Ignite Planners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Ignite Planners, LLC reported 290 stock positions worth $409.9 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 5.8% of the portfolio, followed by Apple (AAPL, 4.5%) and Nvidia (NVDA, 3.1%). Compared with Q1 2024, it opened 26 new positions, sold out of 18, added to 155 and reduced 87. The biggest buy was FT Vest Lad Buffervetf-Usd I (BUFR, shares +136%) and the biggest sale FT Vest US Equity Deep Buffe (DJUL, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- SAN CLEMENTE, CA
- CIK
- 0001849348
- Portfolio Value
- $409.9M (Q2 2024)
- SEC Filing
- 0001085146-24-002911 ↗ filed Jul 12, 2024
Holdings Value
Holdings 290 stocks · $409.9M
| SCHG Schwab US Large-Cap Growth | 5.79% | 227,507 | $23.7M | Add +2.2% |
| AAPL Apple Inc. | 4.49% | 81,231 | $18.4M | Add +0.2% |
| NVDA Nvidia Corp. | 3.09% | 100,499 | $12.6M | Add +4.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.74% | 385,809 | $11.2M | Add +136.3% |
| MSFT Microsoft Corp. | 2.70% | 23,697 | $11.1M | Add +0.9% |
| PULS Pgim Ultra Short Bond ETF | 2.16% | 178,987 | $8.9M | Add +22.9% |
| DJUL FT Vest US Equity Deep Buffe | 1.94% | 199,333 | $7.9M | Reduce -29.8% |
| MARM Ftvestus Max Buff ETF March | 1.91% | 262,222 | $7.8M | Add +352.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.90% | 14,061 | $7.8M | Reduce -0.7% |
| SKYY First Trust Cloud Computing | 1.78% | 74,950 | $7.3M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 1.55% | 31,859 | $6.4M | Reduce -0.5% |
| SEIX Virtus Seix Senior Loan ETF | 1.51% | 259,988 | $6.2M | Add +19.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.46% | 166,833 | $6.0M | Add +11.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.42% | 119,355 | $5.8M | Add +7.3% |
| SPIB SS SPDR P Int C Corp. ETF | 1.29% | 161,626 | $5.3M | Add +16.0% |
| JPIB JPMorgan Intl BND ETF | 1.26% | 109,104 | $5.2M | Add +19.9% |
| TSLA Tesla Inc. | 1.22% | 19,905 | $5.0M | Reduce -5.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.19% | 87,352 | $4.9M | Add +11.0% |
| VCR Vanguard Consumer Discre ETF | 1.06% | 13,596 | $4.4M | Reduce -4.7% |
| VOO Vanguard S&P 500 ETF | 1.04% | 8,366 | $4.3M | Add +0.9% |
| FMAR FT Vest US Equity Buffer ETF | 1.03% | 103,092 | $4.2M | New |
| META Meta Platforms Inc. Class A | 1.01% | 7,674 | $4.1M | Reduce -0.7% |
| TRMK Trustmark Corp. | 1.00% | 140,159 | $4.1M | No change |
| FAUG FT Vest U.S. Equity Buffer E | 0.98% | 90,471 | $4.0M | Reduce -0.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.97% | 87,644 | $4.0M | Add +16.8% |
| EDOW First Trust Dow 30 Eql WGHT | 0.92% | 111,747 | $3.8M | Reduce -7.6% |
| JEPI JPMorgan Equity Premium Inco | 0.92% | 66,554 | $3.8M | Reduce -4.0% |
| SCHX Schwab US Large-Cap ETF | 0.90% | 56,207 | $3.7M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.88% | 4,068 | $3.6M | Add +9.4% |
| EELV Invesco S&P Emerging Markets | 0.83% | 141,364 | $3.4M | Add +18.3% |
| VGT Vanguard Info Tech ETF | 0.82% | 5,646 | $3.4M | Add +272.9% |
| JCPB JPMorgan Core Plus Bond ETF | 0.82% | 72,053 | $3.3M | Add +16.9% |
| GSST Goldman Sachs Ultra Short Bo | 0.78% | 63,443 | $3.2M | Add +26.4% |
| BA The Boeing Co. | 0.75% | 16,576 | $3.1M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.71% | 15,298 | $2.9M | Add +1.7% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.70% | 101,407 | $2.9M | New |
