Ignite Planners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Ignite Planners, LLC reported 302 stock positions worth $455.9 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 5.6% of the portfolio, followed by FT Vest Lad Buffervetf-Usd I (BUFR, 4.0%) and Apple (AAPL, 3.8%). Compared with Q3 2024, it opened 16 new positions, sold out of 20, added to 166 and reduced 96. The biggest buy was a new position in Cambria Emerg Shrhldr Yield (EYLD) and the biggest sale an exit from Invesco S&P Emerging Markets (EELV).
- Most Recent 13F
- Q2 2026
- Location
- SAN CLEMENTE, CA
- CIK
- 0001849348
- Portfolio Value
- $455.9M (Q4 2024)
- SEC Filing
- 0001085146-25-000164 ↗ filed Jan 14, 2025
Holdings Value
Holdings 302 stocks · $455.9M
| SCHG Schwab US Large-Cap Growth | 5.63% | 906,844 | $25.7M | Reduce -0.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 4.01% | 596,312 | $18.3M | Add +6.9% |
| AAPL Apple Inc. | 3.80% | 71,190 | $17.3M | Reduce -0.7% |
| NVDA Nvidia Corp. | 3.20% | 101,025 | $14.6M | Reduce -0.8% |
| MSFT Microsoft Corp. | 2.26% | 24,382 | $10.3M | Add +1.6% |
| PULS Pgim Ultra Short Bond ETF | 1.96% | 180,579 | $9.0M | Reduce -8.8% |
| SKYY First Trust Cloud Computing | 1.85% | 69,198 | $8.4M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.78% | 13,722 | $8.1M | Add +2.0% |
| DJUL FT Vest US Equity Deep Buffe | 1.76% | 190,379 | $8.0M | Reduce -6.0% |
| MARM Ftvestus Max Buff ETF March | 1.76% | 258,406 | $8.0M | Reduce -0.3% |
| SPIB SS SPDR P Int C Corp. ETF | 1.61% | 224,314 | $7.3M | Add +4.1% |
| AMZN Amazon.com Inc. | 1.55% | 31,501 | $7.1M | Add +0.2% |
| TSLA Tesla Inc. | 1.53% | 16,976 | $7.0M | Reduce -13.9% |
| SEIX Virtus Seix Senior Loan ETF | 1.48% | 282,194 | $6.8M | Add +2.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.45% | 192,466 | $6.6M | Add +5.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.42% | 126,490 | $6.5M | Add +3.9% |
| JPIB JPMorgan Intl BND ETF | 1.41% | 136,075 | $6.4M | Add +3.7% |
| JCPB JPMorgan Core Plus Bond ETF | 1.30% | 128,432 | $5.9M | Add +4.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.15% | 91,555 | $5.2M | Add +2.3% |
| SCHX Schwab US Large-Cap ETF | 1.14% | 221,839 | $5.2M | Add +31.2% |
| TRMK Trustmark Corp. | 1.08% | 140,159 | $4.9M | No change |
| VOO Vanguard S&P 500 ETF | 1.05% | 8,781 | $4.8M | Add +5.2% |
| FMAY FT Vest US Equity Buffer ETF | 1.04% | 99,753 | $4.8M | Add +157.2% |
| VGT Vanguard Info Tech ETF | 1.04% | 7,478 | $4.7M | Add +17.5% |
| META Meta Platforms Inc. Class A | 1.01% | 7,650 | $4.6M | Add +1.3% |
| FAUG FT Vest U.S. Equity Buffer E | 0.98% | 95,069 | $4.5M | Reduce -3.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.94% | 94,521 | $4.3M | Add +4.0% |
| EYLD Cambria Emerg Shrhldr Yield | 0.89% | 130,290 | $4.0M | New |
| COST Costco Wholesale Corp. | 0.81% | 4,034 | $3.7M | Reduce -0.3% |
| JEPI JPMorgan Equity Premium Inco | 0.78% | 61,487 | $3.6M | Add +0.5% |
| EDOW First Trust Dow 30 Eql WGHT | 0.74% | 92,748 | $3.4M | Reduce -10.5% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.72% | 288,357 | $3.3M | Add +9.2% |
| GSST Goldman Sachs Ultra Short Bo | 0.72% | 64,941 | $3.3M | Reduce -9.4% |
| AVGO Broadcom Inc. | 0.68% | 13,252 | $3.1M | Reduce -6.9% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.66% | 100,714 | $3.0M | Reduce -1.4% |
| CWB SS SPDR BB Conv Sec ETF | 0.66% | 38,092 | $3.0M | Add +0.7% |
| FALN iShares Fallen Angels ETF | 0.64% | 108,614 | $2.9M | Add +4.7% |
| GOOGL Alphabet Inc. Class A | 0.63% | 15,078 | $2.9M | Add +0.4% |
| IMCG iShares Morningstar Mid-Cap | 0.61% | 36,461 | $2.8M | Add +1.2% |
