Ignite Planners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Ignite Planners, LLC reported 282 stock positions worth $356.9 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 5.8% of the portfolio, followed by Apple (AAPL, 3.9%) and FT Vest US Equity Deep Buffe (DJUL, 3.1%). Compared with Q4 2023, it opened 28 new positions, sold out of 28, added to 91 and reduced 147. The biggest buy was Nvidia (NVDA, shares +5%) and the biggest sale Apple (AAPL, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- SAN CLEMENTE, CA
- CIK
- 0001849348
- Portfolio Value
- $356.9M (Q1 2024)
- SEC Filing
- 0001085146-24-001779 ↗ filed Apr 12, 2024
Holdings Value
Holdings 282 stocks · $356.9M
| SCHG Schwab US Large-Cap Growth | 5.79% | 222,627 | $20.7M | Add +4.3% |
| AAPL Apple Inc. | 3.86% | 81,074 | $13.8M | Reduce -36.2% |
| DJUL FT Vest US Equity Deep Buffe | 3.07% | 283,909 | $11.0M | Reduce -1.4% |
| MSFT Microsoft Corp. | 2.79% | 23,486 | $10.0M | Reduce -4.8% |
| NVDA Nvidia Corp. | 2.44% | 9,621 | $8.7M | Add +4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.07% | 14,157 | $7.4M | Reduce -5.0% |
| PULS Pgim Ultra Short Bond ETF | 2.02% | 145,579 | $7.2M | Add +39.5% |
| SKYY First Trust Cloud Computing | 2.02% | 75,295 | $7.2M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 1.62% | 32,009 | $5.8M | Reduce -4.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.55% | 111,227 | $5.5M | Add +16.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.50% | 150,358 | $5.4M | Add +29.6% |
| SEIX Virtus Seix Senior Loan ETF | 1.47% | 218,479 | $5.2M | Add +38.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.28% | 163,279 | $4.6M | Add +189.6% |
| SPIB SS SPDR P Int C Corp. ETF | 1.27% | 139,340 | $4.5M | Add +22.7% |
| VCR Vanguard Consumer Discre ETF | 1.26% | 14,272 | $4.5M | Reduce -1.8% |
| JPIB JPMorgan Intl BND ETF | 1.21% | 90,987 | $4.3M | Add +37.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.19% | 78,708 | $4.2M | Add +5.5% |
| EDOW First Trust Dow 30 Eql WGHT | 1.16% | 120,990 | $4.2M | Reduce -6.5% |
| VOO Vanguard S&P 500 ETF | 1.11% | 8,289 | $4.0M | Reduce -22.3% |
| JEPI JPMorgan Equity Premium Inco | 1.11% | 69,301 | $4.0M | Reduce -2.1% |
| FAUG FT Vest U.S. Equity Buffer E | 1.09% | 90,500 | $3.9M | Reduce -0.1% |
| TRMK Trustmark Corp. | 1.08% | 140,159 | $3.9M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 1.06% | 7,726 | $3.8M | Reduce -7.2% |
| TSLA Tesla Inc. | 1.03% | 21,002 | $3.7M | Reduce -1.0% |
| SCHX Schwab US Large-Cap ETF | 0.97% | 55,788 | $3.5M | Add +0.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.95% | 75,016 | $3.4M | Add +38.0% |
| BA The Boeing Co. | 0.89% | 16,687 | $3.2M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.83% | 8,176 | $3.0M | Reduce -13.3% |
| QJUN FT Vest Nasdaq-100 Buffer Et | 0.83% | 116,238 | $3.0M | Reduce -1.4% |
| EELV Invesco S&P Emerging Markets | 0.80% | 119,541 | $2.8M | Add +41.4% |
| JCPB JPMorgan Core Plus Bond ETF | 0.80% | 61,636 | $2.8M | Add +40.3% |
| COST Costco Wholesale Corp. | 0.75% | 3,717 | $2.7M | Reduce -0.5% |
| GSST Goldman Sachs Ultra Short Bo | 0.70% | 50,172 | $2.5M | Add +68.1% |
| GOOGL Alphabet Inc. Class A | 0.66% | 15,046 | $2.3M | Reduce -2.9% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.66% | 212,658 | $2.3M | Add +20.9% |
| HD Home Depot Inc. | 0.61% | 5,894 | $2.2M | Reduce -5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 5,121 | $2.2M | No change |
| MUC BlackRock Munihold Ca QLTY | 0.60% | 195,112 | $2.1M | Add +0.0% |
| QWLD State Street SPDR MSCI World | 0.57% | 16,881 | $2.0M | Add +37.3% |
