Latest Ignite Planners, LLC Stock Portfolio

Ignite Planners, LLC Performance:

2025 Q4: 1.65%YTD: 11.53%2024: 3.47%

Performance for 2025 Q4 is 1.65%, and YTD is 11.53%, and 2024 is 3.47%.

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

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ignite Planners, LLC reported an equity portfolio of $653.5 Millions as of 31 Dec, 2025.

The top stock holdings of Ignite Planners, LLC are FNDA, AAPL, AFLG. The fund has invested 4.6% of it's portfolio in SCHWAB STRATEGIC TR and 4.1% of portfolio in APPLE INC.

The fund managers got completely rid off WILLIAMS COS INC (WMB), NOVARTIS AG and FIRST TR EXCHNG TRADED FD VI (BUFD) stocks. They significantly reduced their stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), CITIGROUP INC (C) and FIRST TR EXCHNG TRADED FD VI (AFLG). Ignite Planners, LLC opened new stock positions in FIRST TR EXCHANGE-TRADED FD (FDD), BLUEROCK PVT REAL ESTATE FD and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), FIRST TR EXCHNG TRADED FD VI (AFLG) and ONEOK INC NEW (OKE).

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

Our best estimate is that Ignite Planners, LLC made a return of 1.65% in the last quarter. In trailing 12 months, it's portfolio return was 11.53%.

Performance
S&P 500

New Buys

Ticker	$ Bought
first tr exchange-traded fd	2,087,920
bluerock pvt real estate fd	1,757,420
ishares tr	1,593,630
bristol-myers squibb co	1,346,570
zacks trust	662,681
first tr exchng traded fd vi	658,320
ishares tr	622,203
sprott asset management lp	571,776

New stocks bought by Ignite Planners, LLC

Additions

Ticker	% Inc.
netflix inc	817
first tr exchng traded fd vi	332
oneok inc new	288
prudential finl inc	263
j p morgan exchange traded f	230
wisdomtree tr	215
vanguard bd index fds	190
columbia etf tr ii	173

Additions to existing portfolio by Ignite Planners, LLC

Reductions

Ticker	% Reduced
simplify exchange traded fun	-80.99
citigroup inc	-59.67
first tr exchng traded fd vi	-57.52
whitestone reit	-50.15
hsbc hldgs plc	-49.57
bank montreal que	-46.97
texas instrs inc	-45.69
first tr exchng traded fd vi	-41.06

Ignite Planners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchng traded fd vi	-716,304
williams cos inc	-958,685
first tr exchng traded fd vi	-588,120
petroleo brasileiro sa petro	-174,987
angel oak finl strategies in	-150,136
global x fds	-201,450
proshares tr	-197,595
unilever plc	-589,196

Ignite Planners, LLC got rid off the above stocks

Sector Distribution

Ignite Planners, LLC has about 63.5% of it's holdings in Others sector.

Sector	%
Others	63.5
Technology	13.2
Financial Services	4.7
Consumer Cyclical	4.1
Communication Services	3.8
Industrials	2.9
Healthcare	2.4
Consumer Defensive	2.4
Energy	1.2

Market Cap. Distribution

Ignite Planners, LLC has about 33.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	63.5
MEGA-CAP	21.3
LARGE-CAP	12.2
SMALL-CAP	1.8
MID-CAP	1.1

Stocks belong to which Index?

About 35.1% of the stocks held by Ignite Planners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64.9
S&P 500	32.6
RUSSELL 2000	2.5

Top 5 Winners (%)		%
LRCX	lam research corp	72.0 %
SLV	ishares silver tr	68.3 %
AMAT	applied matls inc	51.4 %
ILMN	illumina inc	48.5 %
AMD	advanced micro devices inc	41.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc	2.4 M
GOOG	alphabet inc	1.3 M
CAT	caterpillar inc	1.2 M
AMZN	amazon com inc	0.9 M
AFLG	first tr exchng traded fd vi	0.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-88.1 %
	defi technologies inc	-61.6 %
XLB	select sector spdr tr	-42.1 %
EET	proshares tr	-40.8 %
ORCL	oracle corp	-38.3 %

Top 5 Losers ($)		$
NFLX	netflix inc	-6.3 M
MSFT	microsoft corp	-2.5 M
XLB	select sector spdr tr	-1.2 M
CARZ	first tr exchange traded fd	-0.9 M
XLB	select sector spdr tr	-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 401 stocks in it's portfolio. About 24.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Ignite Planners, LLC last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.09	102,902	26,701,200	reduced	-2.8

AAXJ	ishares tr	1.19	33,373	7,755,300	added	19.7

AAXJ	ishares tr	0.40	31,686	2,595,410	added	9.88

AAXJ	ishares tr	0.24	38,189	1,593,630	new

AAXJ	ishares tr	0.15	8,829	974,191	added	0.27

AAXJ	ishares tr	0.04	5,251	278,881	unchanged	0.00

AAXJ	ishares tr	0.03	2,151	219,467	unchanged	0.00

AAXJ	ishares tr	0.03	11,721	212,736	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.22	6,477	1,444,290	added	35.59

ABT	abbott labs	0.06	3,828	418,401	reduced	-20.75

ACIO	etf ser solutions	0.07	4,112	476,551	new

ACN	accenture plc ireland	0.05	1,341	353,542	added	9.92

ACSG	dbx etf tr	0.03	6,128	204,920	new

ACWF	ishares tr	0.75	105,342	4,914,210	added	0.6

ACWF	ishares tr	0.68	82,038	4,451,880	added	35.14

ACWF	ishares tr	0.38	49,264	2,494,260	added	1.14

ACWF	ishares tr	0.10	9,208	661,442	reduced	-8.19

ADI	analog devices inc	0.04	777	241,555	new