Ignite Planners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Ignite Planners, LLC reported 328 stock positions worth $510.9 million. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 4.4%) and FT Vest Lad Buffervetf-Usd I (BUFR, 3.9%). Compared with Q4 2024, it opened 39 new positions, sold out of 13, added to 202 and reduced 79. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +261%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SAN CLEMENTE, CA
- CIK
- 0001849348
- Portfolio Value
- $510.9M (Q1 2025)
- SEC Filing
- 0001085146-25-002612 ↗ filed May 6, 2025
Holdings Value
Holdings 328 stocks · $510.9M
| AAPL Apple Inc. | 4.58% | 109,775 | $23.4M | Add +54.2% |
| SCHG Schwab US Large-Cap Growth | 4.41% | 876,067 | $22.5M | Reduce -3.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.89% | 671,211 | $19.9M | Add +12.6% |
| NVDA Nvidia Corp. | 2.42% | 110,892 | $12.4M | Add +9.8% |
| MSFT Microsoft Corp. | 2.39% | 28,644 | $12.2M | Add +17.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.90% | 18,343 | $9.7M | Add +260.7% |
| MARM Ftvestus Max Buff ETF March | 1.71% | 278,108 | $8.8M | Add +7.6% |
| AMZN Amazon.com Inc. | 1.59% | 42,771 | $8.1M | Add +35.8% |
| SPIB SS SPDR P Int C Corp. ETF | 1.54% | 237,787 | $7.9M | Add +6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.49% | 13,669 | $7.6M | Reduce -0.4% |
| SEIX Virtus Seix Senior Loan ETF | 1.46% | 319,573 | $7.5M | Add +13.3% |
| JCPB JPMorgan Core Plus Bond ETF | 1.40% | 153,039 | $7.1M | Add +19.2% |
| JPIB JPMorgan Intl BND ETF | 1.39% | 147,834 | $7.1M | Add +8.6% |
| SKYY First Trust Cloud Computing | 1.36% | 65,937 | $6.9M | Reduce -4.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.35% | 182,278 | $6.9M | Reduce -5.3% |
| DJUL FT Vest US Equity Deep Buffe | 1.32% | 165,123 | $6.8M | Reduce -13.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.25% | 128,922 | $6.4M | Add +1.9% |
| VOO Vanguard S&P 500 ETF | 0.98% | 9,765 | $5.0M | Add +11.2% |
| TSLA Tesla Inc. | 0.97% | 17,743 | $5.0M | Add +4.5% |
| TRMK Trustmark Corp. | 0.95% | 142,759 | $4.9M | Add +1.9% |
| META Meta Platforms Inc. Class A | 0.95% | 8,478 | $4.9M | Add +10.8% |
| PSQA PLMR SQ Senior Debt ETF | 0.93% | 233,804 | $4.7M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.92% | 102,391 | $4.7M | Add +8.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.90% | 90,423 | $4.6M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.85% | 4,352 | $4.3M | Add +7.9% |
| SCHX Schwab US Large-Cap ETF | 0.84% | 194,967 | $4.3M | Reduce -12.1% |
| VGT Vanguard Info Tech ETF | 0.80% | 7,333 | $4.1M | Reduce -1.9% |
| QCOM Qualcomm Inc. | 0.78% | 29,426 | $4.0M | Add +245.2% |
| PULS Pgim Ultra Short Bond ETF | 0.77% | 79,606 | $3.9M | Reduce -55.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.75% | 7,989 | $3.8M | Add +85.3% |
| GSST Goldman Sachs Ultra Short Bo | 0.74% | 75,168 | $3.8M | Add +15.8% |
| FAUG FT Vest U.S. Equity Buffer E | 0.74% | 82,872 | $3.8M | Reduce -12.8% |
| GOOGL Alphabet Inc. Class A | 0.74% | 23,391 | $3.8M | Add +55.1% |
| EYLD Cambria Emerg Shrhldr Yield | 0.73% | 118,180 | $3.7M | Reduce -9.3% |
| ITA iShares U.S. Aerospace & Def | 0.69% | 22,387 | $3.5M | Add +62.5% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.67% | 310,430 | $3.4M | Add +7.7% |
| JEPI JPMorgan Equity Premium Inco | 0.65% | 60,067 | $3.3M | Reduce -2.3% |
| CTA Simplify Managed Futures St | 0.65% | 119,271 | $3.3M | New |
| QWLD State Street SPDR MSCI World | 0.63% | 25,183 | $3.2M | Add +12.7% |
| EDOW First Trust Dow 30 Eql WGHT | 0.63% | 91,179 | $3.2M | Reduce -1.7% |
| FMAY FT Vest US Equity Buffer ETF | 0.63% | 69,757 | $3.2M | Reduce -30.1% |
| FALN iShares Fallen Angels ETF | 0.62% | 120,249 | $3.1M | Add +10.7% |
| BA The Boeing Co. | 0.57% | 16,053 | $2.9M | Add +1.4% |
| AVGO Broadcom Inc. | 0.57% | 14,741 | $2.9M | Add +11.2% |
| GJUN FT Vest US Equity Moderate B | 0.54% | 78,523 | $2.8M | New |
| ELD Wisdomtree Emrg MKTS Debt | 0.54% | 102,471 | $2.8M | Add +11.9% |
| JPM JPMorgan Chase & Co. | 0.52% | 10,856 | $2.7M | Add +8.6% |
