Ignite Planners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Ignite Planners, LLC reported 401 stock positions worth $653.0 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 4.6% of the portfolio, followed by Apple (AAPL, 4.1%) and FT Vest Lad Buffervetf-Usd I (BUFR, 3.7%). Compared with Q3 2025, it opened 45 new positions, sold out of 21, added to 197 and reduced 135. The biggest buy was Alphabet Class A (GOOGL, shares +5%) and the biggest sale Simplify Managed Futures St (CTA, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- SAN CLEMENTE, CA
- CIK
- 0001849348
- Portfolio Value
- $653.0M (Q4 2025)
- SEC Filing
- 0002085853-26-000216 ↗ filed Feb 6, 2026
Holdings Value
Holdings 401 stocks · $653.0M
| SCHG Schwab US Large-Cap Growth | 4.65% | 948,261 | $30.3M | Add +3.3% |
| AAPL Apple Inc. | 4.09% | 102,902 | $26.7M | Reduce -2.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.69% | 697,971 | $24.1M | Add +2.2% |
| NVDA Nvidia Corp. | 3.15% | 107,698 | $20.6M | Reduce -2.4% |
| MSFT Microsoft Corp. | 1.95% | 29,639 | $12.8M | Add +6.0% |
| AMZN Amazon.com Inc. | 1.63% | 44,376 | $10.6M | Add +1.8% |
| MARM Ftvestus Max Buff ETF March | 1.40% | 274,677 | $9.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.37% | 12,913 | $8.9M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 1.33% | 25,646 | $8.7M | Add +4.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.32% | 183,304 | $8.6M | Reduce -1.1% |
| SPIB SS SPDR P Int C Corp. ETF | 1.25% | 241,626 | $8.2M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 16,622 | $8.0M | Reduce -7.2% |
| SEIX Virtus Seix Senior Loan ETF | 1.21% | 340,601 | $7.9M | Add +2.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.21% | 135,721 | $7.9M | Add +2.5% |
| JCPB JPMorgan Core Plus Bond ETF | 1.19% | 164,008 | $7.8M | Add +2.5% |
| ITA iShares U.S. Aerospace & Def | 1.19% | 33,373 | $7.8M | Add +19.7% |
| TSLA Tesla Inc. | 1.15% | 17,471 | $7.5M | Reduce -0.0% |
| JPIB JPMorgan Intl BND ETF | 1.15% | 152,192 | $7.5M | Add +0.3% |
| SCHX Schwab US Large-Cap ETF | 1.10% | 264,683 | $7.2M | Add +27.2% |
| DJUL FT Vest US Equity Deep Buffe | 1.05% | 142,861 | $6.8M | Reduce -10.7% |
| VOO Vanguard S&P 500 ETF | 1.01% | 10,405 | $6.6M | Add +8.3% |
| SKYY First Trust Cloud Computing | 1.00% | 54,770 | $6.5M | Reduce -14.3% |
| META Meta Platforms Inc. Class A | 0.99% | 8,989 | $6.4M | Add +1.1% |
| TRMK Trustmark Corp. | 0.93% | 142,358 | $6.1M | Add +0.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.87% | 95,302 | $5.7M | Add +4.3% |
| PSQA PLMR SQ Senior Debt ETF | 0.87% | 276,526 | $5.7M | Add +4.1% |
| VGT Vanguard Info Tech ETF | 0.82% | 7,190 | $5.4M | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.80% | 15,788 | $5.2M | Add +4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.79% | 8,342 | $5.2M | Add +1.7% |
| EYLD Cambria Emerg Shrhldr Yield | 0.76% | 117,860 | $4.9M | Reduce -0.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.75% | 105,342 | $4.9M | Add +0.6% |
| GLOF iShares Global Equity Factor | 0.68% | 82,038 | $4.5M | Add +35.1% |
| CAT Caterpillar Inc. | 0.68% | 6,759 | $4.4M | Add +2.5% |
| GOOG Alphabet Inc. Class C | 0.66% | 12,814 | $4.3M | Reduce -10.8% |
| PULS Pgim Ultra Short Bond ETF | 0.66% | 86,255 | $4.3M | Add +2.7% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.65% | 357,359 | $4.3M | Add +8.3% |
| GSST Goldman Sachs Ultra Short Bo | 0.64% | 83,057 | $4.2M | Add +3.4% |
| FAUG FT Vest U.S. Equity Buffer E | 0.64% | 78,391 | $4.2M | Reduce -5.2% |
| QCOM Qualcomm Inc. | 0.63% | 27,087 | $4.1M | Add +2.1% |
| COST Costco Wholesale Corp. | 0.61% | 4,252 | $4.0M | Reduce -1.9% |
| EDOW First Trust Dow 30 Eql WGHT | 0.61% | 94,217 | $4.0M | Add +4.0% |
| RWL Invesco S&P 500 Revenue ETF | 0.60% | 33,142 | $3.9M | Add +52.8% |
| FMAY FT Vest US Equity Buffer ETF | 0.59% | 71,106 | $3.8M | Reduce -0.2% |
| BA The Boeing Co. | 0.57% | 15,995 | $3.7M | Reduce -0.4% |
| JEPI JPMorgan Equity Premium Inco | 0.57% | 63,021 | $3.7M | Add +1.7% |
| GLD SPDR Gold Shares | 0.56% | 8,153 | $3.6M | Add +72.7% |
