Ignite Planners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), Ignite Planners, LLC reported 377 stock positions worth $610.5 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 4.8% of the portfolio, followed by Apple (AAPL, 4.4%) and FT Vest Lad Buffervetf-Usd I (BUFR, 3.7%). Compared with Q2 2025, it opened 29 new positions, sold out of 9, added to 154 and reduced 165. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +5%) and the biggest sale FT Vest Nasdaq-100 Buffer Et (QSPT, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- SAN CLEMENTE, CA
- CIK
- 0001849348
- Portfolio Value
- $610.5M (Q3 2025)
- SEC Filing
- 0001085146-25-005835 ↗ filed Oct 8, 2025
Holdings Value
Holdings 377 stocks · $610.5M
| SCHG Schwab US Large-Cap Growth | 4.80% | 917,828 | $29.3M | Add +5.2% |
| AAPL Apple Inc. | 4.42% | 105,864 | $27.0M | Reduce -2.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.74% | 682,794 | $22.8M | Reduce -0.4% |
| NVDA Nvidia Corp. | 3.37% | 110,383 | $20.6M | Add +1.3% |
| MSFT Microsoft Corp. | 2.37% | 27,973 | $14.5M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.57% | 43,590 | $9.6M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.48% | 17,914 | $9.0M | Reduce -1.2% |
| MARM Ftvestus Max Buff ETF March | 1.47% | 274,677 | $9.0M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.46% | 13,388 | $8.9M | Reduce -2.0% |
| SKYY First Trust Cloud Computing | 1.41% | 63,871 | $8.6M | Reduce -0.7% |
| SPIB SS SPDR P Int C Corp. ETF | 1.34% | 240,859 | $8.2M | Reduce -4.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.30% | 185,330 | $7.9M | Reduce -0.3% |
| SEIX Virtus Seix Senior Loan ETF | 1.29% | 333,126 | $7.9M | Reduce -2.9% |
| TSLA Tesla Inc. | 1.27% | 17,475 | $7.8M | Reduce -1.0% |
| JCPB JPMorgan Core Plus Bond ETF | 1.25% | 160,090 | $7.6M | Reduce -3.5% |
| DJUL FT Vest US Equity Deep Buffe | 1.22% | 159,987 | $7.5M | Reduce -2.7% |
| JPIB JPMorgan Intl BND ETF | 1.22% | 151,713 | $7.4M | Reduce -3.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.20% | 132,375 | $7.3M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 1.07% | 8,893 | $6.5M | Add +4.1% |
| GOOGL Alphabet Inc. Class A | 0.98% | 24,526 | $6.0M | Add +1.6% |
| VOO Vanguard S&P 500 ETF | 0.96% | 9,604 | $5.9M | Add +1.4% |
| ITA iShares U.S. Aerospace & Def | 0.96% | 27,881 | $5.8M | Add +4.5% |
| TRMK Trustmark Corp. | 0.92% | 142,314 | $5.6M | Reduce -0.2% |
| SCHX Schwab US Large-Cap ETF | 0.90% | 208,155 | $5.5M | Add +0.2% |
| VGT Vanguard Info Tech ETF | 0.89% | 7,306 | $5.5M | Add +0.0% |
| PSQA PLMR SQ Senior Debt ETF | 0.88% | 265,595 | $5.4M | Add +0.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.86% | 91,388 | $5.3M | Add +2.6% |
| AVGO Broadcom Inc. | 0.82% | 15,127 | $5.0M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.81% | 8,202 | $4.9M | Add +0.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.80% | 104,715 | $4.9M | Reduce -3.9% |
| EYLD Cambria Emerg Shrhldr Yield | 0.72% | 118,830 | $4.4M | Reduce -0.3% |
| QCOM Qualcomm Inc. | 0.72% | 26,532 | $4.4M | Reduce -2.5% |
| FAUG FT Vest U.S. Equity Buffer E | 0.70% | 82,690 | $4.3M | Add +1.2% |
| PULS Pgim Ultra Short Bond ETF | 0.69% | 83,963 | $4.2M | Add +0.7% |
| GSST Goldman Sachs Ultra Short Bo | 0.67% | 80,311 | $4.1M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.66% | 4,336 | $4.0M | Add +0.1% |
| CTA Simplify Managed Futures St | 0.64% | 139,278 | $3.9M | Reduce -2.2% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.62% | 330,112 | $3.8M | Add +2.1% |
| FMAY FT Vest US Equity Buffer ETF | 0.61% | 71,257 | $3.7M | No change |