| WMT Walmart Inc. | 0.50% | 26,109 | $2.5M | Add +5.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.47% | 30,861 | $2.4M | Add +9.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.47% | 23,485 | $2.4M | Add +114.8% |
| TFLO iShares Treasury Floating Ra | 0.46% | 46,580 | $2.4M | Reduce -4.1% |
| GOOG Alphabet Inc. Class C | 0.46% | 14,362 | $2.3M | Add +9.6% |
| HD Home Depot Inc. | 0.45% | 6,479 | $2.3M | Add +12.8% |
| MA Mastercard Inc. Class A | 0.45% | 4,237 | $2.3M | Reduce -0.2% |
| EW Edwards Lifesciences Corp. | 0.44% | 29,610 | $2.2M | New |
| FCAL First Trust California Munic | 0.43% | 46,136 | $2.2M | No change |
| QSPT FT Vest Nasdaq-100 Buffer Et | 0.42% | 80,327 | $2.2M | Add +130.5% |
| PG The Procter & Gamble Co. | 0.42% | 13,372 | $2.1M | Add +7.7% |
| O Realty Income Corp. | 0.42% | 37,179 | $2.1M | Add +620.0% |
| CAT Caterpillar Inc. | 0.41% | 6,661 | $2.1M | Add +8.8% |
| XLP SS Consumer Staples Sel Sect | 0.41% | 25,556 | $2.1M | Add +1.5% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.40% | 27,988 | $2.1M | Reduce -7.9% |
| MUC BlackRock Munihold Ca QLTY | 0.40% | 194,025 | $2.1M | No change |
| FDEC FT Vest U.S. Equity Buffer E | 0.40% | 47,102 | $2.0M | Add +58.2% |
| PM Philip Morris International | 0.40% | 11,947 | $2.0M | Add +19.4% |
| IMCG iShares Morningstar Mid-Cap | 0.39% | 27,924 | $2.0M | Reduce -23.4% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.38% | 49,229 | $1.9M | Add +20.8% |
| AGG iShares Core U.S. Aggregate | 0.37% | 19,029 | $1.9M | Add +1.9% |
| T AT&T Inc. | 0.36% | 67,192 | $1.9M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.35% | 16,870 | $1.8M | Add +8.7% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 15,296 | $1.8M | Add +14.0% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 30,725 | $1.8M | Add +4.3% |
| RWL Invesco S&P 500 Revenue ETF | 0.34% | 17,941 | $1.7M | New |
| XLRE SS Real Estate Select Sector | 0.34% | 42,108 | $1.7M | Reduce -1.5% |
| SO The Southern Co. | 0.34% | 19,050 | $1.7M | Add +24.7% |
| XLE SS Energy Select Sector | 0.34% | 21,315 | $1.7M | Add +236.6% |
| CVX Chevron Corp. | 0.33% | 12,316 | $1.7M | Add +14.1% |
| VZ Verizon Communications Inc. | 0.33% | 38,703 | $1.7M | Add +9.9% |
| DMAR FT Vest US Equity Deep Buffe | 0.32% | 43,963 | $1.7M | Add +13.7% |
| UPS United Parcel Service Class B | 0.32% | 17,245 | $1.6M | Add +311.9% |
| DJUN FT Vest US Equity Deep Buffe | 0.32% | 38,647 | $1.6M | Add +33.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.31% | 2 | $1.6M | New |
| LLY Eli Lilly & Co. | 0.31% | 1,998 | $1.6M | Add +3.7% |
| GBIL Goldman Sachs Access Treasur | 0.31% | 15,853 | $1.6M | Reduce -3.9% |
| ZECP Zacks Earnings Consistent Po | 0.31% | 52,903 | $1.6M | Add +82.8% |
| JPEF JPMorgan Equity Focus ETF | 0.31% | 24,636 | $1.6M | New |
| MO Altria Group Inc. | 0.30% | 26,192 | $1.6M | Add +5.3% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.30% | 20,969 | $1.6M | Reduce -0.1% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.30% | 36,746 | $1.5M | New |
| TBIL F/M US Treasury 3 Month Bill | 0.29% | 29,918 | $1.5M | Add +71.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.28% | 17,194 | $1.4M | Add +5.7% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.28% | 36,158 | $1.4M | Reduce -8.9% |
| GNOV FT Vest US Equity Moderate B | 0.27% | 40,908 | $1.4M | New |
| CWB SS SPDR BB Conv Sec ETF | 0.27% | 18,020 | $1.4M | Reduce -52.7% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.27% | 17,193 | $1.4M | Reduce -27.2% |
| SMH Vaneck Semiconductor ETF | 0.27% | 6,591 | $1.4M | Add +18.5% |
| BBUS JPMorgan Betabuilders US Equ | 0.27% | 13,758 | $1.4M | Add +27.0% |
| VGIT Vanguard Intermediate-Term T | 0.26% | 22,644 | $1.3M | Reduce -5.1% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.26% | 21,336 | $1.3M | New |
| DBL Doubleline Opport Credit | 0.25% | 84,248 | $1.3M | Add +1.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $35 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| JQCNR Nuveen Credit Strategies-RTS | RIGHT 04/29/2025 | 13,945 | $35 | New |
Total filed on the 13F, all lines: $510.9M.
