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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)
THERMO FISHER SCIENTIFIC INCCOM883556102 — 96 shares $64,804
COMCAST CORP NEWCL A20030N101 — 2,968 shares $64,584
CADENCE DESIGN SYSTEM INCCOM127387108 — 193 shares $63,727
CENCORA INCCOM03073E105 — 209 shares $62,752
GAMING & LEISURE PCOM36467J108 — 1,600 shares $60,752
HALLIBURTON COCOM406216101 — 1,900 shares $60,428
GALLAGHER ARTHUR J & COCOM363576109 — 263 shares $59,993
INTUITIVE SURGICAL INCCOM NEW46120E602 — 147 shares $59,775
ISHARES TRAGENCY BOND ETF464288166 — 557 shares $59,343
LYONDELLBASELL INDUSTRIES NVSHS - A -N53745100 — 18,192 shares $58,137
BLACKROCK TCP CAPITAL CORPCOM09259E108 — 14,261 shares $57,044
ISHARES INCMSCI JAPAN ETF46434G822 — 584 shares $56,916
DEERE & COCOM244199105 — 83 shares $55,739
MOODYS CORPCOM615369105 — 122 shares $55,403
VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870 — 687 shares $55,338
ROBINHOOD MKTS INCCOM CL A770700102 — 484 shares $54,452
LAMAR ADVERTISING COCL A512816109 — 367 shares $52,888
PULTE GROUP INCCOM745867101 — 444 shares $51,531
LABCORP HOLDINGS INCCOM SHS504922105 — 165 shares $50,839
TARGET CORPCOM87612E106 — 320 shares $50,182
EVERPURE INCCL A74624M102 — 353 shares $46,165
CITIZENS FINL GROUP INCCOM174610105 — 692 shares $44,123
FIRST TR EXCHNG TRADED FD VIFT VEST NAS33740F649 — 1,075 shares $39,668
J P MORGAN EXCHANGE TRADED FACTIVEBLDRS EMER46641Q266 — 631 shares $39,053
BERKLEY W R CORPCOM084423102 — 575 shares $38,835
PUBLIC SVC ENTERPRISE GROUPCOM744573106 — 568 shares $38,249
FIRST TR EXCHNG TRADED FD VIFT VEST UQ EQT33740U505 — 665 shares $37,260
FERGUSON ENTERPRISES INCCOMMON STOCK NEW31488V107 — 167 shares $37,178
FIRST TR EXCHNG TRADED FD VIFT VEST INT JUNE33740U869 — 1,365 shares $36,664
FIRST TR EXCHNG TRADED FD VIFT VEST NAS33740F557 — 1,057 shares $36,243
FIRST TR EXCHANGE-TRADED FDNASDQ CLN EDGE33737A108 — 203 shares $35,953
ASSURANT INCCOM04621X108 — 123 shares $32,411
ILLUMINA INCCOM452327109 — 117 shares $32,021
NASDAQ INCCOM631103108 — 338 shares $31,099
ISHARES TR0-5 YR TIPS ETF46429B747 — 305 shares $30,409
SPACE EXPLORATION TECHN CORPCLASS A COM STK84615Q103 — 200 shares $30,172
FIRST TR EXCHNG TRADED FD VIFT VEST INTER EQ33740F573 — 995 shares $28,886
INVESCO ACTVELY MNGD ETC FDOPTIMUM YIELD46090F100 — 1,486 shares $28,718
ISHARES INCMSCI CDA ETF464286509 — 458 shares $26,738
ISHARES INCMSCI TAIWAN ETF46434G772 — 234 shares $26,419
HONEYWELL INTL INCCOM438516205 — 125 shares $26,368
BLUEROCK PVT REAL ESTATE FDCOM09631P102 — 2,092 shares $26,240
ISHARES TRRUS 1000 VAL ETF464287598 — 104 shares $25,785
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F698 — 500 shares $25,595
SNOWFLAKE INCCOM SHS833445109 — 75 shares $25,467
ISHARES TRCORE HIGH DV ETF46429B663 — 850 shares $23,766
FIRST TR EXCHNG TRADED FD VIFT VEST U.S33740F342 — 855 shares $23,282
KRAFT HEINZ COCOM500754106 — 972 shares $22,084
WILLIAMS SONOMA INCCOM969904101 — 92 shares $20,970
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F862 — 335 shares $19,299
J P MORGAN EXCHANGE TRADED FEQUITY FOCUS ETF46654Q781 — 235 shares $19,099
PHILLIPS EDISON & CO INCCOMMON STOCK71844V201 — 500 shares $18,670
SCHWAB STRATEGIC TR1000 INDEX ETF808524722 — 500 shares $18,330
ISHARES TRUS INDUSTRIALS464287754 — 114 shares $17,484
FIRST TR EXCHNG TRADED FD VIFT VEST U.S33740F466 — 615 shares $17,020
J P MORGAN EXCHANGE TRADED FINCOME ETF46641Q159 — 371 shares $16,654
VANGUARD BD INDEX FDSSHORT TRM BOND921937827 — 189 shares $14,440
SCHWAB STRATEGIC TRINTL EQTY ETF808524805 — 500 shares $13,735
ISHARES TR7-10 YR TRSY BD464287440 — 145 shares $12,950
ISHARES TRISHARES BIOTECH464287556 — 55 shares $11,579
LOWES COS INCCOM548661107 — 60 shares $11,057
ISHARES TRUS AER DEF ETF464288760 — 50 shares $10,359
VANGUARD INDEX FDSMRNGSTR SML CAP922908751 — 36 shares $10,242
SPDR SERIES TRUSTST STR P500GRW78464A409 — 75 shares $9,231
VANGUARD INDEX FDSMRNGSTR GRWT ETF922908736 — 94 shares $8,470
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS874039100 — 18 shares $8,211
FIRST TR EXCHANGE-TRADED FDINTER GRADE ETF33738D796 — 394 shares $7,734
FIRST TR EXCHANGE-TRADED FDGROWTH STRENGTH33733E823 — 190 shares $7,205
CROWDSTRIKE HLDGS INCCL A22788C105 — 24 shares $6,354
CVS HEALTH CORPCOM126650100 — 71 shares $6,084
NOKIA CORPSPONSORED ADR654902204 — 570 shares $5,780
PROSHARES TRS&P 500 DV ARIST74348A467 — 100 shares $5,410
CONAGRA BRANDS INCCOM205887102 — 378 shares $5,080
LYONDELLBASELL INDUSTRIES NVSHS - A -N53745100 — 69 shares $3,965
FS KKR CAP CORPCOM302635206 — 340 shares $3,737
UNITED PARCEL SVCS INCCL B911312106 — 35 shares $3,270
INTERNATIONAL PAPER COCOM460146103 — 64 shares $2,123
EDWARDS LIFESCIENCES CORPCOM28176E108 — 16 shares $1,381
ONEOK INC NEWCOM30609A109 — 16 shares $1,364
STARBUCKS CORPCOM855244109 — 13 shares $1,221
IRON MTN INC DELCOM46284V101 — 7 shares $777
PROSHARES TRULTRAPRO QQQ74347X831 — 200 shares $0