Ignite Planners, LLC holds a diversified book of 422 stocks worth $728.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Microsoft Corp. Their largest long position is Schwab US Large-Cap Growth at 4% of the equity book. They also disclosed $374K in put options (a bearish bet) and $452K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +7% (+8.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Ignite Planners, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Ignite Planners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
38% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ignite Planners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 79 / 80 | $91.2B |
| MORGAN STANLEY | 78 / 80 | $541.7B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $18.3B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $96.2B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $64.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $18.2B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $143.1B |
| Cetera Investment Advisers | 76 / 80 | $22.3B |
Ranked by how many of Ignite Planners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP GR ETF | $31.7M | 936.1K | 4.4% | ▲+0.6% Added · +5K sh | |
| 2 | Apple Inc COM | $30.3M | 104.6K | 4.2% | ▲+1.0% Added · +1K sh | |
| 3 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $25.6M | 702.0K | 3.5% | ▲+0.1% Added · +358 sh | |
| 4 | Nvidia Corporation COM | $22.7M | 113.5K | 3.1% | ▲+3.6% Added · +4K sh | |
| 5 | Microsoft Corp COM | $11.4M | 30.5K | 1.6% | ▼−1.2% Reduced · −368 sh | |
| 6 | Amazon Com Inc COM | $10.8M | 45.4K | 1.5% | ▲+1.0% Added · +444 sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $9.9M | 13.3K | 1.4% | ▲+3.4% Added · +435 sh | |
| 8 | Alphabet Inc CAP STK CL A | $9.8M | 27.5K | 1.3% | ▲+3.9% Added · +1K sh | |
| 9 | SPDR Index SHS FDS ST STR PO EX ETF | $9.8M | 194.8K | 1.3% | ▲+1.9% Added · +4K sh | |
| 10 | SPDR Series Trust ST STR P500VAL | $9.5M | 155.5K | 1.3% | ▲+2.9% Added · +4K sh | |
| 11 | Ishares TR US AER DEF ETF | $9.4M | 38.6K | 1.3% | ▼−0.8% Reduced · −327 sh | |
| 12 | First TR Exchng Traded FD VI VEST US EQUITY M | $9.3M | 272.9K | 1.3% | —Held | |
| 13 | Schwab Strategic TR US LRG CAP ETF | $8.7M | 295.3K | 1.2% | ▲+6.5% Added · +18K sh | |
| 14 | SPDR Series Trust ST INTER BD ETF | $8.6M | 256.5K | 1.2% | ▲+2.0% Added · +5K sh | |
| 15 | Virtus ETF TR II SEIX SR LN ETF | $8.5M | 366.9K | 1.2% | ▲+2.5% Added · +9K sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $8.4M | 22.8K | 1.2% | ▲+4.3% Added · +938 sh | |
| 17 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $8.2M | 174.1K | 1.1% | ▲+1.9% Added · +3K sh | |
| 18 | Berkshire Hathaway Inc Del CL B NEW | $8.0M | 16.0K | 1.1% | ▼−3.5% Reduced · −572 sh | |
| 19 | J P Morgan Exchange Traded F INTL BD OPP ETF | $7.9M | 163.2K | 1.1% | ▲+2.3% Added · +4K sh | |
| 20 | Tesla Inc COM | $7.5M | 17.8K | 1.0% | ▲+1.2% Added · +216 sh | |
| 21 | Vanguard World FD INF TECH ETF | $7.1M | 59.5K | 1.0% | ▲+739% Added · +52K sh | |
