Ignite Planners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Ignite Planners, LLC reported 306 stock positions worth $436.5 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 5.5% of the portfolio, followed by Apple (AAPL, 3.8%) and FT Vest Lad Buffervetf-Usd I (BUFR, 3.8%). Compared with Q2 2024, it opened 28 new positions, sold out of 12, added to 127 and reduced 124. The biggest buy was FT Vest Lad Buffervetf-Usd I (BUFR, shares +45%) and the biggest sale Vanguard Consumer Discre ETF (VCR, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- SAN CLEMENTE, CA
- CIK
- 0001849348
- Portfolio Value
- $436.5M (Q3 2024)
- SEC Filing
- 0001085146-24-004659 ↗ filed Oct 7, 2024
Holdings Value
Holdings 306 stocks · $436.5M
| SCHG Schwab US Large-Cap Growth | 5.46% | 228,608 | $23.8M | Add +0.5% |
| AAPL Apple Inc. | 3.83% | 71,707 | $16.7M | Reduce -11.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.82% | 557,829 | $16.7M | Add +44.6% |
| NVDA Nvidia Corp. | 2.83% | 101,791 | $12.4M | Add +1.3% |
| MSFT Microsoft Corp. | 2.37% | 24,002 | $10.3M | Add +1.3% |
| PULS Pgim Ultra Short Bond ETF | 2.26% | 197,954 | $9.9M | Add +10.6% |
| DJUL FT Vest US Equity Deep Buffe | 1.92% | 202,619 | $8.4M | Add +1.6% |
| MARM Ftvestus Max Buff ETF March | 1.81% | 259,148 | $7.9M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.77% | 13,454 | $7.7M | Reduce -4.3% |
| SPIB SS SPDR P Int C Corp. ETF | 1.66% | 215,548 | $7.3M | Add +33.4% |
| SKYY First Trust Cloud Computing | 1.66% | 70,652 | $7.2M | Reduce -5.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.57% | 182,640 | $6.9M | Add +9.5% |
| SEIX Virtus Seix Senior Loan ETF | 1.50% | 275,934 | $6.6M | Add +6.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.48% | 121,803 | $6.4M | Add +2.0% |
| JPIB JPMorgan Intl BND ETF | 1.46% | 131,181 | $6.4M | Add +20.2% |
| JCPB JPMorgan Core Plus Bond ETF | 1.35% | 122,390 | $5.9M | Add +69.9% |
| AMZN Amazon.com Inc. | 1.34% | 31,428 | $5.9M | Reduce -1.4% |
| TSLA Tesla Inc. | 1.18% | 19,720 | $5.2M | Reduce -0.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.13% | 89,518 | $4.9M | Add +2.5% |
| FMAR FT Vest US Equity Buffer ETF | 1.05% | 108,582 | $4.6M | Add +5.3% |
| FAUG FT Vest U.S. Equity Buffer E | 1.03% | 98,201 | $4.5M | Add +8.5% |
| TRMK Trustmark Corp. | 1.02% | 140,159 | $4.5M | No change |
| VOO Vanguard S&P 500 ETF | 1.01% | 8,351 | $4.4M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.99% | 7,552 | $4.3M | Reduce -1.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.98% | 90,885 | $4.3M | Add +3.7% |
| EELV Invesco S&P Emerging Markets | 0.97% | 162,400 | $4.2M | Add +14.9% |
| SCHX Schwab US Large-Cap ETF | 0.88% | 56,377 | $3.8M | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.85% | 6,362 | $3.7M | Add +12.7% |
| EDOW First Trust Dow 30 Eql WGHT | 0.85% | 103,624 | $3.7M | Reduce -7.3% |
| JEPI JPMorgan Equity Premium Inco | 0.83% | 61,159 | $3.6M | Reduce -8.1% |
| GSST Goldman Sachs Ultra Short Bo | 0.83% | 71,659 | $3.6M | Add +12.9% |
| COST Costco Wholesale Corp. | 0.82% | 4,044 | $3.6M | Reduce -0.6% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.72% | 264,034 | $3.1M | Add +23.4% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.67% | 102,187 | $2.9M | Add +0.8% |
| CWB SS SPDR BB Conv Sec ETF | 0.66% | 37,814 | $2.9M | Add +26.1% |
| FALN iShares Fallen Angels ETF | 0.65% | 103,790 | $2.8M | Add +21.6% |
| CAT Caterpillar Inc. | 0.65% | 7,217 | $2.8M | Reduce -9.8% |
| QWLD State Street SPDR MSCI World | 0.63% | 21,323 | $2.7M | Add +11.6% |
