Ignite Planners, LLC

CIK 0001849348 · Q2 2026

13F Equity AUM

$728.6M

+12.5% QoQ

Positions

422

+29 QoQ

AUM Rank

#4,031

Top 32%

Skill Alpha (FF)

+0.8%/yr^ns

No Clear Edge

Rank #2,037 · Top 25%

vs S&P -1.6%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 16.7%Top 10: 23.5%Top 20: 35.1%

SCHG4.3%

AAPL4.2%

BUFR3.5%

NVDA3.1%

MSFT1.6%

AMZN1.5%

SPY1.4%

GOOGL1.4%

SPDW1.4%

SPYV1.3%

Others (412)76.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services65.9%

Technology13.9%

Consumer Cyclical3.7%

Communication Services3.4%

Industrials3.1%

Healthcare2.5%

Consumer Defensive2.0%

Other5.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 422Median: 0.09%Avg: 0.24%

0–0.5%

373(44.8%)

0.5–1%

29(20.1%)

1–3%

16(20.0%)

3–5%

4(15.1%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 422vs 20 funds

0%Low

422

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New46Increased226Decreased120Exited17

New Positions

SPACE EXPLORATION TE…0.3%

+11K

MU0.2%

+1K

MRVL0.1%

+2K

PINK0.1%

+16K

DELL0.1%

+1K

ROUNDHILL ETF TRUST0.1%

+7K

RCL0.1%

+1K

TBUX0.1%

+7K

CRWD0.1%

+506

SNDK0.1%

+163

Increased

NAC0.8%

+118K(+33%)

VGT1.0%

+52K(+739%)

T0.3%

+22K(+31%)

PFE0.2%

+21K(+51%)

FCAL0.5%

+20K(+34%)

TNGY0.4%

+20K(+8%)

SCHX1.2%

+18K(+7%)

TSLX0.3%

+16K(+15%)

AFLG0.3%

+16K(+52%)

SCHD0.3%

+16K(+31%)

Decreased

TRMK0.0%

-137,378(-96%)

SCHF0.1%

-38,587(-76%)

SO0.1%

-9,452(-51%)

PSQA0.7%

-8,054(-3%)

TBIL0.2%

-7,676(-24%)

DFEB0.2%

-6,665(-19%)

PULS0.5%

-4,982(-6%)

SLV0.1%

-4,617(-41%)

GSST0.5%

-4,561(-6%)

GJUN0.1%

-4,463(-17%)

Exited

FJUN

-16,300

UMC

-81,497

JDOC

-9,516

-639

-1,632

-7,219

-674

-2,526

-4,227

-1,236

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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