AI Portfolio Summary
In 2026 Q1, Ignite Planners, LLC maintained a portfolio of 422 distinct positions. They heavily accumulated shares in APPLE INC, increasing their position by 0.7%. The fund also reduced its exposure to FIRST TR EXCHANGE-TR by 37.0%.
Total Positions
422
Quarter
2026 Q1
Top Holding
SCHG (4.2%)
Top 10 Concentration
23.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 422
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHG
SCHWAB STRATEGI...
|
ETF | 4.18% | 4.64% |
#1
Prev: #1
|
4.2 | -17,328 | -1.8% |
P
S
|
930,933 | $27,097,813 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC
|
Technology | 4.06% | 4.09% |
#2
Prev: #2
|
3.6 | 672 | 0.7% |
P
S
|
103,574 | $26,282,833 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 3.66% | 3.69% |
#3
Prev: #3
|
3.0 | 3,701 | 0.5% |
P
S
|
701,672 | $23,695,464 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.95% | 3.15% |
#4
Prev: #4
|
2.2 | 1,840 | 1.7% |
P
S
|
109,538 | $19,100,807 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.76% | 1.95% |
#5
Prev: #5
|
1.7 | 1,183 | 4.0% |
P
S
|
30,822 | $11,407,004 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.45% | 1.62% |
#6
Prev: #6
|
1.1 | 629 | 1.4% |
P
S
|
45,005 | $9,370,161 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MARM
FIRST TR EXCHNG...
|
Unknown | 1.41% | 1.39% |
#7
Prev: #7
|
1.1 | -1,749 | -0.6% |
P
S
|
272,928 | $9,137,629 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.34% | 1.32% |
#8
2
Prev: #10
|
1.0 | 7,786 | 4.2% |
P
S
|
191,090 | $8,703,886 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 1.32% | 1.21% |
#9
5
Prev: #14
|
2.5 | 15,435 | 11.4% |
P
S
|
151,156 | $8,531,638 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ITA
ISHARES TR
|
ETF | 1.31% | 1.19% |
#10
6
Prev: #16
|
2.5 | 5,554 | 16.6% |
P
S
|
38,927 | $8,515,033 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPIB
SPDR SERIES TRU...
|
ETF | 1.30% | 1.25% |
#11
Prev: #11
|
1.0 | 9,766 | 4.0% |
P
S
|
251,392 | $8,447,975 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.29% | 1.37% |
#12
4
Prev: #8
|
1.0 | -76 | -0.6% |
P
S
|
12,837 | $8,359,106 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SEIX
VIRTUS ETF TR I...
|
ETF | 1.28% | 1.21% |
#13
Prev: #13
|
2.5 | 17,478 | 5.1% |
P
S
|
358,079 | $8,275,293 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 1.24% | 1.19% |
#14
1
Prev: #15
|
1.0 | 6,736 | 4.1% |
P
S
|
170,744 | $8,051,946 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.23% | 1.22% |
#15
3
Prev: #12
|
1.0 | -46 | -0.3% |
P
S
|
16,576 | $7,943,220 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 1.18% | 1.14% |
#16
2
Prev: #18
|
1.0 | 7,392 | 4.9% |
P
S
|
159,584 | $7,646,202 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.17% | 1.33% |
#17
8
Prev: #9
|
1.0 | 803 | 3.1% |
P
S
|
26,449 | $7,609,157 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.10% | 1.10% |
#18
1
Prev: #19
|
0.9 | 12,556 | 4.7% |
P
S
|
277,239 | $7,108,411 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.08% | 0.11% |
#19
163
Prev: #182
|
3.4 | 19,748 | 941.3% |
P
S
|
21,846 | $7,008,522 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DJUL
FIRST TR EXCHNG...
|
ETF | 1.03% | 1.05% |
#20
Prev: #20
|
0.9 | -250 | -0.2% |
P
S
|
142,611 | $6,665,639 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.01% | 1.15% |
#21
4
Prev: #17
|
0.9 | 69 | 0.4% |
P
S
|
17,540 | $6,520,337 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.93% | 1.01% |
#22
1
Prev: #21
|
0.9 | -344 | -3.3% |
P
S
|
10,061 | $6,011,823 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TRMK
TRUSTMARK CORP
|
Financial Services | 0.93% | 0.93% |
#23
1
Prev: #24
|
0.9 | 208 | 0.1% |
P
S
|
142,566 | $6,007,731 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PSQA
PALMER SQUARE F...