| TFLO iShares Treasury Floating Ra | 0.62% | 53,876 | $2.7M | Add +14.4% |
| IMCG iShares Morningstar Mid-Cap | 0.60% | 36,028 | $2.6M | Add +15.7% |
| GOOGL Alphabet Inc. Class A | 0.57% | 15,021 | $2.5M | Reduce -1.8% |
| BA The Boeing Co. | 0.57% | 16,249 | $2.5M | Reduce -2.0% |
| AVGO Broadcom Inc. | 0.56% | 14,236 | $2.5M | Reduce -1.8% |
| ELD Wisdomtree Emrg MKTS Debt | 0.56% | 87,042 | $2.4M | Add +19.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 5,130 | $2.4M | Reduce -0.2% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.54% | 29,577 | $2.4M | Add +4.1% |
| HD Home Depot Inc. | 0.54% | 5,774 | $2.3M | Reduce -0.3% |
| MUC BlackRock Munihold Ca QLTY | 0.52% | 195,141 | $2.2M | Add +0.0% |
| XLP SS Consumer Staples Sel Sect | 0.50% | 26,192 | $2.2M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.50% | 12,928 | $2.2M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.49% | 27,492 | $2.1M | Add +6.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.48% | 22,633 | $2.1M | Add +19.9% |
| JPM JPMorgan Chase & Co. | 0.48% | 9,916 | $2.1M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.48% | 12,015 | $2.1M | Add +0.3% |
| DMAR FT Vest US Equity Deep Buffe | 0.47% | 54,792 | $2.0M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 4,145 | $2.0M | Reduce -1.4% |
| MA Mastercard Inc. Class A | 0.46% | 4,049 | $2.0M | Add +0.1% |
| WMT Walmart Inc. | 0.46% | 24,663 | $2.0M | Reduce -16.4% |
| IJH iShares Core S&P Midcap ETF | 0.43% | 30,247 | $1.9M | Reduce -6.3% |
| GBIL Goldman Sachs Access Treasur | 0.43% | 18,787 | $1.9M | Add +17.7% |
| XLRE SS Real Estate Select Sector | 0.42% | 40,989 | $1.8M | Add +10.7% |
| AGG iShares Core U.S. Aggregate | 0.42% | 17,900 | $1.8M | Add +6.5% |
| T AT&T Inc. | 0.41% | 82,105 | $1.8M | Reduce -4.6% |
| FMAY FT Vest US Equity Buffer ETF | 0.41% | 38,792 | $1.8M | No change |
| LLY Eli Lilly & Co. | 0.40% | 1,948 | $1.7M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.39% | 14,624 | $1.7M | Reduce -0.8% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.38% | 41,769 | $1.6M | Reduce -0.6% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.37% | 41,253 | $1.6M | Add +0.8% |
| HWC Hancock Whitney Corp. | 0.37% | 31,520 | $1.6M | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.36% | 18,348 | $1.6M | Reduce -10.9% |
| ITA iShares U.S. Aerospace & Def | 0.36% | 10,556 | $1.6M | Reduce -3.2% |
| FCAL First Trust California Munic | 0.36% | 31,303 | $1.6M | Add +1.1% |
| CVX Chevron Corp. | 0.36% | 10,660 | $1.6M | Reduce -9.2% |
| VZ Verizon Communications Inc. | 0.36% | 34,595 | $1.6M | Add +0.1% |
| SMH Vaneck Semiconductor ETF | 0.35% | 6,234 | $1.5M | Add +0.5% |
| DGRO iShares Core Dividend Growth | 0.34% | 23,893 | $1.5M | Reduce -3.9% |
| QCOM Qualcomm Inc. | 0.33% | 8,517 | $1.4M | Reduce -2.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.32% | 16,678 | $1.4M | Reduce -23.4% |
| SO The Southern Co. | 0.32% | 15,252 | $1.4M | Reduce -2.7% |
| AGZ iShares Agency Bond ETF | 0.31% | 12,245 | $1.4M | Add +52.2% |
| DJUN FT Vest US Equity Deep Buffe | 0.31% | 31,535 | $1.3M | Add +13.1% |
| VGIT Vanguard Intermediate-Term T | 0.30% | 21,999 | $1.3M | Add +46.5% |
| DBL Doubleline Opport Credit | 0.30% | 82,002 | $1.3M | Add +1.6% |
| AXP American Express Co. | 0.29% | 4,602 | $1.2M | Reduce -1.7% |
| PM Philip Morris International | 0.28% | 9,974 | $1.2M | Reduce -2.9% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.27% | 29,952 | $1.2M | Reduce -24.8% |
