Ignite Planners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Ignite Planners, LLC reported 393 stock positions worth $647.6 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 4.2% of the portfolio, followed by Apple (AAPL, 4.1%) and FT Vest Lad Buffervetf-Usd I (BUFR, 3.7%). Compared with Q4 2025, it opened 17 new positions, sold out of 25, added to 211 and reduced 131. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +941%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SAN CLEMENTE, CA
- CIK
- 0001849348
- Portfolio Value
- $647.6M (Q1 2026)
- SEC Filing
- 0002085853-26-000405 ↗ filed Apr 17, 2026
Holdings Value
Holdings 393 stocks · $647.6M
| SCHG Schwab US Large-Cap Growth | 4.18% | 930,933 | $27.1M | Reduce -1.8% |
| AAPL Apple Inc. | 4.06% | 103,574 | $26.3M | Add +0.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.66% | 701,672 | $23.7M | Add +0.5% |
| NVDA Nvidia Corp. | 2.95% | 109,538 | $19.1M | Add +1.7% |
| MSFT Microsoft Corp. | 1.76% | 30,822 | $11.4M | Add +4.0% |
| AMZN Amazon.com Inc. | 1.45% | 45,005 | $9.4M | Add +1.4% |
| MARM Ftvestus Max Buff ETF March | 1.41% | 272,928 | $9.1M | Reduce -0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.34% | 191,090 | $8.7M | Add +4.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.32% | 151,156 | $8.5M | Add +11.4% |
| ITA iShares U.S. Aerospace & Def | 1.31% | 38,927 | $8.5M | Add +16.6% |
| SPIB SS SPDR P Int C Corp. ETF | 1.30% | 251,392 | $8.4M | Add +4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.29% | 12,837 | $8.4M | Reduce -0.6% |
| SEIX Virtus Seix Senior Loan ETF | 1.28% | 358,079 | $8.3M | Add +5.1% |
| JCPB JPMorgan Core Plus Bond ETF | 1.24% | 170,744 | $8.1M | Add +4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.23% | 16,576 | $7.9M | Reduce -0.3% |
| JPIB JPMorgan Intl BND ETF | 1.18% | 159,584 | $7.6M | Add +4.9% |
| GOOGL Alphabet Inc. Class A | 1.18% | 26,449 | $7.6M | Add +3.1% |
| SCHX Schwab US Large-Cap ETF | 1.10% | 277,239 | $7.1M | Add +4.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.08% | 21,846 | $7.0M | Add +941.3% |
| DJUL FT Vest US Equity Deep Buffe | 1.03% | 142,611 | $6.7M | Reduce -0.2% |
| TSLA Tesla Inc. | 1.01% | 17,540 | $6.5M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.93% | 10,061 | $6.0M | Reduce -3.3% |
| TRMK Trustmark Corp. | 0.93% | 142,566 | $6.0M | Add +0.1% |
| PSQA PLMR SQ Senior Debt ETF | 0.86% | 274,842 | $5.6M | Reduce -0.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.82% | 95,597 | $5.3M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.80% | 9,093 | $5.2M | Add +1.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.79% | 109,921 | $5.1M | Add +4.3% |
| VGT Vanguard Info Tech ETF | 0.76% | 7,088 | $4.9M | Reduce -1.4% |
| AVGO Broadcom Inc. | 0.76% | 15,933 | $4.9M | Add +0.9% |
| CAT Caterpillar Inc. | 0.75% | 6,862 | $4.9M | Add +1.5% |
| EYLD Cambria Emerg Shrhldr Yield | 0.74% | 116,038 | $4.8M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.73% | 8,149 | $4.7M | Reduce -2.3% |
| FAUG FT Vest U.S. Equity Buffer E | 0.67% | 83,345 | $4.3M | Add +6.3% |
| GLOF iShares Global Equity Factor | 0.66% | 82,315 | $4.3M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.65% | 4,224 | $4.2M | Reduce -0.7% |
| PULS Pgim Ultra Short Bond ETF | 0.65% | 84,655 | $4.2M | Reduce -1.9% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.65% | 359,057 | $4.2M | Add +0.5% |
| GSST Goldman Sachs Ultra Short Bo | 0.64% | 81,866 | $4.1M | Reduce -1.4% |
| EDOW First Trust Dow 30 Eql WGHT | 0.59% | 94,276 | $3.8M | Add +0.1% |
| RWL Invesco S&P 500 Revenue ETF | 0.59% | 33,001 | $3.8M | Reduce -0.4% |
| GLD SPDR Gold Shares | 0.58% | 8,781 | $3.8M | Add +7.7% |
| SKYY First Trust Cloud Computing | 0.58% | 34,499 | $3.8M | Reduce -37.0% |
| GOOG Alphabet Inc. Class C | 0.58% | 13,043 | $3.7M | Add +1.8% |
| JEPI JPMorgan Equity Premium Inco | 0.56% | 63,558 | $3.6M | Add +0.8% |
| FMAY FT Vest US Equity Buffer ETF | 0.56% | 68,190 | $3.6M | Reduce -4.1% |
| FALN iShares Fallen Angels ETF | 0.55% | 132,916 | $3.6M | Add +5.0% |
| WMT Walmart Inc. | 0.54% | 28,352 | $3.5M | Add +2.5% |
| JIRE JPMorgan Int Res Enh Eqty | 0.54% | 45,906 | $3.5M | Add +44.4% |
| QCOM Qualcomm Inc. | 0.54% | 27,060 | $3.5M | Reduce -0.1% |
| XLE SS Energy Select Sector | 0.52% | 55,026 | $3.4M | Add +24.0% |
| BND Vanguard Total Bond Market | 0.52% | 45,516 | $3.4M | Add +297.7% |
| RDVY First Trust Rising Dividend | 0.50% | 46,654 | $3.2M | Add +21.6% |
| JPM JPMorgan Chase & Co. | 0.50% | 10,897 | $3.2M | Add +1.7% |