| EDOW First Trust Dow 30 Eql WGHT | 0.59% | 90,640 | $3.6M | Add +0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.58% | 61,960 | $3.5M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.57% | 14,371 | $3.5M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.57% | 11,075 | $3.5M | Add +1.3% |
| BA The Boeing Co. | 0.57% | 16,060 | $3.5M | No change |
| FALN iShares Fallen Angels ETF | 0.56% | 123,502 | $3.4M | Reduce -4.1% |
| CAT Caterpillar Inc. | 0.52% | 6,594 | $3.1M | Reduce -2.6% |
| GLOF iShares Global Equity Factor | 0.51% | 60,705 | $3.1M | Add +6.7% |
| GJUN FT Vest US Equity Moderate B | 0.51% | 79,488 | $3.1M | No change |
| ELD Wisdomtree Emrg MKTS Debt | 0.49% | 104,021 | $3.0M | Reduce -3.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.46% | 32,415 | $2.8M | Reduce -0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 14,928 | $2.7M | Reduce -2.8% |
| WMT Walmart Inc. | 0.44% | 26,343 | $2.7M | Add +1.2% |
| HD Home Depot Inc. | 0.44% | 6,618 | $2.7M | Add +1.4% |
| FCAL First Trust California Munic | 0.42% | 52,921 | $2.6M | Add +14.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.42% | 24,760 | $2.6M | Reduce -3.4% |
| FDEC FT Vest U.S. Equity Buffer E | 0.42% | 51,811 | $2.6M | Reduce -1.1% |
| TFLO iShares Treasury Floating Ra | 0.40% | 48,708 | $2.5M | Add +1.1% |
| MA Mastercard Inc. Class A | 0.40% | 4,326 | $2.5M | Add +0.8% |
| RWL Invesco S&P 500 Revenue ETF | 0.39% | 21,696 | $2.4M | Add +2.5% |
| IMCG iShares Morningstar Mid-Cap | 0.39% | 28,837 | $2.4M | Reduce -0.0% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.39% | 28,260 | $2.4M | Add +0.1% |
| O Realty Income Corp. | 0.36% | 36,614 | $2.2M | Add +0.1% |
| SMH Vaneck Semiconductor ETF | 0.36% | 6,664 | $2.2M | Reduce -0.8% |
| MUC BlackRock Munihold Ca QLTY | 0.34% | 194,025 | $2.1M | No change |
| CVX Chevron Corp. | 0.34% | 13,269 | $2.1M | Add +0.3% |
| JIRE JPMorgan Int Res Enh Eqty | 0.34% | 27,888 | $2.1M | Add +1.5% |
| ZECP Zacks Earnings Consistent Po | 0.33% | 60,607 | $2.0M | Add +9.0% |
| XLP SS Consumer Staples Sel Sect | 0.33% | 25,813 | $2.0M | Add +0.3% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.33% | 45,955 | $2.0M | Reduce -6.7% |
| PG The Procter & Gamble Co. | 0.33% | 12,988 | $2.0M | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 29,748 | $1.9M | Reduce -2.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.32% | 21,886 | $1.9M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.32% | 17,110 | $1.9M | Add +1.0% |
| TNGY Tortoise Energy ETF | 0.31% | 205,926 | $1.9M | Reduce -5.6% |
| XLE SS Energy Select Sector | 0.31% | 20,846 | $1.9M | Reduce -1.3% |
| TBIL F/M US Treasury 3 Month Bill | 0.30% | 37,208 | $1.9M | Add +2.2% |
| T AT&T Inc. | 0.30% | 65,856 | $1.9M | Reduce -1.7% |
| BBUS JPMorgan Betabuilders US Equ | 0.30% | 15,042 | $1.8M | Add +1.7% |
| DJUN FT Vest US Equity Deep Buffe | 0.29% | 38,452 | $1.8M | Reduce -0.6% |
| VZ Verizon Communications Inc. | 0.29% | 40,613 | $1.8M | Reduce -2.1% |
| XLRE SS Real Estate Select Sector | 0.29% | 41,966 | $1.8M | Reduce -8.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.29% | 16,786 | $1.8M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 0.29% | 17,499 | $1.8M | Reduce -4.0% |
| DMAR FT Vest US Equity Deep Buffe | 0.29% | 42,968 | $1.8M | Reduce -1.0% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.28% | 37,166 | $1.7M | Reduce -2.0% |
| JPEF JPMorgan Equity Focus ETF | 0.28% | 23,164 | $1.7M | Reduce -3.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.28% | 17,835 | $1.7M | Add +0.8% |
