Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Ignite Planners, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Ignite Planners, LLC (CIK 1849348) reported $729.0M across 422 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHG ($31.7M, 4.35%), AAPL ($30.3M, 4.15%), BUFR ($25.6M, 3.52%), NVDA ($22.7M, 3.12%), MSFT ($11.4M, 1.56%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHGSCHWAB STRATEGIC TR$31.7M4.35%936,080Added
2AAPLAPPLE INC$30.3M4.15%104,598Added
3BUFRFIRST TR EXCHNG TRADED FD VI$25.6M3.52%702,030Added
4NVDANVIDIA CORPORATION$22.7M3.12%113,546Added
5MSFTMICROSOFT CORP$11.4M1.56%30,454Trimmed
6AMZNAMAZON COM INC$10.8M1.49%45,449Added
7SPYSTATE STR SPDR S&P 500 ETF T$9.9M1.36%13,272Added
8SPDWSPDR INDEX SHS FDS$9.8M1.35%194,770Added
9GOOGLALPHABET INC$9.8M1.35%27,493Added
10SPYVSPDR SERIES TRUST$9.5M1.30%155,533Added
11ITAISHARES TR$9.4M1.28%38,600Trimmed
12MARMFIRST TR EXCHNG TRADED FD VI$9.3M1.28%272,928Hold
13SCHXSCHWAB STRATEGIC TR$8.7M1.19%295,276Added
14SPIBSPDR SERIES TRUST$8.6M1.18%256,544Added
15SEIXVIRTUS ETF TR II$8.5M1.17%366,866Added
16VTIVANGUARD INDEX FDS$8.4M1.16%22,784Added
17JCPBJ P MORGAN EXCHANGE TRADED F$8.2M1.12%174,056Added
18BRK/BBERKSHIRE HATHAWAY INC DEL$8.0M1.10%16,004Trimmed
19JPIBJ P MORGAN EXCHANGE TRADED F$7.9M1.09%163,239Added
20TSLATESLA INC$7.5M1.02%17,756Added
21VGTVANGUARD WORLD FD$7.1M0.98%59,470Added
22DJULFIRST TR EXCHNG TRADED FD VI$7.1M0.97%141,107Trimmed
23CATCATERPILLAR INC$7.0M0.96%6,563Trimmed
24QQQINVESCO QQQ TR$6.9M0.95%9,431Added
25AVGOBROADCOM INC$6.4M0.87%16,864Added

Source: SEC Form 13F filings · as of 2026-06-30