|
Bond/Debt | 0.86% | 0.87% |
#24
2
Prev: #26
|
0.8 | -1,684 | -0.6% |
P
S
|
274,842 | $5,592,527 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 0.82% | 0.87% |
#25
Prev: #25
|
0.8 | 295 | 0.3% |
P
S
|
95,597 | $5,307,547 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.80% | 0.99% |
#26
3
Prev: #23
|
0.8 | 104 | 1.2% |
P
S
|
9,093 | $5,201,516 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IUSB
ISHARES TR
|
ETF | 0.79% | 0.75% |
#27
4
Prev: #31
|
0.8 | 4,579 | 4.3% |
P
S
|
109,921 | $5,086,076 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.76% | 0.82% |
#28
1
Prev: #27
|
0.8 | -102 | -1.4% |
P
S
|
7,088 | $4,944,850 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.76% | 0.80% |
#29
1
Prev: #28
|
0.8 | 145 | 0.9% |
P
S
|
15,933 | $4,932,956 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.75% | 0.68% |
#30
3
Prev: #33
|
0.8 | 103 | 1.5% |
P
S
|
6,862 | $4,864,524 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EYLD
CAMBRIA ETF TR
|
ETF | 0.74% | 0.76% |
#31
1
Prev: #30
|
0.8 | -1,822 | -1.5% |
P
S
|
116,038 | $4,791,509 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.73% | 0.79% |
#32
3
Prev: #29
|
0.8 | -193 | -2.3% |
P
S
|
8,149 | $4,704,061 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FAUG
FIRST TR EXCHNG...
|
ETF | 0.67% | 0.64% |
#33
5
Prev: #38
|
2.3 | 4,954 | 6.3% |
P
S
|
83,345 | $4,315,854 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GLOF
ISHARES TR
|
ETF | 0.66% | 0.68% |
#34
2
Prev: #32
|
0.8 | 277 | 0.3% |
P
S
|
82,315 | $4,278,295 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.65% | 0.61% |
#35
5
Prev: #40
|
0.8 | -28 | -0.7% |
P
S
|
4,224 | $4,208,902 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PULS
PGIM ETF TR
|
ETF | 0.65% | 0.66% |
#36
1
Prev: #35
|
0.8 | -1,600 | -1.9% |
P
S
|
84,655 | $4,202,064 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NAC
NUVEEN CA DIVI ...
|
Financial Services | 0.65% | 0.65% |
#37
1
Prev: #36
|
0.8 | 1,698 | 0.5% |
P
S
|
359,057 | $4,183,010 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GSST
GOLDMAN SACHS E...
|
Bond/Debt | 0.64% | 0.64% |
#38
1
Prev: #37
|
0.8 | -1,191 | -1.4% |
P
S
|
81,866 | $4,149,844 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EDOW
FIRST TR EXCHAN...
|
ETF | 0.59% | 0.61% |
#39
2
Prev: #41
|
0.7 | 59 | 0.1% |
P
S
|
94,276 | $3,824,863 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RWL
INVESCO EXCH TR...
|
ETF | 0.59% | 0.60% |
#40
2
Prev: #42
|
0.7 | -141 | -0.4% |
P
S
|
33,001 | $3,792,174 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.58% | 0.56% |
#41
5
Prev: #46
|
2.2 | 628 | 7.7% |
P
S
|
8,781 | $3,774,935 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SKYY
FIRST TR EXCHAN...
|
ETF | 0.58% | 1.00% |
#42
20
Prev: #22
|
0.2 | -20,271 | -37.0% |
P
S
|
34,499 | $3,772,809 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.58% | 0.66% |
#43
9
Prev: #34
|
0.7 | 229 | 1.8% |
P
S
|
13,043 | $3,737,808 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.56% | 0.56% |
#44
1
Prev: #45
|
0.7 | 537 | 0.9% |
P
S
|
63,558 | $3,602,460 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FMAY
FIRST TR EXCHNG...
|
ETF | 0.56% | 0.59% |
#45
2
Prev: #43
|
0.7 | -2,916 | -4.1% |
P
S
|
68,190 | $3,600,439 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FALN
ISHARES TR
|
ETF | 0.55% | 0.53% |
#46
1
Prev: #47
|
0.7 | 6,274 | 5.0% |
P
S
|
132,916 | $3,558,779 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.54% | 0.50% |
#47
1
Prev: #48
|
0.7 | 703 | 2.5% |
P
S
|
28,352 | $3,525,871 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JIRE
J P MORGAN EXCH...
|
Bond/Debt | 0.54% | 0.38% |
#48
11
Prev: #59
|
2.7 | 14,109 | 44.4% |
P
S
|
45,906 | $3,492,068 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.54% | 0.63% |
#49
10
Prev: #39
|
0.7 | -27 | -0.1% |
P
S
|
27,060 | $3,485,756 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.52% | 0.35% |
#50
18
Prev: #68
|
2.7 | 10,635 | 24.0% |
P
S
|
55,026 | $3,370,910 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 422 holdings