| FALN iShares Fallen Angels ETF | 0.53% | 126,642 | $3.5M | Add +2.5% |
| WMT Walmart Inc. | 0.50% | 27,649 | $3.3M | Add +5.0% |
| JPM JPMorgan Chase & Co. | 0.50% | 10,718 | $3.3M | Reduce -3.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.47% | 32,634 | $3.1M | Add +0.7% |
| ELD Wisdomtree Emrg MKTS Debt | 0.46% | 101,722 | $3.0M | Reduce -2.2% |
| FCAL First Trust California Munic | 0.46% | 60,382 | $3.0M | Add +14.1% |
| SMH Vaneck Semiconductor ETF | 0.45% | 7,362 | $3.0M | Add +10.5% |
| RDVY First Trust Rising Dividend | 0.42% | 38,362 | $2.8M | Add +122.9% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.41% | 30,266 | $2.7M | Add +7.1% |
| IMCG iShares Morningstar Mid-Cap | 0.40% | 31,686 | $2.6M | Add +9.9% |
| XOM Exxon Mobil Corp. | 0.39% | 17,938 | $2.5M | Add +4.8% |
| HD Home Depot Inc. | 0.38% | 6,696 | $2.5M | Add +1.2% |
| JIRE JPMorgan Int Res Enh Eqty | 0.38% | 31,797 | $2.5M | Add +14.0% |
| TFLO iShares Treasury Floating Ra | 0.38% | 49,264 | $2.5M | Add +1.1% |
| TNGY Tortoise Energy ETF | 0.37% | 251,723 | $2.4M | Add +22.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.36% | 23,101 | $2.4M | Reduce -6.7% |
| FDEC FT Vest U.S. Equity Buffer E | 0.36% | 45,285 | $2.3M | Reduce -12.6% |
| CVX Chevron Corp. | 0.36% | 13,188 | $2.3M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 0.35% | 4,236 | $2.3M | Reduce -2.1% |
| O Realty Income Corp. | 0.35% | 37,293 | $2.3M | Add +1.9% |
| ZECP Zacks Earnings Consistent Po | 0.35% | 64,315 | $2.3M | Add +6.1% |
| XLE SS Energy Select Sector | 0.35% | 44,391 | $2.3M | Add +6.5% |
| TSLX Sixth Street Specialty Lendi | 0.34% | 102,317 | $2.2M | Add +47.3% |
| MUC BlackRock Munihold Ca QLTY | 0.33% | 194,025 | $2.1M | No change |
| DDEC FT Vest U.S. Equity Deep Buf | 0.33% | 46,990 | $2.1M | Add +2.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.32% | 21,276 | $2.1M | Add +19.3% |
| FDD First Trust Stoxx Europe | 0.32% | 113,721 | $2.1M | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.31% | 20,980 | $2.0M | Reduce -4.1% |
| PLTR Palantir Technologies Inc. Class A | 0.30% | 13,525 | $2.0M | Reduce -9.4% |
| UPS United Parcel Service Class B | 0.30% | 18,536 | $2.0M | Add +39.6% |
| BBUS JPMorgan Betabuilders US Equ | 0.30% | 15,722 | $2.0M | Add +4.5% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 27,908 | $1.9M | Reduce -6.2% |
| AGG iShares Core U.S. Aggregate | 0.29% | 19,136 | $1.9M | Add +9.3% |
| PG The Procter & Gamble Co. | 0.28% | 12,262 | $1.9M | Reduce -5.6% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 6,041 | $1.9M | Add +45.1% |
| DBL Doubleline Opport Credit | 0.28% | 121,539 | $1.8M | Add +13.3% |
| AXP American Express Co. | 0.28% | 5,194 | $1.8M | Add +5.7% |
| DJUN FT Vest US Equity Deep Buffe | 0.28% | 37,979 | $1.8M | Reduce -1.2% |
| VZ Verizon Communications Inc. | 0.27% | 40,267 | $1.8M | Reduce -0.8% |
| T AT&T Inc. | 0.27% | 67,133 | $1.8M | Add +1.9% |
| BPRE Bluerock Private Real Estate | 0.27% | 105,996 | $1.8M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 16,354 | $1.8M | Reduce -2.6% |
| LLY Eli Lilly & Co. | 0.27% | 1,671 | $1.7M | Reduce -10.3% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.27% | 38,301 | $1.7M | Add +1.2% |
| JPEF JPMorgan Equity Focus ETF | 0.26% | 22,814 | $1.7M | Reduce -1.5% |
| DMAR FT Vest US Equity Deep Buffe | 0.26% | 40,554 | $1.7M | Reduce -5.6% |
| GBIL Goldman Sachs Access Treasur | 0.26% | 16,872 | $1.7M | Add +3.1% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.26% | 46,728 | $1.7M | Add +3.1% |
| SO The Southern Co. | 0.25% | 17,924 | $1.6M | Add +2.1% |
| IDV iShares International Select | 0.24% | 38,189 | $1.6M | New |
| HWC Hancock Whitney Corp. | 0.24% | 23,095 | $1.6M | No change |
| TBIL F/M US Treasury 3 Month Bill | 0.24% | 31,849 | $1.6M | Reduce -14.4% |
| PM Philip Morris International | 0.24% | 8,651 | $1.6M | Reduce -10.7% |
| CWB SS SPDR BB Conv Sec ETF | 0.23% | 16,306 | $1.5M | Reduce -9.2% |
Options reported separately and not counted above: GLD calls ($317K), NOW puts ($153K), BABA calls ($77K), NFLX calls ($9K).
