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Ignite Planners, LLC

Period ended Sep 30, 2026 · Latest filing Oct 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $768,651,825

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. APPLE INC · COM · 037833100 · shares: $33,441,317
  2. SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $32,263,712
  3. NVIDIA CORPORATION · COM · 67066G104 · shares: $26,689,074
  4. FIRST TR EXCHNG TRADED FD VI · FT LADD BUFF ETF · 33740F755 · shares: $25,914,665
  5. MICROSOFT CORP · COM · 594918104 · shares: $16,296,092
  6. VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $13,050,760
  7. J P MORGAN EXCHANGE TRADED F · INTL BD OPP ETF · 46641Q852 · shares: $11,943,945
  8. AMAZON COM INC · COM · 023135106 · shares: $11,377,315
  9. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $10,252,989
  10. STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $9,980,741

Reported holdings

682 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
JPMORGAN CHASE & COCOM46625H100 — 5,094 shares $1,685,370
ISHARES TRINTL SEL DIV ETF464288448 — 39,875 shares $1,682,330
MICRON TECHNOLOGY INCCOM595112103 — 1,570 shares $1,671,971
META PLATFORMS INCCL A30303M102 — 2,237 shares $1,634,556
J P MORGAN EXCHANGE TRADED FACTIVE VALUE ETF46641Q167 — 19,891 shares $1,587,704
SIXTH STREET SPECIALTY LENDICOM83012A109 — 87,330 shares $1,573,491
ZACKS TRUSTEARNGS CONSTANT98888G105 — 41,870 shares $1,560,995
DOUBLELINE OPPORTUNISTIC CRCOM258623107 — 114,405 shares $1,550,193
PFIZER INCCOM717081103 — 53,743 shares $1,548,476
FIRST TR EXCHANGE TRADED FDRBA INDL ETF33738R704 — 14,814 shares $1,529,419
ONEOK INC NEWCOM30609A109 — 17,687 shares $1,524,008
ISHARES TRCORE US AGGBD ET464287226 — 16,280 shares $1,523,607
UNITED STS BRENT OIL FD LPUNIT91167Q100 — 25,092 shares $1,507,428
CHEVRON CORPORATIONCOM166764100 — 13,024 shares $1,496,263
BERKSHIRE HATHAWAY INC DELCL A084670108 — 2 shares $1,494,010
FIRST TR EXCHNG TRADED FD VIFT VEST NAS33740U836 — 40,653 shares $1,485,867
J P MORGAN EXCHANGE TRADED FACTIVE BOND ETF46654Q716 — 28,842 shares $1,479,259
BROADCOM INCCOM11135F101 — 4,149 shares $1,469,730
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844 — 6,227 shares $1,452,903
FIRST TR EXCHNG TRADED FD VIFT VEST US33740F771 — 28,077 shares $1,449,055
FIRST TR EXCHNG TRADED FD VIFT VEST NAS33740F649 — 39,204 shares $1,446,629
BRISTOL-MYERS SQUIBB COCOM110122108 — 22,080 shares $1,393,633
EXXONMOBIL HOLDINGS CORPCOM SHS30233Q108 — 8,503 shares $1,390,862
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF33734X846 — 13,239 shares $1,364,787
HOME DEPOT INCCOM437076102 — 4,756 shares $1,353,131
LAM RESEARCH CORPCOM NEW512807306 — 4,115 shares $1,351,819
RBB FD INCF/M US TREASURY74933W452 — 26,631 shares $1,345,864
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F623 — 23,788 shares $1,345,405
ISHARES TRUS INDUSTRIALS464287754 — 8,701 shares $1,334,419
CATERPILLAR INCCOM149123101 — 1,620 shares $1,332,939
FIRST TR EXCHNG TRADED FD VIVEST NASDAQ-10033740F193 — 50,604 shares $1,331,908
ALTRIA GROUP INCCOM02209S103 — 19,761 shares $1,330,770
ISHARES TRISHARES SEMICDTR464287523 — 2,334 shares $1,327,615
VISA INCCOM CL A92826C839 — 3,672 shares $1,323,985
ZACKS TRUSTSMALL/MID CAP98888G204 — 31,575 shares $1,291,096
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F516 — 27,890 shares $1,285,688
AMERICAN EXPRESS COCOM025816109 — 4,187 shares $1,273,251
VANGUARD WORLD FDHEALTH CAR ETF92204A504 — 4,016 shares $1,269,277
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS874039100 — 2,754 shares $1,256,347
ISHARES TRCRE U S REIT ETF464288521 — 20,367 shares $1,254,097
ZACKS TRUSTEARNGS CONSTANT98888G105 — 32,655 shares $1,228,749
SELECT SECTOR SPDR TRST STR STAPL ETF81369Y308 — 16,618 shares $1,219,747