| MO Altria Group Inc. | 0.27% | 22,697 | $1.2M | Reduce -6.1% |
| BBUS JPMorgan Betabuilders US Equ | 0.25% | 10,474 | $1.1M | Add +12.0% |
| COP Conocophillips | 0.24% | 10,001 | $1.1M | Add +1.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.24% | 35,802 | $1.0M | Add +5.8% |
| PANW Palo Alto Networks Inc. | 0.23% | 2,995 | $1.0M | Add +3.5% |
| RDVY First Trust Rising Dividend | 0.23% | 17,146 | $1.0M | Add +10.2% |
| C Citigroup Inc. | 0.23% | 16,113 | $1.0M | Reduce -1.9% |
| MMM 3M Co. | 0.23% | 7,323 | $1.0M | Reduce -9.3% |
| DNOV FT Vest US Equity Deep Buffe | 0.23% | 23,636 | $997K | No change |
| PFE Pfizer Inc. | 0.23% | 34,144 | $988K | Add +1.5% |
| QJUN FT Vest Nasdaq-100 Buffer Et | 0.23% | 36,389 | $983K | Add +135.6% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 4,835 | $958K | Add +0.1% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.22% | 10,463 | $944K | Add +13.5% |
| JNJ Johnson & Johnson | 0.21% | 5,684 | $921K | Add +0.5% |
Portfolio Sells Q2 2024 → Q3 2024
| VCR Vanguard Consumer Discre ETF | Reduce -88.8% | 0.12% | −0.94 |
| AAPL Apple Inc. | Reduce -11.7% | 3.83% | −0.66 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 1.34% | −0.21 |
| KO The Coca-Cola Co. | Reduce -52.8% | 0.21% | −0.21 |
| BA The Boeing Co. | Reduce -2.0% | 0.57% | −0.18 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -44.3% | 0.20% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 0.57% | −0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.3% | 1.77% | −0.13 |
| SKYY First Trust Cloud Computing | Reduce -5.7% | 1.66% | −0.13 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -23.4% | 0.32% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.50% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -2.5% | 0.33% | −0.11 |
| DSEP FT Vest U.S. Equity Deep Buf | Reduce -24.8% | 0.27% | −0.11 |
| MARM Ftvestus Max Buff ETF March | Reduce -1.2% | 1.81% | −0.10 |
| CADE Cadence Bank | Reduce -57.2% | 0.07% | −0.09 |
| CVX Chevron Corp. | Reduce -9.2% | 0.36% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -8.1% | 0.83% | −0.08 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.08 |
| MDYG SS SPDR S&P 400 MC GR ETF | Sold out | 0.00% | −0.08 |
| PFFD Global X US Preferred ETF | Reduce -44.7% | 0.09% | −0.08 |
| SPHB Invesco S&P 500 High Beta Et | Sold out | 0.00% | −0.07 |
| TSLX Sixth Street Specialty Lendi | Reduce -19.2% | 0.18% | −0.07 |
| TCPC BlackRock TCP Capital Corp. | Reduce -10.8% | 0.12% | −0.07 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.07 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Sold out | 0.00% | −0.07 |
| EDOW First Trust Dow 30 Eql WGHT | Reduce -7.3% | 0.85% | −0.07 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 0.82% | −0.06 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.06 |
| DXJ Wisdomtree Japan Hedged Eq | Sold out | 0.00% | −0.06 |
| HELO JPMorgan Hedged Equity ETF | Reduce -26.5% | 0.14% | −0.06 |
| KBE SS SPDR S&P Bank ETF | Sold out | 0.00% | −0.05 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.05 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -9.6% | 0.12% | −0.05 |
| WMT Walmart Inc. | Reduce -16.4% | 0.46% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.4% | 0.46% | −0.05 |
| XLE SS Energy Select Sector | Reduce -19.3% | 0.13% | −0.05 |
| CION Cion Investment Corp. | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 0.40% | −0.04 |
| AVGO Broadcom Inc. | Reduce -1.8% | 0.56% | −0.04 |
| INTC Intel Corp. | Reduce -12.7% | 0.06% | −0.04 |
