CIK: 0001849348
Total reported value
$647.6M
Reporting period: 2026-03-31 · Number of holdings: 393
Ignite Planners, LLC disclosed 393 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $647.6M and a quarterly turnover rate of 11.6%.
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Ignite Planners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 94 equally-sized positions, well below its 393 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.79), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 29% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add VTI
+941.3% $6.3M
Trim SCHG
-1.8% -$3.2M
Trim SKYY
-37.0% -$2.8M
Add BND
+297.7% $2.5M
Trim NVDA
+1.7% -$1.5M
Trim MSFT
+4.0% -$1.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.18% | -0.46% | -1.83% | |
| 2 | AAPL | Apple INC | Stock-Tech | 4.06% | -0.03% | +0.65% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.66% | -0.03% | +0.53% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.95% | -0.20% | +1.71% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.19% | +3.99% | |
| 6 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.45% | -0.17% | +1.42% | |
| 7 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 1.41% | — | -0.64% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.34% | — | +4.25% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.32% | +0.11% | +11.37% | |
| 10 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.31% | +0.12% | +16.64% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.30% | — | +4.04% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | -0.08% | -0.59% | |
| 13 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 1.28% | +0.07% | +5.13% | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.24% | — | +4.11% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | — | -0.28% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.18% | — | +4.86% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | -0.15% | +3.13% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.10% | — | +4.74% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.97% | +941.28% | |
| 20 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 1.03% | — | -0.17% | |
| 21 | TSLA | Tesla INC | Stock-Consumer Disc | 1.01% | -0.14% | +0.39% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.08% | -3.31% | |
| 23 | TRMK | Trustmark CORP | Stock-Other | 0.93% | — | +0.15% | |
| 24 | PSQA | Plmr Sq Senior Debt ETF | ETF-Other | 0.86% | — | -0.61% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.82% | -0.05% | +0.31% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.19% | +1.16% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.79% | — | +4.35% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.76% | -0.06% | -1.42% | |
| 29 | AVGO | Broadcom INC | Stock-Tech | 0.76% | — | +0.92% | |
| 30 | CAT | Caterpillar INC | Stock-Industrials | 0.75% | +0.07% | +1.52% | |
| 31 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.74% | — | -1.55% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | -0.06% | -2.31% | |
| 33 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.67% | — | +6.32% | |
| 34 | GLOF | Ishares Global Equity Factor | ETF-Other | 0.66% | — | +0.34% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | — | -0.66% | |
| 36 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.65% | — | -1.85% | |
| 37 | NAC | Nuveen Ca Qlty Muni INC | Stock-Other | 0.65% | — | +0.48% | |
| 38 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.64% | — | -1.43% | |
| 39 | EDOW | First Trust Dow 30 Eql Wght | ETF-Other | 0.59% | — | +0.06% | |
| 40 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.59% | — | -0.43% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | — | -1.92% | |
| 42 | SKYY | First Trust Cloud Computing | ETF-Other | 0.58% | -0.42% | -37.01% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.08% | +1.79% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.56% | — | +0.85% | |
| 45 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.56% | — | -4.10% | |
| 46 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.55% | — | +4.95% | |
| 47 | WMT | Walmart INC | Stock-Consumer Staples | 0.54% | — | +2.54% | |
| 48 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.54% | +0.16% | +44.37% | |
| 49 | QCOM | Qualcomm INC | Stock-Tech | 0.54% | -0.09% | -0.10% | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.52% | +0.17% | +23.96% |
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+17.4%
Based on 74% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 393 | $647.6M | 12 | |
| 2025-12-31 | 405 | $653.5M | 17 | |
| 2025-09-30 | 377 | $610.5M | 23 | |
| 2025-06-30 | 357 | $574.3M | 0 | |