| QWLD State Street SPDR MSCI World | 0.61% | 22,344 | $2.8M | Add +4.8% |
| BA The Boeing Co. | 0.59% | 15,838 | $2.7M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 0.56% | 13,109 | $2.5M | Add +1.4% |
| TFLO iShares Treasury Floating Ra | 0.54% | 48,589 | $2.5M | Reduce -9.8% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.54% | 30,381 | $2.4M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 0.53% | 9,994 | $2.4M | Add +0.8% |
| ELD Wisdomtree Emrg MKTS Debt | 0.51% | 91,552 | $2.3M | Add +5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 5,085 | $2.3M | Reduce -0.9% |
| FCAL First Trust California Munic | 0.50% | 46,136 | $2.3M | Add +47.4% |
| WMT Walmart Inc. | 0.49% | 24,662 | $2.2M | Reduce 0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.49% | 4,312 | $2.2M | Add +4.0% |
| HD Home Depot Inc. | 0.49% | 5,744 | $2.2M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.49% | 6,123 | $2.2M | Reduce -15.2% |
| MA Mastercard Inc. Class A | 0.49% | 4,245 | $2.2M | Add +4.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.48% | 23,630 | $2.2M | Add +4.4% |
| MUC BlackRock Munihold Ca QLTY | 0.46% | 194,025 | $2.1M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.45% | 12,418 | $2.1M | Add +3.4% |
| ITA iShares U.S. Aerospace & Def | 0.44% | 13,774 | $2.0M | Add +30.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.44% | 28,291 | $2.0M | Add +2.9% |
| XLP SS Consumer Staples Sel Sect | 0.43% | 25,182 | $2.0M | Reduce -3.9% |
| IJH iShares Core S&P Midcap ETF | 0.41% | 29,454 | $1.9M | Reduce -2.6% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.40% | 20,987 | $1.8M | Add +14.4% |
| AGG iShares Core U.S. Aggregate | 0.40% | 18,671 | $1.8M | Add +4.3% |
| XLRE SS Real Estate Select Sector | 0.38% | 42,741 | $1.7M | Add +4.3% |
| HWC Hancock Whitney Corp. | 0.38% | 31,520 | $1.7M | No change |
| XOM Exxon Mobil Corp. | 0.37% | 15,527 | $1.7M | Add +6.2% |
| GBIL Goldman Sachs Access Treasur | 0.36% | 16,497 | $1.6M | Reduce -12.2% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.36% | 40,751 | $1.6M | Reduce -2.4% |
| T AT&T Inc. | 0.35% | 71,318 | $1.6M | Reduce -13.1% |
| CVX Chevron Corp. | 0.35% | 10,797 | $1.6M | Add +1.3% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.35% | 39,700 | $1.6M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.33% | 1,927 | $1.5M | Reduce -1.1% |
| DMAR FT Vest US Equity Deep Buffe | 0.33% | 38,653 | $1.5M | Reduce -29.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.32% | 16,260 | $1.5M | Reduce -2.5% |
| AGZ iShares Agency Bond ETF | 0.31% | 13,255 | $1.4M | Add +8.3% |
| VZ Verizon Communications Inc. | 0.31% | 35,211 | $1.4M | Add +1.8% |
| AXP American Express Co. | 0.31% | 4,634 | $1.4M | Add +0.7% |
| SMH Vaneck Semiconductor ETF | 0.31% | 5,561 | $1.4M | Reduce -10.8% |
| VGIT Vanguard Intermediate-Term T | 0.30% | 23,865 | $1.4M | Add +8.5% |
| QCOM Qualcomm Inc. | 0.30% | 8,524 | $1.3M | Add +0.1% |
| FDEC FT Vest U.S. Equity Buffer E | 0.29% | 29,780 | $1.3M | New |
| DOCT FT Vest U.S. Equity Deep Buf | 0.29% | 33,558 | $1.3M | Add +111.1% |
| MO Altria Group Inc. | 0.29% | 24,866 | $1.3M | Add +9.6% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.29% | 32,097 | $1.3M | Add +7.2% |
| DBL Doubleline Opport Credit | 0.28% | 83,309 | $1.3M | Add +1.6% |
| DJUN FT Vest US Equity Deep Buffe | 0.28% | 29,067 | $1.3M | Reduce -7.8% |
| SO The Southern Co. | 0.28% | 15,279 | $1.3M | Add +0.2% |
| PM Philip Morris International | 0.27% | 10,002 | $1.2M | Add +0.3% |