| GLD SPDR Gold Shares | 0.27% | 4,721 | $1.7M | Add +6.0% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.27% | 37,847 | $1.7M | Add +21.6% |
| DBL Doubleline Opport Credit | 0.27% | 107,242 | $1.7M | Add +1.6% |
| SO The Southern Co. | 0.27% | 17,561 | $1.7M | Reduce -2.7% |
| MO Altria Group Inc. | 0.27% | 25,113 | $1.7M | Reduce -2.4% |
| GBIL Goldman Sachs Access Treasur | 0.27% | 16,362 | $1.6M | Add +1.6% |
| AXP American Express Co. | 0.27% | 4,913 | $1.6M | Add +1.9% |
| CWB SS SPDR BB Conv Sec ETF | 0.27% | 17,949 | $1.6M | Reduce -2.2% |
| TSLX Sixth Street Specialty Lendi | 0.26% | 69,467 | $1.6M | Reduce -2.6% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.26% | 45,325 | $1.6M | Add +0.1% |
| PM Philip Morris International | 0.26% | 9,687 | $1.6M | Reduce -1.0% |
| GNOV FT Vest US Equity Moderate B | 0.25% | 40,878 | $1.6M | Reduce -0.1% |
| C Citigroup Inc. | 0.25% | 15,057 | $1.5M | Reduce -2.1% |
Portfolio Sells Q2 2025 → Q3 2025
| QSPT FT Vest Nasdaq-100 Buffer Et | Reduce -45.0% | 0.22% | −0.19 |
| SEIX Virtus Seix Senior Loan ETF | Reduce -2.9% | 1.29% | −0.13 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -4.1% | 1.34% | −0.12 |
| JPIB JPMorgan Intl BND ETF | Reduce -3.7% | 1.22% | −0.11 |
| FNOV FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.10 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -0.4% | 3.74% | −0.10 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -3.5% | 1.25% | −0.10 |
| MARM Ftvestus Max Buff ETF March | Reduce -1.2% | 1.47% | −0.09 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -2.7% | 1.22% | −0.07 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -3.9% | 0.80% | −0.07 |
| SPHQ Invesco S&P 500 Quality ETF | Sold out | 0.00% | −0.05 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.05 |
| BWZ State Street SPDR Bloomberg | Sold out | 0.00% | −0.05 |
| CTA Simplify Managed Futures St | Reduce -2.2% | 0.64% | −0.05 |
| TSLX Sixth Street Specialty Lendi | Reduce -2.6% | 0.26% | −0.05 |
| LYB Lyondellbasell Indu Class A | Reduce -0.5% | 0.13% | −0.05 |
| UPS United Parcel Service Class B | Reduce -0.1% | 0.18% | −0.05 |
| PM Philip Morris International | Reduce -1.0% | 0.26% | −0.05 |
| XLRE SS Real Estate Select Sector | Reduce -8.3% | 0.29% | −0.04 |
| FALN iShares Fallen Angels ETF | Reduce -4.1% | 0.56% | −0.04 |
| TNGY Tortoise Energy ETF | Reduce -5.6% | 0.31% | −0.04 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -3.4% | 0.42% | −0.04 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.04 |
| QMNV FT NDQ100 Mod Buff ETF - Nov | Sold out | 0.00% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| ELD Wisdomtree Emrg MKTS Debt | Reduce -3.5% | 0.49% | −0.04 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.04 |
| TRMK Trustmark Corp. | Reduce -0.2% | 0.92% | −0.03 |
| EYLD Cambria Emerg Shrhldr Yield | Reduce -0.3% | 0.72% | −0.03 |
| DDEC FT Vest U.S. Equity Deep Buf | Reduce -6.7% | 0.33% | −0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.0% | 1.20% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 1.46% | −0.03 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -19.3% | 0.07% | −0.03 |
| CARR Carrier Global Corp. | Reduce -24.4% | 0.03% | −0.03 |
| ICL Icl Group Ltd. | Reduce -3.2% | 0.13% | −0.03 |
| CCI Crown Castle Inc. | Reduce -2.8% | 0.14% | −0.03 |
| OKE Oneok Inc. | Reduce -15.7% | 0.05% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -4.0% | 0.29% | −0.02 |
| SBUX Starbucks Corp. | Reduce -12.0% | 0.07% | −0.02 |
| SO The Southern Co. | Reduce -2.7% | 0.27% | −0.02 |
