Ignite Planners, LLC
CIK: 0001849348SEC EDGAR →
Portfolio Value
$653.5M
Holdings
401
As of
Q4 2025
New Positions
29
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 948,261 | $30.3M | 4.64% |
| 2 | APPLE INC | 102,902 | $26.7M | 4.09% |
| 3 | FIRST TR EXCHNG TRADED FD VI | 697,971 | $24.1M | 3.69% |
| 4 | NVIDIA CORPORATION | 107,698 | $20.6M | 3.15% |
| 5 | MICROSOFT CORP | 29,639 | $12.8M | 1.95% |
| 6 | AMAZON COM INC | 44,376 | $10.6M | 1.62% |
| 7 | FIRST TR EXCHNG TRADED FD VI | 274,677 | $9.1M | 1.39% |
| 8 | SPDR S&P 500 ETF TR | 12,913 | $8.9M | 1.37% |
| 9 | ALPHABET INC | 25,646 | $8.7M | 1.33% |
| 10 | SPDR INDEX SHS FDS | 183,304 | $8.6M | 1.32% |
Quarterly Changes
New Positions (49)
$3.9M · 9K shares
$2.1M · 114K shares
$1.8M · 106K shares
$1.6M · 38K shares
$1.3M · 24K shares
$863K · 10K shares
$752K · 4K shares
$662K · 23K shares
$658K · 12K shares
$622K · 3K shares
$571K · 22K shares
$555K · 8K shares
$552K · 14K shares
$476K · 4K shares
$427K · 8K shares
$401K · 4K shares
$398K · 5K shares
$392K · 1K shares
$372K · 3K shares
$367K · 13K shares
$339K · 10K shares
$337K · 691 shares
$315K · 15K shares
$313K · 667 shares
$292K · 2K shares
$288K · 590 shares
$275K · 3K shares
$264K · 8K shares
$263K · 3K shares
$248K · 1K shares
$243K · 2K shares
$241K · 777 shares
$239K · 10K shares
$235K · 3K shares
$234K · 3K shares
$233K · 1K shares
$228K · 618 shares
$224K · 3K shares
$224K · 4K shares
$220K · 8K shares
$220K · 2K shares
$212K · 12K shares
$210K · 6K shares
$208K · 5K shares
$207K · 1K shares
$204K · 353 shares
$204K · 6K shares
$182K · 10K shares
$144K · 11K shares
Closed Positions (25)
$1.7M · 5K shares
$1.3M · 1K shares
$959K · 15K shares
$887K · 5K shares
$739K · 6K shares
$716K · 18K shares
$589K · 10K shares
$588K · 15K shares
$371K · 2K shares
$362K · 4K shares
$294K · 9K shares
$283K · 5K shares
$258K · 3K shares
$255K · 4K shares
$250K · 774 shares
$234K · 1K shares
$216K · 5K shares
$215K · 2K shares
$214K · 2K shares
$201K · 10K shares
$201K · 1K shares
$201K · 2K shares
$198K · 10K shares
$175K · 14K shares
$150K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 221 | $382.7M | 58.6% |
| Technology | 42 | $93.4M | 14.3% |
| Unknown | 36 | $58.5M | 9.0% |
| Consumer Cyclical | 17 | $27.0M | 4.1% |
| Communication Services | 8 | $23.1M | 3.5% |
| Industrials | 21 | $18.7M | 2.9% |
| Healthcare | 21 | $15.6M | 2.4% |
| Consumer Defensive | 11 | $14.4M | 2.2% |
| Energy | 8 | $8.7M | 1.3% |
| Real Estate | 8 | $5.1M | 0.8% |
| Utilities | 6 | $4.9M | 0.7% |
| Basic Materials | 2 | $1.4M | 0.2% |