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Portfolio (Quarterly) Guide ↗

Ignite Planners, LLC

· CIK 0001849348
13F Portfolio $729M AUM 426 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 50 New 212 Added 113 Reduced 17 Exited
Page 9 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DBMF LITMAN GREGORY FDS TR 14,750.0 $453K 0.06% +1K +11.2% $30.69 +1.5%
162 LMT LOCKHEED MARTIN CORP Industrials 885.0 $451K 0.06% +29.0 +3.4% $509.17 +12.2%
163 AVEM AMERICAN CENTY ETF TR 4,646.0 $448K 0.06% +1K +36.6% $96.49 -3.1%
164 WFC WELLS FARGO & CO Financial Services 5,381.0 $445K 0.06% +444.0 +9.0% $82.63 +1.3%
165 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,292.0 $443K 0.06% +1K +9.4% $33.31 +23.7%
166 CSX CSX CORP Industrials 9,094.0 $432K 0.06% +3K +61.4% $47.56 +7.2%
167 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,138.0 $422K 0.06% +29.0 +2.6% $371.24 -3.9%
168 NOBL PROSHARES TR 7,369.0 $414K 0.06% +4K +101.0% $56.16 +4.0%
169 CAG CONAGRA BRANDS INC Consumer Defensive 30,327.0 $409K 0.06% +2K +6.7% $13.47 +20.8%
170 CPER UNITED STS COMMODITY INDEX F Financial Services 10,779.0 $407K 0.06% +636.0 +6.3% $37.80 +4.1%
171 RLY SSGA ACTIVE ETF TR 11,679.0 $404K 0.06% +1K +11.2% $34.60 +8.6%
172 LVHI LEGG MASON ETF INVT 9,893.0 $402K 0.06% +561.0 +6.0% $40.59 +5.3%
173 CDNS CADENCE DESIGN SYSTEM INC Technology 1,067.0 $401K 0.06% +35.0 +3.4% $376.02 -16.6%
174 CPNG COUPANG INC Consumer Cyclical 23,088.0 $401K 0.06% +2K +9.8% $17.36 -6.4%
175 DXYZ DESTINY TECH100 INC 15,365.0 $396K 0.05% +7K +75.6% $25.76 +34.5%
176 KMI KINDER MORGAN INC DEL Energy 12,215.0 $391K 0.05% +952.0 +8.4% $31.97 -1.1%
177 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,800.0 $390K 0.05% +222.0 +4.8% $81.16 -8.1%
178 HWM HOWMET AEROSPACE INC Industrials 1,435.0 $386K 0.05% +58.0 +4.2% $269.23 +1.6%
179 ANET ARISTA NETWORKS INC Technology 2,193.0 $373K 0.05% +62.0 +2.9% $170.04 +8.1%
180 EWJ ISHARES INC 3,966.0 $370K 0.05% +142.0 +3.7% $93.27 +1.1%
Page 9 of 11  ·  212 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.9%
Financial Services 21.7%
Consumer Cyclical 8.9%
Communication Services 8.4%
Industrials 7.8%
Healthcare 5.9%
Consumer Defensive 5.4%
Energy 3.3%
Real Estate 2.4%
Utilities 1.9%