Ignite Planners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1849348
Institutional-grade research for retail investors
Sector Allocation
- Other59.3%$455.8M
- Technology18.3%$140.3M
- Financials7.5%$58.1M
- Consumer Discretionary3.3%$25.5M
- Industrials2.8%$21.5M
- Healthcare2.6%$20.3M
- Consumer Staples2.4%$18.6M
- Energy1.4%$10.4M
- Communication Services0.9%$6.8M
- Real Estate0.8%$6.4M
AUM History
13fpro.ai/research/fund/ignite-planners-llc-1849348
Conviction and streaks
Concentrating · top 10 = 24.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$33.4M- SCHWAB$32.3M
NVDA
$26.7M- FIRST$25.9M
MSFT
$16.3M- VANGUARD$13.1M
- J$11.9M
AMZN
$11.4MGOOGL
$10.3MSPY
$10.0M- FIRST$9.4M
- SPDR$9.1M
- SCHWAB$8.9M
- VANGUARD$8.0M
- ISHARES$8.0M
- ISHARES$7.8M
BRK.B
$7.6M- SPDR$6.8M
META
$6.7MAVGO
$6.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ignite-planners-llc-1849348
Ignite Planners, LLC 13F holdings — Q3 2026
$768.7M portfolio (+5.4% QoQ) · 445 holdings · Q3 2026 13F · top 10 are 25% of the stock portfolio
$33.4M
4.3% of stocks
-4%This quarter+0.3%Since filed5+ qtrsHeld- 2
SCHWAB STRATEGIC TR - US LCAP GR ETF
$32.3M
4.2% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $26.7M
3.5% of stocks
+3%This quarter-2.4%Since filed5+ qtrsHeld- 4
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$25.9M
3.4% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $16.3M
2.1% of stocks
+4%This quarter-0.2%Since filed5+ qtrsHeld- 6
VANGUARD INDEX FDS - MRNGSTR TTL STK
$13.1M
1.7% of stocks
+53%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF
$11.9M
1.6% of stocks
+57%This quarter—Since filed—HeldAIQuality—Est. buy— $11.4M
1.5% of stocks
+0.2%This quarter-2.0%Since filed5+ qtrsHeld$10.3M
1.3% of stocks
+8%This quarter-8.6%Since filed5+ qtrsHeld$10.0M
1.3% of stocks
-1%This quarter-0.6%Since filed5+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $33.4M | 4.3% | -4% | +0.3% | 5+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $32.3M | 4.2% | -4% | — | — | — | — | |
| 3 | $26.7M | 3.5% | +3% | -2.4% | 5+ qtrsAdded 3 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $25.9M | 3.4% | -0.6% | — | — | — | — | |
| 5 | $16.3M | 2.1% | +4% | -0.2% | 5+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $13.1M | 1.7% | +53% | — | — | — | — | |
| 7 | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $11.9M | 1.6% | +57% | — | — | — | — | |
| 8 | $11.4M | 1.5% | +0.2% | -2.0% | 5+ qtrs | 67.5#361 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $10.3M | 1.3% | +8% | -8.6% | 5+ qtrsAdded 4 qtrs in a row | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $10.0M | 1.3% | -1% | -0.6% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Ignite Planners, LLC (Q3 2026)
445 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M | — | $9.4M | 1.2% | 272K | -0.3% | — | — | 13F |
| 12 | — | SPDR SERIES TRUST - ST STR P500VALetf/fund | — | $9.1M | 1.2% | 147K | -6% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $8.9M | 1.2% | 296K | +0.3% | — | — | 13F |
| 14 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $8.0M | 1.0% | 64K | +7% | — | — | 13F |
| 15 | — | ISHARES TR - TRS FLT RT BDetf/fund | — | $8.0M | 1.0% | 158K | +245% | — | — | 13F |
| 16 | — | ISHARES TR - US AER DEF ETFetf/fund | — | $7.8M | 1.0% | 38K | -3% | — | — | 13F |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $7.6M | 1.0% | 15K | -4% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund | — | $6.8M | 0.9% | 135K | -31% | — | — | 13F |
| 19 | Meta Platforms, Inc. | Technology | $6.7M | 0.9% | 9,186 | -1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Broadcom Inc. | Technology | $6.6M | 0.8% | 19K | +11% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Tesla, Inc. | Consumer Discretionary | $6.4M | 0.8% | 18K | +2% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $6.4M | 0.8% | 125K | -12% | — | — | 13F |
| 23 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $6.4M | 0.8% | 8,612 | -9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $6.3M | 0.8% | 9,078 | +1% | — | — | 13F |
| 25 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $6.2M | 0.8% | 102K | +4% | — | — | 13F |
| 26 | $CAT | CATERPILLAR INC | Industrials | $6.2M | 0.8% | 7,658 | +17% | |||
| 27 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $5.7M | 0.7% | 174K | +162% | |||
