Grufity logo
Grufity logo

Latest Ignite Planners, LLC Stock Portfolio

$768Million | No. of Holdings #445

Ignite Planners, LLC Performance

2026 Q3+0.85%
YTD+2.46%
2025+13.99%

About Ignite Planners, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ignite Planners, LLC reported an equity portfolio of $768.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Ignite Planners, LLC are AAPL, FNDA, NVDA. The fund has invested 4.3% of it's portfolio in APPLE INC and 4.2% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), SPDR SERIES TRUST (BIL) and ONEOK INC NEW (OKE) stocks. They significantly reduced their stock positions in TORTOISE CAPITAL SERIES TRUS, GOLDMAN SACHS ETF TR (GBIL) and ISHARES TR (ACWF). Ignite Planners, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), FIRST TR EXCHANGE-TRADED FD (BGLD) and JANUS DETROIT STR TR (JAAA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), ZACKS TRUST (ZECP) and ABRDN SILVER ETF TRUST (SIVR).
Ignite Planners, LLC Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$768Million
  as of Oct 14, 2026

Ignite Planners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Ignite Planners, LLC made a return of 0.85% in the last quarter. In trailing 12 months, it's portfolio return was 5.96%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
j p morgan exchange traded f4,983,730
first tr exchange-traded fd4,245,570
janus detroit str tr3,593,730
exxonmobil holdings corp3,342,020
j p morgan exchange traded f3,208,610
blackrock etf trust ii2,486,610
pgim etf tr2,397,690
j p morgan exchange traded f2,321,390
New stocks bought by Ignite Planners, LLC

Additions

Ticker% Inc.
ishares tr245
zacks trust215
abrdn silver etf trust189
world gold tr176
vanguard index fds171
vanguard star fds164
schwab strategic tr161
mercadolibre inc160
Additions to existing portfolio by Ignite Planners, LLC

Reductions

Ticker% Reduced
tortoise capital series trus-94.72
goldman sachs etf tr-88.63
ishares tr-87.71
vanguard bd index fds-87.36
wisdomtree tr-68.52
vanguard scottsdale fds-67.95
spdr series trust-62.6
ishares tr-62.38
Ignite Planners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
gabelli util tr-318,558
valley natl bancorp-727,770
select sector spdr tr-1,346,110
exxon mobil corp-2,818,630
oneok inc new-1,468,770
spdr series trust-1,804,480
franklin bsp rlty tr inc-95,523
wisdomtree tr-305,967
Ignite Planners, LLC got rid off the above stocks

Sector Distribution

Ignite Planners, LLC has about 64.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Consumer Defensive
Sector%
Others64.6
Technology14.9
Communication Services3.7
Financial Services3.6
Consumer Cyclical3.3
Industrials2.9
Healthcare2.6
Consumer Defensive2.2

Market Cap. Distribution

Ignite Planners, LLC has about 34.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED64.6
MEGA-CAP25.2
LARGE-CAP9.1

Stocks belong to which Index?

About 33.7% of the stocks held by Ignite Planners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others66.3
S&P 50032.5
RUSSELL 20001.2
Top 5 Winners (%)%
PEP
pepsico inc
84.3 %
PLTR
palantir technologies inc
59.7 %
ILMN
illumina inc
53.3 %
BNO
united sts brent oil fd lp
42.2 %
MSFT
microsoft corp
36.9 %
Top 5 Winners ($)$
AAPL
apple inc
4.5 M
MSFT
microsoft corp
4.4 M
NVDA
nvidia corporation
3.3 M
FNDA
schwab strategic tr
2.0 M
META
meta platforms inc
1.5 M
Top 5 Losers (%)%
LYB
lyondellbasell industries nv
-93.1 %
IP
international paper co
-88.1 %
APH
amphenol corp
-44.0 %
GLW
corning inc
-38.3 %
AMAT
applied matls inc
-28.1 %
Top 5 Losers ($)$
CAT
caterpillar inc
-1.8 M
AAXJ
ishares tr
-1.3 M
TSLA
tesla inc
-1.2 M
nuveen ca divi adv mun
-0.9 M
LYB
lyondellbasell industries nv
-0.8 M

Ignite Planners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Ignite Planners, LLC

Ignite Planners, LLC has 445 stocks in it's portfolio. About 24.9% of the portfolio is in top 10 stocks. CAT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Ignite Planners, LLC last quarter.

$768.65MTotal Value
478Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Ignite Planners, LLC, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
1.01%37,504
$7.77M
1.01%
decreased 2.84 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.36%29,689
$2.79M
0.36%
decreased 8.86 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.22%39,875
$1.68M
0.22%
decreased 1.58 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.16%20,367
$1.25M
0.16%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.05%3,506
$373.4K
0.05%
decreased 62.38 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.04%2,025
$267.4K
0.04%
decreased 8.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.03%2,049
$232.4K
0.03%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.03%4,584
$230.8K
0.03%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.03%4,314
$221.0K
0.03%
decreased 17.84 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Ignite Planners, LLC's holding in Alps Etf Tr over time
0.05%7,481
$393.3K
0.05%
increased 60.71 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Ignite Planners, LLC's holding in Etf Ser Solutions over time
0.06%2,954
$447.9K
0.06%
decreased 8.09 percentreduced
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Ignite Planners, LLC's holding in Dbx Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Ignite Planners, LLC's holding in Ishares Tr over time
1.04%157,920
$8.00M
1.04%
increased 245.3 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Ignite Planners, LLC's holding in Ishares Tr over time
0.64%80,984
$4.91M
0.64%
decreased 4.68 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Ignite Planners, LLC's holding in Ishares Tr over time
0.09%9,666
$725.0K
0.09%
increased 2.54 percentadded