Top 50 Ignite Planners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 4.35% | 936.1K | $31.7M | +0.55%(+5.15K) | $16.95(+110.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.16% | 104.6K | $30.3M | +0.99%(+1.02K) | $181.05(+68.67%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.52% | 702.0K | $25.6M | +0.05%(+358) | $28.58(+30.97%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.12% | 113.5K | $22.7M | +3.66%(+4.01K) | $49.19(+359.57%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.56% | 30.5K | $11.4M | -1.19%(-368) | $328.69(+47.88%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.49% | 45.4K | $10.8M | +0.99%(+444) | $148.58(+76.69%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.36% | 13.3K | $9.9M | +3.39%(+435) | $453.14(+71.11%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.35% | 27.5K | $9.8M | +3.95%(+1.04K) | $157.81(+118.43%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 1.35% | 194.8K | $9.8M | +1.93%(+3.68K) | $33.98(+53.61%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 1.3% | 155.5K | $9.5M | +2.90%(+4.38K) | $46.43(+36.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.70% | +58.92% | โ | โ | +51.21% |
| Top 20 Holdings Unweighted | +16.23% | +57.04% | โ | โ | +47.88% |
Ignite Planners, LLC reports $728.98M in US-listed equity holdings across 422 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (4.3%), AAPL (4.2%) and BUFR (3.5%). The top 20 holdings account for 35.17% of reported assets. Its disclosed equity book has returned +58.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ignite Planners, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1849348). View Ignite Planners, LLCโs 13F filings on SEC