Ignite Planners, Llc Portfolio Stock Holdings
Ignite Planners, Llc disclosed 422 stock positions valued at approximately $728.2 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, APPLE INC, and FIRST TR EXCHNG TRADED FD VI. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 422
- Portfolio Value
- $728.2M
Holdings by Sector
Ignite Planners, Llc Portfolio Holdings in Q2 2026
404 holdings in the latest reporting period.
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| 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 |
| ISHARES TR | IUSB | Other | 0.72% | 112,592 | +2,671 | +2.43% | $5,209,182 |
| VANECK ETF TRUST | SMH | Other | 0.71% | 7,889 | +485 | +6.55% | $5,174,620 |
| QUALCOMM INC | QCOM | Technology | 0.69% | 27,303 | +243 | +0.90% | $5,045,274 |
| ISHARES TR | GLOF | Other | 0.69% | 84,960 | +2,645 | +3.21% | $5,000,178 |
| ALPHABET INC | GOOG | Communication Services | 0.64% | 13,116 | +73 | +0.56% | $4,634,421 |
| FIRST TR EXCHANGE-TRADED FD | SKYY | Other | 0.63% | 34,306 | -193 | -0.56% | $4,616,224 |
| FIRST TR EXCHNG TRADED FD VI | FAUG | Other | 0.62% | 79,897 | -3,448 | -4.14% | $4,514,581 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.58% | 52,067 | +5,413 | +11.60% | $4,220,576 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 0.58% | 33,031 | +30 | +0.09% | $4,220,054 |
| FIRST TR EXCHNG TRADED FD VI | FMAY | Other | 0.58% | 74,586 | +6,396 | +9.38% | $4,191,733 |
| FIRST TR EXCHANGE-TRADED FD | EDOW | Other | 0.57% | 94,330 | +54 | +0.06% | $4,159,016 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.57% | 4,421 | +197 | +4.66% | $4,135,967 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 0.55% | 48,293 | +2,387 | +5.20% | $3,985,422 |
| PGIM ETF TR | PULS | Other | 0.54% | 79,673 | -4,982 | -5.89% | $3,908,825 |
| GOLDMAN SACHS ETF TR | GSST | Other | 0.53% | 77,305 | -4,561 | -5.57% | $3,875,498 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.51% | 66,208 | +2,650 | +4.17% | $3,739,416 |
| ISHARES TR | FALN | Other | 0.51% | 136,451 | +3,535 | +2.66% | $3,726,621 |
| FIRST TR EXCH TRADED FD III | FCAL | Other | 0.51% | 80,134 | +20,260 | +33.84% | $3,678,781 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.50% | 11,082 | +185 | +1.70% | $3,627,989 |
| BOEING CO | BA | Industrials | 0.48% | 15,999 | +4 | +0.03% | $3,463,304 |
| WALMART INC | WMT | Consumer Defensive | 0.45% | 29,034 | +682 | +2.41% | $3,289,194 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.44% | 5,532 | +407 | +7.94% | $3,214,758 |
| ISHARES TR | IMCG | Other | 0.44% | 32,575 | +742 | +2.33% | $3,203,526 |
| WISDOMTREE TR | ELD | Other | 0.43% | 108,360 | +1,028 | +0.96% | $3,117,938 |
| ISHARES TR | IEFA | Other | 0.42% | 32,030 | -321 | -0.99% | $3,093,484 |
| VANGUARD BD INDEX FDS | BND | Other | 0.42% | 42,127 | -3,389 | -7.45% | $3,092,508 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.41% | 55,993 | +967 | +1.76% | $2,973,810 |
| SPDR SERIES TRUST | MDYV | Other | 0.40% | 31,036 | +893 | +2.96% | $2,945,588 |
| CHEVRON CORPORATION | CVX | Energy | 0.39% | 17,115 | +3,730 | +27.87% | $2,838,267 |
| EXXON MOBIL CORP | XOM | Energy | 0.39% | 20,611 | +1,994 | +10.71% | $2,818,630 |
| HANCOCK WHITNEY CORPORATION | HWC | Financial Services | 0.38% | 36,958 | - | - | $2,761,502 |
| SPDR SERIES TRUST | SLYG | Other | 0.36% | 21,745 | +500 | +2.35% | $2,591,479 |
| SPDR GOLD TR | GLD | Other | 0.35% | 6,965 | -1,816 | -20.68% | $2,565,766 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.35% | 7,482 | +98 | +1.33% | $2,550,827 |