| CAT Caterpillar Inc. | 0.64% | 8,002 | $2.6M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.61% | 13,041 | $2.5M | Add +1.3% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.61% | 213,998 | $2.5M | Add +0.6% |
| AVGO Broadcom Inc. | 0.60% | 1,450 | $2.5M | Add +0.3% |
| TFLO iShares Treasury Floating Ra | 0.58% | 47,104 | $2.4M | Add +25.0% |
| QWLD State Street SPDR MSCI World | 0.57% | 19,103 | $2.3M | Add +13.2% |
| FALN iShares Fallen Angels ETF | 0.55% | 85,328 | $2.2M | Add +14.3% |
| CWB SS SPDR BB Conv Sec ETF | 0.53% | 29,995 | $2.2M | Add +15.0% |
| MUC BlackRock Munihold Ca QLTY | 0.53% | 195,132 | $2.2M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 5,142 | $2.1M | Add +0.4% |
| IMCG iShares Morningstar Mid-Cap | 0.52% | 31,129 | $2.1M | Add +9.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 4,206 | $2.1M | Add +19.5% |
| WMT Walmart Inc. | 0.50% | 29,491 | $2.1M | Add +0.9% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.50% | 28,423 | $2.0M | Add +8.5% |
| JPM JPMorgan Chase & Co. | 0.50% | 9,975 | $2.0M | Add +0.1% |
| XLP SS Consumer Staples Sel Sect | 0.50% | 26,386 | $2.0M | Reduce -0.5% |
| DMAR FT Vest US Equity Deep Buffe | 0.49% | 54,792 | $2.0M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.48% | 11,975 | $2.0M | Add +1.3% |
| HD Home Depot Inc. | 0.47% | 5,789 | $1.9M | Reduce -1.8% |
| ELD Wisdomtree Emrg MKTS Debt | 0.47% | 72,688 | $1.9M | Add +14.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.47% | 25,824 | $1.9M | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 0.46% | 32,275 | $1.9M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.44% | 4,045 | $1.8M | Add +0.6% |
| CVX Chevron Corp. | 0.44% | 11,736 | $1.8M | Reduce -1.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.44% | 21,759 | $1.8M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 0.44% | 1,967 | $1.8M | Add +0.2% |
| QCOM Qualcomm Inc. | 0.44% | 8,733 | $1.8M | Add +4.0% |
| FMAY FT Vest US Equity Buffer ETF | 0.43% | 38,792 | $1.8M | Add +0.5% |
| KO The Coca-Cola Co. | 0.41% | 26,524 | $1.7M | Add +0.2% |
| SMH Vaneck Semiconductor ETF | 0.41% | 6,206 | $1.7M | Add +117.1% |
| XOM Exxon Mobil Corp. | 0.41% | 14,748 | $1.7M | Add +6.0% |
| AGG iShares Core U.S. Aggregate | 0.40% | 16,804 | $1.6M | Reduce -2.8% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.40% | 42,025 | $1.6M | Reduce -16.2% |
| T AT&T Inc. | 0.39% | 86,086 | $1.6M | Add +4.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.39% | 18,884 | $1.6M | Add +8.9% |
| GBIL Goldman Sachs Access Treasur | 0.39% | 15,962 | $1.6M | Add +25.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.39% | 20,605 | $1.6M | Add +11.9% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.38% | 39,816 | $1.6M | No change |
| DAUG FT Vest U.S. Equity Deep Buf | 0.38% | 40,928 | $1.6M | Reduce -1.7% |
| FCAL First Trust California Munic | 0.37% | 30,971 | $1.5M | New |
| STIP iShares 0-5 Year Tips Bond E | 0.37% | 15,277 | $1.5M | Add +15.3% |
| HWC Hancock Whitney Corp. | 0.35% | 31,520 | $1.4M | No change |
| ITA iShares U.S. Aerospace & Def | 0.35% | 10,904 | $1.4M | Reduce -0.7% |
| DGRO iShares Core Dividend Growth | 0.35% | 24,865 | $1.4M | Add +37.0% |
| VZ Verizon Communications Inc. | 0.35% | 34,545 | $1.4M | Reduce -0.7% |
| XLRE SS Real Estate Select Sector | 0.35% | 37,034 | $1.4M | Add +14.9% |
| DBL Doubleline Opport Credit | 0.31% | 80,753 | $1.3M | Reduce -1.1% |
| SO The Southern Co. | 0.30% | 15,682 | $1.2M | Add +0.6% |
| DJUN FT Vest US Equity Deep Buffe | 0.28% | 27,875 | $1.2M | Add +0.1% |
