Latest Ignite Planners, LLC Stock Portfolio

Ignite Planners, LLC Performance:

2026 Q1: -3.67%YTD: -3.67%2025: 13.99%

Performance for 2026 Q1 is -3.67%, and YTD is -3.67%, and 2025 is 13.99%.

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

On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ignite Planners, LLC reported an equity portfolio of $647.6 Millions as of 31 Mar, 2026.

The top stock holdings of Ignite Planners, LLC are FNDA, AAPL, AFLG. The fund has invested 4.2% of it's portfolio in SCHWAB STRATEGIC TR and 4.1% of portfolio in APPLE INC.

The fund managers got completely rid off BAIDU INC (BIDU), CADENCE BANK (CADE) and ROYAL CARIBBEAN GROUP (RCL) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), AMERIPRISE FINL INC (AMP) and FIRST TR EXCHANGE-TRADED FD (CARZ). Ignite Planners, LLC opened new stock positions in HUNTINGTON BANCSHARES INC (HBAN), FIRST TR EXCHANGE TRADED FD (AIRR) and FIRST TR EXCHANGE-TRADED FD (BGLD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SCHWAB STRATEGIC TR (FNDA) and VANGUARD BD INDEX FDS (BIV).

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

Our best estimate is that Ignite Planners, LLC made a return of -3.67% in the last quarter. In trailing 12 months, it's portfolio return was 13.95%.

Performance
S&P 500

New Buys

Ticker	$ Bought
huntington bancshares inc	429,672
first tr exchange traded fd	404,798
first tr exchange-traded fd	316,999
wisdomtree tr	298,555
delta air lines inc	292,522
american centy etf tr	284,286
ishares u s etf tr	280,893
first tr exchange traded fd	276,548

New stocks bought by Ignite Planners, LLC

Additions

Ticker	% Inc.
vanguard index fds	941
schwab strategic tr	404
vanguard bd index fds	297
schwab strategic tr	279
first tr exchng traded fd vi	123
first tr exch trd alphdx fd	115
first tr exchange-traded fd	79.06
schwab strategic tr	74.12

Additions to existing portfolio by Ignite Planners, LLC

Reductions

Ticker	% Reduced
j p morgan exchange traded f	-64.04
ameriprise finl inc	-49.95
first tr exchange-traded fd	-37.01
first tr exchng traded fd vi	-33.41
first tr exchng traded fd vi	-25.95
first tr exchng traded fd vi	-24.13
first tr exchng traded fd vi	-20.61
legg mason etf invt	-19.02

Ignite Planners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
templeton emerging mkts inco	-74,612
msc income fund inc	-144,342
cadence bank	-454,914
ishares tr	-231,573
first tr exchng traded fd vi	-208,969
baidu inc	-774,630
neos etf trust	-224,236
ishares tr	-229,097

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.

Sector	%
Others	64.6
Technology	12.5
Financial Services	4.6
Consumer Cyclical	3.6
Communication Services	3.4
Industrials	2.9
Consumer Defensive	2.5
Healthcare	2.3
Energy	1.5

Market Cap. Distribution

Ignite Planners, LLC has about 32.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	64.6
MEGA-CAP	23.7
LARGE-CAP	8.7
MID-CAP	2

Stocks belong to which Index?

About 34.1% of the stocks held by Ignite Planners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	65.9
S&P 500	31.5
RUSSELL 2000	2.6

Top 5 Winners (%)		%
LYB	lyondellbasell industries nv	61.5 %
USO	united sts oil fd lp	60.0 %
BNO	united sts brent oil fd lp	56.7 %
VRT	vertiv holdings co	32.1 %
GLW	corning inc	31.1 %

Top 5 Winners ($)		$
LYB	lyondellbasell industries nv	0.5 M
XOM	exxon mobil corp	0.5 M
XLB	select sector spdr tr	0.5 M
BNO	united sts brent oil fd lp	0.4 M
CVX	chevron corporation	0.4 M

Top 5 Losers (%)		%
BSX	boston scientific corp	-32.3 %
TCPC	blackrock tcp capital corp	-30.3 %
BNDW	vanguard scottsdale fds	-29.6 %
FSK	fs kkr cap corp	-26.2 %
	defi technologies inc	-24.3 %

Top 5 Losers ($)		$
FNDA	schwab strategic tr	-2.7 M
MSFT	microsoft corp	-1.8 M
NVDA	nvidia corporation	-1.8 M
AMZN	amazon com inc	-1.4 M
GOOG	alphabet inc	-1.3 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 393 stocks in it's portfolio. About 23.4% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. LYB was the most profitable stock for Ignite Planners, LLC last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.06	103,574	26,282,800	added	0.65

AAXJ	ishares tr	1.31	38,927	8,515,030	added	16.64

AAXJ	ishares tr	0.39	31,833	2,501,380	added	0.46

AAXJ	ishares tr	0.26	40,312	1,715,690	added	5.56

AAXJ	ishares tr	0.16	9,234	1,014,380	added	4.59

AAXJ	ishares tr	0.04	5,251	275,993	unchanged	0.00

AAXJ	ishares tr	0.03	11,666	213,371	reduced	-0.47

AAXJ	ishares tr	0.03	1,516	201,810	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.22	6,690	1,456,900	added	3.29

ABT	abbott laboratories	0.06	3,964	407,600	added	3.55

ACES	alps etf tr	0.03	4,018	211,523	new

ACIO	etf ser solutions	0.07	4,113	441,291	added	0.02

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACSG	dbx etf tr	0.03	6,482	211,572	added	5.78

ACWF	ishares tr	0.78	109,921	5,086,080	added	4.35

ACWF	ishares tr	0.66	82,315	4,278,300	added	0.34

ACWF	ishares tr	0.38	48,598	2,467,410	reduced	-1.35

ACWF	ishares tr	0.10	9,123	640,024	reduced	-0.92

ADI	analog devices inc	0.04	862	274,238	added	10.94