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Ignite Planners, LLC Top Holdings and 13F Report (2026)

About Ignite Planners, LLC

Investment Activity

  • Ignite Planners, LLC has $647.61 million in total holdings as of March 31, 2026.
  • Ignite Planners, LLC owns shares of 393 different stocks, but just 134 companies or ETFs make up 80% of its holdings.
  • Approximately 5.33% of the portfolio was purchased this quarter.
  • About 2.43% of the portfolio was sold this quarter.
  • This quarter, Ignite Planners, LLC has purchased 401 new stocks and bought additional shares in 210 stocks.
  • Ignite Planners, LLC sold shares of 132 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

Apple
$26,282,833
NVIDIA
$19,100,807
Microsoft
$11,407,004

Largest New Holdings this Quarter

446150104 - Huntington Bancshares
$429,672 Holding
33733E823 - First Trust Growth Strength ETF
$316,999 Holding
247361702 - Delta Air Lines
$292,522 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
19,748 shares (about $6.34M)
Vanguard Total Bond Market ETF
34,071 shares (about $2.51M)
Schwab US Dividend Equity ETF
40,741 shares (about $1.25M)
iShares U.S. Aerospace & Defense ETF
5,554 shares (about $1.21M)

Largest Sales this Quarter

First Trust Cloud Computing ETF
20,271 shares (about $2.22M)
JPMorgan BetaBuilders International Equity ETF
10,580 shares (about $773.48K)
Schwab U.S. Large-Cap Growth ETF
17,328 shares (about $504.39K)
FIRST TR EXCHNG TRADED FD VI
7,882 shares (about $323.64K)
FIRST TR EXCHNG TRADED FD VI
8,148 shares (about $321.19K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIgnite Planners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$27,097,813$504,387 â–¼-1.8%930,9334.2%ETF
Apple Inc. stock logo
AAPL
Apple
$26,282,833$170,526 â–²0.7%103,5744.1%Computer and Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$23,695,464$124,983 â–²0.5%701,6723.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$19,100,807$320,852 â–²1.7%109,5382.9%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$11,407,004$437,820 â–²4.0%30,8221.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,370,161$130,959 â–²1.4%45,0051.4%Retail/Wholesale
FIRST TR EXCHNG TRADED FD VI
$9,137,629$58,557 â–¼-0.6%272,9281.4%VEST US EQUITY M
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$8,703,886$354,642 â–²4.2%191,0901.3%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$8,531,638$871,192 â–²11.4%151,1561.3%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$8,515,033$1,214,902 â–²16.6%38,9271.3%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$8,447,975$328,184 â–²4.0%251,3921.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,359,106$49,489 â–¼-0.6%12,8371.3%Finance
Virtus Seix Senior Loan ETF stock logo
SEIX
Virtus Seix Senior Loan ETF
$8,275,293$403,921 â–²5.1%358,0791.3%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$8,051,946$317,656 â–²4.1%170,7441.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,943,220$22,043 â–¼-0.3%16,5761.2%Finance
JPIB
JPMorgan International Bond Opportunities ETF
$7,646,202$354,175 â–²4.9%159,5841.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,609,157$231,016 â–²3.1%26,4491.2%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$7,108,411$321,936 â–²4.7%277,2391.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7,008,522$6,335,452 â–²941.3%21,8461.1%ETF
DJUL
FT Vest U.S. Equity Deep Buffer ETF - July
$6,665,639$11,685 â–¼-0.2%142,6111.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$6,520,337$25,650 â–²0.4%17,5401.0%Auto/Tires/Trucks
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,011,823$205,553 â–¼-3.3%10,0610.9%ETF
Trustmark Corporation stock logo
TRMK
Trustmark
$6,007,731$8,765 â–²0.1%142,5660.9%Finance
PALMER SQUARE FUNDS TR
