Ignite Planners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Ignite Planners, LLC reported 422 stock positions worth $728.2 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 4.4% of the portfolio, followed by Apple (AAPL, 4.2%) and FT Vest Lad Buffervetf-Usd I (BUFR, 3.5%). Compared with Q1 2026, it opened 44 new positions, sold out of 16, added to 228 and reduced 120. The biggest buy was Advanced Micro Devices (AMD, shares +8%) and the biggest sale Trustmark (TRMK, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- SAN CLEMENTE, CA
- CIK
- 0001849348
- Portfolio Value
- $728.2M (Q2 2026)
- SEC Filing
- 0002085853-26-000834 ↗ filed Jul 23, 2026
Holdings Value
Holdings 422 stocks · $728.2M
| SCHG Schwab US Large-Cap Growth | 4.35% | 936,080 | $31.7M | Add +0.6% |
| AAPL Apple Inc. | 4.16% | 104,598 | $30.3M | Add +1.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.52% | 702,030 | $25.6M | Add +0.1% |
| NVDA Nvidia Corp. | 3.12% | 113,546 | $22.7M | Add +3.7% |
| MSFT Microsoft Corp. | 1.56% | 30,454 | $11.4M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 1.49% | 45,449 | $10.8M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.36% | 13,272 | $9.9M | Add +3.4% |
| GOOGL Alphabet Inc. Class A | 1.35% | 27,493 | $9.8M | Add +4.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.35% | 194,770 | $9.8M | Add +1.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.30% | 155,533 | $9.5M | Add +2.9% |
| ITA iShares U.S. Aerospace & Def | 1.29% | 38,600 | $9.4M | Reduce -0.8% |
| MARM Ftvestus Max Buff ETF March | 1.28% | 272,928 | $9.3M | No change |
| SCHX Schwab US Large-Cap ETF | 1.19% | 295,276 | $8.7M | Add +6.5% |
| SPIB SS SPDR P Int C Corp. ETF | 1.18% | 256,544 | $8.6M | Add +2.0% |
| SEIX Virtus Seix Senior Loan ETF | 1.17% | 366,866 | $8.5M | Add +2.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.16% | 22,784 | $8.4M | Add +4.3% |
| JCPB JPMorgan Core Plus Bond ETF | 1.12% | 174,056 | $8.2M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.10% | 16,004 | $8.0M | Reduce -3.5% |
| JPIB JPMorgan Intl BND ETF | 1.09% | 163,239 | $7.9M | Add +2.3% |
| TSLA Tesla Inc. | 1.03% | 17,756 | $7.5M | Add +1.2% |
| VGT Vanguard Info Tech ETF | 0.98% | 59,470 | $7.1M | Add +4.9% |
| DJUL FT Vest US Equity Deep Buffe | 0.97% | 141,107 | $7.1M | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.96% | 6,563 | $7.0M | Reduce -4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.95% | 9,431 | $6.9M | Add +15.7% |
| AVGO Broadcom Inc. | 0.88% | 16,864 | $6.4M | Add +5.8% |
| VOO Vanguard S&P 500 ETF | 0.84% | 8,958 | $6.2M | Reduce -11.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.83% | 98,197 | $6.0M | Add +2.7% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.79% | 476,800 | $5.8M | Add +32.8% |
