1y return+16.1%S&P 500 +20.9%
3y return+48.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $137 against $157 in the S&P 500.2
Ignite Planners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHGSchwab Strategic Tr | $31.7M | 4.4% | |
| AAPLApple Inc | $30.3M | 4.2% | |
| BUFRFirst Tr Exchng Traded Fd Vi | $25.6M | 3.5% | |
| NVDANvidia Corporation | $22.7M | 3.1% | +3.7% |
| MSFTMicrosoft Corp | $11.4M | 1.6% | −1.2% |
| AMZNAmazon Com Inc | $10.8M | 1.5% | |
| SPYState Str Spdr S&p 500 Etf T | $9.9M | 1.4% | +3.4% |
| GOOGLAlphabet Inc | $9.8M | 1.3% | +3.9% |
| SPDWSpdr Index Shs Fds | $9.8M | 1.3% | +1.9% |
| SPYVSpdr Series Trust | $9.5M | 1.3% | +2.9% |
| ITAIshares Tr | $9.4M | 1.3% | |
| MARMFirst Tr Exchng Traded Fd Vi | $9.3M | 1.3% | |
| SCHXSchwab Strategic Tr | $8.7M | 1.2% | +6.5% |
| SPIBSpdr Series Trust | $8.6M | 1.2% | +2.0% |
| SEIXVirtus Etf Tr II | $8.5M | 1.2% | +2.5% |
| VTIVanguard Index Fds | $8.4M | 1.2% | +4.3% |
| JCPBJ P Morgan Exchange Traded F | $8.2M | 1.1% | +1.9% |
| BRK/BBerkshire Hathaway Inc Del | $8.0M | 1.1% | −3.5% |
| JPIBJ P Morgan Exchange Traded F | $7.9M | 1.1% | +2.3% |
| TSLATesla Inc | $7.5M | 1.0% | +1.2% |
| VGTVanguard World Fd | $7.1M | 1.0% | +4.9% |
| DJULFirst Tr Exchng Traded Fd Vi | $7.1M | 1.0% | −1.1% |
| CATCaterpillar Inc | $7.0M | 1.0% | −4.4% |
| QQQInvesco Qqq Tr | $6.9M | 1.0% | +15.7% |
| AVGOBroadcom Inc | $6.4M | 0.9% | +5.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $22.7M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $6.4M |
| CATCaterpillar Inc | December 31, 2021 | +415.1% | $7.0M |
| SMHVaneck Etf Trust | March 31, 2023 | +398.4% | $5.2M |
| VGTVanguard World Fd | December 31, 2022 | +199.4% | $7.1M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $9.8M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $4.6M |
| SCHGSchwab Strategic Tr | December 31, 2022 | +143.6% | $31.7M |
| ITAIshares Tr | December 31, 2021 | +135.9% | $9.4M |
| SCHXSchwab Strategic Tr | December 31, 2022 | +95.5% | $8.7M |
Sold off last quarter
- FJUNFirst Tr Exchng Traded Fd Vi was $921K
- UMCUnited Microelectronics Corp was $730K
- JDOCJ P Morgan Exchange Traded F was $529K
- FabrinetCUSIP G3323L100 was $333K
- Spotify Technology S ACUSIP L8681T102 was $327K
- PYPLPaypal Hldgs Inc was $325K
- CRMSalesforce Inc was $305K
- COMTIshares U S Etf Tr was $281K
- Honeywell Intl IncCUSIP 438516106 was $279K
- RPVInvesco Exchange Traded Fd T was $271K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +1.9% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +6.9% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ignite Planners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1849348&type=13F-HR&dateb=&owner=include&count=40CIK 1849348
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1849348/000208585326000834/Filed July 23, 2026 · accession 0002085853-26-000834