$5,592,527$34,266 â–¼-0.6%274,8420.9%CLO SR DEBT ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$5,307,547$16,378 â–²0.3%95,5970.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,201,516$59,492 â–²1.2%9,0930.8%Computer and Technology
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$5,086,076$211,872 â–²4.3%109,9210.8%Manufacturing
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$4,944,850$71,159 â–¼-1.4%7,0880.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$4,932,956$44,893 â–²0.9%15,9330.8%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,864,524$73,017 â–²1.5%6,8620.8%Industrials
EYLD
Cambria Emerging Shareholder Yield ETF
$4,791,509$75,235 â–¼-1.5%116,0380.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,704,061$111,410 â–¼-2.3%8,1490.7%Finance
FT Vest U.S. Equity Buffer ETF - August stock logo
FAUG
FT Vest U.S. Equity Buffer ETF - August
$4,315,854$256,533 â–²6.3%83,3450.7%ETF
iShares Global Equity Factor ETF stock logo
GLOF
iShares Global Equity Factor ETF
$4,278,295$14,397 â–²0.3%82,3150.7%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,208,902$27,900 â–¼-0.7%4,2240.6%Retail/Wholesale
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$4,202,064$79,420 â–¼-1.9%84,6550.6%ETF
Nuveen California Quality Municipal Income Fund stock logo
NAC
Nuveen California Quality Municipal Income Fund
$4,183,010$19,782 â–²0.5%359,0570.6%Financial Services
Goldman Sachs Ultra Short Bond ETF stock logo
GSST
Goldman Sachs Ultra Short Bond ETF
$4,149,844$60,373 â–¼-1.4%81,8660.6%ETF
EDOW
First Trust Dow 30 Equal Weight ETF
$3,824,863$2,394 â–²0.1%94,2760.6%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$3,792,174$16,202 â–¼-0.4%33,0010.6%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$3,774,935$73,942 â–¼-1.9%8,7810.6%Finance
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$3,772,809$2,216,836 â–¼-37.0%34,4990.6%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$3,737,808$65,626 â–²1.8%13,0430.6%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,602,460$30,437 â–²0.9%63,5580.6%ETF
FT Vest U.S. Equity Buffer ETF - May stock logo
FMAY
FT Vest U.S. Equity Buffer ETF - May
$3,600,439$153,965 â–¼-4.1%68,1900.6%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$3,558,779$167,984 â–²5.0%132,9160.5%Manufacturing
WALMART INC
$3,525,871$87,425 â–²2.5%28,3520.5%COM
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$3,492,068$1,073,271 â–²44.4%45,9060.5%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$3,485,756$3,478 â–¼-0.1%27,0600.5%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$3,370,910$651,503 â–²24.0%55,0260.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,351,803$2,508,992 â–²297.7%45,5160.5%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$3,223,688$572,959 â–²21.6%46,6540.5%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,208,621$52,707 â–²1.7%10,8970.5%Finance
The Boeing Company stock logo
BA
Boeing
$3,183,4860.0%15,9950.5%Aerospace
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$3,153,396$115,011 â–²3.8%18,6170.5%Energy
ELD
WisdomTree Emerging Markets Local Debt Fund
$2,994,552$156,518 â–²5.5%107,3320.5%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,929,490$25,627 â–¼-0.9%32,3510.5%ETF
First Trust California Municipal High Income ETF stock logo
FCAL
First Trust California Municipal High Income ETF
$2,927,240$24,836 â–¼-0.8%59,8740.5%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$2,838,870$16,104 â–²0.6%7,4040.4%Manufacturing
Chevron Corporation stock logo
CVX
Chevron
$2,765,888$40,708 â–²1.5%13,3850.4%Energy
TORTOISE CAPITAL SERIES TRUS
