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Latest Ignite Planners, LLC Stock Portfolio

$728Million | No. of Holdings #422

Ignite Planners, LLC Performance

2026 Q2+5.47%
YTD+1.60%
2025+13.99%

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

On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ignite Planners, LLC reported an equity portfolio of $729 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Ignite Planners, LLC are FNDA, AAPL, AFLG. The fund has invested 4.3% of it's portfolio in SCHWAB STRATEGIC TR and 4.2% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), UNITED MICROELECTRONICS CORP (UMC) and J P MORGAN EXCHANGE TRADED F stocks. They significantly reduced their stock positions in TRUSTMARK CORP (TRMK), SCHWAB STRATEGIC TR (FNDA) and SOUTHERN CO (SO). Ignite Planners, LLC opened new stock positions in SPACE EXPLORATION TECHN CORP, MICRON TECHNOLOGY INC (MU) and MARVELL TECHNOLOGY INC (MRVL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and VANGUARD ADMIRAL FDS INC (IVOG).
Ignite Planners, LLC Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$728Million
  as of Jul 23, 2026

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

Our best estimate is that Ignite Planners, LLC made a return of 5.47% in the last quarter. In trailing 12 months, it's portfolio return was 10.58%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp1,876,730
micron technology inc1,401,310
marvell technology inc628,117
simplify exchange traded fun617,906
roundhill etf trust532,311
dell technologies inc523,862
royal caribbean group402,811
crowdstrike hldgs inc385,902
New stocks bought by Ignite Planners, LLC

Additions

Ticker% Inc.
vanguard world fd739
vanguard index fds580
vanguard admiral fds inc525
proshares tr100
vertex pharmaceuticals inc84.84
blue owl capital corporation80.9
crown castle inc77.97
destiny tech100 inc75.64
Additions to existing portfolio by Ignite Planners, LLC

Reductions

Ticker% Reduced
trustmark corp-96.36
schwab strategic tr-75.81
southern co-51.44
ishares tr-47.09
ishares silver tr-41.2
deere & co-38.46
vanguard bd index fds-36.32
vanguard scottsdale fds-27.46
Ignite Planners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
united microelectronics corp-730,091
first tr exchng traded fd vi-920,999
defi technologies inc-8,185
nuveen cr strategies income-60,105
ishares tr-213,371
morgan stanley emerging mkts-53,276
j p morgan exchange traded f-528,708
ishares u s etf tr-280,893
Ignite Planners, LLC got rid off the above stocks

Sector Distribution

Ignite Planners, LLC has about 64.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Energy
Sector%
Others64.3
Technology14.1
Financial Services3.7
Consumer Cyclical3.7
Communication Services3.4
Industrials3.2
Healthcare2.4
Consumer Defensive2.2
Energy1.2

Market Cap. Distribution

Ignite Planners, LLC has about 33.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED64.2
MEGA-CAP24.8
LARGE-CAP9.1
MID-CAP1.1

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.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others65.9
S&P 50032.5
RUSSELL 20001.6
Top 5 Winners (%)%
INTC
intel corp
204.9 %
AMD
advanced micro devices inc
167.5 %
PANW
palo alto networks inc
111.4 %
AMAT
applied matls inc
108.3 %
LRCX
lam research corp
101.7 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
4.4 M
AAPL
apple inc
3.7 M
NVDA
nvidia corporation
2.9 M
CAT
caterpillar inc
2.4 M
AFK
vaneck etf trust
2.1 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.0 %
VB
vanguard index fds
-70.0 %
IVOG
vanguard admiral fds inc
-69.5 %
BZQ
proshares tr
-39.9 %
LYB
lyondellbasell industries nv
-34.1 %
Top 5 Losers ($)$
VAW
vanguard world fd
-19.2 M
IVOG
vanguard admiral fds inc
-2.6 M
VB
vanguard index fds
-0.8 M
T
at&t inc
-0.7 M
XOM
exxon mobil corp
-0.6 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 422 stocks in it's portfolio. About 23.5% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Ignite Planners, LLC last quarter.

$728.16MTotal Value
439Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Ignite Planners, LLC, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
1.28%38,600
$9.36M
1.28%
decreased 0.84 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.44%32,575
$3.20M
0.44%
increased 2.33 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.23%40,516
$1.68M
0.23%
increased 0.51 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.14%9,320
$1.02M
0.14%
increased 0.93 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.04%5,251
$275.2K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.03%2,225
$244.4K
0.03%
increased 46.77 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Ignite Planners, LLC's holding in Ishares Tr over time
0.03%1,969
$205.7K
0.03%
new position
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
0.03%4,655
$241.7K
0.03%
increased 15.85 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Ignite Planners, LLC's holding in Etf Ser Solutions over time
0.07%3,214
$531.6K
0.07%
decreased 21.86 percentreduced
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Ignite Planners, LLC's holding in Dbx Etf Tr over time
0.03%6,214
$227.8K
0.03%
decreased 4.13 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Ignite Planners, LLC's holding in Ishares Tr over time
0.72%112,592
$5.21M
0.72%
increased 2.43 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Ignite Planners, LLC's holding in Ishares Tr over time
0.69%84,960
$5.00M
0.69%
increased 3.21 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Ignite Planners, LLC's holding in Ishares Tr over time
0.32%45,734
$2.30M
0.32%
decreased 5.89 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Ignite Planners, LLC's holding in Ishares Tr over time
0.1%9,427
$714.5K
0.1%
increased 3.33 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Ignite Planners, LLC's holding in Ishares Inc over time
0.04%3,778
$284.4K
0.04%
new position