| COP Conocophillips | 0.27% | 9,899 | $1.1M | Reduce -0.5% |
| MO Altria Group Inc. | 0.27% | 24,164 | $1.1M | Add +2.5% |
| AXP American Express Co. | 0.27% | 4,682 | $1.1M | Add +0.9% |
| TSLX Sixth Street Specialty Lendi | 0.26% | 48,598 | $1.1M | Add +8.4% |
| C Citigroup Inc. | 0.26% | 16,423 | $1.1M | Reduce -2.6% |
| PM Philip Morris International | 0.26% | 10,267 | $1.0M | Add +3.6% |
| PANW Palo Alto Networks Inc. | 0.24% | 2,893 | $990K | Add +33.0% |
| DNOV FT Vest US Equity Deep Buffe | 0.24% | 23,636 | $983K | No change |
| PFE Pfizer Inc. | 0.23% | 33,626 | $943K | Add +6.0% |
| BBUS JPMorgan Betabuilders US Equ | 0.23% | 9,352 | $936K | Add +14.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.22% | 33,843 | $917K | Add +4.3% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 4,831 | $889K | Add +0.6% |
| VGIT Vanguard Intermediate-Term T | 0.21% | 15,022 | $878K | Add +17.9% |
| AGZ iShares Agency Bond ETF | 0.21% | 8,046 | $868K | Add +17.6% |
| QDEC FT Vest Nasdaq-100 Buffer Et | 0.21% | 32,801 | $864K | Add +0.2% |
Portfolio Sells Q1 2024 → Q2 2024
| DJUL FT Vest US Equity Deep Buffe | Reduce -29.8% | 1.94% | −1.14 |
| QJUN FT Vest Nasdaq-100 Buffer Et | Reduce -86.7% | 0.10% | −0.73 |
| EDOW First Trust Dow 30 Eql WGHT | Reduce -7.6% | 0.92% | −0.24 |
| SKYY First Trust Cloud Computing | Reduce -0.5% | 1.78% | −0.23 |
| VCR Vanguard Consumer Discre ETF | Reduce -4.7% | 1.06% | −0.20 |
| JEPI JPMorgan Equity Premium Inco | Reduce -4.0% | 0.92% | −0.20 |
| CAT Caterpillar Inc. | Reduce -2.1% | 0.64% | −0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 1.90% | −0.17 |
| BA The Boeing Co. | Reduce -0.7% | 0.75% | −0.14 |
| HD Home Depot Inc. | Reduce -1.8% | 0.47% | −0.14 |
| DDEC FT Vest U.S. Equity Deep Buf | Reduce -16.2% | 0.40% | −0.13 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.12 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -0.0% | 0.98% | −0.11 |
| ICVT iShares Convertible Bond ETF | Sold out | 0.00% | −0.09 |
| LAND Gladstone Land Corp. | Sold out | 0.00% | −0.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 0.46% | −0.09 |
| CVX Chevron Corp. | Reduce -1.7% | 0.44% | −0.09 |
| GE General Electric | Reduce -25.2% | 0.13% | −0.09 |
| COP Conocophillips | Reduce -0.5% | 0.27% | −0.09 |
| XLK SS Technology Select Sector | Reduce -31.7% | 0.17% | −0.09 |
| INTC Intel Corp. | Reduce -11.4% | 0.10% | −0.08 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.08 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -23.3% | 0.14% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.1% | 0.47% | −0.07 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.07 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.07 |
| NOC Northrop Grumman Corp. | Reduce -38.5% | 0.07% | −0.07 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -2.8% | 0.40% | −0.07 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.07 |
| SMAY FT Vest U.S. Small Cap Moder | Sold out | 0.00% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 1.55% | −0.07 |
| XRT SS SPDR S&P Retail ETF | Sold out | 0.00% | −0.07 |
| DE Deere & Co. | Sold out | 0.00% | −0.07 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.5% | 0.50% | −0.06 |
| YDEC FT Vest International Equity | Sold out | 0.00% | −0.06 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -0.7% | 0.35% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.06 |
| CE Celanese Corp. | Sold out | 0.00% | −0.06 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 1.01% | −0.05 |
