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Ignite Planners Portfolio holdings

AUM $729M
1-Year Est. Return 24.39%
This Fund
S&P 500
This Quarter Est. Return
+7.54%
1 Year Est. Return
+24.39%
3 Year Est. Return
+73.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$610M
AUM Growth
+$36.2M
Cap. Flow
+$4.97M
Cap. Flow %
0.81%
Top 10 Hldgs %
26.08%
Holding
386
New
29
Increased
154
Reduced
165
Closed
9

Top Buys

Rank Stock Value
1
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.39M
2
YSEP icon
FT Vest International Equity Buffer ETF September
YSEP
+$657K
3
TSEP
FT Vest Emerging Market Buffer ETF - September
TSEP
+$557K
4
FSEP icon
FT Vest US Equity Buffer ETF September
FSEP
+$542K
5
SAUG icon
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
+$491K

Top Sells

Rank Stock Value
1
QSPT icon
FT Vest Nasdaq-100 Buffer ETF September
QSPT
+$1.1M
2
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$574K
3
AAPL icon
Apple
AAPL
+$568K
4
SNPS icon
Synopsys
SNPS
+$411K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$346K

Sector Composition

Rank Sector Weight
1 Technology 14.17%
2 Financials 7.04%
3 Consumer Discretionary 4.43%
4 Communication Services 3.79%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOOD icon
326
Robinhood
HOOD
$85.2B
$245K 0.04%
+1,713
New +$187K
GPIX icon
327
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.75B
$241K 0.04%
4,618
– –
CMI icon
328
Cummins
CMI
$91.7B
$241K 0.04%
+571
New +$219K
SCHD icon
329
Schwab US Dividend Equity ETF
SCHD
$102B
$241K 0.04%
8,820
+1,041
+13% +$28.4K
IWR icon
330
iShares Russell Mid-Cap ETF
IWR
$56.8B
$238K 0.04%
2,467
+1
+0% +$95
IBB icon
331
iShares Biotechnology ETF
IBB
$9.31B
$237K 0.04%
+1,644
New +$224K
MAR icon
332
Marriott International
MAR
$98.7B
$237K 0.04%
909
+55
+6% +$14.8K
QYLD icon
333
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.97B
$236K 0.04%
+13,848
New +$233K
PPA icon
334
Invesco Aerospace & Defense ETF
PPA
$8.27B
$234K 0.04%
1,505
-21
-1% -$3.09K
BX icon
335
Blackstone
BX
$104B
$234K 0.04%
1,367
+3
+0.2% +$514
ITB icon
336
iShares US Home Construction ETF
ITB
$2.41B
$231K 0.04%
2,151
-175
-8% -$18.4K
EMR icon
337
Emerson Electric
EMR
$82.9B
$229K 0.04%
1,744
+102
+6% +$13.9K
GSEP icon
338
FT Vest US Equity Moderate Buffer ETF September
GSEP
$351M
$227K 0.04%
+5,952
New +$223K
DXJ icon
339
WisdomTree Japan Hedged Equity Fund
DXJ
$7.23B
$226K 0.04%
1,764
-45
-2% -$5.52K
IVW icon
340
iShares S&P 500 Growth ETF
IVW
$72.5B
$225K 0.04%
1,860
-59
-3% -$6.79K
ILF icon
341
iShares Latin America 40 ETF
ILF
$3.77B
$224K 0.04%
7,765
-680
-8% -$18.1K
SHLD icon
342
Global X Defense Tech ETF
SHLD
$7.07B
$224K 0.04%
+3,190
New +$200K
IGE icon
343
iShares North American Natural Resources ETF
IGE
$747M
$221K 0.04%
4,508
-466
-9% -$21.7K
MCO icon
344
Moody's
MCO
$81.7B
$220K 0.04%
462
+28
+6% +$14.1K
HWM icon
345
Howmet Aerospace
HWM
$116B
$219K 0.04%
+1,118
New +$204K
EWJ icon
346
iShares MSCI Japan ETF
EWJ
$21.7B
$219K 0.04%
+2,735
New +$212K
YMAR icon
347
FT Vest International Equity Moderate Buffer ETF March
YMAR
$159M
$219K 0.04%
8,355
-765
-8% -$19.8K
SCHW
348
Charles Schwab
SCHW
$177B
$217K 0.04%
2,274
+1
+0% +$95
PHM icon
349
Pultegroup
PHM
$24.5B
$217K 0.04%
+1,640
New +$204K
VNQI icon
350
Vanguard Global ex-US Real Estate ETF
VNQI
$3.46B
$216K 0.04%
+4,516
New +$211K
12 13
14
15 16

Similar funds

MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
SCM
SKBA Capital Management San Francisco, California $728M AUM 12.18% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $730M AUM
GIC
GFI Investment Counsel Toronto, Ontario, Canada $731M AUM 3.86% 1-Year Est. Return
DA
Dillon & Associates Jackson, Michigan $726M AUM 18.59% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return

Ignite Planners's Q3 2025 Portfolio in Review

As of Q3 2025, Ignite Planners held 386 positions worth $610M, up 6.3% from $574M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ignite Planners's Q3 2025 filing shows 29 new, 154 increased, 165 reduced and 9 closed positions. Its largest new stake was FT Vest International Equity Buffer ETF September: 26,500 shares worth $676K. The largest sale was FT Vest Nasdaq-100 Buffer ETF September, an estimated $1.1M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Ignite Planners's largest Q3 2025 buy was FT Vest International Equity Buffer ETF September: 26,500 shares worth $676K.
  • Ignite Planners added most to Schwab US Large-Cap Growth ETF in Q3 2025, an estimated $1.39M increase.
  • Ignite Planners's biggest Q3 2025 reduction was FT Vest Nasdaq-100 Buffer ETF September, cutting an estimated $1.1M.
  • Ignite Planners fully exited FT Vest US Equity Buffer ETF November in Q3 2025, selling an estimated $574K.
  • Ignite Planners's ten largest holdings make up 26% of its $610M portfolio in Q3 2025.
  • Ignite Planners opened 29 new positions and closed 9 in Q3 2025.
  • Ignite Planners's portfolio value rose 6.3% quarter-over-quarter to $610M.

Based on Ignite Planners's 13F filing for Q3 2025, filed 8 Oct 2025.