| 28 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $5.6M | 0.7% | 34K | -1% | |||
| 29 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $5.4M | 0.7% | 8,831 | +12% | |||
| 30 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $5.3M | 0.7% | 106K | +33% | |||
| 31 | — | CAMBRIA ETF TR - EMRG SHAREHLDR | — | $5.1M | 0.7% | 107K | -9% | |||
| 32 | $NAC | Nuveen California Quality Municipal Income Fund | Other | $5.1M | 0.7% | 494K | +4% | |||
| 33 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $5.0M | 0.7% | 111K | New | |||
| 34 | — | ISHARES TR - GLOBAL EQUITY | — | $4.9M | 0.6% | 81K | -5% | |||
| 35 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $4.9M | 0.6% | 109K | -38% | |||
| 36 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $4.7M | 0.6% | 60K | +15% | |||
| 37 | $GOOG | Alphabet Inc. | Technology | $4.7M | 0.6% | 14K | +5% | |||
| 38 | $QCOM | QUALCOMM INC/DE | Technology | $4.7M | 0.6% | 25K | -7% | |||
| 39 | — | VIRTUS ETF TR II - SEIX SR LN ETF | — | $4.5M | 0.6% | 192K | -48% | |||
| 40 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $4.3M | 0.6% | 76K | -5% | |||
| 41 | $IVZ | Invesco Ltd. | Financials | $4.3M | 0.6% | 33K | +0.1% | |||
| 42 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | — | $4.2M | 0.6% | 204K | New | |||
| 43 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $4.2M | 0.6% | 74K | -1% | |||
| 44 | — | FIRST TR EXCHANGE-TRADED FD - DOW 30 EQL WGT | — | $4.2M | 0.5% | 94K | -0.4% | |||
| 45 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $4.1M | 0.5% | 50K | +4% | |||
| 46 | — | ISHARES TR - FALN ANGLS USD | — | $4.1M | 0.5% | 157K | +15% | |||
| 47 | $JPM | JPMORGAN CHASE & CO | Financials | $4.0M | 0.5% | 12K | +8% | |||
| 48 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $3.9M | 0.5% | 70K | +6% | |||
| 49 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.9M | 0.5% | 4,261 | -4% | |||
| 50 | — | FIRST TR EXCH TRADED FD III - CALIF MUN INCM | — | $3.7M | 0.5% | 80K | +0.4% | |||
| 51 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $3.6M | 0.5% | 71K | New | |||
| 52 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.5M | 0.5% | 5,717 | +3% | |||
| 53 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $3.3M | 0.4% | 54K | -3% | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.3M | 0.4% | 20K | -0.6% | |||
| 55 | — | PALMER SQUARE FUNDS TR - CLO SR DEBT ETF | — | $3.3M | 0.4% | 161K | -40% | |||
| 56 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $3.2M | 0.4% | 64K | New | |||
| 57 | $WMT | Walmart Inc. | Consumer Staples | $3.2M | 0.4% | 31K | +6% | |||
| 58 | $HWC | HANCOCK WHITNEY CORP | Financials | $3.1M | 0.4% | 43K | +17% | |||
| 59 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $3.1M | 0.4% | 96K | -63% | |||
| 60 | — | ISHARES TR - CORE MSCI EAFE | — | $3.1M | 0.4% | 32K | -0.5% | |||
| 61 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $3.0M | 0.4% | 30K | +21% | |||
| 62 | $BA | BOEING CO | Industrials | $3.0M | 0.4% | 16K | +0.3% | |||
| 63 | — | FIRST TR EXCHNG TRADED FD VI - ACTV FCTR LGCP | — | $2.8M | 0.4% | 63K | +34% | |||
| 64 | — | ZACKS TRUST - EARNGS CONSTANT | — | $2.8M | 0.4% | 75K | +18% | |||
| 65 | — | ISHARES TR - MRGSTR MD CP GRW | — | $2.8M | 0.4% | 30K | -9% | |||
| 66 | $PANW | Palo Alto Networks Inc | Technology | $2.8M | 0.4% | 6,903 | -8% | |||
| 67 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $2.7M | 0.3% | 30K | -2% | |||
| 68 | $MA | Mastercard Inc | Financials | $2.6M | 0.3% | 4,756 | +12% | |||
| 69 | $MU | MICRON TECHNOLOGY INC | Technology | $2.6M | 0.3% | 2,443 | +101% | |||
| 70 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | — | $2.6M | 0.3% | 54K | +87% | |||
| 71 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.6M | 0.3% | 26K | +60% | |||
| 72 | $PLTR | Palantir Technologies Inc. | Technology | $2.5M | 0.3% | 13K | +2% | |||
| 73 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $2.5M | 0.3% | 49K | New | |||
| 74 | — | PGIM ETF TR - TOTA RETU BD ETF | — | $2.4M | 0.3% | 61K | New | |||
| 75 | — | FIRST TR EXCHANGE-TRADED FD - COMMON SHS | — | $2.4M | 0.3% | 123K | -0.4% | |||
| 76 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | — | $2.3M | 0.3% | 24K | New | |||
| 77 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT | — | $2.3M | 0.3% | 41K | -8% | |||
