Ignite Planners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Ignite Planners, LLC reported 357 stock positions worth $574.3 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 4.5% of the portfolio, followed by Apple (AAPL, 4.0%) and FT Vest Lad Buffervetf-Usd I (BUFR, 3.8%). Compared with Q1 2025, it opened 41 new positions, sold out of 12, added to 182 and reduced 103. The biggest buy was a new position in iShares Global Equity Factor (GLOF) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SAN CLEMENTE, CA
- CIK
- 0001849348
- Portfolio Value
- $574.3M (Q2 2025)
- SEC Filing
- 0001085146-25-004721 ↗ filed Aug 8, 2025
Holdings Value
Holdings 357 stocks · $574.3M
| SCHG Schwab US Large-Cap Growth | 4.52% | 872,136 | $25.9M | Reduce -0.5% |
| AAPL Apple Inc. | 3.99% | 108,380 | $22.9M | Reduce -1.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.84% | 685,442 | $22.0M | Add +2.1% |
| NVDA Nvidia Corp. | 3.27% | 108,984 | $18.8M | Reduce -1.7% |
| MSFT Microsoft Corp. | 2.47% | 27,850 | $14.2M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 1.71% | 43,309 | $9.8M | Add +1.3% |
| MARM Ftvestus Max Buff ETF March | 1.56% | 278,108 | $8.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.50% | 18,132 | $8.6M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.49% | 13,657 | $8.6M | Reduce -0.1% |
| SPIB SS SPDR P Int C Corp. ETF | 1.46% | 251,143 | $8.4M | Add +5.6% |
| SEIX Virtus Seix Senior Loan ETF | 1.42% | 342,937 | $8.1M | Add +7.3% |
| SKYY First Trust Cloud Computing | 1.38% | 64,348 | $7.9M | Reduce -2.4% |
| JCPB JPMorgan Core Plus Bond ETF | 1.35% | 165,975 | $7.7M | Add +8.4% |
| JPIB JPMorgan Intl BND ETF | 1.33% | 157,525 | $7.6M | Add +6.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.30% | 185,855 | $7.5M | Add +2.0% |
| DJUL FT Vest US Equity Deep Buffe | 1.30% | 164,405 | $7.4M | Reduce -0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.23% | 133,758 | $7.1M | Add +3.8% |
| META Meta Platforms Inc. Class A | 1.05% | 8,540 | $6.0M | Add +0.7% |
| TSLA Tesla Inc. | 1.01% | 17,646 | $5.8M | Reduce -0.6% |
| TRMK Trustmark Corp. | 0.96% | 142,559 | $5.5M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.95% | 9,476 | $5.5M | Reduce -3.0% |
| PSQA PLMR SQ Senior Debt ETF | 0.94% | 265,516 | $5.4M | Add +13.6% |
| ITA iShares U.S. Aerospace & Def | 0.91% | 26,687 | $5.2M | Add +19.2% |
| SCHX Schwab US Large-Cap ETF | 0.90% | 207,698 | $5.2M | Add +6.5% |
| VGT Vanguard Info Tech ETF | 0.87% | 7,303 | $5.0M | Reduce -0.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.87% | 108,950 | $5.0M | Add +6.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.85% | 89,039 | $4.9M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 8,149 | $4.6M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.78% | 24,143 | $4.5M | Add +3.2% |
| EYLD Cambria Emerg Shrhldr Yield | 0.76% | 119,222 | $4.4M | Add +0.9% |
| AVGO Broadcom Inc. | 0.74% | 14,928 | $4.2M | Add +1.3% |
| QCOM Qualcomm Inc. | 0.73% | 27,217 | $4.2M | Reduce -7.5% |
| PULS Pgim Ultra Short Bond ETF | 0.72% | 83,354 | $4.1M | Add +4.7% |
| COST Costco Wholesale Corp. | 0.72% | 4,334 | $4.1M | Reduce -0.4% |
| FAUG FT Vest U.S. Equity Buffer E | 0.71% | 81,697 | $4.1M | Reduce -1.4% |
| GSST Goldman Sachs Ultra Short Bo | 0.70% | 79,711 | $4.0M | Add +6.0% |
| CTA Simplify Managed Futures St | 0.69% | 142,359 | $3.9M | Add +19.4% |
| BA The Boeing Co. | 0.64% | 16,060 | $3.7M | Add +0.0% |
| FMAY FT Vest US Equity Buffer ETF | 0.63% | 71,257 | $3.6M | Add +2.1% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.62% | 323,400 | $3.6M | Add +4.2% |
