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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

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
IVW icon
376
iShares S&P 500 Growth ETF
IVW
$73.1B
$210K 0.03%
1,860
-88
-5% -$10.6K
QMNV
377
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$57.3M
$209K 0.03%
9,184
-994
-10% -$23.1K
VIGI icon
378
Vanguard International Dividend Appreciation ETF
VIGI
$8.88B
$209K 0.03%
2,364
-20
-0.8% -$1.85K
IRM icon
379
Iron Mountain
IRM
$36.2B
$208K 0.03%
+2,041
New +$203K
WRB icon
380
W.R. Berkley
WRB
$26B
$206K 0.03%
+3,105
New +$214K
IEO icon
381
iShares US Oil & Gas Exploration & Production ETF
IEO
$565M
$202K 0.03%
+1,516
New +$160K
PDBC icon
382
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.61B
$194K 0.03%
11,061
-100
-0.9% -$1.51K
WSR
383
DELISTED
Whitestone REIT
WSR
$177K 0.03%
10,933
– –
SVOL icon
384
Simplify Volatility Premium ETF
SVOL
$534M
$173K 0.03%
11,291
+804
+8% +$13.6K
F icon
385
Ford
F
$56.5B
$163K 0.03%
14,083
+681
+5% +$8.97K
FBRT
386
Franklin BSP Realty Trust
FBRT
$635M
$110K 0.02%
12,935
-600
-4% -$5.71K
OBDC icon
387
Blue Owl Capital
OBDC
$5.55B
$106K 0.02%
+10,155
New +$119K
NOK icon
388
Nokia
NOK
$57.9B
$88.6K 0.01%
11,015
+570
+5% +$4.18K
BTX
389
BlackRock Technology and Private Equity Term Trust
BTX
$948M
$67.9K 0.01%
10,286
-837
-8% -$5.54K
JQC icon
390
Nuveen Credit Strategies Income Fund
JQC
$707M
$60.1K 0.01%
12,342
-2,491
-17% -$12.4K
TCPC icon
391
BlackRock TCP Capital
TCPC
$280M
$54.1K 0.01%
14,993
-33
-0.2% -$153
EDD
392
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$378M
$53.3K 0.01%
10,508
-2,268
-18% -$13K
DEFT
393
Defi Technologies
DEFT
$164M
$8.19K ﹤0.01%
14,815
– –
ACN icon
394
Accenture
ACN
$88.5B
– –
-1,341
Closed -$354K
ARKW icon
395
ARK Web x.0 ETF
ARKW
$1.64B
– –
-1,516
Closed -$208K
BABA icon
396
CALL
Alibaba
BABA
$282B
– –
-500
Closed -$76.6K
BABA icon
397
Alibaba
BABA
$282B
– –
-3,987
Closed -$676K
BIDU icon
398
Baidu
BIDU
$38.4B
– –
-5,057
Closed -$775K
BKCH icon
399
Global X Blockchain ETF
BKCH
$208M
– –
-3,268
Closed -$235K
CADE
400
DELISTED
Cadence Bank
CADE
– –
-10,803
Closed -$455K
13 14 15
16
17

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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.