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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)
PUBLIC SVC ENTERPRISE GROUPCOM744573106 — 4,374 shares $294,545
VERTEX PHARMACEUTICALS INCCOM92532F100 — 549 shares $294,342
GENERAL DYNAMICS CORPCOM369550108 — 880 shares $292,162
KRANESHARES TRUSTMOUNT LUCAS ETF500767652 — 9,349 shares $290,707
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U208 — 4,738 shares $290,013
OREILLY AUTOMOTIVE INCCOM67103H107 — 3,370 shares $287,831
ISHARES TRISHARES BIOTECH464287556 — 1,365 shares $287,377
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835 — 4,086 shares $286,637
AUTOZONE INCCOM053332102 — 101 shares $285,832
FIRST TR EXCHANGE TRADED FDBUYWRIT INCM ETF33738R308 — 12,050 shares $284,260
T ROWE PRICE EXCHANGE-TRADEDULTRA SHRT TRM87283Q701 — 5,887 shares $282,896
DEERE & COCOM244199105 — 417 shares $280,036
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409 — 3,594 shares $278,409
TRUIST FINL CORPCOM89832Q109 — 5,863 shares $277,800
LEGG MASON ETF INVTFRANKLIN INTL LW52468L505 — 6,601 shares $275,317
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U653 — 6,527 shares $274,808
VANGUARD INDEX FDSMRNGSTR SML CAP922908751 — 964 shares $274,267
FLEXSHARES TRNRTRN TR MRN GBL33939L407 — 5,179 shares $273,157
VANGUARD BD INDEX FDSSHORT TRM BOND921937827 — 3,573 shares $273,002
MOODYS CORPCOM615369105 — 585 shares $272,024
ISHARES TRS&P 500 GRWT ETF464287309 — 1,900 shares $270,294
PRUDENTIAL FINL INCCOM744320102 — 2,363 shares $268,390
ISHARES TRUS OIL GS EX ETF464288851 — 2,025 shares $267,352
ORACLE CORPCOM68389X105 — 1,903 shares $265,950
ISHARES TRU.S. TECH ETF464287721 — 1,000 shares $264,900
ASML HLDG NVN Y REGISTRY SHSN07059210 — 146 shares $264,504
HERSHEY COCOM427866108 — 1,643 shares $264,154
PHILLIPS EDISON & CO INCCOMMON STOCK71844V201 — 7,038 shares $262,799
ISHARES TRISHARES SEMICDTR464287523 — 462 shares $262,712
FIRST TR EXCHNG TRADED FD VISMIT UNCO BD ETF33740F888 — 11,014 shares $261,527
BLACKROCK ETF TRUST IIISHA SH TERM ETF092528884 — 5,250 shares $261,503
GOLDMAN SACHS ETF TRS&P 500 PREMIUM38149W622 — 4,651 shares $259,657
ISHARES TRLATN AMER 40 ETF464287390 — 7,446 shares $256,887
T-MOBILE US INCCOM872590104 — 1,530 shares $254,894
CAPITAL GROUP DIVIDEND GROWESHS ETF14021L109 — 6,878 shares $254,702
FIRST TR EXCHANGE TRADED FDNASD TECH DIV33738R118 — 2,093 shares $254,296
EMERSON ELEC COCOM291011104 — 1,594 shares $253,123
KINDER MORGAN INC DELCOM49456B101 — 8,300 shares $250,245
CVS HEALTH CORPCOM126650100 — 2,908 shares $249,183
SANDISK CORPCOM80004C200 — 143 shares $248,805
WISDOMTREE TRJAPN HEDGE EQT97717W851 — 1,375 shares $248,256
FIRST TR EXCHANGE-TRADED FDCORE INVESTMENT33738D788 — 12,212 shares $244,102
THERMO FISHER SCIENTIFIC INCCOM883556102 — 352 shares $243,693
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409 — 3,134 shares $242,256
BP PLCSPONSORED ADR055622104 — 5,502 shares $241,996
VERIZON COMMUNICATIONS INCCOM92343V104 — 5,273 shares $241,873
T-MOBILE US INCCOM872590104 — 1,473 shares $240,078
SELECT SECTOR SPDR TRST STR ENERG ETF81369Y506 — 3,884 shares $238,866
