Q3 2026 13F · SEC CIK 1849348

Ignite Planners, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $768.7M
Reported positions: 445
Top holdings a year, 3 yrs: +18.4%
Assets under management: $1.1B

Ignite Planners, LLC is a wealth manager that reported 445 positions worth $768.7M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Apple Inc (AAPL, 4.4%), Schwab Strategic Tr (SCHG, 4.2%), Nvidia Corporation (NVDA, 3.5%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 22.3% for the S&P 500.

Ignite Planners, LLC holdings largest 50 of 445 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ignite Planners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	4.4%	4.2%	100,270	-4.1%	$33.4M
SCHGSchwab Strategic Tr	4.2%	4.4%	895,801	-4.3%	$32.3M
NVDANvidia Corporation	3.5%	3.1%	116,563	+2.7%	$26.7M
BUFRFirst Tr Exchng Traded Fd Vi	3.4%	3.5%	697,907	-0.6%	$25.9M
MSFTMicrosoft Corp	2.1%	1.6%	31,673	+4.0%	$16.3M
VTIVanguard Index Fds	1.7%	1.2%	34,872	+53.1%	$13.1M
JPIBJ P Morgan Exchange Traded F	1.6%	1.1%	255,782	+56.7%	$11.9M
AMZNAmazon Com Inc	1.5%	1.5%	45,523	+0.2%	$11.4M
GOOGLAlphabet Inc	1.3%	1.4%	29,696	+8.0%	$10.3M
SPYState Str Spdr S&p 500 ETF T	1.3%	1.4%	13,089	-1.4%	$10.0M
MARMFirst Tr Exchng Traded Fd Vi	1.2%	1.3%	272,071	-0.3%	$9.4M
SPYVState Street Spdr Portfolio S&p 500 Valu	1.2%	1.3%	146,856	-5.6%	$9.1M
SCHXSchwab Strategic Tr	1.2%	1.2%	296,084	+0.3%	$8.9M
VGTVanguard World Fd	1.0%	1.0%	63,808	+7.3%	$8.0M
TFLOIshares Tr	1.0%	—	157,920	—	$8.0M
ITAIshares Tr	1.0%	1.3%	37,504	-2.8%	$7.8M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	15,330	-4.2%	$7.6M
SPDWSpdr Index Shs Fds	0.9%	1.3%	134,648	-30.9%	$6.8M
METAMeta Platforms Inc	0.9%	0.7%	9,186	-1.2%	$6.7M
AVGOBroadcom Inc	0.9%	0.9%	18,637	+10.5%	$6.6M
TSLATesla Inc	0.8%	1.0%	18,113	+2.0%	$6.4M
DJULFirst Tr Exchng Traded Fd Vi	0.8%	1.0%	124,874	-11.5%	$6.4M
QQQInvesco Qqq Tr	0.8%	1.0%	8,612	-8.7%	$6.4M
VOOVanguard Index Fds	0.8%	0.8%	9,078	+1.3%	$6.3M
JEPQJ P Morgan Exchange Traded F	0.8%	0.8%	101,973	+3.8%	$6.2M
CATCaterpillar Inc	0.8%	1.0%	7,658	+16.7%	$6.2M
SCHDSchwab Strategic Tr	0.7%	—	173,804	—	$5.7M
SKYYFirst Tr Exchange-Traded Fd	0.7%	0.6%	33,926	-1.1%	$5.6M
SMHVaneck ETF Trust	0.7%	0.7%	8,831	+11.9%	$5.4M
PULSPgim ETF Tr	0.7%	0.5%	106,215	+33.3%	$5.3M
EYLDCambria ETF Tr	0.7%	0.7%	106,500	-9.5%	$5.1M
NACNuveen Ca Divi Adv Mun	0.7%	0.8%	493,787	+3.6%	$5.1M
JPIEJpmorgan Income ETF	0.6%	—	111,031	—	$5.0M
ACWFIshares Tr	0.6%	0.7%	80,984	-4.7%	$4.9M
JCPBJ P Morgan Exchange Traded F	0.6%	1.1%	108,674	-37.6%	$4.9M
RDVYFirst Tr Exchange Traded Fd	0.6%	0.6%	60,009	+15.3%	$4.7M
GOOGAlphabet Inc	0.6%	0.6%	13,782	+5.1%	$4.7M
QCOMQualcomm Inc	0.6%	0.7%	25,327	-7.2%	$4.7M
SEIXVirtus ETF Tr II	0.6%	1.2%	192,150	-47.6%	$4.5M
FAUGFirst Tr Exchng Traded Fd Vi	0.6%	0.6%	76,276	-4.5%	$4.3M
RWLInvesco Exch Traded Fd Tr II	0.6%	0.6%	33,061	+0.1%	$4.3M
ACYNFirst Tr Exchange-Traded Fd	0.6%	—	203,527	—	$4.2M
FMAYFirst Tr Exchng Traded Fd Vi	0.5%	0.6%	73,505	-1.4%	$4.2M
EDOWFirst Tr Exchange-Traded Fd	0.5%	0.6%	93,982	-0.4%	$4.2M
JIREJpmorgan International Research Enhanced	0.5%	0.5%	50,024	+3.6%	$4.1M
FALNIshares Tr	0.5%	0.5%	157,354	+15.3%	$4.1M
JPMJpmorgan Chase & Co	0.5%	0.5%	11,962	+7.9%	$4.0M
JEPIJ P Morgan Exchange Traded F	0.5%	0.5%	69,983	+5.7%	$3.9M
COSTCostco Wholesale Corporation	0.5%	0.6%	4,261	-3.6%	$3.9M
FCALFirst Tr Exch Traded Fd III	0.5%	0.5%	80,419	+0.4%	$3.7M

