Ignite Planners, LLC

CIK 0001849348 · Q1 2026

13F Equity AUM

$647.6M

-0.9% QoQ

Positions

393

-8 QoQ

AUM Rank

#3,692

Top 30%

Skill Alpha (FF)

+0.3%/yr^ns

No Clear Edge

Rank #2,093 · Top 25%

vs S&P -3.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 16.6%Top 10: 23.4%Top 20: 35.4%

SCHG4.2%

AAPL4.1%

BUFR3.7%

NVDA3.0%

MSFT1.8%

AMZN1.4%

MARM1.4%

SPDW1.3%

SPYV1.3%

ITA*1.3%

Others (383)76.5%

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

Sector Allocation

Financial Services67.4%

Technology12.3%

Consumer Cyclical3.6%

Communication Services3.5%

Industrials2.9%

Healthcare2.4%

Consumer Defensive2.3%

Other5.7%

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

Position Sizing

Positions: 393Median: 0.10%Avg: 0.25%

0–0.5%

342(43.6%)

0.5–1%

30(20.0%)

1–3%

18(24.5%)

3–5%

3(11.9%)

5%+

0(0.0%)

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

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Portfolio Overlap

Shared: 337Unique: 56vs 20 funds

4.6%Low

393

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

6.2%

BANK OF AMERICA CORP /DE/

6.7%

6.2%

8.6%

5.6%

5.1%

VANGUARD CAPITAL MANAGEMENT LLC

4.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.2%

GEODE CAPITAL MANAGEMENT, LLC

4.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New16Increased210Decreased132Exited25

New Positions

HBAN0.1%

+27K

TDIV0.1%

+4K

FTGS0.1%

+9K

USDU0.1%

+11K

DAL0.1%

+4K

HAL0.0%

+6K

CSX0.0%

+6K

COMT0.0%

+8K

DXYZ0.0%

+9K

AVEM0.0%

+3K

Increased

SCHD0.2%

+41K(+404%)

SCHF0.2%

+37K(+279%)

BND0.5%

+34K(+298%)

VTI1.1%

+20K(+941%)

SEIX1.3%

+17K(+5%)

AFLG0.2%

+17K(+123%)

SPYV1.3%

+15K(+11%)

JIRE0.5%

+14K(+44%)

HWC0.4%

+14K(+60%)

FDD0.3%

+14K(+12%)

Decreased

SKYY0.6%

-20,271(-37%)

SCHG4.2%

-17,328(-2%)

BBIN0.1%

-10,580(-64%)

GJUN0.2%

-8,148(-24%)

GMAY0.1%

-7,882(-33%)

DBL0.3%

-6,722(-6%)

DNOV0.1%

-6,600(-26%)

FJUN0.1%

-4,231(-21%)

UMC0.1%

-3,431(-4%)

BPRE0.3%

-3,014(-3%)

Exited

-5,057

-4,487

-10,803

-1,328

-1,036

-1,341

-6,549

-3,268

-2,200

-4,075

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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