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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
V icon
151
Visa
V
$694B
$999K 0.15%
3,313
-66
-2% -$21.2K
VPU
152
Vanguard Utilities ETF
VPU
$8.64B
$980K 0.15%
4,898
+441
+10% +$85.7K
USB icon
153
US Bancorp
USB
$99.7B
$968K 0.15%
18,584
+401
+2% +$22K
MCD icon
154
McDonald's
MCD
$194B
$965K 0.15%
3,098
+134
+5% +$42.7K
IJR icon
155
iShares Core S&P Small-Cap ETF
IJR
$110B
$958K 0.15%
7,667
+789
+11% +$100K
FMAR icon
156
FT Vest US Equity Buffer ETF March
FMAR
$1.12B
$947K 0.15%
19,538
+425
+2% +$20.4K
TSM icon
157
TSMC
TSM
$2.13T
$921K 0.14%
2,726
– –
FJUN icon
158
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$921K 0.14%
16,300
-4,231
-21% -$242K
VOOG icon
159
Vanguard S&P 500 Growth ETF
VOOG
$25.7B
$909K 0.14%
13,368
+6
+0% +$434
DOCT
160
FT Vest US Equity Deep Buffer ETF October
DOCT
$382M
$905K 0.14%
20,829
-512
-2% -$22.7K
DNOV icon
161
FT Vest US Equity Deep Buffer ETF November
DNOV
$395M
$902K 0.14%
18,834
-6,600
-26% -$322K
XLF icon
162
State Street Financial Select Sector SPDR ETF
XLF
$54.8B
$895K 0.14%
18,213
-2,452
-12% -$128K
AMGN icon
163
Amgen
AMGN
$201B
$885K 0.14%
2,517
+90
+4% +$32.1K
TFC icon
164
Truist Financial
TFC
$66.3B
$882K 0.14%
19,213
+356
+2% +$17.6K
DXJ icon
165
WisdomTree Japan Hedged Equity Fund
DXJ
$7.05B
$867K 0.13%
5,468
-101
-2% -$15.9K
PRU icon
166
Prudential Financial
PRU
$41.1B
$867K 0.13%
8,874
+117
+1% +$12.1K
XLK icon
167
State Street Technology Select Sector SPDR ETF
XLK
$114B
$843K 0.13%
6,344
+332
+6% +$46.8K
IVV icon
168
iShares Core S&P 500 ETF
IVV
$881B
$841K 0.13%
1,288
-8
-0.6% -$5.46K
GNOV icon
169
FT Vest US Equity Moderate Buffer ETF November
GNOV
$295M
$832K 0.13%
21,358
-2,736
-11% -$109K
EW icon
170
Edwards Lifesciences
EW
$50.6B
$830K 0.13%
10,366
– –
MRK icon
171
Merck
MRK
$315B
$826K 0.13%
6,855
+393
+6% +$45.4K
DMAY icon
172
FT Vest US Equity Deep Buffer ETF May
DMAY
$371M
$809K 0.13%
18,014
-354
-2% -$16K
SCHV
173
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$798K 0.12%
26,162
+11,137
+74% +$347K
EME icon
174
Emcor
EME
$33.3B
$797K 0.12%
1,080
+90
+9% +$65.5K
PSLV icon
175
Sprott Physical Silver Trust
PSLV
$11.4B
$790K 0.12%
31,786
+10,136
+47% +$277K
5 6
7
8 9

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ITC
Inspire Trust Company Reno, Nevada $648M AUM 19.45% 1-Year Est. Return
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.