| TSLA Tesla Inc. | Reduce -0.9% | 1.18% | −0.04 |
| LRCX Lam Research Corp. | Reduce -5.4% | 0.08% | −0.04 |
| JTEK JPMorgan US Tech Leaders | Reduce -26.8% | 0.06% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 1.01% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.16% | −0.03 |
| MLPX Global X MLP & Energy Infras | Reduce -30.7% | 0.06% | −0.03 |
| ELV Elevance Health Inc. | Reduce -16.3% | 0.09% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -27.8% | 0.09% | −0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| BUFR FT Vest Lad Buffervetf-Usd I | Add +44.6% | 3.82% | +1.08 |
| JCPB JPMorgan Core Plus Bond ETF | Add +69.9% | 1.35% | +0.54 |
| SPIB SS SPDR P Int C Corp. ETF | Add +33.4% | 1.66% | +0.38 |
| JPIB JPMorgan Intl BND ETF | Add +20.2% | 1.46% | +0.20 |
| YJUN FT Vest Int Eq Modt ETF-June | New | 0.16% | +0.16 |
| SMAY FT Vest U.S. Small Cap Moder | New | 0.15% | +0.15 |
| EELV Invesco S&P Emerging Markets | Add +14.9% | 0.97% | +0.14 |
| CWB SS SPDR BB Conv Sec ETF | Add +26.1% | 0.66% | +0.14 |
| QJUN FT Vest Nasdaq-100 Buffer Et | Add +135.6% | 0.23% | +0.12 |
| BNO United States Brent Oil Fund | New | 0.12% | +0.12 |
| GJUL FT Vest US Equity Moderate B | New | 0.11% | +0.11 |
| NAC Nuveen Ca QLTY Muni Inc. | Add +23.4% | 0.72% | +0.11 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +9.5% | 1.57% | +0.11 |
| DBA Invesco DB Agriculture Fund | New | 0.11% | +0.11 |
| FALN iShares Fallen Angels ETF | Add +21.6% | 0.65% | +0.10 |
| AGZ iShares Agency Bond ETF | Add +52.2% | 0.31% | +0.10 |
| PULS Pgim Ultra Short Bond ETF | Add +10.6% | 2.26% | +0.09 |
| KNG FT Vest S&P 500 DVD Arst TRG | New | 0.09% | +0.09 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +19.9% | 0.48% | +0.09 |
| VGIT Vanguard Intermediate-Term T | Add +46.5% | 0.30% | +0.09 |
| ELD Wisdomtree Emrg MKTS Debt | Add +19.8% | 0.56% | +0.09 |
| IMCG iShares Morningstar Mid-Cap | Add +15.7% | 0.60% | +0.09 |
| IOO iShares Global 100 ETF | New | 0.09% | +0.09 |
| SLV iShares Silver Trust | New | 0.07% | +0.07 |
| SAUG FT Vest US Small Cap Moderat | New | 0.07% | +0.07 |
| GLD SPDR Gold Shares | New | 0.07% | +0.07 |
| XLRE SS Real Estate Select Sector | Add +10.7% | 0.42% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | New | 0.07% | +0.07 |
| BND Vanguard Total Bond Market | New | 0.06% | +0.06 |
| MANH Manhattan Associates Inc. | New | 0.06% | +0.06 |
| CPER United States Copper Index | New | 0.06% | +0.06 |
| QWLD State Street SPDR MSCI World | Add +11.6% | 0.63% | +0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.0% | 1.48% | +0.06 |
| FJUL FT Vest US Equity Buffer ETF | New | 0.06% | +0.06 |
| XBI SS SPDR S&P Biotech ETF | New | 0.05% | +0.05 |
| MCHI iShares MSCI China ETF | New | 0.05% | +0.05 |
| GSST Goldman Sachs Ultra Short Bo | Add +12.9% | 0.83% | +0.05 |
| FAUG FT Vest U.S. Equity Buffer E | Add +8.5% | 1.03% | +0.05 |
| MBB iShares MBS ETF | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| TLT iShares 20+ Year Treasury BD | New | 0.05% | +0.05 |
| DBB Invesco DB Base Metals Fund | New | 0.05% | +0.05 |
| KMI Kinder Morgan Inc. | New | 0.05% | +0.05 |
| RTX RTX Corp. | New | 0.05% | +0.05 |
| COKE Coca-Cola Consolidated Inc. | New | 0.05% | +0.05 |
| NOW ServiceNow Inc. | New | 0.05% | +0.05 |
| PHM Pultegroup Inc. | New | 0.05% | +0.05 |
| DE Deere & Co. | New | 0.05% | +0.05 |
| YDEC FT Vest International Equity | New | 0.05% | +0.05 |
| IBM Intl Business Machines Corp. | Add +16.1% | 0.17% | +0.05 |
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 |