| PSQA PLMR SQ Senior Debt ETF | 0.74% | 266,788 | $5.4M | Reduce -2.9% |
| EYLD Cambria Emerg Shrhldr Yield | 0.73% | 117,617 | $5.3M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.72% | 9,301 | $5.2M | Add +2.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.72% | 112,592 | $5.2M | Add +2.4% |
| SMH Vaneck Semiconductor ETF | 0.71% | 7,889 | $5.2M | Add +6.5% |
| QCOM Qualcomm Inc. | 0.69% | 27,303 | $5.0M | Add +0.9% |
| GLOF iShares Global Equity Factor | 0.69% | 84,960 | $5.0M | Add +3.2% |
| GOOG Alphabet Inc. Class C | 0.64% | 13,116 | $4.6M | Add +0.6% |
| SKYY First Trust Cloud Computing | 0.63% | 34,306 | $4.6M | Reduce -0.6% |
| FAUG FT Vest U.S. Equity Buffer E | 0.62% | 79,897 | $4.5M | Reduce -4.1% |
| RDVY First Trust Rising Dividend | 0.58% | 52,067 | $4.2M | Add +11.6% |
| RWL Invesco S&P 500 Revenue ETF | 0.58% | 33,031 | $4.2M | Add +0.1% |
| FMAY FT Vest US Equity Buffer ETF | 0.58% | 74,586 | $4.2M | Add +9.4% |
| EDOW First Trust Dow 30 Eql WGHT | 0.57% | 94,330 | $4.2M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.57% | 4,421 | $4.1M | Add +4.7% |
| JIRE JPMorgan Int Res Enh Eqty | 0.55% | 48,293 | $4.0M | Add +5.2% |
| PULS Pgim Ultra Short Bond ETF | 0.54% | 79,673 | $3.9M | Reduce -5.9% |
| GSST Goldman Sachs Ultra Short Bo | 0.53% | 77,305 | $3.9M | Reduce -5.6% |
| JEPI JPMorgan Equity Premium Inco | 0.51% | 66,208 | $3.7M | Add +4.2% |
| FALN iShares Fallen Angels ETF | 0.51% | 136,451 | $3.7M | Add +2.7% |
| FCAL First Trust California Munic | 0.51% | 80,134 | $3.7M | Add +33.8% |
| JPM JPMorgan Chase & Co. | 0.50% | 11,082 | $3.6M | Add +1.7% |
| BA The Boeing Co. | 0.48% | 15,999 | $3.5M | Add +0.0% |
| WMT Walmart Inc. | 0.45% | 29,034 | $3.3M | Add +2.4% |
| AMD Advanced Micro Devices | 0.44% | 5,532 | $3.2M | Add +7.9% |
| IMCG iShares Morningstar Mid-Cap | 0.44% | 32,575 | $3.2M | Add +2.3% |
| ELD Wisdomtree Emrg MKTS Debt | 0.43% | 108,360 | $3.1M | Add +1.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.42% | 32,030 | $3.1M | Reduce -1.0% |
| BND Vanguard Total Bond Market | 0.42% | 42,127 | $3.1M | Reduce -7.5% |
| XLE SS Energy Select Sector | 0.41% | 55,993 | $3.0M | Add +1.8% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.40% | 31,036 | $2.9M | Add +3.0% |
| CVX Chevron Corp. | 0.39% | 17,115 | $2.8M | Add +27.9% |
| XOM Exxon Mobil Corp. | 0.39% | 20,611 | $2.8M | Add +10.7% |
| HWC Hancock Whitney Corp. | 0.38% | 36,958 | $2.8M | No change |
| TNGY Tortoise Energy ETF | 0.37% | 277,754 | $2.7M | Add +7.7% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.36% | 21,745 | $2.6M | Add +2.4% |
| GLD SPDR Gold Shares | 0.35% | 6,965 | $2.6M | Reduce -20.7% |
