Institutional Fund
Ignite Planners, LLC
San Clemente, CACIK 18493486 filings on record
Portfolio Value
$647.61M
Q1 2026
Holdings
393
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-0.8%
from $652.97M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr4.2%
- Apple Inc4.1%
- First Tr Exchng Traded Fd Vi3.7%
- Nvidia Corporation2.9%
- Microsoft Corp1.8%
- Amazon Com Inc1.4%
- Other81.9%
Portfolio Holdings
393 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 930.9K | $27.10M | 4.2% | −17.3K | Reduced |
| 2 | Apple Inc | 103.6K | $26.28M | 4.1% | +672 | Added |
| 3 | First Tr Exchng Traded Fd Vi | 701.7K | $23.70M | 3.7% | +3.7K | Added |
| 4 | Nvidia Corporation | 109.5K | $19.10M | 2.9% | +1.8K | Added |
| 5 | Microsoft Corp | 30.8K | $11.41M | 1.8% | +1.2K | Added |
| 6 | Amazon Com Inc | 45.0K | $9.37M | 1.4% | +629 | Added |
| 7 | First Tr Exchng Traded Fd Vi | 272.9K | $9.14M | 1.4% | −1.7K | Reduced |
| 8 | Spdr Index Shs Fds | 191.1K | $8.70M | 1.3% | +7.8K | Added |
| 9 | Spdr Series Trust | 151.2K | $8.53M | 1.3% | +15.4K | Added |
| 10 | Ishares Tr | 38.9K | $8.52M | 1.3% | +5.6K | Added |
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