| DAUG FT Vest U.S. Equity Deep Buf | Reduce -1.7% | 0.38% | −0.05 |
| ITA iShares U.S. Aerospace & Def | Reduce -0.7% | 0.35% | −0.05 |
| F Ford Motor Co. | Reduce -37.4% | 0.05% | −0.05 |
| MCD McDonald's Corp. | Reduce -3.8% | 0.14% | −0.05 |
| XLE SS Energy Select Sector | Reduce -4.1% | 0.17% | −0.05 |
| DBL Doubleline Opport Credit | Reduce -1.1% | 0.31% | −0.04 |
| C Citigroup Inc. | Reduce -2.6% | 0.26% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| BUFR FT Vest Lad Buffervetf-Usd I | Add +136.3% | 2.74% | +1.46 |
| MARM Ftvestus Max Buff ETF March | Add +352.6% | 1.91% | +1.44 |
| FMAR FT Vest US Equity Buffer ETF | New | 1.03% | +1.03 |
| QMAR FT Vest Nasdaq-100 Buffer Et | New | 0.70% | +0.70 |
| NVDA Nvidia Corp. | Add +4.5% | 3.09% | +0.65 |
| AAPL Apple Inc. | Add +0.2% | 4.49% | +0.62 |
| VGT Vanguard Info Tech ETF | Add +272.9% | 0.82% | +0.60 |
| FCAL First Trust California Munic | New | 0.37% | +0.37 |
| SMH Vaneck Semiconductor ETF | Add +117.1% | 0.41% | +0.23 |
| PULS Pgim Ultra Short Bond ETF | Add +22.9% | 2.16% | +0.15 |
| COST Costco Wholesale Corp. | Add +9.4% | 0.88% | +0.13 |
| KCE SS SPDR S&P Cap MKTS ETF | New | 0.10% | +0.10 |
| IWD iShares Russell 1000 Value E | New | 0.09% | +0.09 |
| JTEK JPMorgan US Tech Leaders | New | 0.09% | +0.09 |
| MLPX Global X MLP & Energy Infras | New | 0.09% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.08% | +0.08 |
| SMCI Super Micro Computer Inc. | New | 0.08% | +0.08 |
| GSST Goldman Sachs Ultra Short Bo | Add +26.4% | 0.78% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +33.0% | 0.24% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +19.5% | 0.51% | +0.07 |
| TBIL F/M US Treasury 3 Month Bill | Add +106.3% | 0.14% | +0.06 |
| GRID First TRST Nasd Class Edg Sgiif | Add +101.3% | 0.14% | +0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.06% | +0.06 |
| IWR iShares Russell Mid-Cap ETF | New | 0.06% | +0.06 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.06% | +0.06 |
| SILA Sila Realty Trust Inc. | New | 0.06% | +0.06 |
| JGRO JPMorgan Active Growth ETF | New | 0.06% | +0.06 |
| INCO Columbia India Consumer ETF | New | 0.06% | +0.06 |
| DXJ Wisdomtree Japan Hedged Eq | New | 0.06% | +0.06 |
| DGRO iShares Core Dividend Growth | Add +37.0% | 0.35% | +0.06 |
| SPOT Spotify Technology SA | New | 0.06% | +0.06 |
| JDOC JPMorgan Healthcare Lead ETF | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 0.71% | +0.06 |
| AVGO Broadcom Inc. | Add +0.3% | 0.60% | +0.06 |
| MELI MercadoLibre Inc. | New | 0.06% | +0.06 |
| JPIB JPMorgan Intl BND ETF | Add +19.9% | 1.26% | +0.05 |
| KBE SS SPDR S&P Bank ETF | New | 0.05% | +0.05 |
| CARR Carrier Global Corp. | New | 0.05% | +0.05 |
| PH Parker Hannifin Corp. | New | 0.05% | +0.05 |
| VONG Vanguard Russell 1000 Growth | New | 0.05% | +0.05 |
| BBAG JPMorgan Betabuilders US Agg | New | 0.05% | +0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.05% | +0.05 |
| WM Waste Management Inc. | New | 0.05% | +0.05 |
| TFLO iShares Treasury Floating Ra | Add +25.0% | 0.58% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +48.0% | 0.17% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 0.61% | +0.05 |
| SEIX Virtus Seix Senior Loan ETF | Add +19.0% | 1.51% | +0.04 |
| QCOM Qualcomm Inc. | Add +4.0% | 0.44% | +0.03 |
| GBIL Goldman Sachs Access Treasur | Add +25.0% | 0.39% | +0.03 |
| EELV Invesco S&P Emerging Markets | Add +18.3% | 0.83% | +0.03 |
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 |