.
AMZN
Shares Held
26K
Value
$5.44M
NVIDIA Corporation
NVDA
Shares Held
25K
Value
$4.33M
PepsiCo, Inc.
PEP
Shares Held
22K
Value
$3.41M
Alphabet Inc.
GOOGL
Shares Held
16K
Value
$4.73M
Jasper Therapeutics, Inc.
JSPR
Shares Held
15K
Value
$13.05K
Mueller Industries, Inc.
MLI
Shares Held
13K
Value
$1.49M
Netflix, Inc.
NFLX
Shares Held
13K
Value
$1.23M
Apple Inc.
AAPL
Shares Held
10K
Value
$2.62M
Ball Corporation
BALL
Shares Held
9K
Value
$538.85K
Bank of America Corporation
BAC
Shares Held
8K
Value
$406.24K
Power Solutions International, Inc.
PSIX
Shares Held
6K
Value
$391.03K
Canadian Natural Resources Limited
CNQ
Shares Held
6K
Value
$310.90K
Suncor Energy Inc.
SU
Shares Held
6K
Value
$404.06K
Dominion Energy, Inc.
D
Shares Held
6K
Value
$348.81K
Walmart Inc.
WMT
Shares Held
5K
Value
$658.20K
Tesla, Inc.
TSLA
Shares Held
5K
Value
$1.86M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
4K
Value
$1.49M
ConocoPhillips
COP
Shares Held
4K
Value
$502.26K