EdgeMarket › What Ignite Planners, Llc reported owning
What Ignite Planners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
647.6MPositions
393Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SCHG Schwab U.S. Large-Cap Growth ETF | 27.1M | 4.2% | 930.9K | 35.32 | +17.3% |
| AAPL Apple Inc. | 26.3M | 4.1% | 103.6K | 309.35 | +36.9% |
| BUFR FT Vest Laddered Buffer ETF | 23.7M | 3.7% | 701.7K | 37.30 | +14.5% |
| NVDA NVIDIA CORP | 19.1M | 2.9% | 109.5K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 11.4M | 1.8% | 30.8K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 9.4M | 1.4% | 45.0K | 258.63 | +15.6% |
| MARM FT Vest U.S. Equity Max Buffer ETF - March | 9.1M | 1.4% | 272.9K | 34.43 | +6.5% |
| SPDW State Street SPDR Portfolio Developed World ex | 8.7M | 1.3% | 191.1K | 52.02 | +24.4% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 8.5M | 1.3% | 151.2K | 63.51 | +17.5% |
| ITA iShares U.S. Aerospace & Defense ETF | 8.5M | 1.3% | 38.9K | 237.34 | +22.1% |
| SPIB State Street SPDR Portfolio Intermediate Term | 8.4M | 1.3% | 251.4K | 33.09 | -1.7% |
| SPY SPDR S&P 500 ETF TRUST | 8.4M | 1.3% | 12.8K | 765.72 | +20.0% |
| SEIX Virtus Seix Senior Loan ETF | 8.3M | 1.3% | 358.1K | 23.21 | -1.4% |
| JCPB JPMorgan Core Plus Bond ETF | 8.1M | 1.2% | 170.7K | 46.16 | -1.8% |
| unmapped CUSIP 084670702 | 7.9M | 1.2% | 16.6K | — | — |
| JPIB JPMorgan International Bond Opportunities ETF | 7.6M | 1.2% | 159.6K | 47.86 | -1.8% |
| GOOGL Alphabet Inc. | 7.6M | 1.2% | 26.4K | 344.82 | +73.0% |
| SCHX Schwab U.S. Large-Cap ETF | 7.1M | 1.1% | 277.2K | 30.21 | +19.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 7.0M | 1.1% | 21.8K | 378.24 | +20.5% |
| DJUL FT Vest U.S. Equity Deep Buffer ETF - July | 6.7M | 1.0% | 142.6K | 51.10 | +11.8% |
| TSLA Tesla, Inc. | 6.5M | 1.0% | 17.5K | 362.86 | +12.0% |
| VOO Vanguard S&P 500 ETF | 6.0M | 0.9% | 10.1K | 703.71 | +20.0% |
| TRMK TRUSTMARK CORP | 6.0M | 0.9% | 142.6K | 46.52 | +20.8% |
| PSQA Palmer Square CLO Senior Debt ETF | 5.6M | 0.9% | 274.8K | 20.70 | +1.4% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 5.3M | 0.8% | 95.6K | 59.84 | +8.5% |
| META Meta Platforms, Inc. | 5.2M | 0.8% | 9.1K | 549.90 | -26.5% |
| IUSB iShares Core Universal USD Bond ETF | 5.1M | 0.8% | 109.9K | 45.43 | -1.7% |
| VGT Vanguard Information Tech ETF | 4.9M | 0.8% | 7.1K | 118.42 | +38.5% |
| AVGO Broadcom Inc. | 4.9M | 0.8% | 15.9K | 368.45 | +26.5% |
| CAT CATERPILLAR INC | 4.9M | 0.8% | 6.9K | 827.90 | +96.8% |
| EYLD Cambria Emerging Shareholder Yield ETF | 4.8M | 0.7% | 116.0K | 48.07 | +29.7% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 4.7M | 0.7% | 8.1K | 713.44 | +26.1% |
| FAUG FT Vest U.S. Equity Buffer ETF - August | 4.3M | 0.7% | 83.3K | 57.55 | +14.3% |
| GLOF iShares Global Equity Factor ETF | 4.3M | 0.7% | 82.3K | 61.06 | +22.4% |
| COST COSTCO WHOLESALE CORP /NEW | 4.2M | 0.6% | 4.2K | 947.74 | -4.7% |
| PULS PGIM Ultra Short Bond ETF | 4.2M | 0.6% | 84.7K | 49.67 | -0.2% |
| NAC Nuveen California Quality Municipal Income Fun | 4.2M | 0.6% | 359.1K | 11.70 | +5.5% |
| GSST Goldman Sachs Ultra Short Bond ETF | 4.1M | 0.6% | 81.9K | 50.55 | +0.0% |
| EDOW First Trust Dow 30 Equal Weight ETF | 3.8M | 0.6% | 94.3K | 46.09 | +17.3% |
| RWL Invesco S&P 500 Revenue ETF | 3.8M | 0.6% | 33.0K | 133.89 | +25.3% |
| GLD SPDR GOLD TRUST | 3.8M | 0.6% | 8.8K | 423.36 | +37.3% |
| SKYY First Trust Cloud Computing ETF | 3.8M | 0.6% | 34.5K | 161.23 | +35.3% |
| GOOG Alphabet Inc. | 3.7M | 0.6% | 13.0K | 341.75 | +70.7% |
| JEPI JPMorgan Equity Premium Income ETF | 3.6M | 0.6% | 63.6K | 57.92 | +1.4% |
| FMAY FT Vest U.S. Equity Buffer ETF - May | 3.6M | 0.6% | 68.2K | 57.28 | +12.1% |
| FALN iShares Fallen Angels USD Bond ETF | 3.6M | 0.5% | 132.9K | 27.00 | -0.5% |
| WMT Walmart Inc. | 3.5M | 0.5% | 28.4K | 103.70 | +1.1% |
| JIRE JPMorgan International Research Enhanced Equit | 3.5M | 0.5% | 45.9K | 85.32 | +16.9% |
| QCOM QUALCOMM INC/DE | 3.5M | 0.5% | 27.1K | 160.75 | +3.4% |
| XLE State Street Energy Select Sector SPDR ETF | 3.4M | 0.5% | 55.0K | 63.64 | +48.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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