| PANW Palo Alto Networks Inc. | 0.35% | 7,482 | $2.6M | Add +1.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.35% | 24,777 | $2.5M | Add +2.4% |
| HD Home Depot Inc. | 0.34% | 6,984 | $2.5M | Add +1.1% |
| LRCX Lam Research Corp. | 0.34% | 5,671 | $2.5M | Add +1.1% |
| FDEC FT Vest U.S. Equity Buffer E | 0.34% | 44,966 | $2.4M | Add +0.8% |
| ZECP Zacks Earnings Consistent Po | 0.33% | 63,293 | $2.4M | Add +1.6% |
| O Realty Income Corp. | 0.32% | 37,533 | $2.3M | Reduce -1.3% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.32% | 21,213 | $2.3M | Add +2.1% |
| TFLO iShares Treasury Floating Ra | 0.32% | 45,734 | $2.3M | Reduce -5.9% |
| FDD First Trust Stoxx Europe | 0.31% | 123,190 | $2.3M | Reduce -3.2% |
| GEV GE Vernova Inc. | 0.31% | 1,926 | $2.3M | Add +17.6% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 5,995 | $2.2M | Reduce -1.0% |
| TSLX Sixth Street Specialty Lendi | 0.30% | 128,218 | $2.2M | Add +14.6% |
| MA Mastercard Inc. Class A | 0.30% | 4,263 | $2.2M | Add +1.0% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.30% | 45,749 | $2.2M | Reduce -1.2% |
| MUC BlackRock Munihold Ca QLTY | 0.29% | 194,025 | $2.1M | No change |
| SCHD Schwab US DVD Equity ETF | 0.29% | 66,419 | $2.1M | Add +30.7% |
| AGG iShares Core U.S. Aggregate | 0.29% | 21,225 | $2.1M | Add +14.1% |
| INTC Intel Corp. | 0.28% | 14,569 | $2.0M | Add +3.7% |
| LLY Eli Lilly & Co. | 0.28% | 1,688 | $2.0M | Reduce -0.1% |
| AFLG First Trust Active Factor La | 0.28% | 46,616 | $2.0M | Add +51.6% |
| BBUS JPMorgan Betabuilders US Equ | 0.27% | 14,495 | $2.0M | Reduce -7.1% |
| UPS United Parcel Service Class B | 0.27% | 18,115 | $1.9M | Add +0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 16,281 | $1.9M | Reduce -0.6% |
| T AT&T Inc. | 0.27% | 93,483 | $1.9M | Add +31.1% |
| AIRR First Trust Rba American Ind | 0.27% | 14,495 | $1.9M | Add +4.5% |
| SPCX Space Exploration Techn Class A | 0.26% | 10,984 | $1.9M | New |
| DJUN FT Vest US Equity Deep Buffe | 0.26% | 37,914 | $1.9M | Reduce -0.2% |
| JAVA JPMorgan Active Value ETF | 0.25% | 23,140 | $1.8M | Add +18.6% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.25% | 46,531 | $1.8M | Reduce -0.4% |
| AXP American Express Co. | 0.25% | 5,383 | $1.8M | Add +1.4% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.25% | 38,301 | $1.8M | No change |
| PG The Procter & Gamble Co. | 0.25% | 12,371 | $1.8M | Reduce -3.7% |
| DMAR FT Vest US Equity Deep Buffe | 0.25% | 40,554 | $1.8M | No change |
| IJH iShares Core S&P Midcap ETF | 0.25% | 23,524 | $1.8M | Reduce -14.2% |
Options reported separately and not counted above: IVV calls ($374K), IVV puts ($374K), HOOD calls ($70K), NFLX calls ($7K).