Portfolio Sells Q3 2025 → Q4 2025
| CTA Simplify Managed Futures St | Reduce -81.0% | 0.11% | −0.52 |
| SKYY First Trust Cloud Computing | Reduce -14.3% | 1.00% | −0.41 |
| AAPL Apple Inc. | Reduce -2.8% | 4.09% | −0.33 |
| GJUN FT Vest US Equity Moderate B | Reduce -57.5% | 0.21% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.2% | 1.22% | −0.25 |
| NVDA Nvidia Corp. | Reduce -2.4% | 3.15% | −0.22 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -10.7% | 1.05% | −0.18 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.16 |
| C Citigroup Inc. | Reduce -59.7% | 0.11% | −0.14 |
| PLTR Palantir Technologies Inc. Class A | Reduce -9.4% | 0.30% | −0.14 |
| TSLA Tesla Inc. | Reduce -0.0% | 1.15% | −0.12 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.12 |
| XLP SS Consumer Staples Sel Sect | Reduce -36.1% | 0.21% | −0.12 |
| GFEB FT Vest US Equity Moderate B | Sold out | 0.00% | −0.12 |
| GNOV FT Vest US Equity Moderate B | Reduce -41.1% | 0.15% | −0.11 |
| BMO Bank of Montreal | Reduce -47.0% | 0.11% | −0.10 |
| ORCL Oracle Corp. | Reduce -15.6% | 0.08% | −0.10 |
| GJUL FT Vest US Equity Moderate B | Sold out | 0.00% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.5% | 1.37% | −0.09 |
| XLRE SS Real Estate Select Sector | Reduce -25.8% | 0.20% | −0.09 |
| NFLX Netflix Inc. | Reduce -8.2% | 0.13% | −0.09 |
| HSBC HSBC Holdings PLC-Spons ADR | Reduce -49.6% | 0.11% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -3.2% | 0.50% | −0.07 |
| VGT Vanguard Info Tech ETF | Reduce -1.6% | 0.82% | −0.07 |
| DFEB FT Vest U.S. Equity Deep Buf | Reduce -21.3% | 0.22% | −0.07 |
| SRE Sempra | Reduce -31.2% | 0.11% | −0.07 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -5.2% | 0.64% | −0.06 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -14.4% | 0.24% | −0.06 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.06 |
| FDEC FT Vest U.S. Equity Buffer E | Reduce -12.6% | 0.36% | −0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.06 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -6.7% | 0.36% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -2.1% | 0.35% | −0.05 |
| MO Altria Group Inc. | Reduce -7.3% | 0.22% | −0.05 |
| EUFN iShares MSCI Europe Financia | Sold out | 0.00% | −0.05 |
| IGF iShares Global Infrastructur | Sold out | 0.00% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 0.61% | −0.05 |
| ICL Icl Group Ltd. | Reduce -18.4% | 0.08% | −0.04 |
| BNO United States Brent Oil Fund | Reduce -28.9% | 0.11% | −0.04 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Reduce -20.8% | 0.06% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -5.6% | 0.28% | −0.04 |
| ARKF ARK Blockchain & Fintech Inn | Sold out | 0.00% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Reduce -19.6% | 0.10% | −0.04 |
| GSK GSK PLC-Spon ADR | Reduce -35.5% | 0.11% | −0.04 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.04 |
| EXR Extra Space Storage Inc. | Reduce -19.6% | 0.11% | −0.04 |
| DBA Invesco DB Agriculture Fund | Reduce -24.0% | 0.08% | −0.04 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -15.5% | 0.19% | −0.04 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +4.6% | 1.33% | +0.35 |
| FDD First Trust Stoxx Europe | New | 0.32% | +0.32 |