What Ignite Planners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

JPIB J P Morgan Exchange Traded F+56.7% shares
VTI Vanguard Index Fds+53.1% shares
PULS Pgim ETF Tr+33.3% shares
CAT Caterpillar Inc+16.7% shares
FALN Ishares Tr+15.3% shares
RDVY First Tr Exchange Traded Fd+15.3% shares
SMH Vaneck ETF Trust+11.9% shares
AVGO Broadcom Inc+10.5% shares

Reduced

SEIX Virtus ETF Tr II-47.6% shares
JCPB J P Morgan Exchange Traded F-37.6% shares
SPDW Spdr Index Shs Fds-30.9% shares
DJUL First Tr Exchng Traded Fd Vi-11.5% shares
EYLD Cambria ETF Tr-9.5% shares
QQQ Invesco Qqq Tr-8.7% shares
QCOM Qualcomm Inc-7.2% shares
SPYV State Street Spdr Portfolio S&p 500 Valu-5.6% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.0% /yr; S&P 500 +11.7%
3 years: +18.4% /yr; S&P 500 +22.3%
5 years: +9.1% /yr; S&P 500 +11.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$768.7M	445
Q2 2026	$728.2M	422
Q1 2026	$647.6M	393
Q4 2025	$653.0M	401
Q3 2025	$610.5M	377
Q2 2025	$574.3M	357
Q1 2025	$510.9M	329
Q4 2024	$455.9M	302
Q3 2024	$436.5M	306
Q2 2024	$409.9M	290
Q1 2024	$356.9M	282
Q4 2023	$336.7M	282

Questions about Ignite Planners, LLC's portfolio

What stocks does Ignite Planners, LLC own?

Ignite Planners, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 445 positions worth $768.7M. The largest are Apple Inc (AAPL) at 4.4%, Schwab Strategic Tr (SCHG) at 4.2%, Nvidia Corporation (NVDA) at 3.5%, First Tr Exchng Traded Fd Vi (BUFR) at 3.4% and Microsoft Corp (MSFT) at 2.1%.

What did Ignite Planners, LLC buy last quarter?

In Q3 2026, Ignite Planners, LLC added J P Morgan Exchange Traded F (JPIB) (+56.7% shares), Vanguard Index Fds (VTI) (+53.1% shares) and Pgim ETF Tr (PULS) (+33.3% shares), compared with its Q2 2026 filing.

What did Ignite Planners, LLC sell last quarter?

In Q3 2026, Ignite Planners, LLC cut from its top 50 Spdr Series Trust (SPIB), cut from its top 50 Palmer Square Funds Tr (PSQA), cut from its top 50 Ishares Tr (IUSB), cut from its top 50 Goldman Sachs ETF Tr (GSST), Virtus ETF Tr II (SEIX) (-47.6% shares), J P Morgan Exchange Traded F (JCPB) (-37.6% shares) and Spdr Index Shs Fds (SPDW) (-30.9% shares), compared with its Q2 2026 filing.

How has Ignite Planners, LLC's portfolio performed?

A portfolio copying Ignite Planners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +6.0% against +11.7%. Over 5 years: +9.1% a year against +11.9%.

When is Ignite Planners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Ignite Planners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Ignite Planners, LLC manage?

Ignite Planners, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $768.7M.