Portfolio Sells Q1 2026 → Q2 2026
| TRMK Trustmark Corp. | Reduce -96.4% | 0.03% | −0.89 |
| GLD SPDR Gold Shares | Reduce -20.7% | 0.35% | −0.23 |
| MSFT Microsoft Corp. | Reduce -1.2% | 1.56% | −0.20 |
| SO The Southern Co. | Reduce -51.4% | 0.12% | −0.16 |
| SCHF Schwab Intl Equity ETF | Reduce -75.8% | 0.05% | −0.15 |
| FJUN FT Vest US Equity Buff ETF-J | Sold out | 0.00% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.5% | 1.10% | −0.13 |
| PSQA PLMR SQ Senior Debt ETF | Reduce -2.9% | 0.74% | −0.12 |
| UMC United Microelectron-SP ADR | Sold out | 0.00% | −0.11 |
| PULS Pgim Ultra Short Bond ETF | Reduce -5.9% | 0.54% | −0.11 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -5.6% | 0.53% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.2% | 0.21% | −0.10 |
| BND Vanguard Total Bond Market | Reduce -7.5% | 0.42% | −0.09 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -23.8% | 0.16% | −0.09 |
| BPRE Bluerock Private Real Estate | Reduce -2.3% | 0.18% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -11.0% | 0.84% | −0.08 |
| LYB Lyondellbasell Indu Class A | Reduce -1.2% | 0.11% | −0.08 |
| JDOC JPMorgan Healthcare Lead ETF | Sold out | 0.00% | −0.08 |
| SLV iShares Silver Trust | Reduce -41.2% | 0.05% | −0.07 |
| TFLO iShares Treasury Floating Ra | Reduce -5.9% | 0.32% | −0.07 |
| NFLX Netflix Inc. | Reduce -10.0% | 0.10% | −0.07 |
| DFEB FT Vest U.S. Equity Deep Buf | Reduce -18.6% | 0.20% | −0.06 |
| BNO United States Brent Oil Fund | Reduce -3.9% | 0.12% | −0.06 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -1.1% | 0.97% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Reduce -47.1% | 0.05% | −0.05 |
| FN Fabrinet | Sold out | 0.00% | −0.05 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.05 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.05 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -4.1% | 0.62% | −0.05 |
| COMT iShares Gsci Commodity Dynam | Sold out | 0.00% | −0.04 |
| RPV Invesco S&P 500 Pure Value E | Sold out | 0.00% | −0.04 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.04 |
| O Realty Income Corp. | Reduce -1.3% | 0.32% | −0.04 |
| GBIL Goldman Sachs Access Treasur | Reduce -3.6% | 0.22% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -14.2% | 0.25% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.25% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.2% | 0.19% | −0.04 |
| DBL Doubleline Opport Credit | Reduce -2.3% | 0.22% | −0.04 |
| CTA Simplify Managed Futures St | Reduce -11.2% | 0.08% | −0.04 |
| GJUN FT Vest US Equity Moderate B | Reduce -17.4% | 0.12% | −0.04 |
| FDD First Trust Stoxx Europe | Reduce -3.2% | 0.31% | −0.04 |
| OKE Oneok Inc. | Reduce -0.9% | 0.20% | −0.04 |
| SHLD Global X Defense Tech ETF | Sold out | 0.00% | −0.03 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.03 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -36.3% | 0.04% | −0.03 |
| ITA iShares U.S. Aerospace & Def | Reduce -0.8% | 1.29% | −0.03 |
| DE Deere & Co. | Reduce -38.5% | 0.04% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.0% | 0.42% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | Add +7.9% | 0.44% | +0.28 |
| SMH Vaneck Semiconductor ETF | Add +6.5% | 0.71% | +0.27 |
| SPCX Space Exploration Techn Class A | New | 0.26% | +0.26 |
| QQQ Invesco QQQ Trust Series 1 | Add +15.7% | 0.95% | +0.23 |
| VGT Vanguard Info Tech ETF | Add +4.9% | 0.98% | +0.21 |
| MU Micron Technology Inc. | New | 0.19% | +0.19 |
