Ignite Planners, LLC — 13F Holdings & Portfolio
CIK 1849348 · latest 13F-HR filed 2026-04-17
Ignite Planners, LLC manages $647.6M in 13F-reported U.S. long-equity assets across 393 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SCHG (4.18%), AAPL (4.06%), BUFR (3.66%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 25, added to 87, and trimmed 133.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$647.6M
Long-equity book
393
Distinct positions
2026-03-31
Filed 2026-04-17
+17 / −25 / ↑87 / ↓133
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$6.3M +880.9%
- VANGUARD BD INDEX FDS$2.5M +294.5%
- SCHWAB STRATEGIC TR$1.3M +418.9%
- SELECT SECTOR SPDR TR$1.1M +48.7%
- J P MORGAN EXCHANGE TRADED F$993.8K +39.8%
Top Trims
- SCHWAB STRATEGIC TR-$3.2M -10.7%
- FIRST TR EXCHANGE-TRADED FD-$2.8M -42.2%
- NVIDIA CORPORATION-$1.5M -7.2%
- MICROSOFT CORP-$1.3M -10.6%
- AMAZON COM INC-$1.2M -11.8%
New Positions
- HUNTINGTON BANCSHARES INC$429.7K
- FIRST TR EXCHANGE TRADED FD$404.8K
- FIRST TR EXCHANGE-TRADED FD$317.0K
- WISDOMTREE TR$298.6K
- DELTA AIR LINES INC$292.5K
Exited Positions
- BAIDU INC$774.6K
- ALIBABA GROUP HLDG LTD$676.0K
- CADENCE BANK$454.9K
- ROYAL CARIBBEAN GROUP$431.0K
- ISHARES TR$392.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $27.1M | 4.18% | 930,933 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $26.3M | 4.06% | 103,574 | SH |
| 3 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $23.7M | 3.66% | 701,672 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $19.1M | 2.95% | 109,538 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $11.4M | 1.76% | 30,822 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $9.4M | 1.45% | 45,005 | SH |
| 7 | FIRST TR EXCHNG TRADED FD VI | MARM | 33740U612 | $9.1M | 1.41% | 272,928 | SH |
| 8 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $8.7M | 1.34% | 191,090 | SH |
| 9 | SPDR SERIES TRUST | SPYV | 78464A508 | $8.5M | 1.32% | 151,156 | SH |
| 10 | ISHARES TR | ITA | 464288760 | $8.5M | 1.31% | 38,927 | SH |
| 11 | SPDR SERIES TRUST | SPIB | 78464A375 | $8.4M | 1.30% | 251,392 | SH |
| 12 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $8.4M | 1.29% | 12,837 | SH |
| 13 | VIRTUS ETF TR II | SEIX | 92790A405 | $8.3M | 1.28% | 358,079 | SH |
| 14 | J P MORGAN EXCHANGE TRADED F | JCPB | 46641Q670 | $8.1M | 1.24% | 170,744 | SH |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $7.9M | 1.23% | 16,576 | SH |
| 16 | J P MORGAN EXCHANGE TRADED F | JPIB | 46641Q852 | $7.6M | 1.18% | 159,584 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $7.6M | 1.17% | 26,449 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $7.1M | 1.10% | 277,239 | SH |
| 19 | VANGUARD INDEX FDS | VTI | 922908769 | $7.0M | 1.08% | 21,846 | SH |
| 20 | FIRST TR EXCHNG TRADED FD VI | DJUL | 33740F698 | $6.7M | 1.03% | 142,611 | SH |
| 21 | TESLA INC | TSLA | 88160R101 | $6.5M | 1.01% | 17,540 | SH |
| 22 | VANGUARD INDEX FDS | VOO | 922908363 | $6.0M | 0.93% | 10,061 | SH |
| 23 | TRUSTMARK CORP | TRMK | 898402102 | $6.0M | 0.93% | 142,566 | SH |
| 24 | PALMER SQUARE FUNDS TR | PSQA | 696930205 | $5.6M | 0.86% | 274,842 | SH |
| 25 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $5.3M | 0.82% | 95,597 | SH |
| 26 | META PLATFORMS INC | META | 30303M102 | $5.2M | 0.80% | 9,093 | SH |
| 27 | ISHARES TR | IUSB | 46434V613 | $5.1M | 0.79% | 109,921 | SH |
| 28 | VANGUARD WORLD FD | VGT | 92204A702 | $4.9M | 0.76% | 7,088 | SH |
| 29 | BROADCOM INC | AVGO | 11135F101 | $4.9M | 0.76% | 15,933 | SH |
| 30 | CATERPILLAR INC | CAT | 149123101 | $4.9M | 0.75% | 6,862 | SH |
| 31 | CAMBRIA ETF TR | EYLD | 132061706 | $4.8M | 0.74% | 116,038 | SH |
| 32 | INVESCO QQQ TR | QQQ | 46090E103 | $4.7M | 0.73% | 8,149 | SH |
| 33 | FIRST TR EXCHNG TRADED FD VI | FAUG | 33740F862 | $4.3M | 0.67% | 83,345 | SH |
| 34 | ISHARES TR | GLOF | 46434V316 | $4.3M | 0.66% | 82,315 | SH |
| 35 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.2M | 0.65% | 4,224 | SH |
| 36 | PGIM ETF TR | PULS | 69344A107 | $4.2M | 0.65% | 84,655 | SH |
| 37 | NUVEEN CA DIVI ADV MUN | NAC | 67066Y105 | $4.2M | 0.65% | 359,057 | SH |
| 38 | GOLDMAN SACHS ETF TR | GSST | 381430230 | $4.1M | 0.64% | 81,866 | SH |
| 39 | FIRST TR EXCHANGE-TRADED FD | EDOW | 33733A201 | $3.8M | 0.59% | 94,276 | SH |
| 40 | INVESCO EXCH TRADED FD TR II | RWL | 46138G698 | $3.8M | 0.59% | 33,001 | SH |
| 41 | SPDR GOLD TR | GLD | 78463V107 | $3.8M | 0.58% | 8,781 | SH |
| 42 | FIRST TR EXCHANGE-TRADED FD | SKYY | 33734X192 | $3.8M | 0.58% | 34,499 | SH |
| 43 | ALPHABET INC | GOOG | 02079K107 | $3.7M | 0.58% | 13,043 | SH |
| 44 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $3.6M | 0.56% | 63,558 | SH |
| 45 | FIRST TR EXCHNG TRADED FD VI | FMAY | 33740F748 | $3.6M | 0.56% | 68,190 | SH |
| 46 | ISHARES TR | FALN | 46435G474 | $3.6M | 0.55% | 132,916 | SH |
| 47 | WALMART INC | WMT | 931142103 | $3.5M | 0.54% | 28,352 | SH |
| 48 | J P MORGAN EXCHANGE TRADED F | JIRE | 46641Q134 | $3.5M | 0.54% | 45,906 | SH |
| 49 | QUALCOMM INC | QCOM | 747525103 | $3.5M | 0.54% | 27,060 | SH |
| 50 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $3.4M | 0.52% | 55,026 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $647.6M | 393 | 0002085853-26-000405 |
| 2025-12-31 | 2026-02-06 | $653.5M | 405 | 0002085853-26-000216 |