| EXR Extra Space Storage Inc. | Reduce -2.4% | 0.15% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 1.48% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.8% | 0.32% | −0.02 |
| FJAN FT Vest U.S. Equity Buffer E | Reduce -7.6% | 0.19% | −0.02 |
| VGIT Vanguard Intermediate-Term T | Reduce -3.4% | 0.23% | −0.02 |
| TCPC BlackRock TCP Capital Corp. | Reduce -30.5% | 0.02% | −0.02 |
| IMCG iShares Morningstar Mid-Cap | Reduce -0.0% | 0.39% | −0.02 |
| QDEC FT Vest Nasdaq-100 Buffer Et | Reduce -6.8% | 0.22% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -0.5% | 0.23% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| SCHG Schwab US Large-Cap Growth | Add +5.2% | 4.80% | +0.28 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.98% | +0.20 |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | New | 0.11% | +0.11 |
| NVDA Nvidia Corp. | Add +1.3% | 3.37% | +0.10 |
| TSEP Ftvestembuffetfsep | New | 0.09% | +0.09 |
| FSEP FT Vest U.S. Equity Buffer E | New | 0.09% | +0.09 |
| SAUG FT Vest US Small Cap Moderat | Add +162.0% | 0.13% | +0.08 |
| AVGO Broadcom Inc. | Add +1.3% | 0.82% | +0.08 |
| UNH Unitedhealth Group Inc. | New | 0.07% | +0.07 |
| XLI SS Industrial Select Sector | New | 0.06% | +0.06 |
| IGV iShares Expanded Tech-Softwa | Add +123.2% | 0.10% | +0.05 |
| COF Capital One Financial Corp. | New | 0.05% | +0.05 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.05% | +0.05 |
| QMAG FT NDQ100 Mod Buff ETF - Aug | Add +75.7% | 0.12% | +0.05 |
| FJUL FT Vest US Equity Buffer ETF | New | 0.05% | +0.05 |
| ITA iShares U.S. Aerospace & Def | Add +4.5% | 0.96% | +0.04 |
| FERG Ferguson Enterprises Inc. | New | 0.04% | +0.04 |
| GLW Corning Inc. | New | 0.04% | +0.04 |
| DSEP FT Vest U.S. Equity Deep Buf | Add +21.6% | 0.27% | +0.04 |
| FCAL First Trust California Munic | Add +14.7% | 0.42% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | New | 0.04% | +0.04 |
| CMI Cummins Inc. | New | 0.04% | +0.04 |
| IBB iShares Biotechnology ETF | New | 0.04% | +0.04 |
| QYLD Global X Nasd 100 Cov Call | New | 0.04% | +0.04 |
| GSEP FT Vest US Equity Moderate B | New | 0.04% | +0.04 |
| SHLD Global X Defense Tech ETF | New | 0.04% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +54.0% | 0.11% | +0.04 |
| HWM Howmet Aerospace Inc. | New | 0.04% | +0.04 |
| EWJ iShares MSCI Japan ETF | New | 0.04% | +0.04 |
| GLD SPDR Gold Shares | Add +6.0% | 0.27% | +0.04 |
| PHM Pultegroup Inc. | New | 0.04% | +0.04 |
| VNQI Vanguard GLBL Ex-US Real Est | New | 0.04% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.04% | +0.04 |
| AIRR First Trust Rba American Ind | Add +20.4% | 0.16% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.03% | +0.03 |
| SCHV Schwab US Large-Cap Value | New | 0.03% | +0.03 |
| FITB Fifth Third Bancorp | New | 0.03% | +0.03 |
| MDT Medtronic PLC | New | 0.03% | +0.03 |
| IOO iShares Global 100 ETF | New | 0.03% | +0.03 |
| ACWI iShares MSCI Acwi ETF | New | 0.03% | +0.03 |
| BITO Proshares Bitcoin ETF-Usd | New | 0.03% | +0.03 |
| GLOF iShares Global Equity Factor | Add +6.7% | 0.51% | +0.03 |
| HD Home Depot Inc. | Add +1.4% | 0.44% | +0.03 |
| CIBR First Trust Nasdaq Cybersecu | Add +26.6% | 0.15% | +0.03 |
| ABBV Abbvie Inc. | Add +1.2% | 0.18% | +0.03 |
| AMD Advanced Micro Devices | Add +33.3% | 0.11% | +0.03 |
| LRCX Lam Research Corp. | Add +1.9% | 0.12% | +0.03 |
| ORCL Oracle Corp. | Add +7.6% | 0.18% | +0.03 |
| XLF SS Financial Select Sector | Add +24.1% | 0.14% | +0.02 |
| META Meta Platforms Inc. Class A | Add +4.1% | 1.07% | +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 |