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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
- APPLE INC · COM · 037833100 · shares: $33,441,317
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $32,263,712
- NVIDIA CORPORATION · COM · 67066G104 · shares: $26,689,074
- FIRST TR EXCHNG TRADED FD VI · FT LADD BUFF ETF · 33740F755 · shares: $25,914,665
- MICROSOFT CORP · COM · 594918104 · shares: $16,296,092
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $13,050,760
- J P MORGAN EXCHANGE TRADED F · INTL BD OPP ETF · 46641Q852 · shares: $11,943,945
- AMAZON COM INC · COM · 023135106 · shares: $11,377,315
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $10,252,989
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $9,980,741
Reported holdings
682 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| HERSHEY CO | COM | 427866108 | — | 359 shares | $186,348 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | — | 5,082 shares | $186,306 |
| EVERPURE INC | CL A | 74624M102 | — | 1,381 shares | $184,531 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 1,722 shares | $183,755 |
| PHILLIPS 66 | COM | 718546104 | — | 714 shares | $182,349 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | — | 4,354 shares | $181,605 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 796 shares | $181,576 |
| NASDAQ INC | COM | 631103108 | — | 1,912 shares | $180,156 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | — | 9,221 shares | $178,274 |
| ASSURANT INC | COM | 04621X108 | — | 659 shares | $177,336 |
| ISHARES INC | MSCI TAIWAN ETF | 46434G772 | — | 1,563 shares | $176,463 |
| HONEYWELL INTL INC | COM | 438516205 | — | 834 shares | $175,924 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 356 shares | $175,276 |
| ISHARES INC | MSCI CDA ETF | 464286509 | — | 3,024 shares | $174,790 |
| CORNING INC | COM | 219350105 | — | 1,136 shares | $174,739 |
| MCDONALDS CORP | COM | 580135101 | — | 754 shares | $174,129 |
| CENCORA INC | COM | 03073E105 | — | 577 shares | $173,246 |
| ROKU INC | COM CL A | 77543R102 | — | 1,129 shares | $171,925 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 850 shares | $166,388 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 | — | 2,687 shares | $166,299 |
| BLACKROCK INC | COM | 09290D101 | — | 154 shares | $162,977 |
| FORD MTR CO | COM | 345370860 | — | 13,153 shares | $158,626 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 1,091 shares | $157,790 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 2,238 shares | $156,682 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 791 shares | $156,387 |
| TORTOISE CAPITAL SERIES TRUS | ENERGY ETF | 890930209 | — | 14,678 shares | $155,593 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 303 shares | $154,303 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 204 shares | $153,916 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | — | 2,979 shares | $152,286 |
| DANAHER CORP DEL | COM | 235851102 | — | 686 shares | $151,983 |
| HALLIBURTON CO | COM | 406216101 | — | 4,634 shares | $150,923 |
| DANAHER CORP DEL | COM | 235851102 | — | 678 shares | $150,198 |
| VISA INC | COM CL A | 92826C839 | — | 417 shares | $149,841 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 538 shares | $149,581 |
| FIRST TR EXCH TRD ALPHDX FD | DEV MRK EX US | 33737J174 | — | 1,483 shares | $149,154 |
| CUMMINS INC | COM | 231021106 | — | 288 shares | $148,772 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 | — | 1,026 shares | $147,754 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 1,445 shares | $146,013 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 739 shares | $142,759 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 148 shares | $141,432 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 2,760 shares | $141,395 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | 14020V108 | — | 3,085 shares | $137,261 |
| SERVICENOW INC | COM | 81762P102 | — | 999 shares | $137,092 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 4,545 shares | $137,032 |
| FEDEX CORP | COM | 31428X106 | — | 479 shares | $136,554 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q241 | — | 3,101 shares | $135,901 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 1,574 shares | $135,820 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 1,131 shares | $134,235 |
| EMERSON ELEC CO | COM | 291011104 | — | 855 shares | $132,638 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 644 shares | $131,113 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 1,960 shares | $127,652 |
| GE AEROSPACE | COM NEW | 369604301 | — | 406 shares | $126,790 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 562 shares | $124,909 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 2,758 shares | $123,503 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q241 | — | 2,782 shares | $121,921 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 217 shares | $119,669 |
| WP CAREY INC | COM | 92936U109 | — | 1,824 shares | $117,885 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 11,445 shares | $116,052 |
| AMPHENOL CORP | CL A | 032095101 | — | 1,364 shares | $114,985 |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | 46654Q740 | — | 1,582 shares | $114,695 |
| CSX CORP | COM | 126408103 | — | 2,464 shares | $114,601 |
| PHILLIPS 66 | COM | 718546104 | — | 443 shares | $113,102 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 307 shares | $109,204 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 1,828 shares | $105,335 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | — | 2,357 shares | $104,808 |
| PROLOGIS INC. | COM | 74340W103 | — | 800 shares | $103,872 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 451 shares | $100,349 |
| FORD MTR CO | COM | 345370860 | — | 8,296 shares | $100,050 |
| CROWN CASTLE INC | COM | 22822V101 | — | 1,471 shares | $98,042 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 182 shares | $97,994 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 1,386 shares | $94,954 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 186 shares | $91,577 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 329 shares | $91,426 |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | 46654Q740 | — | 1,216 shares | $88,162 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 | — | 594 shares | $88,043 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 388 shares | $87,758 |
| FEDEX CORP | COM | 31428X106 | — | 305 shares | $86,952 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 786 shares | $85,330 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 986 shares | $85,081 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 1,237 shares | $84,320 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 1,312 shares | $83,822 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 674 shares | $82,470 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 310 shares | $81,905 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 1,585 shares | $80,170 |
| TJX COS INC NEW | COM | 872540109 | — | 603 shares | $79,783 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 747 shares | $79,731 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 1,554 shares | $79,611 |
| ROKU INC | COM CL A | 77543R102 | — | 515 shares | $78,424 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 444 shares | $75,803 |
| TWILIO INC | CL A | 90138F102 | — | 254 shares | $74,285 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 18,486 shares | $73,487 |
| CINTAS CORP | COM | 172908105 | — | 373 shares | $72,757 |
| SERVICENOW INC | COM | 81762P102 | — | 542 shares | $72,634 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 92 shares | $70,458 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 333 shares | $69,887 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 149 shares | $69,385 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | 14020V108 | — | 1,515 shares | $67,418 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | — | 1,376 shares | $66,923 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 744 shares | $66,781 |
| ANALOG DEVICES INC | COM | 032654105 | — | 167 shares | $66,251 |