| ISHARES TR | STIP | Other | 0.35% | 24,777 | +582 | +2.41% | $2,538,066 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.34% | 6,984 | +79 | +1.14% | $2,463,222 |
| LAM RESEARCH CORP | LRCX | Other | 0.34% | 5,671 | +63 | +1.12% | $2,457,848 |
| FIRST TR EXCHNG TRADED FD VI | FDEC | Other | 0.34% | 44,966 | +376 | +0.84% | $2,449,177 |
| ZACKS TRUST | ZECP | Other | 0.33% | 63,293 | +973 | +1.56% | $2,388,678 |
| REALTY INCOME CORP | O | Real Estate | 0.32% | 37,533 | -507 | -1.33% | $2,325,522 |
| SPDR SERIES TRUST | SLYV | Other | 0.32% | 21,213 | +430 | +2.07% | $2,315,924 |
| ISHARES TR | TFLO | Other | 0.32% | 45,734 | -2,864 | -5.89% | $2,295,220 |
| FIRST TR EXCHANGE-TRADED FD | FDD | Other | 0.31% | 123,190 | -4,049 | -3.18% | $2,285,181 |
| GE VERNOVA INC | GEV | Utilities | 0.31% | 1,926 | +289 | +17.65% | $2,262,923 |
| GE AEROSPACE | GE | Industrials | 0.31% | 5,995 | -59 | -0.97% | $2,240,616 |
| SIXTH STREET SPECIALTY LENDI | TSLX | Financial Services | 0.30% | 128,218 | +16,339 | +14.60% | $2,208,862 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.30% | 4,263 | +41 | +0.97% | $2,189,514 |
| FIRST TR EXCHNG TRADED FD VI | DDEC | Other | 0.30% | 45,749 | -537 | -1.16% | $2,167,359 |
| BLACKROCK MUNIHLDNGS CALI | MUC | Financial Services | 0.29% | 194,025 | - | - | $2,132,335 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.29% | 66,419 | +15,602 | +30.70% | $2,106,146 |
| ISHARES TR | AGG | Other | 0.29% | 21,225 | +2,619 | +14.08% | $2,100,865 |
| INTEL CORP | INTC | Technology | 0.28% | 14,569 | +517 | +3.68% | $2,035,109 |
| ELI LILLY & CO | LLY | Healthcare | 0.28% | 1,688 | -2 | -0.12% | $2,024,474 |
| J P MORGAN EXCHANGE TRADED F | BBUS | Other | 0.27% | 14,495 | -1,110 | -7.11% | $1,952,767 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.27% | 18,115 | +41 | +0.23% | $1,947,659 |
| SPDR SERIES TRUST | SPYG | Other | 0.27% | 16,281 | -90 | -0.55% | $1,937,263 |
| AT&T INC | T | Communication Services | 0.27% | 93,483 | +22,200 | +31.14% | $1,935,727 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.27% | 14,495 | +617 | +4.45% | $1,931,486 |
| FIRST TR EXCHNG TRADED FD VI | DJUN | Other | 0.26% | 37,914 | -65 | -0.17% | $1,868,402 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 0.25% | 23,140 | +3,636 | +18.64% | $1,837,548 |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | Other | 0.25% | 46,531 | -197 | -0.42% | $1,827,272 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.25% | 5,383 | +74 | +1.39% | $1,821,629 |
| FIRST TR EXCHNG TRADED FD VI | DSEP | Other | 0.25% | 38,301 | - | - | $1,817,000 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.25% | 12,371 | -481 | -3.74% | $1,814,678 |
| FIRST TR EXCHNG TRADED FD VI | DMAR | Other | 0.25% | 40,554 | - | - | $1,814,081 |
| ISHARES TR | IJH | Other | 0.25% | 23,524 | -3,892 | -14.20% | $1,813,944 |
| SPDR SERIES TRUST | CWB | Other | 0.25% | 16,700 | -414 | -2.42% | $1,804,478 |
| J P MORGAN EXCHANGE TRADED F | JPEF | Other | 0.24% | 21,779 | -310 | -1.40% | $1,749,512 |
| ABBVIE INC | ABBV | Healthcare | 0.24% | 6,930 | +240 | +3.59% | $1,744,316 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.23% | 40,378 | +599 | +1.51% | $1,710,210 |
Ignite Planners, Llc Options Holdings in Q2 2026
3 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | IVV | iShares Core S&P 500 ETF | PUT | 500 | $374,445 |
| Q2 2026 | HOOD | Robinhood Markets, Inc. | CALL | 700 | $70,196 |
| Q2 2026 | NFLX | Netflix, Inc. | CALL | 100 | $7,140 |
Notional value represents the total exposure of the options position.