Data as of Q4 2025 (Dec 31, 2025)

Ignite Planners, LLC

โ€ขCIK: 1849348โ€ขFiling: Q4 2025

**Ignite Planners, LLC** manages $652M across a diverse portfolio of 401 positions. The fund exhibits a significant concentration in technology and growth names, highlighted by top holdings including SCHG at $30.3M and AAPL at $26.7M. Further substantial allocations are visible in BUFR ($24.1M), NVDA ($20.6M), and MSFT ($12.8M). This structure suggests a tactical, large-cap growth mandate with deep conviction in market leaders.

Total AUM
$651.4M
+ $86.0K in options
QoQ Performance
+6.7%
Positions
239
+ 2 options
Top 10 Concentration
27.8%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHG4.7%
AAPL4.1%
BUFR3.7%
NVDA3.2%
MSFT2.0%
AMZN1.6%
MARM1.4%
SPY1.4%

๐Ÿ“ˆ Biggest Buys

FDD
FIRST TR EXCHANGE-TRADED FD
NEW
0.3% of portfolio
BPRE
BLUEROCK PVT REAL ESTATE FD
NEW
0.3% of portfolio
IDV*
ISHARES TR
NEW
0.2% of portfolio
SCHX
SCHWAB STRATEGIC TR
+27.2%
1.1% of portfolio
RDVY
FIRST TR EXCHANGE TRADED FD
+122.9%
0.4% of portfolio

๐Ÿ“‰ Biggest Sells

CTA
SIMPLIFY EXCHANGE TRADED FUN
-81.0%
0.1% of portfolio
GJUN
FIRST TR EXCHNG TRADED FD VI
-57.5%
0.2% of portfolio
SKYY
FIRST TR EXCHANGE TRADED FD
-14.2%
1.0% of portfolio
TRVC
CITIGROUP INC
-59.7%
0.1% of portfolio
DJUL
FIRST TR EXCHNG TRADED FD VI
-10.7%
1.1% of portfolio

Sector Breakdown

Other66.3%
Technology16.2%
Consumer5.0%
Financial3.8%
ETF2.8%
Industrial2.1%
Healthcare1.7%
Energy0.6%

๐Ÿšช Exited Positionssold since Q3 2025

NFLX
NETFLIX INC
SOLD
$1.3M
ORCL
ORACLE CORP
SOLD
$1.1M
WMB
WILLIAMS COS INC
SOLD
$958.7K
BABA
ALIBABA GROUP HLDG LTD
SOLD
$886.9K
ICL
ICL GROUP LTD
SOLD
$778.9K
+178 more exited positions

Changes from Q3 2025

NEW6 new positions
โ†‘109 increased
โ†“78 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023