Ignite Planners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Ignite Planners, Llc disclosed 407 stock positions valued at approximately $728.16M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, APPLE INC, and FIRST TR EXCHNG TRADED FD VI.
- Report Period
- June 30, 2026
- No. of Stocks
- 407
- Portfolio Value
- $728.16M
Holdings by Sector
Ignite Planners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | Other | 4.35% | 936,080 | +5,147 | +0.55% | $31,683,041 |
| APPLE INC | AAPL | Technology | 4.16% | 104,598 | +1,024 | +0.99% | $30,268,189 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 3.52% | 702,030 | +358 | +0.05% | $25,645,157 |
| NVIDIA CORPORATION | NVDA | Technology | 3.12% | 113,546 | +4,008 | +3.66% | $22,722,434 |
| MICROSOFT CORP | MSFT | Technology | 1.56% | 30,454 | -368 | -1.19% | $11,361,760 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.49% | 45,449 | +444 | +0.99% | $10,833,377 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.36% | 13,272 | +435 | +3.39% | $9,911,181 |
| ALPHABET INC | GOOGL | Communication Services | 1.35% | 27,493 | +1,044 | +3.95% | $9,827,529 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.35% | 194,770 | +3,680 | +1.93% | $9,821,518 |
| SPDR SERIES TRUST | SPYV | Other | 1.30% | 155,533 | +4,377 | +2.90% | $9,461,946 |
| ISHARES TR | ITA | Other | 1.29% | 38,600 | -327 | -0.84% | $9,357,389 |
| FIRST TR EXCHNG TRADED FD VI | MARM | Other | 1.28% | 272,928 | - | - | $9,315,470 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.19% | 295,276 | +18,037 | +6.51% | $8,690,200 |
| SPDR SERIES TRUST | SPIB | Other | 1.18% | 256,544 | +5,152 | +2.05% | $8,603,649 |
| VIRTUS ETF TR II | SEIX | Other | 1.17% | 366,866 | +8,787 | +2.45% | $8,506,875 |
| VANGUARD INDEX FDS | VTI | Other | 1.16% | 22,784 | +938 | +4.29% | $8,431,151 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 1.12% | 174,056 | +3,312 | +1.94% | $8,190,029 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.10% | 16,004 | -572 | -3.45% | $8,008,242 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 1.09% | 163,239 | +3,655 | +2.29% | $7,912,220 |
| TESLA INC | TSLA | Consumer Cyclical | 1.03% | 17,756 | +216 | +1.23% | $7,468,832 |
| VANGUARD WORLD FD | VGT | Other | 0.98% | 59,470 | +52,382 | +739.02% | $7,107,839 |
| FIRST TR EXCHNG TRADED FD VI | DJUL | Other | 0.97% | 141,107 | -1,504 | -1.05% | $7,075,811 |
| CATERPILLAR INC | CAT | Industrials | 0.96% | 6,563 | -299 | -4.36% | $6,989,619 |
| INVESCO QQQ TR | QQQ | Other | 0.95% | 9,431 | +1,282 | +15.73% | $6,945,636 |
| BROADCOM INC | AVGO | Technology | 0.87% | 16,864 | +931 | +5.84% | $6,371,023 |
| VANGUARD INDEX FDS | VOO | Other | 0.84% | 8,958 | -1,103 | -10.96% | $6,152,545 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.83% | 98,197 | +2,600 | +2.72% | $6,035,205 |
| NUVEEN CA DIVI ADV MUN | NAC | Financial Services | 0.79% | 476,800 | +117,743 | +32.79% | $5,778,819 |
| CAMBRIA ETF TR | EYLD | Other | 0.73% | 117,617 | +1,579 | +1.36% | $5,343,485 |
| META PLATFORMS INC | META | Communication Services | 0.72% | 9,301 | +208 | +2.29% | $5,239,424 |
Showing 30 of 407 holdings in the latest reporting period.
Ignite Planners, Llc Options Holdings in Q2 2026
Showing 3 of 3 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.