| EDOW First Trust Dow 30 Eql WGHT | 0.61% | 90,581 | $3.5M | Reduce -0.7% |
| FALN iShares Fallen Angels ETF | 0.61% | 128,772 | $3.5M | Add +7.1% |
| JEPI JPMorgan Equity Premium Inco | 0.60% | 60,910 | $3.5M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.55% | 10,934 | $3.2M | Add +0.7% |
| ELD Wisdomtree Emrg MKTS Debt | 0.53% | 107,807 | $3.0M | Add +5.2% |
| GJUN FT Vest US Equity Moderate B | 0.52% | 79,488 | $3.0M | Add +1.2% |
| CAT Caterpillar Inc. | 0.49% | 6,772 | $2.8M | Add +1.7% |
| GLOF iShares Global Equity Factor | 0.48% | 56,921 | $2.8M | New |
| GOOG Alphabet Inc. Class C | 0.47% | 14,506 | $2.7M | Add +1.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.47% | 32,475 | $2.7M | Add +5.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.46% | 25,621 | $2.6M | Add +9.1% |
| WMT Walmart Inc. | 0.43% | 26,026 | $2.5M | Reduce -0.3% |
| FDEC FT Vest U.S. Equity Buffer E | 0.43% | 52,411 | $2.5M | Add +11.3% |
| TFLO iShares Treasury Floating Ra | 0.42% | 48,202 | $2.4M | Add +3.5% |
| QSPT FT Vest Nasdaq-100 Buffer Et | 0.42% | 80,327 | $2.4M | No change |
| MA Mastercard Inc. Class A | 0.41% | 4,290 | $2.4M | Add +1.3% |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 15,364 | $2.4M | Add +0.4% |
| IMCG iShares Morningstar Mid-Cap | 0.41% | 28,849 | $2.4M | Add +3.3% |
| HD Home Depot Inc. | 0.41% | 6,526 | $2.3M | Add +0.7% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.40% | 28,240 | $2.3M | Add +0.9% |
| RWL Invesco S&P 500 Revenue ETF | 0.38% | 21,161 | $2.2M | Add +17.9% |
| FCAL First Trust California Munic | 0.38% | 46,136 | $2.2M | No change |
| XLP SS Consumer Staples Sel Sect | 0.36% | 25,738 | $2.1M | Add +0.7% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.36% | 49,229 | $2.1M | No change |
| O Realty Income Corp. | 0.36% | 36,579 | $2.1M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.35% | 12,834 | $2.0M | Reduce -4.0% |
| TNGY Tortoise Energy ETF | 0.35% | 218,237 | $2.0M | New |
| CVX Chevron Corp. | 0.35% | 13,232 | $2.0M | Add +7.4% |
| MUC BlackRock Munihold Ca QLTY | 0.34% | 194,025 | $2.0M | No change |
| SMH Vaneck Semiconductor ETF | 0.34% | 6,721 | $2.0M | Add +2.0% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 30,598 | $1.9M | Reduce -0.4% |
| JIRE JPMorgan Int Res Enh Eqty | 0.33% | 27,473 | $1.9M | New |
| XLRE SS Real Estate Select Sector | 0.33% | 45,748 | $1.9M | Add +8.6% |
| XOM Exxon Mobil Corp. | 0.32% | 16,939 | $1.8M | Add +0.4% |
| TBIL F/M US Treasury 3 Month Bill | 0.32% | 36,396 | $1.8M | Add +21.6% |
| XLE SS Energy Select Sector | 0.32% | 21,116 | $1.8M | Reduce -0.9% |
| T AT&T Inc. | 0.31% | 67,021 | $1.8M | Reduce -0.3% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.31% | 21,900 | $1.8M | Add +4.4% |
| ZECP Zacks Earnings Consistent Po | 0.31% | 55,590 | $1.8M | Add +5.1% |
| AGG iShares Core U.S. Aggregate | 0.31% | 18,225 | $1.8M | Reduce -4.2% |
| TSLX Sixth Street Specialty Lendi | 0.31% | 71,358 | $1.8M | Add +54.0% |
| DJUN FT Vest US Equity Deep Buffe | 0.30% | 38,677 | $1.8M | Add +0.1% |
| PM Philip Morris International | 0.30% | 9,784 | $1.7M | Reduce -18.1% |
| DMAR FT Vest US Equity Deep Buffe | 0.30% | 43,403 | $1.7M | Reduce -1.3% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.30% | 37,928 | $1.7M | Add +3.2% |
| SO The Southern Co. | 0.30% | 18,052 | $1.7M | Reduce -5.2% |
| JPEF JPMorgan Equity Focus ETF | 0.30% | 24,014 | $1.7M | Reduce -2.5% |
| VZ Verizon Communications Inc. | 0.29% | 41,479 | $1.7M | Add +7.2% |