| 78 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $2.2M | 0.3% | 21K | -5% | |||
| 79 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.2M | 0.3% | 48K | +19% | |||
| 80 | $LLY | ELI LILLY & Co | Healthcare | $2.2M | 0.3% | 1,888 | +12% | |||
| 81 | $T | AT&T INC. | Communication Services | $2.2M | 0.3% | 89K | -5% | |||
| 82 | $CVX | CHEVRON CORP | Energy | $2.2M | 0.3% | 16K | -5% | |||
| 83 | $GLD | SPDR GOLD TRUST | Financials | $2.1M | 0.3% | 5,623 | -19% | |||
| 84 | $GEV | GE Vernova Inc. | Industrials | $2.1M | 0.3% | 2,204 | +14% | |||
| 85 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $2.0M | 0.3% | 17K | +2% | |||
| 86 | — | ISHARES TR - CORE US AGGBD ET | — | $2.0M | 0.3% | 22K | +3% | |||
| 87 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.0M | 0.3% | 7,119 | +2% | |||
| 88 | $GE | GENERAL ELECTRIC CO | Industrials | $2.0M | 0.3% | 6,409 | +7% | |||
| 89 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $2.0M | 0.3% | 20K | -8% | |||
| 90 | $O | REALTY INCOME CORP | Real Estate | $2.0M | 0.3% | 37K | -2% | |||
| 91 | $ABBV | AbbVie Inc. | Healthcare | $2.0M | 0.3% | 7,419 | +7% | |||
| 92 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $1.9M | 0.3% | 24K | +6% | |||
| 93 | — | VANECK ETF TRUST - AA BB CLO ETF | — | $1.9M | 0.3% | 38K | New | |||
| 94 | $LRCX | LAM RESEARCH CORP | Technology | $1.9M | 0.3% | 5,832 | +3% | |||
| 95 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | — | $1.9M | 0.3% | 40K | -14% | |||
| 96 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.9M | 0.3% | 38K | +0.7% | |||
| 97 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF | — | $1.9M | 0.3% | 47K | +0.7% | |||
| 98 | $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | Other | $1.9M | 0.3% | 194K | — | |||
| 99 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | — | $1.9M | 0.3% | 14K | -6% | |||
| 100 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.9M | 0.2% | 38K | — | |||
| 101 | $AXP | AMERICAN EXPRESS CO | Financials | $1.9M | 0.2% | 6,096 | +13% | |||
| 102 | $PFE | PFIZER INC | Healthcare | $1.9M | 0.2% | 64K | +5% | |||
| 103 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.9M | 0.2% | 41K | — | |||
| 104 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.8M | 0.2% | 12K | +11% | |||
| 105 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.8M | 0.2% | 20K | +8% | |||
| 106 | $INTC | INTEL CORP | Technology | $1.8M | 0.2% | 15K | +4% | |||
| 107 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.8M | 0.2% | 12K | -1% | |||
| 108 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.8M | 0.2% | 6,657 | +2% | |||
| 109 | — | J P MORGAN EXCHANGE TRADED F - EQUITY FOCUS ETF | — | $1.8M | 0.2% | 22K | -0.5% | |||
| 110 | — | ZACKS TRUST - SMALL/MID CAP | — | $1.8M | 0.2% | 43K | +26% | |||
| 111 | — | ISHARES TR - INTL SEL DIV ETF | — | $1.7M | 0.2% | 40K | -2% | |||
| 112 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.6M | 0.2% | 23K | -3% | |||
| 113 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $1.6M | 0.2% | 32K | +8% | |||
| 114 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.6M | 0.2% | 2,796 | +19% | |||
| 115 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.6M | 0.2% | 25K | +3% | |||
| 116 | $TSLX | Sixth Street Specialty Lending, Inc. | Other | $1.6M | 0.2% | 87K | -32% | |||
| 117 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.6M | 0.2% | 23K | +7% | |||
| 118 | $DBL | DoubleLine Opportunistic Credit Fund | Other | $1.6M | 0.2% | 114K | +2% | |||
| 119 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.5M | 0.2% | 28K | +3% | |||
| 120 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $1.5M | 0.2% | 15K | +2% | |||
| 121 | $OKE | ONEOK INC /NEW/ | Energy | $1.5M | 0.2% | 18K | +5% | |||
| 122 | $BNO | United States Brent Oil Fund, LP | Financials | $1.5M | 0.2% | 25K | +17% | |||
| 123 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 2 | — | |||
| 124 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | — | $1.5M | 0.2% | 40K | -3% | |||
| 125 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | — | $1.5M | 0.2% | 41K | -7% | |||
| 126 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $1.5M | 0.2% | 15K | +3% | |||
| 127 | $V | VISA INC. | Financials | $1.5M | 0.2% | 4,089 | +21% | |||
| 128 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.5M | 0.2% | 6,227 | +0.6% | |||