| 22 | First TR Exchng Traded FD VI FT VEST US EQT | $7.1M | 141.1K | 1.0% | ▼−1.1% Reduced · −2K sh | |
| 23 | Caterpillar Inc COM | $7.0M | 6.6K | 1.0% | ▼−4.3% Reduced · −299 sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $6.9M | 9.4K | 1.0% | ▲+16% Added · +1K sh | |
| 25 | Broadcom Inc COM | $6.4M | 16.9K | 0.9% | ▲+5.8% Added · +931 sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $6.2M | 9.0K | 0.8% | ▼−11% Reduced · −1K sh | |
| 27 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $6.0M | 98.2K | 0.8% | ▲+2.7% Added · +3K sh | |
| 28 | Nuveen Ca Divi Adv Mun COM | $5.8M | 476.8K | 0.8% | ▲+33% Added · +118K sh | |
| 29 | Palmer Square Funds TR CLO SR DEBT ETF | $5.4M | 266.8K | 0.7% | ▼−2.9% Reduced · −8K sh | |
| 30 | Cambria ETF TR EMRG SHAREHLDR | $5.3M | 117.6K | 0.7% | ▲+1.4% Added · +2K sh | |
| 31 | Meta Platforms Inc CL A | $5.2M | 9.3K | 0.7% | ▲+2.3% Added · +208 sh | |
| 32 | Ishares TR CORE UNIVRSL USD | $5.2M | 112.6K | 0.7% | ▲+2.4% Added · +3K sh | |
| 33 | Vaneck ETF Trust SEMICONDUCTR ETF | $5.2M | 7.9K | 0.7% | ▲+6.5% Added · +485 sh | |
| 34 | Qualcomm Inc COM | $5.0M | 27.3K | 0.7% | ▲+0.9% Added · +243 sh | |
| 35 | Ishares TR GLOBAL EQUITY | $5.0M | 85.0K | 0.7% | ▲+3.2% Added · +3K sh | |
| 36 | Alphabet Inc CAP STK CL C | $4.6M | 13.1K | 0.6% | ▲+0.6% Added · +73 sh | |
| 37 | First TR Exchange-Traded FD CLOUD COMPUTING | $4.6M | 34.3K | 0.6% | ▼−0.6% Reduced · −193 sh | |
| 38 | First TR Exchng Traded FD VI FT VEST US EQT | $4.5M | 79.9K | 0.6% | ▼−4.1% Reduced · −3K sh | |
| 39 | First TR Exchange Traded FD RISNG DIVD ACHIV | $4.2M | 52.1K | 0.6% | ▲+12% Added · +5K sh | |
| 40 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $4.2M | 33.0K | 0.6% | ▲+0.1% Added · +30 sh | |
| 41 | First TR Exchng Traded FD VI FT VEST US EQT | $4.2M | 74.6K | 0.6% | ▲+9.4% Added · +6K sh | |
| 42 | First TR Exchange-Traded FD DOW 30 EQL WGT | $4.2M | 94.3K | 0.6% | ▲+0.1% Added · +54 sh | |
| 43 | Costco Wholesale Corporation COM | $4.1M | 4.4K | 0.6% | ▲+4.7% Added · +197 sh | |
| 44 | J P Morgan Exchange Traded F INTRNL RES EQT | $4.0M | 48.3K | 0.5% | ▲+5.2% Added · +2K sh | |
| 45 | Pgim ETF TR PGIM ULTRA SH BD | $3.9M | 79.7K | 0.5% | ▼−5.9% Reduced · −5K sh | |
| 46 | Goldman Sachs ETF TR ULTR SHOR BD ETF | $3.9M | 77.3K | 0.5% | ▼−5.6% Reduced · −5K sh | |
| 47 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.7M | 66.2K | 0.5% | ▲+4.2% Added · +3K sh | |
| 48 | Ishares TR FALN ANGLS USD | $3.7M | 136.5K | 0.5% | ▲+2.6% Added · +4K sh | |
| 49 | First TR Exch Traded FD III CALIF MUN INCM | $3.7M | 80.1K | 0.5% | ▲+34% Added · +20K sh | |
| 50 | JPMorgan Chase & Co COM | $3.6M | 11.1K | 0.5% | ▲+1.7% Added · +185 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | ISHARES CORE S&P 500 ETFIVV | $374K | 500 |
| PUT · bearish | ISHARES CORE S&P 500 ETFIVV | $374K | 500 |
| CALL · bullish | ROBINHOOD MARKETS INC - AHOOD | $70K | 700 |
| CALL · bullish | NETFLIX INCNFLX | $7K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.