| GLD SPDR Gold Shares | Add +72.7% | 0.56% | +0.28 |
| BPRE Bluerock Private Real Estate | New | 0.27% | +0.27 |
| IDV iShares International Select | New | 0.24% | +0.24 |
| RDVY First Trust Rising Dividend | Add +122.9% | 0.42% | +0.23 |
| ITA iShares U.S. Aerospace & Def | Add +19.7% | 1.19% | +0.23 |
| BMY Bristol-Myers Squibb Co. | New | 0.21% | +0.21 |
| SCHX Schwab US Large-Cap ETF | Add +27.2% | 1.10% | +0.21 |
| RWL Invesco S&P 500 Revenue ETF | Add +52.8% | 0.60% | +0.21 |
| GLOF iShares Global Equity Factor | Add +35.1% | 0.68% | +0.17 |
| CAT Caterpillar Inc. | Add +2.5% | 0.68% | +0.17 |
| OKE Oneok Inc. | Add +289.0% | 0.22% | +0.16 |
| FJUN FT Vest US Equity Buff ETF-J | Add +332.7% | 0.18% | +0.14 |
| UPS United Parcel Service Class B | Add +39.6% | 0.30% | +0.12 |
| PRU Prudential Financial Inc. | Add +263.7% | 0.15% | +0.11 |
| QUIZ Zacks QLTY Inter'l Fund | New | 0.10% | +0.10 |
| FNOV FT Vest US Equity Buffer ETF | New | 0.10% | +0.10 |
| SMH Vaneck Semiconductor ETF | Add +10.5% | 0.45% | +0.10 |
| IWD iShares Russell 1000 Value E | New | 0.10% | +0.10 |
| DXJ Wisdomtree Japan Hedged Eq | Add +215.7% | 0.13% | +0.09 |
| PSLV Sprott Physical Silver Trust | New | 0.09% | +0.09 |
| JBND JPMorgan Active Bond ETF | Add +230.6% | 0.13% | +0.09 |
| AFLG First Trust Active Factor La | New | 0.08% | +0.08 |
| TSLX Sixth Street Specialty Lendi | Add +47.3% | 0.34% | +0.08 |
| BND Vanguard Total Bond Market | Add +190.1% | 0.13% | +0.08 |
| GEV GE Vernova Inc. | Add +67.0% | 0.18% | +0.08 |
| LRCX Lam Research Corp. | Add +3.8% | 0.20% | +0.08 |
| GE General Electric | Add +45.1% | 0.28% | +0.08 |
| QTUM Defiance Quantum ETF | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | Add +4.8% | 0.39% | +0.07 |
| AMD Advanced Micro Devices | Add +16.6% | 0.18% | +0.07 |
| FTS Fortis Inc. | New | 0.07% | +0.07 |
| MLPX Global X MLP & Energy Infras | Add +145.4% | 0.11% | +0.06 |
| NOBL Proshares S&P 500 Dividend A | New | 0.06% | +0.06 |
| TNGY Tortoise Energy ETF | Add +22.2% | 0.37% | +0.06 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.06% | +0.06 |
| JAVA JPMorgan Active Value ETF | Add +51.5% | 0.17% | +0.06 |
| IWB iShares Russell 1000 ETF | New | 0.06% | +0.06 |
| WMT Walmart Inc. | Add +5.0% | 0.50% | +0.06 |
| USB US Bancorp | Add +48.9% | 0.16% | +0.06 |
| AMZN Amazon.com Inc. | Add +1.8% | 1.63% | +0.06 |
| AIRR First Trust Rba American Ind | Add +29.1% | 0.21% | +0.06 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.06% | +0.06 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | New | 0.06% | +0.06 |
| JTEK JPMorgan US Tech Leaders | Add +135.8% | 0.10% | +0.05 |
| RLY SS Multi-Asset Real Ret ETF | New | 0.05% | +0.05 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.05% | +0.05 |
| GILD Gilead Sciences Inc. | Add +13.6% | 0.20% | +0.05 |
| JDOC JPMorgan Healthcare Lead ETF | Add +136.8% | 0.08% | +0.05 |
Options Activity Q3 2025 → Q4 2025
| GLD SPDR Gold Shares | call | New | 800 | $317K |
| NOW ServiceNow Inc. | put | New | 1,000 | $153K |
| BABA Alibaba Group Holding-SP ADR | call | New | 500 | $77K |
| NFLX Netflix Inc. | call | New | 100 | $9K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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 |