| 129 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | — | $1.4M | 0.2% | 28K | -4% | |||
| 130 | $COP | CONOCOPHILLIPS | Energy | $1.4M | 0.2% | 11K | +6% | |||
| 131 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.4M | 0.2% | 9,520 | +0.7% | |||
| 132 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.4M | 0.2% | 13K | +5% | |||
| 133 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.4M | 0.2% | 13K | -27% | |||
| 134 | — | ISHARES TR - US INDUSTRIALS | — | $1.4M | 0.2% | 8,815 | -0.9% | |||
| 135 | — | RBB FD INC - F/M US TREASURY | — | $1.3M | 0.2% | 27K | +8% | |||
| 136 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.3M | 0.2% | 24K | -6% | |||
| 137 | — | FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ-100 | — | $1.3M | 0.2% | 51K | +75% | |||
| 138 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.2% | 15K | +7% | |||
| 139 | $PEP | PEPSICO INC | Consumer Staples | $1.3M | 0.2% | 5,071 | +7% | |||
| 140 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.3M | 0.2% | 28K | — | |||
| 141 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.3M | 0.2% | 4,016 | +0.5% | |||
| 142 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.3M | 0.2% | 2,772 | +1% | |||
| 143 | — | ISHARES TR - CRE U S REIT ETF | — | $1.3M | 0.2% | 20K | New | |||
| 144 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | — | $1.2M | 0.2% | 36K | -3% | |||
| 145 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $1.2M | 0.2% | 17K | +0.6% | |||
| 146 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.2M | 0.2% | 9,245 | +4% | |||
| 147 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.2% | 8,302 | +15% | |||
| 148 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INT JUNE | — | $1.2M | 0.2% | 45K | +3% | |||
| 149 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $1.2M | 0.1% | 36K | -2% | |||
| 150 | $CCI | CROWN CASTLE INC. | Real Estate | $1.2M | 0.1% | 18K | +30% |
What changed in Q3 2026
Against the previous quarter's 13F: 52 new, 241 added to, 128 trimmed, 31 sold out. Share-count changes; largest moves by dollar size first.
New positions (52)
- J P MORGAN EXCHANGE TRADED F - INCOME ETF$5.0M
first bought this quarter
- FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$4.2M
first bought this quarter
- JANUS DETROIT STR TR - HENDRSON AAA CL$3.6M
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF$3.2M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHA FLEX IN ETF$2.5M
first bought this quarter
- PGIM ETF TR - TOTA RETU BD ETF$2.4M
first bought this quarter
+46 more in the Excel export
Added to (241)
- ISHARES TR - TRS FLT RT BD+245%
now $8.0M
- VANGUARD INDEX FDS - MRNGSTR TTL STK+53%
now $13.1M
- J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF+57%
now $11.9M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+162%
now $5.7M
$MUMICRON TECHNOLOGY INC+101%
now $2.6M · held 2 qtrs, 2 adds in a row
- PGIM ETF TR - PGIM ULTRA SH BD+33%
now $5.3M
+235 more in the Excel export
Trimmed (128)
- SPDR SERIES TRUST - ST INTER BD ETF-63%
now $3.1M
- ISHARES TR - CORE UNIVRSL USD-88%
now $610K
- VIRTUS ETF TR II - SEIX SR LN ETF-48%
now $4.5M
- SPDR INDEX SHS FDS - ST STR PO EX ETF-31%
now $6.8M
- J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF-38%
now $4.9M
- TORTOISE CAPITAL SERIES TRUS - ENERGY ETF-95%
now $156K
+122 more in the Excel export
Holdings by quarter
Every 13F Ignite Planners, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Ignite Planners's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 20% over the last 4
Top 10 weight
25%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Ignite Planners, LLC disclosed 445 positions worth $768.7M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 4.3% of the equity portfolio. During the quarter the fund opened 52 new positions and exited 31. The portfolio is most concentrated in Other (59.3% of disclosed assets). All figures are sourced directly from Ignite Planners, LLC’s Form 13F-HR filing with the SEC under CIK 1849348.
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AI-Powered Hedge Fund Analysis: Ignite Planners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Ignite Planners, LLC (SEC CIK: 1849348), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Ignite Planners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.