Ignite Planners, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $522 Million distributed in 357 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $25.5M, Apple Inc. with a value of $22.2M, First Tr Ex Td Viii Ft Cboe Ve with a value of $21.8M, Nvidia Corp with a value of $17.2M, and Microsoft Corp with a value of $13.9M.

Examining the 13F form we can see an decrease of $101M in the current position value, from $624M to 522M.

Below you can find more details about Ignite Planners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $522 Million
ETFs: $278 Million
Technology: $74.1 Million
Financial Services: $48 Million
Consumer Cyclical: $23.7 Million
Communication Services: $20.4 Million
Consumer Defensive: $15.8 Million
Industrials: $13.3 Million
Healthcare: $11.1 Million
Other: $19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 357
  • Current Value $522 Million
  • Prior Value $624 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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