Ignite Planners, Llc Portfolio Stock Holdings
Ignite Planners, Llc disclosed 393 stock positions valued at approximately $647.6 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 March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 393
- Portfolio Value
- $647.6M
Holdings by Sector
Ignite Planners, Llc Portfolio Holdings in Q1 2026
379 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | Other | 4.18% | 930,933 | -17,328 | -1.83% | $27,097,813 |
| APPLE INC | AAPL | Technology | 4.06% | 103,574 | +672 | +0.65% | $26,282,833 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 3.66% | 701,672 | +3,701 | +0.53% | $23,695,464 |
| NVIDIA CORPORATION | NVDA | Technology | 2.95% | 109,538 | +1,840 | +1.71% | $19,100,807 |
| MICROSOFT CORP | MSFT | Technology | 1.76% | 30,822 | +1,183 | +3.99% | $11,407,004 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.45% | 45,005 | +629 | +1.42% | $9,370,161 |
| FIRST TR EXCHNG TRADED FD VI | MARM | Other | 1.41% | 272,928 | -1,749 | -0.64% | $9,137,629 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.34% | 191,090 | +7,786 | +4.25% | $8,703,886 |
| SPDR SERIES TRUST | SPYV | Other | 1.32% | 151,156 | +15,435 | +11.37% | $8,531,638 |
| ISHARES TR | ITA | Other | 1.31% | 38,927 | +5,554 | +16.64% | $8,515,033 |
| SPDR SERIES TRUST | SPIB | Other | 1.30% | 251,392 | +9,766 | +4.04% | $8,447,975 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.29% | 12,837 | -76 | -0.59% | $8,359,106 |
| VIRTUS ETF TR II | SEIX | Other | 1.28% | 358,079 | +17,478 | +5.13% | $8,275,293 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 1.24% | 170,744 | +6,736 | +4.11% | $8,051,946 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.23% | 16,576 | -46 | -0.28% | $7,943,220 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 1.18% | 159,584 | +7,392 | +4.86% | $7,646,202 |
| ALPHABET INC | GOOGL | Communication Services | 1.17% | 26,449 | +803 | +3.13% | $7,609,157 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.10% | 277,239 | +12,556 | +4.74% | $7,108,411 |
| VANGUARD INDEX FDS | VTI | Other | 1.08% | 21,846 | +19,748 | +941.28% | $7,008,522 |
| FIRST TR EXCHNG TRADED FD VI | DJUL | Other | 1.03% | 142,611 | -250 | -0.17% | $6,665,639 |
| TESLA INC | TSLA | Consumer Cyclical | 1.01% | 17,540 | +69 | +0.39% | $6,520,337 |
| VANGUARD INDEX FDS | VOO | Other | 0.93% | 10,061 | -344 | -3.31% | $6,011,823 |
| TRUSTMARK CORP | TRMK | Financial Services | 0.93% | 142,566 | +208 | +0.15% | $6,007,731 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.82% | 95,597 | +295 | +0.31% | $5,307,547 |
| META PLATFORMS INC | META | Communication Services | 0.80% | 9,093 | +104 | +1.16% | $5,201,516 |
| ISHARES TR | IUSB | Other | 0.79% | 109,921 | +4,579 | +4.35% | $5,086,076 |
| VANGUARD WORLD FD | VGT | Other | 0.76% | 7,088 | -102 | -1.42% | $4,944,850 |
| BROADCOM INC | AVGO | Technology | 0.76% | 15,933 | +145 | +0.92% | $4,932,956 |
| CATERPILLAR INC | CAT | Industrials | 0.75% | 6,862 | +103 | +1.52% | $4,864,524 |
| CAMBRIA ETF TR | EYLD | Other | 0.74% | 116,038 | -1,822 | -1.55% | $4,791,509 |