| GOOG Alphabet Inc. Class C | 0.56% | 12,876 | $2.0M | Add +0.3% |
| XLP SS Consumer Staples Sel Sect | 0.56% | 26,507 | $2.0M | Reduce -17.3% |
| IMCG iShares Morningstar Mid-Cap | 0.56% | 28,350 | $2.0M | Add +8.4% |
| FALN iShares Fallen Angels ETF | 0.56% | 74,664 | $2.0M | Add +38.1% |
| JPM JPMorgan Chase & Co. | 0.56% | 9,963 | $2.0M | Reduce -35.3% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.55% | 26,201 | $2.0M | Add +19.3% |
| IJH iShares Core S&P Midcap ETF | 0.55% | 32,425 | $2.0M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.55% | 1,446 | $2.0M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 26,104 | $1.9M | Add +4.8% |
| MA Mastercard Inc. Class A | 0.54% | 4,023 | $1.9M | Reduce -12.4% |
| TFLO iShares Treasury Floating Ra | 0.53% | 37,682 | $1.9M | Add +68.2% |
| CVX Chevron Corp. | 0.53% | 11,937 | $1.9M | Reduce -15.0% |
| CWB SS SPDR BB Conv Sec ETF | 0.53% | 26,085 | $1.9M | Add +41.6% |
| PG The Procter & Gamble Co. | 0.53% | 11,817 | $1.9M | Reduce -4.5% |
| DMAR FT Vest US Equity Deep Buffe | 0.53% | 54,357 | $1.9M | Add +31.3% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.53% | 50,144 | $1.9M | Add +182.1% |
| WMT Walmart Inc. | 0.49% | 29,218 | $1.8M | Reduce -11.6% |
| ELD Wisdomtree Emrg MKTS Debt | 0.48% | 63,505 | $1.7M | Add +35.1% |
| MARM Ftvestus Max Buff ETF March | 0.47% | 57,943 | $1.7M | New |
| AGG iShares Core U.S. Aggregate | 0.47% | 17,281 | $1.7M | Reduce -0.7% |
| FMAY FT Vest US Equity Buffer ETF | 0.47% | 38,592 | $1.7M | Reduce -5.1% |
| XOM Exxon Mobil Corp. | 0.46% | 13,913 | $1.6M | Reduce -13.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.45% | 22,126 | $1.6M | Reduce -15.1% |
| KO The Coca-Cola Co. | 0.45% | 26,478 | $1.6M | Reduce -20.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 3,520 | $1.6M | Add +10.2% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.43% | 41,632 | $1.5M | No change |
| DSEP FT Vest U.S. Equity Deep Buf | 0.43% | 39,816 | $1.5M | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.42% | 18,407 | $1.5M | Add +23.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.42% | 17,334 | $1.5M | Add +23.6% |
| LLY Eli Lilly & Co. | 0.42% | 1,963 | $1.5M | Add +0.8% |
| VZ Verizon Communications Inc. | 0.41% | 34,787 | $1.5M | Reduce -20.4% |
| QCOM Qualcomm Inc. | 0.40% | 8,401 | $1.4M | Add +2.7% |
| ITA iShares U.S. Aerospace & Def | 0.40% | 10,985 | $1.4M | Reduce -9.7% |
| T AT&T Inc. | 0.40% | 82,139 | $1.4M | Reduce -17.1% |
| HWC Hancock Whitney Corp. | 0.40% | 31,520 | $1.4M | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.37% | 13,247 | $1.3M | Add +38.4% |
| COP Conocophillips | 0.36% | 9,948 | $1.3M | Reduce -0.8% |
| GBIL Goldman Sachs Access Treasur | 0.36% | 12,774 | $1.3M | Add +20.6% |
| DBL Doubleline Opport Credit | 0.35% | 81,655 | $1.3M | Add +0.5% |
| XLRE SS Real Estate Select Sector | 0.35% | 32,217 | $1.3M | Add +32.6% |
| DJUN FT Vest US Equity Deep Buffe | 0.31% | 27,860 | $1.1M | No change |
| SO The Southern Co. | 0.31% | 15,593 | $1.1M | Reduce -12.7% |
| C Citigroup Inc. | 0.30% | 16,865 | $1.1M | Reduce -0.5% |
| AXP American Express Co. | 0.30% | 4,639 | $1.1M | Add +1.4% |
| DGRO iShares Core Dividend Growth | 0.29% | 18,149 | $1.0M | Add +99.1% |
| MO Altria Group Inc. | 0.29% | 23,566 | $1.0M | Reduce -15.3% |
| DNOV FT Vest US Equity Deep Buffe | 0.27% | 23,636 | $954K | No change |
| TSLX Sixth Street Specialty Lendi | 0.27% | 44,820 | $948K | Reduce -31.3% |
| XLK SS Technology Select Sector | 0.25% | 4,355 | $910K | Reduce -1.8% |