| BBUS JPMorgan Betabuilders US Equ | 0.29% | 14,793 | $1.7M | Add +7.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.28% | 16,796 | $1.6M | Reduce -2.3% |
| GBIL Goldman Sachs Access Treasur | 0.28% | 16,107 | $1.6M | Add +1.6% |
| DBL Doubleline Opport Credit | 0.28% | 105,511 | $1.6M | Add +25.2% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.28% | 17,689 | $1.6M | Add +2.9% |
| CWB SS SPDR BB Conv Sec ETF | 0.27% | 18,348 | $1.6M | Add +1.8% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.26% | 45,295 | $1.5M | Add +6.2% |
| GNOV FT Vest US Equity Moderate B | 0.26% | 40,908 | $1.5M | No change |
| MO Altria Group Inc. | 0.26% | 25,740 | $1.5M | Reduce -1.7% |
| AXP American Express Co. | 0.26% | 4,823 | $1.5M | Add +1.0% |
| VGIT Vanguard Intermediate-Term T | 0.25% | 24,445 | $1.4M | Add +8.0% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.25% | 34,365 | $1.4M | Reduce -5.0% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.3% | 3.99% | −0.60 |
| QWLD State Street SPDR MSCI World | Reduce -92.3% | 0.05% | −0.59 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 1.50% | −0.41 |
| EW Edwards Lifesciences Corp. | Reduce -64.7% | 0.14% | −0.30 |
| JIVE JPM Interntl Value ETF | Sold out | 0.00% | −0.26 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 0.72% | −0.13 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -74.6% | 0.04% | −0.13 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.10 |
| OKE Oneok Inc. | Reduce -51.4% | 0.08% | −0.10 |
| PM Philip Morris International | Reduce -18.1% | 0.30% | −0.09 |
| UPS United Parcel Service Class B | Reduce -23.0% | 0.23% | −0.09 |
| TCPC BlackRock TCP Capital Corp. | Reduce -67.5% | 0.04% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -4.0% | 0.35% | −0.07 |
| WMT Walmart Inc. | Reduce -0.3% | 0.43% | −0.07 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.06 |
| IAI iShares U.S. Broker-Dealers | Sold out | 0.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -6.3% | 0.25% | −0.06 |
| FJUL FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.06 |
| O Realty Income Corp. | Reduce -1.6% | 0.36% | −0.06 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -1.5% | 0.85% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -4.2% | 0.31% | −0.06 |
| T AT&T Inc. | Reduce -0.3% | 0.31% | −0.05 |
| FEX First Trust Large Cap Core A | Sold out | 0.00% | −0.05 |
| SOXX iShares Semiconductor ETF | Reduce -43.5% | 0.10% | −0.05 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.05 |
| FDNI First Trust Dow Jones Intl | Sold out | 0.00% | −0.05 |
| SO The Southern Co. | Reduce -5.2% | 0.30% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -7.5% | 0.73% | −0.05 |
| MO Altria Group Inc. | Reduce -1.7% | 0.26% | −0.04 |
| QLTA iShares Aaa - A Rated Corpor | Sold out | 0.00% | −0.04 |
| SILA Sila Realty Trust Inc. | Sold out | 0.00% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -28.9% | 0.06% | −0.04 |
| BX Blackstone Inc. | Reduce -53.5% | 0.04% | −0.04 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -1.4% | 0.71% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -3.0% | 0.95% | −0.03 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -0.4% | 1.30% | −0.03 |
| PBR.A Petroleo Brasil-SP Pref ADR | Sold out | 0.00% | −0.03 |
| ABBV Abbvie Inc. | Reduce -2.0% | 0.16% | −0.03 |
| ELV Elevance Health Inc. | Reduce -0.5% | 0.04% | −0.02 |
| COP Conocophillips | Reduce -2.4% | 0.18% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.8% | 0.16% | −0.02 |
| DMAR FT Vest US Equity Deep Buffe | Reduce -1.3% | 0.30% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -2.0% | 0.10% | −0.02 |