| C Citigroup Inc. | 0.26% | 16,620 | $1.2M | Add +3.1% |
| BBUS JPMorgan Betabuilders US Equ | 0.25% | 10,833 | $1.2M | Add +3.4% |
| IYJ iShares U.S. Industrials ETF | 0.25% | 8,519 | $1.1M | Add +116.4% |
| PANW Palo Alto Networks Inc. | 0.25% | 6,149 | $1.1M | Add +2.6% |
| QJUN FT Vest Nasdaq-100 Buffer Et | 0.25% | 39,664 | $1.1M | Add +9.0% |
| COP Conocophillips | 0.24% | 10,910 | $1.1M | Add +9.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.24% | 10,934 | $1.1M | Add +28.5% |
| IVV iShares Core S&P 500 ETF | 0.24% | 1,810 | $1.1M | Add +56.7% |
| DNOV FT Vest US Equity Deep Buffe | 0.24% | 24,908 | $1.1M | Add +5.4% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 13,417 | $1.1M | Add +66.2% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.23% | 10,780 | $1.0M | Add +3.0% |
| RDVY First Trust Rising Dividend | 0.22% | 17,167 | $1.0M | Add +0.1% |
| WMB Williams Cos Inc. | 0.22% | 17,925 | $1.0M | Reduce -3.6% |
Portfolio Sells Q3 2024 → Q4 2024
| EELV Invesco S&P Emerging Markets | Sold out | 0.00% | −0.97 |
| FMAR FT Vest US Equity Buffer ETF | Reduce -89.2% | 0.11% | −0.94 |
| PULS Pgim Ultra Short Bond ETF | Reduce -8.8% | 1.96% | −0.29 |
| DGRO iShares Core Dividend Growth | Reduce -62.5% | 0.12% | −0.22 |
| CAT Caterpillar Inc. | Reduce -15.2% | 0.49% | −0.16 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -6.0% | 1.76% | −0.16 |
| DMAR FT Vest US Equity Deep Buffe | Reduce -29.5% | 0.33% | −0.14 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -9.4% | 0.72% | −0.12 |
| EDOW First Trust Dow 30 Eql WGHT | Reduce -10.5% | 0.74% | −0.11 |
| KCE SS SPDR S&P Cap MKTS ETF | Sold out | 0.00% | −0.11 |
| TFLO iShares Treasury Floating Ra | Reduce -9.8% | 0.54% | −0.09 |
| VCLT Vanguard Long-Term Corp. Bond | Sold out | 0.00% | −0.07 |
| EPI Wisdomtree India Earnings | Sold out | 0.00% | −0.07 |
| GBIL Goldman Sachs Access Treasur | Reduce -12.2% | 0.36% | −0.07 |
| XLP SS Consumer Staples Sel Sect | Reduce -3.9% | 0.43% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.33% | −0.06 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.06 |
| T AT&T Inc. | Reduce -13.1% | 0.35% | −0.06 |
| MUC BlackRock Munihold Ca QLTY | Reduce -0.6% | 0.46% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -32.7% | 0.10% | −0.06 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.05 |
| DOW Dow Inc. | Sold out | 0.00% | −0.05 |
| MCHI iShares MSCI China ETF | Sold out | 0.00% | −0.05 |
| BBAG JPMorgan Betabuilders US Agg | Sold out | 0.00% | −0.05 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -3.2% | 0.98% | −0.05 |
| INCO Columbia India Consumer ETF | Sold out | 0.00% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.05 |
| FIAX Nicholas Fixed Inc. Alt ETF | Sold out | 0.00% | −0.05 |
| MARM Ftvestus Max Buff ETF March | Reduce -0.3% | 1.76% | −0.05 |
| PSX Phillips 66 | Sold out | 0.00% | −0.05 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.05 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.05 |
| JDOC JPMorgan Healthcare Lead ETF | Sold out | 0.00% | −0.05 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.05 |
| HD Home Depot Inc. | Reduce -0.5% | 0.49% | −0.05 |
| SMH Vaneck Semiconductor ETF | Reduce -10.8% | 0.31% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -12.8% | 0.12% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -19.1% | 0.07% | −0.04 |
| KO The Coca-Cola Co. | Reduce -1.5% | 0.17% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -17.4% | 0.08% | −0.04 |
| PKST Peakstone Realty Trust | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 0.51% | −0.04 |