$2,686,300$64,462 â–²2.5%257,9120.4%ENERGY ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$2,560,078$10,447 â–¼-0.4%30,1430.4%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$2,506,108$113,316 â–²4.7%24,1950.4%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$2,501,385$11,551 â–²0.5%31,8330.4%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$2,467,407$33,814 â–¼-1.4%48,5980.4%ETF
Hancock Whitney Corporation stock logo
HWC
Hancock Whitney
$2,350,160$881,548 â–²60.0%36,9580.4%Finance
Realty Income Corporation stock logo
O
Realty Income
$2,324,224$45,641 â–²2.0%38,0400.4%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$2,272,539$68,785 â–²3.1%6,9050.4%Retail/Wholesale
First Trust STOXX European Select Dividend Index Fund stock logo
FDD
First Trust STOXX European Select Dividend Index Fund
$2,266,124$240,755 â–²11.9%127,2390.3%ETF
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$2,217,015$34,555 â–¼-1.5%44,5900.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$2,108,181$6,991 â–¼-0.3%4,2220.3%Business Services
ZECP
Zacks Earnings Consistent Portfolio ETF
$2,091,709$66,960 â–¼-3.1%62,3200.3%ETF
AT&T Inc. stock logo
T
AT&T
$2,064,831$120,212 â–²6.2%71,2830.3%Computer and Technology
Sixth Street Specialty Lending, Inc. stock logo
TSLX
Sixth Street Specialty Lending
$2,060,394$176,096 â–²9.3%111,8790.3%Finance
DDEC
FT Vest U.S. Equity Deep Buffer ETF - December
$2,049,544$31,173 â–¼-1.5%46,2860.3%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$2,046,311$2,986 â–¼-0.1%21,2450.3%ETF
BlackRock MuniHoldings California Quality Fund, Inc. stock logo
MUC
BlackRock MuniHoldings California Quality Fund
$2,017,8600.0%194,0250.3%Finance
PALANTIR TECHNOLOGIES INC
$2,005,643$27,352 â–²1.4%13,7120.3%CL A
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,994,918$24,473 â–¼-1.2%39,7790.3%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,961,281$55,868 â–¼-2.8%18,6060.3%Finance
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,959,711$18,576 â–¼-0.9%20,7830.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,857,822$33,340 â–¼-1.8%27,4160.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,857,789$85,286 â–²4.8%12,8520.3%Consumer Staples
JPMorgan BetaBuilders U.S. Equity ETF stock logo
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
$1,828,593$13,710 â–¼-0.7%15,6050.3%ETF
DJUN
FT Vest U.S. Equity Deep Buffer ETF - June
$1,786,4830.0%37,9790.3%Manufacturing
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,775,711$45,390 â–¼-2.5%18,0740.3%Transportation
Southern Company (The) stock logo
SO
Southern
$1,774,712$43,653 â–²2.5%18,3760.3%Utilities
FT Vest U.S. Equity Deep Buffer ETF - March stock logo
DMAR
FT Vest U.S. Equity Deep Buffer ETF - March
$1,719,4890.0%40,5540.3%ETF
GE Aerospace stock logo
GE
GE Aerospace
$1,718,027$3,689 â–²0.2%6,0540.3%Aerospace
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$1,715,687$90,355 â–²5.6%40,3120.3%ETF
BLUEROCK PVT REAL ESTATE FD
$1,710,549$50,063 â–¼-2.8%102,9820.3%COM
DFEB
FT Vest U.S. Equity Deep Buffer ETF - February
$1,701,672$315,721 â–²22.8%35,9230.3%ETF
DSEP
FT Vest U.S. Equity Deep Buffer ETF - September
$1,683,7730.0%38,3010.3%ETF
DoubleLine Opportunistic Credit Fund stock logo
DBL
DoubleLine Opportunistic Credit Fund
$1,676,322$98,141 â–¼-5.5%114,8170.3%Financial Services
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$1,665,557$29,538 â–¼-1.7%16,5780.3%ETF
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$1,650,4330.0%46,7280.3%ETF
American Express Company stock logo
AXP
American Express
$1,606,083$34,790 â–²2.2%5,3090.2%Finance
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$1,603,267$23,364 â–²1.5%32,3200.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,602,852$1,664 â–²0.1%16,3710.2%ETF
J P MORGAN EXCHANGE TRADED F
$1,586,202$52,062 â–¼-3.2%22,0890.2%EQUITY FOCUS ETF

Showing largest 100 holdings. View all holdings.
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