| DAUG FT Vest U.S. Equity Deep Buf | Reduce -5.0% | 0.25% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -0.0% | 0.15% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Reduce -23.2% | 0.09% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -23.9% | 0.04% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -17.1% | 0.06% | −0.02 |
| WMB Williams Cos Inc. | Reduce -1.8% | 0.16% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| GLOF iShares Global Equity Factor | New | 0.48% | +0.48 |
| TNGY Tortoise Energy ETF | New | 0.35% | +0.35 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.33% | +0.33 |
| ITA iShares U.S. Aerospace & Def | Add +19.2% | 0.91% | +0.22 |
| AVGO Broadcom Inc. | Add +1.3% | 0.74% | +0.17 |
| TSLX Sixth Street Specialty Lendi | Add +54.0% | 0.31% | +0.12 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.11% | +0.11 |
| AMZN Amazon.com Inc. | Add +1.3% | 1.71% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.10% | +0.10 |
| META Meta Platforms Inc. Class A | Add +0.7% | 1.05% | +0.10 |
| CAT Caterpillar Inc. | Add +1.7% | 0.49% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | New | 0.07% | +0.07 |
| BA The Boeing Co. | Add +0.0% | 0.64% | +0.07 |
| SMH Vaneck Semiconductor ETF | Add +2.0% | 0.34% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +0.4% | 0.41% | +0.06 |
| ESGV Vanguard ESG US Stock ETF | New | 0.06% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | New | 0.06% | +0.06 |
| SCHX Schwab US Large-Cap ETF | Add +6.5% | 0.90% | +0.06 |
| GMAY FT Vest U.S. Equity Moderate | Add +55.3% | 0.16% | +0.05 |
| ORCL Oracle Corp. | Add +1.0% | 0.16% | +0.05 |
| MRVL Marvell Technology Inc. | New | 0.05% | +0.05 |
| EUFN iShares MSCI Europe Financia | New | 0.05% | +0.05 |
| SCHF Schwab Intl Equity ETF | New | 0.05% | +0.05 |
| FEBM FT Vest US Eq Max Buf Feb | Add +129.2% | 0.10% | +0.05 |
| IGF iShares Global Infrastructur | New | 0.05% | +0.05 |
| BWZ State Street SPDR Bloomberg | New | 0.05% | +0.05 |
| ITOT iShares Core S&P Total U.S. | New | 0.05% | +0.05 |
| CAH Cardinal Health Inc. | New | 0.05% | +0.05 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +70.0% | 0.13% | +0.05 |
| IGV iShares Expanded Tech-Softwa | New | 0.04% | +0.04 |
| ARKF ARK Blockchain & Fintech Inn | New | 0.04% | +0.04 |
| GE General Electric | Add +12.6% | 0.19% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.0% | 0.80% | +0.04 |
| ARKW ARK Next Generation Technolo | New | 0.04% | +0.04 |
| FJUN FT Vest US Equity Buff ETF-J | New | 0.04% | +0.04 |
| APH Amphenol Corp. Class A | New | 0.04% | +0.04 |
| BNY Bank of New York Mellon Corp. | New | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | New | 0.04% | +0.04 |
| PSX Phillips 66 | New | 0.04% | +0.04 |
| EMR Emerson Electric Co. | New | 0.04% | +0.04 |
| RWL Invesco S&P 500 Revenue ETF | Add +17.9% | 0.38% | +0.04 |
| YMAR FT VT Int Equ M B- Mar-US I | New | 0.04% | +0.04 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.04% | +0.04 |
| CTA Simplify Managed Futures St | Add +19.4% | 0.69% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +3.2% | 0.78% | +0.04 |
| PPA Invesco Aerospace & Defense | New | 0.04% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| JBND JPMorgan Active Bond ETF | New | 0.04% | +0.04 |
| JCI Johnson Controls Internation | New | 0.04% | +0.04 |
| BBAG JPMorgan Betabuilders US Agg | New | 0.04% | +0.04 |
Notes & Other Activity Q1 2025 → Q2 2025
| JQCNR Nuveen Credit Strategies-RTS | RIGHT 04/29/2025 | Sold out | 13,945 | $35before exit |
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 |