| PSLV Sprott Physical Silver Trust | Sold out | 0.00% | −0.03 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.18% | −0.03 |
| AMGN Amgen Inc. | Reduce -0.5% | 0.11% | −0.03 |
| HON Honeywell International Inc. | Reduce -40.5% | 0.05% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -0.7% | 0.15% | −0.03 |
| DJUN FT Vest US Equity Deep Buffe | Reduce -7.8% | 0.28% | −0.03 |
| AMD Advanced Micro Devices | Reduce -0.9% | 0.08% | −0.03 |
| AAPL Apple Inc. | Reduce -0.7% | 3.80% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| EYLD Cambria Emerg Shrhldr Yield | New | 0.89% | +0.89 |
| FMAY FT Vest US Equity Buffer ETF | Add +157.2% | 1.04% | +0.63 |
| FDEC FT Vest U.S. Equity Buffer E | New | 0.29% | +0.29 |
| SCHX Schwab US Large-Cap ETF | Add +31.2% | 1.14% | +0.26 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.55% | +0.21 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +6.9% | 4.01% | +0.19 |
| VGT Vanguard Info Tech ETF | Add +17.5% | 1.04% | +0.18 |
| PLTR Palantir Technologies Inc. Class A | Add +66.2% | 0.24% | +0.17 |
| VONV Vanguard Russell 1000 Value | New | 0.15% | +0.15 |
| DOCT FT Vest U.S. Equity Deep Buf | Add +111.1% | 0.29% | +0.15 |
| FCAL First Trust California Munic | Add +47.4% | 0.50% | +0.14 |
| FNOV FT Vest US Equity Buffer ETF | New | 0.14% | +0.14 |
| IYJ iShares U.S. Industrials ETF | Add +116.4% | 0.25% | +0.13 |
| QCOC FT NDQ100 CNS Buff ETF - Oct | New | 0.12% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +56.7% | 0.24% | +0.08 |
| QMAG FT NDQ100 Mod Buff ETF - Aug | New | 0.08% | +0.08 |
| ITA iShares U.S. Aerospace & Def | Add +30.5% | 0.44% | +0.08 |
| SDY SS SPDR S&P Dividend ETF | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.63% | +0.06 |
| REZ Ishars Res and Multi Reales | New | 0.06% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 0.56% | +0.06 |
| VONG Vanguard Russell 1000 Growth | Add +110.9% | 0.11% | +0.06 |
| ZECP Zacks Earnings Consistent Po | Add +49.5% | 0.19% | +0.06 |
| WFC Wells Fargo & Co. | New | 0.06% | +0.06 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 0.53% | +0.05 |
| SNOV FT Vest US Small Cap Moderat | New | 0.05% | +0.05 |
| FXI iShares China Large-Cap ETF | New | 0.05% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.05% | +0.05 |
| MAR Marriott International Class A | New | 0.05% | +0.05 |
| IGE iShares North American Natur | New | 0.05% | +0.05 |
| CDNS Cadence Design SYS Inc. | New | 0.04% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +28.5% | 0.24% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +88.2% | 0.09% | +0.04 |
| QSPT FT Vest Nasdaq-100 Buffer Et | Add +24.6% | 0.21% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +5.2% | 1.05% | +0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +14.4% | 0.40% | +0.04 |
| AIRR First Trust Rba American Ind | Add +41.4% | 0.11% | +0.03 |
| CRM Salesforce Inc. | Add +19.7% | 0.11% | +0.03 |
| SNOW Snowflake Inc. | Add +5.3% | 0.10% | +0.03 |
| C Citigroup Inc. | Add +3.1% | 0.26% | +0.03 |
| ICL Icl Group Ltd. | Add +5.1% | 0.17% | +0.03 |
| MA Mastercard Inc. Class A | Add +4.8% | 0.49% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.0% | 0.49% | +0.03 |
| MO Altria Group Inc. | Add +9.6% | 0.29% | +0.02 |
| META Meta Platforms Inc. Class A | Add +1.3% | 1.01% | +0.02 |
| FSK FS KKR Capital Corp. | Add +7.5% | 0.18% | +0.02 |
| BNO United States Brent Oil Fund | Add +14.7% | 0.14% | +0.02 |
| SMIZ Zacks Small/Mid Cap ETF | Add +34.8% | 0.09% | +0.02 |
| TSLX Sixth Street Specialty Lendi | Add +13.0% | 0.21% | +0.02 |
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 |