| PM Philip Morris International | 0.25% | 9,910 | $906K | Reduce -21.7% |
| RDVY First Trust Rising Dividend | 0.25% | 15,823 | $883K | Reduce -8.5% |
| JNJ Johnson & Johnson | 0.25% | 5,582 | $881K | Reduce -14.7% |
| PFE Pfizer Inc. | 0.25% | 31,716 | $879K | Reduce -5.8% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 4,804 | $872K | Add +0.4% |
| LYB Lyondellbasell Indu Class A | 0.24% | 8,450 | $862K | Reduce -15.9% |
| DMAY FT Vest US Equity Deep Buffe | 0.23% | 22,402 | $835K | Reduce -5.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.23% | 32,460 | $823K | Add +4.7% |
| HELO JPMorgan Hedged Equity ETF | 0.23% | 14,718 | $822K | Reduce -47.9% |
| QDEC FT Vest Nasdaq-100 Buffer Et | 0.23% | 32,726 | $812K | Add +141.6% |
| GE General Electric | 0.22% | 4,538 | $796K | Reduce -12.9% |
| VGT Vanguard Info Tech ETF | 0.22% | 1,514 | $795K | Reduce -0.5% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -36.2% | 3.86% | −3.14 |
| TSLA Tesla Inc. | Reduce -1.0% | 1.03% | −0.53 |
| BA The Boeing Co. | Reduce -0.5% | 0.89% | −0.37 |
| IRM Iron Mountain Inc. | Reduce -84.9% | 0.06% | −0.31 |
| VOO Vanguard S&P 500 ETF | Reduce -22.3% | 1.11% | −0.26 |
| STAG Stag Industrial Inc. | Sold out | 0.00% | −0.25 |
| JPM JPMorgan Chase & Co. | Reduce -35.3% | 0.56% | −0.23 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.22 |
| HELO JPMorgan Hedged Equity ETF | Reduce -47.9% | 0.23% | −0.21 |
| TSLX Sixth Street Specialty Lendi | Reduce -31.3% | 0.27% | −0.15 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.14 |
| KO The Coca-Cola Co. | Reduce -20.3% | 0.45% | −0.14 |
| DE Deere & Co. | Reduce -66.1% | 0.07% | −0.14 |
| IOO iShares Global 100 ETF | Sold out | 0.00% | −0.13 |
| XLP SS Consumer Staples Sel Sect | Reduce -17.3% | 0.56% | −0.13 |
| AGGM iShares 1-10 Year U.S. Aggre | Sold out | 0.00% | −0.13 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.12 |
| MMM 3M Co. | Reduce -22.5% | 0.20% | −0.12 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.11 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.11 |
| PM Philip Morris International | Reduce -21.7% | 0.25% | −0.11 |
| T AT&T Inc. | Reduce -17.1% | 0.40% | −0.10 |
| DAVA Endava PLC- Spon ADR | Sold out | 0.00% | −0.10 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.10 |
| TRMK Trustmark Corp. | Reduce -1.7% | 1.08% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -20.4% | 0.41% | −0.09 |
| EDOW First Trust Dow 30 Eql WGHT | Reduce -6.5% | 1.16% | −0.09 |
| CVX Chevron Corp. | Reduce -15.0% | 0.53% | −0.09 |
| VLY Valley National Bancorp | Reduce -17.3% | 0.12% | −0.09 |
| IBM Intl Business Machines Corp. | Reduce -43.1% | 0.15% | −0.09 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.09 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.09 |
| PFFD Global X US Preferred ETF | Reduce -27.3% | 0.20% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -14.4% | 0.22% | −0.08 |
| GSK GSK PLC-Spon ADR | Reduce -32.4% | 0.20% | −0.08 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.08 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.08 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.07 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.07 |
| STWD Starwood Property Trust Inc. | Sold out | 0.00% | −0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.07 |
| TCPC BlackRock TCP Capital Corp. | Reduce -11.5% | 0.19% | −0.07 |
| CCI Crown Castle Inc. | Reduce -13.3% | 0.19% | −0.07 |
| UMC United Microelectron-SP ADR | Reduce -18.9% | 0.20% | −0.07 |