| INVESCO QQQ TR | QQQ | Other | 0.73% | 8,149 | -193 | -2.31% | $4,704,061 |
| FIRST TR EXCHNG TRADED FD VI | FAUG | Other | 0.67% | 83,345 | +4,954 | +6.32% | $4,315,854 |
| ISHARES TR | GLOF | Other | 0.66% | 82,315 | +277 | +0.34% | $4,278,295 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.65% | 4,224 | -28 | -0.66% | $4,208,902 |
| PGIM ETF TR | PULS | Other | 0.65% | 84,655 | -1,600 | -1.85% | $4,202,064 |
| NUVEEN CA DIVI ADV MUN | NAC | Financial Services | 0.65% | 359,057 | +1,698 | +0.48% | $4,183,010 |
| GOLDMAN SACHS ETF TR | GSST | Other | 0.64% | 81,866 | -1,191 | -1.43% | $4,149,844 |
| FIRST TR EXCHANGE-TRADED FD | EDOW | Other | 0.59% | 94,276 | +59 | +0.06% | $3,824,863 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 0.59% | 33,001 | -141 | -0.43% | $3,792,174 |
| SPDR GOLD TR | GLD | Other | 0.58% | 8,781 | +628 | +7.70% | $3,774,935 |
| FIRST TR EXCHANGE-TRADED FD | SKYY | Other | 0.58% | 34,499 | -20,271 | -37.01% | $3,772,809 |
| ALPHABET INC | GOOG | Communication Services | 0.58% | 13,043 | +229 | +1.79% | $3,737,808 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.56% | 63,558 | +537 | +0.85% | $3,602,460 |
| FIRST TR EXCHNG TRADED FD VI | FMAY | Other | 0.56% | 68,190 | -2,916 | -4.10% | $3,600,439 |
| ISHARES TR | FALN | Other | 0.55% | 132,916 | +6,274 | +4.95% | $3,558,779 |
| WALMART INC | WMT | Consumer Defensive | 0.54% | 28,352 | +703 | +2.54% | $3,525,871 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 0.54% | 45,906 | +14,109 | +44.37% | $3,492,068 |
| QUALCOMM INC | QCOM | Technology | 0.54% | 27,060 | -27 | -0.10% | $3,485,756 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.52% | 55,026 | +10,635 | +23.96% | $3,370,910 |
| VANGUARD BD INDEX FDS | BND | Other | 0.52% | 45,516 | +34,071 | +297.69% | $3,351,803 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.50% | 46,654 | +8,292 | +21.62% | $3,223,688 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.50% | 10,897 | +179 | +1.67% | $3,208,621 |
| BOEING CO | BA | Industrials | 0.49% | 15,995 | - | - | $3,183,486 |
| EXXON MOBIL CORP | XOM | Energy | 0.49% | 18,617 | +679 | +3.79% | $3,153,396 |
| WISDOMTREE TR | ELD | Other | 0.46% | 107,332 | +5,610 | +5.52% | $2,994,552 |
| ISHARES TR | IEFA | Other | 0.45% | 32,351 | -283 | -0.87% | $2,929,490 |
| FIRST TR EXCH TRADED FD III | FCAL | Other | 0.45% | 59,874 | -508 | -0.84% | $2,927,240 |
| VANECK ETF TRUST | SMH | Other | 0.44% | 7,404 | +42 | +0.57% | $2,838,870 |
| CHEVRON CORPORATION | CVX | Energy | 0.43% | 13,385 | +197 | +1.49% | $2,765,888 |
| SPDR SERIES TRUST | MDYV | Other | 0.40% | 30,143 | -123 | -0.41% | $2,560,078 |
| ISHARES TR | STIP | Other | 0.39% | 24,195 | +1,094 | +4.74% | $2,506,108 |
| ISHARES TR | IMCG | Other | 0.39% | 31,833 | +147 | +0.46% | $2,501,385 |
| ISHARES TR | TFLO | Other | 0.38% | 48,598 | -666 | -1.35% | $2,467,407 |
| HANCOCK WHITNEY CORPORATION | HWC | Financial Services | 0.36% | 36,958 | +13,863 | +60.03% | $2,350,160 |
| REALTY INCOME CORP | O | Real Estate | 0.36% | 38,040 | +747 | +2.00% | $2,324,224 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.35% | 6,905 | +209 | +3.12% | $2,272,539 |