Portfolio Sells Q4 2024 → Q1 2025
| SCHG Schwab US Large-Cap Growth | Reduce -3.4% | 4.41% | −1.22 |
| PULS Pgim Ultra Short Bond ETF | Reduce -55.9% | 0.77% | −1.19 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -86.4% | 0.08% | −0.59 |
| SKYY First Trust Cloud Computing | Reduce -4.7% | 1.36% | −0.49 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -13.3% | 1.32% | −0.44 |
| FMAY FT Vest US Equity Buffer ETF | Reduce -30.1% | 0.63% | −0.42 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -52.7% | 0.27% | −0.39 |
| SCHX Schwab US Large-Cap ETF | Reduce -12.1% | 0.84% | −0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 1.49% | −0.29 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -1.2% | 0.90% | −0.24 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -12.8% | 0.74% | −0.24 |
| VGT Vanguard Info Tech ETF | Reduce -1.9% | 0.80% | −0.24 |
| IMCG iShares Morningstar Mid-Cap | Reduce -23.4% | 0.39% | −0.22 |
| MMM 3M Co. | Sold out | 0.00% | −0.21 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -27.2% | 0.27% | −0.20 |
| EYLD Cambria Emerg Shrhldr Yield | Reduce -9.3% | 0.73% | −0.16 |
| HWC Hancock Whitney Corp. | Reduce -26.7% | 0.24% | −0.14 |
| AGZ iShares Agency Bond ETF | Reduce -37.6% | 0.18% | −0.14 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.3% | 0.65% | −0.13 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -7.9% | 0.40% | −0.13 |
| DOCT FT Vest U.S. Equity Deep Buf | Reduce -32.4% | 0.17% | −0.12 |
| EDOW First Trust Dow 30 Eql WGHT | Reduce -1.7% | 0.63% | −0.11 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -5.3% | 1.35% | −0.10 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -0.1% | 0.30% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -30.1% | 0.14% | −0.10 |
| ILMN Illumina Inc. | Reduce -2.0% | 0.09% | −0.09 |
| IOO iShares Global 100 ETF | Sold out | 0.00% | −0.08 |
| TFLO iShares Treasury Floating Ra | Reduce -4.1% | 0.46% | −0.08 |
| DAUG FT Vest U.S. Equity Deep Buf | Reduce -8.9% | 0.28% | −0.07 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -48.8% | 0.06% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.07 |
| REZ Ishars Res and Multi Reales | Sold out | 0.00% | −0.06 |
| FXD First Trust Consumer Discret | Sold out | 0.00% | −0.06 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.06 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -6.1% | 0.10% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Reduce -3.9% | 0.31% | −0.05 |
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −0.05 |
| INTC Intel Corp. | Sold out | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.05 |
| FSK FS KKR Capital Corp. | Reduce -6.8% | 0.14% | −0.05 |
| HELO JPMorgan Hedged Equity ETF | Reduce -23.0% | 0.09% | −0.05 |
| COKE Coca-Cola Consolidated Inc. | Sold out | 0.00% | −0.05 |
| IP International Paper Co. | Reduce -5.4% | 0.11% | −0.05 |
| DSEP FT Vest U.S. Equity Deep Buf | Reduce -3.0% | 0.24% | −0.04 |
| XLRE SS Real Estate Select Sector | Reduce -1.5% | 0.34% | −0.04 |
| QJUN FT Vest Nasdaq-100 Buffer Et | Reduce -2.0% | 0.20% | −0.04 |
| WMB Williams Cos Inc. | Reduce -12.0% | 0.18% | −0.04 |
| VGIT Vanguard Intermediate-Term T | Reduce -5.1% | 0.26% | −0.04 |