| 2025-03-31 | 329 | $510.9M | 0 | |
| 2024-12-31 | 302 | $455.9M | 0 | |
| 2024-09-30 | 306 | $436.5M | 0 | |
| 2024-06-30 | 290 | $409.9M | 0 | |
| 2024-03-31 | 282 | $356.9M | 0 | |
| 2023-12-31 | 282 | $336.7M | 0 | |
| 2023-09-30 | 322 | $327.5M | 0 | |
| 2023-06-30 | 256 | $260.1M | 0 | |
| 2023-03-31 | 252 | $243.4M | 0 | |
| 2022-12-31 | 248 | $239.0M | 0 | |
| 2022-09-30 | 168 | $125.2M | 0 | |
| 2022-06-30 | 162 | $121.8M | 0 | |
| 2022-03-31 | 179 | $149.2M | 0 | |
| 2021-12-31 | 173 | $153.7M | 0 |
Ignite Planners, LLC's most significant position changes for 2026-03-31: Sold out: Baidu INC - Spon Adr (BIDU); Sold out: Alibaba Group Holding-sp Adr (BABA); Sold out: Cadence Bank (CADE); Sold out: Royal Caribbean Cruises Ltd. (RCL); New buy: Huntington Bancshares INC (HBAN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1% | +941.28% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.4% | +297.69% | Add |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +404.34% | Add |
| 4 | XLE | Ss Energy Select Sector | +0.2% | +23.96% | Add |
| 5 | JIRE | Jpmorgan Int Res Enh Eqty | +0.2% | +44.37% | Add |
| 6 | SCHF | Schwab Intl Equity ETF | +0.1% | +279.31% | Add |
| 7 | HWC | Hancock Whitney CORP | +0.1% | +60.03% | Add |
| 8 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +16.64% | Add |
| 9 | AFLG | First Trust Active Factor La | +0.1% | +123.12% | Add |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +11.37% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +3.79% | Add |
| 12 | RDVY | First Trust Rising Dividend | +0.1% | +21.62% | Add |
| 13 | JBND | Jpmorgan Active Bond ETF | +0.1% | +54.96% | Add |
| 14 | LYB | LyondellBasell Industries N.V. | +0.1% | -6.55% | Trim |
| 15 | CVX | Chevron CORP | +0.1% | +1.49% | Add |
| 16 | CAT | Caterpillar INC | +0.1% | +1.52% | Add |
| 17 | BNO | United States Brent Oil Fund | +0.1% | -1.56% | Trim |
| 18 | SEIX | Virtus Seix Senior Loan ETF | +0.1% | +5.13% | Add |
| 19 | COP | Conocophillips | +0.1% | +5.34% | Add |
| 20 | SCHV | Schwab US Large-cap Value | +0.1% | +74.12% | Add |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +0.53% | Add |
| 22 | AAPL | Apple INC | 0% | +0.65% | Add |
| 23 | JEPQ | JPM Nasdaq Equity Premium | -0.1% | +0.31% | Add |
| 24 | DNOV | Ft Vest US Equity Deep Buffe | -0.1% | -25.95% | Trim |
| 25 | GJUN | Ft Vest US Equity Moderate B | -0.1% | -24.13% | Trim |
| 26 | GMAY | Ft Vest U.s. Equity Moderate | -0.1% | -33.41% | Trim |
| 27 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -2.31% | Trim |
| 28 | VGT | Vanguard Info Tech ETF | -0.1% | -1.42% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | -0.1% | -3.31% | Trim |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | +1.79% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.59% | Trim |
| 32 | BA | Boeing Co/the | -0.1% | — | Unchanged |
| 33 | QCOM | Qualcomm INC | -0.1% | -0.10% | Trim |
| 34 | BBIN | JPM Betabuilders Intl Eqty | -0.1% | -64.04% | Trim |
| 35 | TSLA | Tesla INC | -0.1% | +0.39% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | -0.2% | +3.13% | Add |
| 37 | AMZN | Amazon.com INC | -0.2% | +1.42% | Add |
| 38 | MSFT | Microsoft CORP | -0.2% | +3.99% | Add |
| 39 | META | Meta Platforms Inc-class A | -0.2% | +1.16% | Add |
| 40 | NVDA | Nvidia CORP | -0.2% | +1.71% | Add |
| 41 | SKYY | First Trust Cloud Computing | -0.4% | -37.01% | Trim |
| 42 | SCHG | Schwab US Large-cap Growth | -0.5% | -1.83% | Trim |
| 43 | BIDU | Baidu INC - Spon Adr | — | EXIT | Sold out |
| 44 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 45 | CADE | Cadence Bank | — | EXIT | Sold out |
| 46 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | Sold out |
| 47 | HBAN | Huntington Bancshares INC | — | NEW | New buy |
| 48 | TDIV | Ft Nasdaq Tech Dvd Index Fd | — | NEW | New buy |
| 49 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
| 50 | ACN | Accenture plc | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-17 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-08 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-08 | Amendment | View on EDGAR |
| 2025-06-30 | 2025-07-23 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-06 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-12 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-11 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-12 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-18 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-03 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-12 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-02 | 13F-HR | View on EDGAR |
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