| ITB iShares U.S. Home Constructi | Reduce -49.7% | 0.08% | −0.07 |
| SRE Sempra | Reduce -15.5% | 0.20% | −0.07 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.07 |
| GILD Gilead Sciences Inc. | Reduce -16.1% | 0.15% | −0.07 |
| IGIB iShares 5-10Y Inv Grade Corp. | Sold out | 0.00% | −0.07 |
| SO The Southern Co. | Reduce -12.7% | 0.31% | −0.07 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +4.8% | 2.44% | +1.12 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +189.6% | 1.28% | +0.83 |
| SCHG Schwab US Large-Cap Growth | Add +4.3% | 5.79% | +0.61 |
| PULS Pgim Ultra Short Bond ETF | Add +39.5% | 2.02% | +0.49 |
| MARM Ftvestus Max Buff ETF March | New | 0.47% | +0.47 |
| SEIX Virtus Seix Senior Loan ETF | Add +38.7% | 1.47% | +0.35 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +29.6% | 1.50% | +0.34 |
| DDEC FT Vest U.S. Equity Deep Buf | Add +182.1% | 0.53% | +0.34 |
| JPIB JPMorgan Intl BND ETF | Add +37.3% | 1.21% | +0.27 |
| GSST Goldman Sachs Ultra Short Bo | Add +68.1% | 0.70% | +0.26 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +16.1% | 1.55% | +0.22 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +38.0% | 0.95% | +0.21 |
| GJAN FT Vest US Equity Moderate B | New | 0.20% | +0.20 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.20% | +0.20 |
| EXR Extra Space Storage Inc. | New | 0.20% | +0.20 |
| TFLO iShares Treasury Floating Ra | Add +68.2% | 0.53% | +0.20 |
| EELV Invesco S&P Emerging Markets | Add +41.4% | 0.80% | +0.20 |
| JCPB JPMorgan Core Plus Bond ETF | Add +40.3% | 0.80% | +0.19 |
| QWLD State Street SPDR MSCI World | Add +37.3% | 0.57% | +0.16 |
| SPIB SS SPDR P Int C Corp. ETF | Add +22.7% | 1.27% | +0.16 |
| GLPI Gaming and Leisure Propertie | New | 0.15% | +0.15 |
| DGRO iShares Core Dividend Growth | Add +99.1% | 0.29% | +0.15 |
| CWB SS SPDR BB Conv Sec ETF | Add +41.6% | 0.53% | +0.14 |
| FALN iShares Fallen Angels ETF | Add +38.1% | 0.56% | +0.13 |
| QDEC FT Vest Nasdaq-100 Buffer Et | Add +141.6% | 0.23% | +0.13 |
| FJAN FT Vest U.S. Equity Buffer E | New | 0.13% | +0.13 |
| DMAR FT Vest US Equity Deep Buffe | Add +31.3% | 0.53% | +0.11 |
| GMAR FT Vest US Equity Moderate B | New | 0.10% | +0.10 |
| ELD Wisdomtree Emrg MKTS Debt | Add +35.1% | 0.48% | +0.10 |
| SPHB Invesco S&P 500 High Beta Et | New | 0.09% | +0.09 |
| VCLT Vanguard Long-Term Corp. Bond | New | 0.09% | +0.09 |
| JEPQ JPM Nasdaq Equity Premium | Add +5.5% | 1.19% | +0.09 |
| STIP iShares 0-5 Year Tips Bond E | Add +38.4% | 0.37% | +0.09 |
| VGSH Vanguard Short-Term Treasury | New | 0.09% | +0.09 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.08% | +0.08 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +23.6% | 0.42% | +0.08 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.08% | +0.08 |
| NAC Nuveen Ca QLTY Muni Inc. | Add +20.9% | 0.66% | +0.08 |
| LLY Eli Lilly & Co. | Add +0.8% | 0.42% | +0.08 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +19.3% | 0.55% | +0.07 |
| UBER Uber Technologies Inc. | New | 0.07% | +0.07 |
| PFF iShares Preferred & Income S | New | 0.07% | +0.07 |
| SMIZ Zacks Small/Mid Cap ETF | New | 0.07% | +0.07 |
| XBI SS SPDR S&P Biotech ETF | New | 0.07% | +0.07 |
| SMAY FT Vest U.S. Small Cap Moder | New | 0.07% | +0.07 |
| XRT SS SPDR S&P Retail ETF | New | 0.07% | +0.07 |
| YDEC FT Vest International Equity | New | 0.06% | +0.06 |
| DJAN FT Vest U.S. Equity Deep Buf | New | 0.06% | +0.06 |
| QCOM Qualcomm Inc. | Add +2.7% | 0.40% | +0.06 |
| IMCG iShares Morningstar Mid-Cap | Add +8.4% | 0.56% | +0.06 |
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 |