PULTE GROUP INCCOM745867101 — 2,010 shares $238,619
LABCORP HOLDINGS INCCOM SHS504922105 — 754 shares $237,861
GE VERNOVA INCCOM36828A101 — 250 shares $237,623
FIRST TR EXCHNG TRADED FD VIFT VEST NASD 10033740U513 — 9,154 shares $236,539
FIRST TR EXCHANGE-TRADED FDWTR ETF33733B100 — 2,278 shares $236,398
CAPITAL GROUP CORE BALANCEDSHS14021D107 — 6,414 shares $235,723
QUALCOMM INCCOM747525103 — 1,272 shares $234,099
METLIFE INCCOM59156R108 — 2,481 shares $233,612
ISHARES TR3 7 YR TREAS BD464288661 — 2,049 shares $232,439
FIFTH THIRD BANCORPCOM316773100 — 4,593 shares $232,314
US BANCORPCOM NEW902973304 — 4,008 shares $231,502
TARGET CORPCOM87612E106 — 1,442 shares $231,431
VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870 — 2,863 shares $231,406
ISHARES TRISHS 5-10YR INVT464288638 — 4,584 shares $230,819
WELLS FARGO & COCOM949746101 — 2,877 shares $230,304
ISHARES TREXPND TEC SC ETF464287549 — 1,362 shares $230,303
ARK ETF TRNEXT GEN TECH00214Q401 — 1,438 shares $230,201
VANGUARD INDEX FDSREAL ESTATE ETF922908553 — 2,534 shares $227,149
DELTA AIR LINES INCCOM NEW247361702 — 2,709 shares $226,129
CUMMINS INCCOM231021106 — 437 shares $225,741
ALTRIA GROUP INCCOM02209S103 — 3,350 shares $225,589
IRON MTN INC DELCOM46284V101 — 2,028 shares $225,006
FIRST TR EXCHNG TRADED FD VIFT VEST INTER EQ33740F573 — 7,734 shares $224,528
AT&T INCCOM00206R102 — 9,172 shares $223,797
CHARLES SCHWAB CORP (THE)COM808513105 — 2,284 shares $223,220
ROBINHOOD MKTS INCCOM CL A770700102 — 1,929 shares $221,850
ARK ETF TRGENOMIC REV ETF00214Q302 — 4,075 shares $220,960
ISHARES TRCORE HIGH DV ETF46429B663 — 7,883 shares $220,409
WELLS FARGO & COCOM949746101 — 2,752 shares $220,301
VANGUARD BD INDEX FDSINTERMED TERM921937819 — 3,014 shares $219,600
TEXAS INSTRS INCCOM882508104 — 779 shares $218,190
WASTE MGMT INC DELCOM94106L109 — 1,067 shares $217,577
FIRST TR EXCHANGE TRADED FDNASDQ SEMCNDTR33738R811 — 853 shares $215,937
INVESCO ACTVELY MNGD ETC FDAGRI CMDTY STRA46090F308 — 5,672 shares $213,040
DELTA AIR LINES INCCOM NEW247361702 — 2,542 shares $212,155
TRUSTMARK CORPCOM898402102 — 4,688 shares $210,163
ISHARES TRRUS 1000 ETF464287622 — 501 shares $208,569
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858 — 3,498 shares $207,491
BERKLEY W R CORPCOM084423102 — 2,996 shares $207,145
ABBOTT LABORATORIESCOM002824100 — 2,080 shares $205,566
FERGUSON ENTERPRISES INCCOMMON STOCK NEW31488V107 — 921 shares $205,033
PROSHARES TRULTRPRO S&P50074347X864 — 1,382 shares $203,113
ARK ETF TRBLOC FIN INN ETF00214Q708 — 4,405 shares $200,563
CITIZENS FINL GROUP INCCOM174610105 — 3,109 shares $200,461
LOWES COS INCCOM548661107 — 1,087 shares $200,291
ISHARES TRGLOBAL 100 ETF464287572 — 1,379 shares $198,590
BLUE OWL CAPITAL CORPORATIONCOM69121K104 — 18,580 shares $194,904
ABBOTT LABORATORIESCOM002824100 — 1,959 shares $193,608
BRISTOL-MYERS SQUIBB COCOM110122108 — 2,963 shares $189,134
CITIGROUP INCCOM NEW172967424 — 1,458 shares $188,782
LAMAR ADVERTISING COCL A512816109 — 1,305 shares $188,064
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C680 — 1,450 shares $186,819