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Ignite Planners Portfolio holdings

AUM $648M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
-0.83%
1 Year Est. Return
+19.43%
3 Year Est. Return
+65.29%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$648M
AUM Growth
-$5.92M
Cap. Flow
+$19.2M
Cap. Flow %
2.97%
Top 10 Hldgs %
23.45%
Holding
422
New
17
Increased
211
Reduced
131
Closed
29

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.63M
2
BND icon
Vanguard Total Bond Market
BND
+$2.53M
3
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.24M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.1M

Top Sells

Rank Stock Value
1
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.36M
2
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$800K
3
BIDU icon
Baidu
BIDU
+$775K
4
BABA icon
Alibaba
BABA
+$676K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$539K

Sector Composition

Rank Sector Weight
1 Technology 12.28%
2 Financials 6.65%
3 Consumer Discretionary 3.63%
4 Communication Services 3.48%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAH icon
251
Cardinal Health
CAH
$53.5B
$495K 0.08%
2,343
+218
+10% +$46.9K
INCO icon
252
Columbia India Consumer ETF
INCO
$224M
$493K 0.08%
8,959
+249
+3% +$15.2K
ORCL icon
253
Oracle
ORCL
$364B
$489K 0.08%
3,327
-12
-0.4% -$1.95K
TJX icon
254
TJX Companies
TJX
$171B
$484K 0.07%
3,035
+294
+11% +$45.8K
KHC icon
255
Kraft Heinz
KHC
$30.7B
$478K 0.07%
21,318
-311
-1% -$7.32K
IP icon
256
International Paper
IP
$19.9B
$475K 0.07%
13,356
-29
-0.2% -$1.21K
IBIT icon
257
iShares Bitcoin Trust
IBIT
$47B
$467K 0.07%
12,147
-379
-3% -$16.4K
RSG icon
258
Republic Services
RSG
$68.4B
$463K 0.07%
2,114
+196
+10% +$43K
DE icon
259
Deere & Co
DE
$161B
$462K 0.07%
819
+35
+4% +$19.7K
PNC icon
260
PNC Financial Services
PNC
$101B
$455K 0.07%
2,181
+194
+10% +$42.2K
CTAS icon
261
Cintas
CTAS
$81.8B
$450K 0.07%
2,658
+216
+9% +$41.4K
UL icon
262
Unilever
UL
$134B
$449K 0.07%
7,907
-223
-3% -$14.9K
CAG icon
263
Conagra Brands
CAG
$6.83B
$445K 0.07%
28,414
-576
-2% -$10.2K
BSV icon
264
Vanguard Short-Term Bond ETF
BSV
$44.7B
$445K 0.07%
5,672
– –
QTUM icon
265
Defiance Quantum ETF
QTUM
$5.35B
$441K 0.07%
4,113
+1
+0% +$114
DJAN icon
266
FT Vest US Equity Deep Buffer ETF January
DJAN
$474M
$441K 0.07%
10,369
+640
+7% +$27.7K
VGSH icon
267
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$439K 0.07%
8,877
+87
+1% +$5.11K
WPC icon
268
W.P. Carey
WPC
$16.9B
$439K 0.07%
6,447
-183
-3% -$12.8K
FTS icon
269
Fortis
FTS
$29.9B
$435K 0.07%
7,832
-175
-2% -$9.62K
BBIN icon
270
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.47B
$434K 0.07%
5,941
-10,580
-64% -$800K
SNOW icon
271
Snowflake
SNOW
$93.2B
$430K 0.07%
2,861
-30
-1% -$5.55K
HBAN icon
272
Huntington Bancshares
HBAN
$37B
$430K 0.07%
+27,455
New +$469K
ABT icon
273
Abbott
ABT
$175B
$408K 0.06%
3,964
+136
+4% +$15.4K
TDIV icon
274
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.09B
$405K 0.06%
+4,096
New +$400K
APH icon
275
Amphenol
APH
$186B
$401K 0.06%
3,177
+177
+6% +$24.9K
9 10
11
12 13

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HCM
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PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
GAMA
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Ignite Planners's Q1 2026 Portfolio in Review

As of Q1 2026, Ignite Planners held 422 positions worth $648M, down 0.91% from $654M the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Ignite Planners's Q1 2026 filing shows 17 new, 211 increased, 131 reduced and 29 closed positions. Its largest new stake was Huntington Bancshares: 27,455 shares worth $430K. The largest sale was First Trust Cloud Computing ETF, an estimated $2.36M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Ignite Planners's largest Q1 2026 buy was Huntington Bancshares: 27,455 shares worth $430K.
  • Ignite Planners added most to Vanguard Total Stock Market ETF in Q1 2026, an estimated $6.63M increase.
  • Ignite Planners's biggest Q1 2026 reduction was First Trust Cloud Computing ETF, cutting an estimated $2.36M.
  • Ignite Planners fully exited Baidu in Q1 2026, selling an estimated $775K.
  • Ignite Planners's ten largest holdings make up 23% of its $648M portfolio in Q1 2026.
  • Ignite Planners opened 17 new positions and closed 29 in Q1 2026.
  • Ignite Planners's portfolio value fell 0.91% quarter-over-quarter to $648M.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.