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CIK: 0001849348
Total reported value
$729.0M
$729.0M
357 檔
14.2%
In Q2 2025, Ignite Planners, LLC's U.S. equity holdings reached a combined market value of $729.0M, distributed across 357 disclosed stock positions.
In Q2 2025, Ignite Planners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, AAPL, BUFR) accounted for 14.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
GLOF
市值: $2.8M
Top Position Liquidated / Trimmed
JIVE
前期市值: $1.3M
Showing top 200 holdings (of 357 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.52% | +0.17% | -0.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.99% | +0.09% | -1.27% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.84% | -0.14% | +2.12% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.27% | +0.17% | -1.72% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.20% | -2.77% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | +0.04% | +1.26% | |
| 7 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 1.56% | -0.13% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.50% | -0.13% | -1.15% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | +0.07% | -0.09% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.46% | -0.12% | +5.62% | |
| 11 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 1.42% | -0.11% | +7.31% | |
| 12 | SKYY | First Trust Cloud Computing | ETF-Other | 1.38% | +0.05% | -2.41% | |
| 13 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.35% | -0.12% | +8.45% | |
| 14 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.33% | -0.09% | +6.56% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.30% | +0.01% | +1.96% | |
| 16 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 1.30% | -0.06% | -0.43% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.23% | -0.02% | +3.75% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.08% | +0.73% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.01% | +0.01% | -0.55% | |
| 20 | TRMK | Trustmark CORP | Stock-Other | 0.96% | -0.90% | -0.14% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.09% | -2.96% | |
| 22 | PSQA | Plmr Sq Senior Debt ETF | ETF-Other | 0.94% | -0.12% | +13.56% | |
| 23 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.91% | -0.03% | +19.21% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.90% | +0.09% | +6.53% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.87% | +0.22% | -0.41% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.87% | -0.08% | +6.41% | |
| 27 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.85% | +0.01% | -1.53% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.22% | +2.00% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.17% | +3.21% | |
| 30 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.76% | -0.01% | +0.88% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.11% | +1.27% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.15% | -7.51% | |
| 33 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.72% | -0.11% | +4.71% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.08% | -0.41% | |
| 35 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.71% | -0.05% | -1.42% | |
| 36 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.70% | -0.11% | +6.04% | |
| 37 | CTA | Simplify Managed Futures St | ETF-Other | 0.69% | -0.03% | +19.36% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.64% | -0.01% | +0.04% | |
| 39 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.63% | +0.01% | +2.15% | |
| 40 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.62% | +0.14% | +4.18% | |
| 41 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 0.61% | -0.02% | -0.66% | |
| 42 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.61% | -0.04% | +7.09% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.60% | -0.05% | +1.40% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | — | +0.72% | |
| 45 | ELD | Wisdomtree Emrg Mkts Debt | ETF-Other | 0.53% | -0.03% | +5.21% | |
| 46 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.52% | -0.04% | +1.23% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +0.21% | +1.67% | |
| 48 | GLOF | Ishares Global Equity Factor | ETF-Other | 0.48% | +0.03% | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.06% | +1.00% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | -0.03% | +5.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -1.72% | Trim |
| 2 | GLOF | Ishares Global Equity Factor | +0.5% | NEW | New buy |
| 3 | TNGY | Tortoise Energy ETF | +0.4% | NEW | New buy |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | +0.3% | NEW | New buy |
| 5 | ITA | Ishares U.s. Aerospace & Def | +0.2% | +19.21% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | +1.27% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | +1.26% | Add |
| 8 | TSLX | Sixth Street Specialty Lendi | +0.1% | +53.96% | Add |
| 9 | SCHG | Schwab US Large-cap Growth | +0.1% | -0.45% | Trim |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +0.73% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 13 | MSFT | Microsoft CORP | +0.1% | -2.77% | Trim |
| 14 | CAT | Caterpillar Inc | +0.1% | +1.67% | Add |
| 15 | VGT | Vanguard Info Tech ETF | +0.1% | -0.41% | Trim |
| 16 | BA | Boeing Co/the | +0.1% | +0.04% | Add |
| 17 | SMH | Vaneck Semiconductor ETF | +0.1% | +1.97% | Add |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 19 | SCHX | Schwab US Large-cap ETF | +0.1% | +6.53% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +0.44% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.00% | Add |
| 22 | TSLA | Tesla Inc | 0% | -0.55% | Trim |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | +3.21% | Add |
| 24 | CTA | Simplify Managed Futures St | 0% | +19.36% | Add |
| 25 | RWL | Invesco S&p 500 Revenue ETF | 0% | +17.95% | Add |
| 26 | EYLD | Cambria Emerg Shrhldr Yield | 0% | +0.88% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +0.72% | Add |
| 28 | FDEC | Ft Vest U.s. Equity Buffer E | 0% | +11.27% | Add |
| 29 | SKYY | First Trust Cloud Computing | 0% | -2.41% | Trim |
| 30 | PSQA | Plmr Sq Senior Debt ETF | 0% | +13.56% | Add |
| 31 | TRMK | Trustmark CORP | 0% | -0.14% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.09% | Trim |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +3.75% | Add |
| 34 | DJUL | Ft Vest US Equity Deep Buffe | 0% | -0.43% | Trim |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | -2.96% | Trim |
| 36 | SEIX | Virtus Seix Senior Loan ETF | 0% | +7.31% | Add |
| 37 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.1% | +2.12% | Add |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | +1.96% | Add |
| 39 | JCPB | Jpmorgan Core Plus Bond ETF | -0.1% | +8.45% | Add |
| 40 | JPIB | Jpmorgan Intl Bnd ETF | -0.1% | +6.56% | Add |
| 41 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | +5.62% | Add |
| 42 | TCPC | Blackrock Tcp Capital CORP | -0.1% | -67.55% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 44 | OKE | Oneok Inc | -0.1% | -51.40% | Trim |
| 45 | PBR | Petroleo Brasileiro-spon Adr | -0.1% | -74.60% | Trim |
| 46 | JIVE | JPM Interntl Value ETF | -0.3% | EXIT | Sold out |
| 47 | EW | Edwards Lifesciences CORP | -0.3% | -64.74% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -1.15% | Trim |
| 49 | QWLD | State Street Spdr Msci World | -0.6% | -92.30% | Trim |
| 50 | AAPL | Apple Inc | -0.6% | -1.27% | Trim |
According to official SEC Form 13F filings, Ignite Planners, LLC reported a total U.S. public equity portfolio value of $729.0M across 357 disclosed positions in Q2 2025.
During Q2 2025, Ignite Planners, LLC's top holdings by market value included SCHG (4.5%)、AAPL (4.0%)、BUFR (3.8%). The largest single position, SCHG, represented 4.5% of total portfolio value.
In Q2 2025, Ignite Planners, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 17 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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