| VONV Vanguard Russell 1000 Value | Reduce -12.3% | 0.12% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +260.7% | 1.90% | +1.40 |
| PSQA PLMR SQ Senior Debt ETF | New | 0.93% | +0.93 |
| AAPL Apple Inc. | Add +54.2% | 4.58% | +0.78 |
| CTA Simplify Managed Futures St | New | 0.65% | +0.65 |
| GJUN FT Vest US Equity Moderate B | New | 0.54% | +0.54 |
| QCOM Qualcomm Inc. | Add +245.2% | 0.78% | +0.48 |
| EW Edwards Lifesciences Corp. | New | 0.44% | +0.44 |
| O Realty Income Corp. | Add +620.0% | 0.42% | +0.36 |
| RWL Invesco S&P 500 Revenue ETF | New | 0.34% | +0.34 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.31% | +0.31 |
| JPEF JPMorgan Equity Focus ETF | New | 0.31% | +0.31 |
| DFEB FT Vest U.S. Equity Deep Buf | New | 0.30% | +0.30 |
| GNOV FT Vest US Equity Moderate B | New | 0.27% | +0.27 |
| QQQ Invesco QQQ Trust Series 1 | Add +85.3% | 0.75% | +0.26 |
| JIVE JPM Interntl Value ETF | New | 0.26% | +0.26 |
| ITA iShares U.S. Aerospace & Def | Add +62.5% | 0.69% | +0.25 |
| STIP iShares 0-5 Year Tips Bond E | Add +114.8% | 0.47% | +0.23 |
| XLE SS Energy Select Sector | Add +236.6% | 0.34% | +0.22 |
| QSPT FT Vest Nasdaq-100 Buffer Et | Add +130.5% | 0.42% | +0.21 |
| UPS United Parcel Service Class B | Add +311.9% | 0.32% | +0.21 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.17% | +0.17 |
| GFEB FT Vest US Equity Moderate B | New | 0.14% | +0.14 |
| GLD SPDR Gold Shares | Add +121.7% | 0.22% | +0.13 |
| PM Philip Morris International | Add +19.4% | 0.40% | +0.13 |
| DVY iShares Select Dividend ETF | New | 0.13% | +0.13 |
| VHT Vanguard Health Care ETF | Add +321.8% | 0.17% | +0.12 |
| VPU Vanguard Utilities ETF | New | 0.12% | +0.12 |
| MSFT Microsoft Corp. | Add +17.5% | 2.39% | +0.12 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +118.7% | 0.25% | +0.12 |
| OKE Oneok Inc. | Add +318.4% | 0.18% | +0.12 |
| ZECP Zacks Earnings Consistent Po | Add +82.8% | 0.31% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | Add +14.0% | 0.35% | +0.11 |
| FJAN FT Vest U.S. Equity Buffer E | Add +124.8% | 0.22% | +0.11 |
| GMAY FT Vest U.S. Equity Moderate | New | 0.11% | +0.11 |
| FDEC FT Vest U.S. Equity Buffer E | Add +58.2% | 0.40% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +55.1% | 0.74% | +0.10 |
| XLF SS Financial Select Sector | New | 0.10% | +0.10 |
| XOCT FT Vest US Equity Enhance & | New | 0.10% | +0.10 |
| TBIL F/M US Treasury 3 Month Bill | Add +71.3% | 0.29% | +0.10 |
| JCPB JPMorgan Core Plus Bond ETF | Add +19.2% | 1.40% | +0.10 |
| GMAR FT Vest US Equity Moderate B | Add +138.4% | 0.18% | +0.09 |
| YYY Amplify Cef High Income ETF | New | 0.09% | +0.09 |
| VDC Vanguard Consumer Staple ETF | New | 0.09% | +0.09 |
| IEF iShares 7-10 Year Treasury B | New | 0.09% | +0.09 |
| BSV Vanguard Short-Term Bond ETF | New | 0.09% | +0.09 |
| BX Blackstone Inc. | New | 0.08% | +0.08 |
| SOXX iShares Semiconductor ETF | Add +153.7% | 0.14% | +0.07 |
| BIV Vanguard Intermediate-Term B | New | 0.07% | +0.07 |
| LVHI Franklin International Low V | New | 0.07% | +0.07 |
| SO The Southern Co. | Add +24.7% | 0.34% | +0.07 |
Notes & Other Activity Q4 2024 → Q1 2025
| JQCNR Nuveen Credit Strategies-RTS | RIGHT 04/29/2025 | New | 13,945 | $35 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |