AiSiWhale

AI & tech investing

Ignite Planners, LLC

CIK 1849348

13F filing for Q2 2026・No. 3,141

Holdings
US$728.98M
Quarter change
+US$81.37M
Entries
426
Net bought (estimate)
+US$17.01M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 46
  • Sold out 17
  • Cut 121
  • Added 225
  • Corporate actions 2
  • Unchanged 30

Largest holdings

422 stocks worth US$728.16M, options and bonds left out.

StockThis quarterValueWeight
SCHWAB STRATEGIC TRUS LCAP GR ETFAddedUS$31.68M4.35%
AAPLAppleCOMAddedUS$30.27M4.16%
FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETFAddedUS$25.65M3.52%
NVDANvidiaCOMAddedUS$22.72M3.12%
MSFTMicrosoftCOMCutUS$11.36M1.56%
AMZNAmazonCOMAddedUS$10.83M1.49%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$9.91M1.36%
GOOGLAlphabetCAP STK CL AAddedUS$9.83M1.35%
SPDR INDEX SHS FDSST STR PO EX ETFAddedUS$9.82M1.35%
SPDR SERIES TRUSTST STR P500VALAddedUS$9.46M1.30%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.