We are live on ! Find out more
IP

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

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

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

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
IXN icon
301
iShares Global Tech ETF
IXN
$8.65B
$337K 0.05%
3,376
– –
LOW icon
302
Lowe's Companies
LOW
$121B
$335K 0.05%
1,481
+13
+0.9% +$3.39K
FN icon
303
Fabrinet
FN
$16.5B
$333K 0.05%
639
+49
+8% +$24.9K
SPYM
304
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$332K 0.05%
4,336
-26
-0.6% -$2.08K
TQQQ icon
305
ProShares UltraPro QQQ
TQQQ
$32.5B
$332K 0.05%
7,955
+15
+0.2% +$750
MRSH
306
Marsh
MRSH
$87.8B
$331K 0.05%
1,908
+190
+11% +$34.2K
DIA icon
307
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
$329K 0.05%
711
+20
+3% +$9.69K
VRTX icon
308
Vertex Pharmaceuticals
VRTX
$123B
$327K 0.05%
732
+65
+10% +$30.3K
SPOT icon
309
Spotify
SPOT
$97.9B
$327K 0.05%
674
+74
+12% +$37.1K
PYPL icon
310
PayPal
PYPL
$50B
$325K 0.05%
7,219
-156
-2% -$7.53K
EWJ icon
311
iShares MSCI Japan ETF
EWJ
$21.5B
$323K 0.05%
3,824
-13
-0.3% -$1.13K
MELI icon
312
Mercado Libre
MELI
$94.2B
$320K 0.05%
185
+1
+0.5% +$1.93K
FTGS icon
313
First Trust Growth Strength ETF
FTGS
$1.27B
$317K 0.05%
+8,808
New +$313K
HWM icon
314
Howmet Aerospace
HWM
$109B
$317K 0.05%
1,377
+132
+11% +$30.8K
GS icon
315
Goldman Sachs
GS
$323B
$317K 0.05%
374
-24
-6% -$21.4K
ESGV icon
316
Vanguard ESG US Stock ETF
ESGV
$13.1B
$316K 0.05%
2,813
– –
ORLY icon
317
O'Reilly Automotive
ORLY
$71.5B
$311K 0.05%
3,374
-275
-8% -$25.8K
COKE icon
318
Coca-Cola Consolidated
COKE
$12.1B
$307K 0.05%
1,600
– –
CRM icon
319
Salesforce
CRM
$141B
$305K 0.05%
1,632
+93
+6% +$19.3K
BBAG icon
320
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
$304K 0.05%
6,577
-103
-2% -$4.79K
XBI icon
321
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$302K 0.05%
2,362
+15
+0.6% +$1.87K
BIV icon
322
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$300K 0.05%
3,954
-690
-15% -$53.7K
USDU icon
323
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$466M
$299K 0.05%
+11,339
New +$293K
DAL icon
324
Delta Air Lines
DAL
$57B
$293K 0.05%
+4,382
New +$295K
DBB icon
325
Invesco DB Base Metals Fund
DBB
$304M
$292K 0.05%
12,406
+606
+5% +$14.4K
11 12
13
14 15

Similar funds

ITC
Inspire Trust Company Reno, Nevada $648M AUM 19.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
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
Graticule Asia Macro Advisors New York $649M AUM

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.