FIRST TR EXCHNG TRADED FD VIFT VEST NAS33740F557 — 35,254 shares $1,208,792
ELI LILLY & COCOM532457108 — 1,034 shares $1,196,913
INVESCO DB MULTI-SECTOR COMMAGRICULTURE FD46140H106 — 41,577 shares $1,170,016
FIRST TR EXCHNG TRADED FD VIFT VEST INT JUNE33740U869 — 43,422 shares $1,166,314
WALMART INCCOM931142103 — 10,918 shares $1,146,861
J P MORGAN EXCHANGE TRADED FACTIVE GROWTH46654Q609 — 11,449 shares $1,109,028
BLUEROCK PVT REAL ESTATE FDCOM09631P102 — 87,801 shares $1,101,018
ISHARES TRCORE S&P MCP ETF464287507 — 15,201 shares $1,100,979
ARK ETF TRACTIVE AUTOCALL00214Q724 — 53,638 shares $1,086,706
CROWN CASTLE INCCOM22822V101 — 16,237 shares $1,082,074
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT33740F482 — 23,882 shares $1,080,422
ILLUMINA INCCOM452327109 — 3,909 shares $1,073,397
ISHARES TRCORE S&P500 ETF464287200 — 1,395 shares $1,068,739
FIRST TR EXCHANGE-TRADED FDFT VEST S&P 50033739Q705 — 22,180 shares $1,067,753
IM GLOBAL PARTNER FUNDSIMGP DBI MAN ETF53700T827 — 31,766 shares $1,033,355
J P MORGAN EXCHANGE TRADED FBETABUILDRS US46641Q399 — 7,456 shares $1,026,073
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F599 — 19,138 shares $1,025,417
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT33740F433 — 24,136 shares $1,012,265
COCA COLA COCOM191216100 — 11,752 shares $1,011,599
PROCTER & GAMBLE COCOM742718109 — 6,898 shares $1,002,117
ELI LILLY & COCOM532457108 — 854 shares $1,000,874
FIRST TR EXCHNG TRADED FD VIFT VEST UQ EQT33740F672 — 20,826 shares $1,000,589
SCHWAB STRATEGIC TRUS LCAP VA ETF808524409 — 29,921 shares $996,664
INVESCO EXCHANGE TRADED FD TAEROSPACE DEFN46137V100 — 6,325 shares $993,196
ABBVIE INCCOM00287Y109 — 3,774 shares $987,092
GILEAD SCIENCES INCCOM375558103 — 6,532 shares $973,484
GLOBAL X FDSGLB X MLP ENRG I37954Y293 — 13,894 shares $970,087
SELECT SECTOR SPDR TRST STR FINL ETF81369Y605 — 18,048 shares $963,767
ABBVIE INCCOM00287Y109 — 3,645 shares $963,174
VANGUARD WORLD FDUTILITIES ETF92204A876 — 5,595 shares $956,840
INTEL CORPCOM458140100 — 7,925 shares $952,823
WISDOMTREE TREM LCL DEBT FD97717X867 — 34,109 shares $950,385
FIRST TR EXCH TRD ALPHDX FDDEV MRK EX US33737J174 — 9,964 shares $940,281
MICRON TECHNOLOGY INCCOM595112103 — 873 shares $938,362
PEPSICO INCCOM713448108 — 2,157 shares $928,769
ISHARES TRCORE MSCI EAFE46432F842 — 9,680 shares $926,463
JOHNSON & JOHNSONCOM478160104 — 3,463 shares $926,061
SELECT SECTOR SPDR TRST STR TECHN ETF81369Y803 — 4,652 shares $910,565
SSGA ACTIVE ETF TRST STR REAL ETF78467V103 — 25,121 shares $908,934
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F839 — 17,191 shares $905,839
SNOWFLAKE INCCOM SHS833445109 — 2,629 shares $897,885
PRUDENTIAL FINL INCCOM744320102 — 7,835 shares $889,871
ISHARES TRCORE S&P SCP ETF464287804 — 6,552 shares $889,342
BANK OF AMER CORPCOM060505104 — 16,260 shares $885,117
INTEL CORPCOM458140100 — 7,257 shares $883,811
US BANCORPCOM NEW902973304 — 15,272 shares $882,110
WISDOMTREE TRJAPN HEDGE EQT97717W851 — 4,816 shares $869,340
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F730 — 18,014 shares $863,809
J P MORGAN EXCHANGE TRADED FBETABUILDRS US46641Q399 — 6,241 shares $858,637
UNITED STS OIL FD LPUNITS91232N207 — 5,828 shares $848,906
JOHNSON & JOHNSONCOM478160104 — 3,194 shares $845,686
WORLD GOLD TRSPDR GLD MINIS98149E303 — 10,010 shares $838,570
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT33740F441 — 19,080 shares $837,919
EXTRA SPACE STORAGE INCCOM30225T102 — 6,331 shares $832,542
FIRST TR EXCHNG TRADED FD VIVEST US EQUITY M33740U562 — 23,426 shares $829,390
FIRST TR EXCHANGE TRADED FDNASD TECH DIV33738R118 — 7,272 shares $827,525
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT33740U687 — 19,213 shares $822,509
CISCO SYS INCCOM17275R102 — 7,514 shares $818,203