| FIRST TR EXCHANGE-TRADED FD | FDD | Other | 0.35% | 127,239 | +13,518 | +11.89% | $2,266,124 |
| FIRST TR EXCHNG TRADED FD VI | FDEC | Other | 0.34% | 44,590 | -695 | -1.53% | $2,217,015 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.33% | 4,222 | -14 | -0.33% | $2,108,181 |
| ZACKS TRUST | ZECP | Other | 0.32% | 62,320 | -1,995 | -3.10% | $2,091,709 |
| AT&T INC | T | Communication Services | 0.32% | 71,283 | +4,150 | +6.18% | $2,064,831 |
| SIXTH STREET SPECIALTY LENDI | TSLX | Financial Services | 0.32% | 111,879 | +9,562 | +9.35% | $2,060,394 |
| FIRST TR EXCHNG TRADED FD VI | DDEC | Other | 0.32% | 46,286 | -704 | -1.50% | $2,049,544 |
| SPDR SERIES TRUST | SLYG | Other | 0.32% | 21,245 | -31 | -0.15% | $2,046,311 |
| BLACKROCK MUNIHLDNGS CALI | MUC | Financial Services | 0.31% | 194,025 | - | - | $2,017,860 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.31% | 13,712 | +187 | +1.38% | $2,005,643 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.31% | 39,779 | -488 | -1.21% | $1,994,918 |
| ISHARES TR | AGG | Other | 0.30% | 18,606 | -530 | -2.77% | $1,961,281 |
| SPDR SERIES TRUST | SLYV | Other | 0.30% | 20,783 | -197 | -0.94% | $1,959,711 |
| ISHARES TR | IJH | Other | 0.29% | 27,416 | -492 | -1.76% | $1,857,822 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.29% | 12,852 | +590 | +4.81% | $1,857,789 |
| J P MORGAN EXCHANGE TRADED F | BBUS | Other | 0.28% | 15,605 | -117 | -0.74% | $1,828,593 |
| FIRST TR EXCHNG TRADED FD VI | DJUN | Other | 0.28% | 37,979 | - | - | $1,786,483 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.27% | 18,074 | -462 | -2.49% | $1,775,711 |
| SOUTHERN CO | SO | Utilities | 0.27% | 18,376 | +452 | +2.52% | $1,774,712 |
| FIRST TR EXCHNG TRADED FD VI | DMAR | Other | 0.27% | 40,554 | - | - | $1,719,489 |
| GE AEROSPACE | GE | Industrials | 0.27% | 6,054 | +13 | +0.22% | $1,718,027 |
| ISHARES TR | IDV | Other | 0.26% | 40,312 | +2,123 | +5.56% | $1,715,687 |
| FIRST TR EXCHNG TRADED FD VI | DFEB | Other | 0.26% | 35,923 | +6,665 | +22.78% | $1,701,672 |
| FIRST TR EXCHNG TRADED FD VI | DSEP | Other | 0.26% | 38,301 | - | - | $1,683,773 |
| DOUBLELINE OPPORTUNISTIC CR | DBL | Financial Services | 0.26% | 114,817 | -6,722 | -5.53% | $1,676,322 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.26% | 16,578 | -294 | -1.74% | $1,665,557 |
| FIRST TR EXCHNG TRADED FD VI | BUFQ | Other | 0.25% | 46,728 | - | - | $1,650,433 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.25% | 5,309 | +115 | +2.21% | $1,606,083 |
| RBB FD INC | TBIL | Other | 0.25% | 32,320 | +471 | +1.48% | $1,603,267 |
| SPDR SERIES TRUST | SPYG | Other | 0.25% | 16,371 | +17 | +0.10% | $1,602,852 |
| J P MORGAN EXCHANGE TRADED F | JPEF | Other | 0.24% | 22,089 | -725 | -3.18% | $1,586,202 |
| SPDR SERIES TRUST | CWB | Other | 0.24% | 17,114 | +808 | +4.96% | $1,569,385 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.24% | 50,817 | +40,741 | +404.34% | $1,559,031 |
| ELI LILLY & CO | LLY | Healthcare | 0.24% | 1,690 | +19 | +1.14% | $1,553,928 |