| INTC Intel Corp. | Add +3.7% | 0.28% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +4.0% | 1.35% | +0.17 |
| NVDA Nvidia Corp. | Add +3.7% | 3.12% | +0.17 |
| PANW Palo Alto Networks Inc. | Add +1.3% | 0.35% | +0.17 |
| SCHG Schwab US Large-Cap Growth | Add +0.6% | 4.35% | +0.17 |
| QCOM Qualcomm Inc. | Add +0.9% | 0.69% | +0.15 |
| LRCX Lam Research Corp. | Add +1.1% | 0.34% | +0.15 |
| NAC Nuveen Ca QLTY Muni Inc. | Add +32.8% | 0.79% | +0.15 |
| AVGO Broadcom Inc. | Add +5.8% | 0.88% | +0.11 |
| AAPL Apple Inc. | Add +1.0% | 4.16% | +0.10 |
| SOXX iShares Semiconductor ETF | Add +7.5% | 0.21% | +0.10 |
| SCHX Schwab US Large-Cap ETF | Add +6.5% | 1.19% | +0.10 |
| AMAT Applied Materials Inc. | Add +3.0% | 0.19% | +0.09 |
| GEV GE Vernova Inc. | Add +17.6% | 0.31% | +0.09 |
| MRVL Marvell Technology Inc. | New | 0.09% | +0.09 |
| PINK Simplify Health Care ETF | New | 0.08% | +0.08 |
| AFLG First Trust Active Factor La | Add +51.6% | 0.28% | +0.08 |
| RDVY First Trust Rising Dividend | Add +11.6% | 0.58% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.3% | 1.16% | +0.08 |
| DRAM Roundhill Memory ETF | New | 0.07% | +0.07 |
| DELL Dell Technologies -C | New | 0.07% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.4% | 1.36% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 0.64% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.06% | +0.06 |
| IMCG iShares Morningstar Mid-Cap | Add +2.3% | 0.44% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +42.7% | 0.11% | +0.05 |
| FCAL First Trust California Munic | Add +33.8% | 0.51% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.05% | +0.05 |
| CIBR First Trust Nasdaq Cybersecu | Add +2.2% | 0.22% | +0.05 |
| IOO iShares Global 100 ETF | New | 0.05% | +0.05 |
| TBUX T Rowe Price Ultra Short-Ter | New | 0.05% | +0.05 |
| SNDK Sandisk Corp. | New | 0.05% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +30.7% | 0.29% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Add +57.8% | 0.10% | +0.05 |
| CCI Crown Castle Inc. | Add +78.0% | 0.14% | +0.05 |
| MAGS Roundhill Magnificent Seven | New | 0.04% | +0.04 |
| GUT Gabelli Utility Trust | New | 0.04% | +0.04 |
| IXJ iShares Global Healthcare Et | New | 0.04% | +0.04 |
| CVS CVS Health Corp. | New | 0.04% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +84.8% | 0.09% | +0.04 |
| TXN Texas Instruments Inc. | Add +61.6% | 0.08% | +0.04 |
| AMZN Amazon.com Inc. | Add +1.0% | 1.49% | +0.04 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +2.4% | 0.36% | +0.04 |
| GLDM SPDR Gold Minishares Trust | New | 0.04% | +0.04 |
Options Activity Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | call | New | 500 | $374K |
| IVV iShares Core S&P 500 ETF | put | New | 500 | $374K |
| HOOD Robinhood Markets Inc. Class A | call | New | 700 | $70K |
| NFLX Netflix Inc. | call | New | 100 | $7K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 422 | $728.2M | SCHG, AAPL, BUFR, NVDA, MSFT |
| Q1 2026 | 393 | $647.6M | SCHG, AAPL, BUFR, NVDA, MSFT |
| Q4 2025 | 401 | $653.0M | SCHG, AAPL, BUFR, NVDA, MSFT |
| Q3 2025 | 377 | $610.5M | SCHG, AAPL, BUFR, NVDA, MSFT |
| Q2 2025Amended | 357 | $574.3M | SCHG, AAPL, BUFR, NVDA, MSFT |
| Q1 2025 | 328 | $510.9M | AAPL, SCHG, BUFR, NVDA, MSFT |
| Q4 2024 | 302 | $455.9M | SCHG, BUFR, AAPL, NVDA, MSFT |
| Q3 2024 | 306 | $436.5M | SCHG, AAPL, BUFR, NVDA, MSFT |
| Q2 2024 | 290 | $409.9M | SCHG, AAPL, NVDA, BUFR, MSFT |
| Q1 2024 | 282 | $356.9M | SCHG, AAPL, DJUL, MSFT, NVDA |