| BA The Boeing Co. | 0.49% | 15,995 | $3.2M | No change |
| XOM Exxon Mobil Corp. | 0.49% | 18,617 | $3.2M | Add +3.8% |
| ELD Wisdomtree Emrg MKTS Debt | 0.46% | 107,332 | $3.0M | Add +5.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.45% | 32,351 | $2.9M | Reduce -0.9% |
| FCAL First Trust California Munic | 0.45% | 59,874 | $2.9M | Reduce -0.8% |
| SMH Vaneck Semiconductor ETF | 0.44% | 7,404 | $2.8M | Add +0.6% |
| CVX Chevron Corp. | 0.43% | 13,385 | $2.8M | Add +1.5% |
| TNGY Tortoise Energy ETF | 0.41% | 257,912 | $2.7M | Add +2.5% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.40% | 30,143 | $2.6M | Reduce -0.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.39% | 24,195 | $2.5M | Add +4.7% |
| IMCG iShares Morningstar Mid-Cap | 0.39% | 31,833 | $2.5M | Add +0.5% |
| TFLO iShares Treasury Floating Ra | 0.38% | 48,598 | $2.5M | Reduce -1.4% |
| HWC Hancock Whitney Corp. | 0.36% | 36,958 | $2.4M | Add +60.0% |
| O Realty Income Corp. | 0.36% | 38,040 | $2.3M | Add +2.0% |
| HD Home Depot Inc. | 0.35% | 6,905 | $2.3M | Add +3.1% |
| FDD First Trust Stoxx Europe | 0.35% | 127,239 | $2.3M | Add +11.9% |
| FDEC FT Vest U.S. Equity Buffer E | 0.34% | 44,590 | $2.2M | Reduce -1.5% |
| MA Mastercard Inc. Class A | 0.33% | 4,222 | $2.1M | Reduce -0.3% |
| ZECP Zacks Earnings Consistent Po | 0.32% | 62,320 | $2.1M | Reduce -3.1% |
| T AT&T Inc. | 0.32% | 71,283 | $2.1M | Add +6.2% |
| TSLX Sixth Street Specialty Lendi | 0.32% | 111,879 | $2.1M | Add +9.3% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.32% | 46,286 | $2.0M | Reduce -1.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.32% | 21,245 | $2.0M | Reduce -0.1% |
| MUC BlackRock Munihold Ca QLTY | 0.31% | 194,025 | $2.0M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 13,712 | $2.0M | Add +1.4% |
| VZ Verizon Communications Inc. | 0.31% | 39,779 | $2.0M | Reduce -1.2% |
| AGG iShares Core U.S. Aggregate | 0.30% | 18,606 | $2.0M | Reduce -2.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.30% | 20,783 | $2.0M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 27,416 | $1.9M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.29% | 12,852 | $1.9M | Add +4.8% |
| BBUS JPMorgan Betabuilders US Equ | 0.28% | 15,605 | $1.8M | Reduce -0.7% |
| DJUN FT Vest US Equity Deep Buffe | 0.28% | 37,979 | $1.8M | No change |
| UPS United Parcel Service Class B | 0.27% | 18,074 | $1.8M | Reduce -2.5% |
| SO The Southern Co. | 0.27% | 18,376 | $1.8M | Add +2.5% |
| DMAR FT Vest US Equity Deep Buffe | 0.27% | 40,554 | $1.7M | No change |
| GE General Electric filed as GE AEROSPACE | 0.27% | 6,054 | $1.7M | Add +0.2% |
| IDV iShares International Select | 0.26% | 40,312 | $1.7M | Add +5.6% |
| BPRE Bluerock Private Real Estate | 0.26% | 102,982 | $1.7M | Reduce -2.8% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.26% | 35,923 | $1.7M | Add +22.8% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.26% | 38,301 | $1.7M | No change |
| DBL Doubleline Opport Credit | 0.26% | 114,817 | $1.7M | Reduce -5.5% |
| GBIL Goldman Sachs Access Treasur | 0.26% | 16,578 | $1.7M | Reduce -1.7% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.25% | 46,728 | $1.7M | No change |
| AXP American Express Co. | 0.25% | 5,309 | $1.6M | Add +2.2% |
| TBIL F/M US Treasury 3 Month Bill | 0.25% | 32,320 | $1.6M | Add +1.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 16,371 | $1.6M | Add +0.1% |
| JPEF JPMorgan Equity Focus ETF | 0.24% | 22,089 | $1.6M | Reduce -3.2% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHG Schwab US Large-Cap Growth | Reduce -1.8% | 4.18% | −0.46 |
| SKYY First Trust Cloud Computing | Reduce -37.0% | 0.58% | −0.42 |
| BBIN JPM Betabuilders Intl Eqty | Reduce -64.0% | 0.07% | −0.13 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.12 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -0.1% | 0.54% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -3.3% | 0.93% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 1.29% | −0.08 |
| CADE Cadence Bank | Sold out | 0.00% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.3% | 0.73% | −0.07 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.07 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.06 |
| VGT Vanguard Info Tech ETF | Reduce -1.4% | 0.76% | −0.06 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.05 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -25.9% | 0.14% | −0.05 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -33.4% | 0.10% | −0.05 |
| AMP Ameriprise Financial Inc. | Reduce -50.0% | 0.04% | −0.05 |
| GJUN FT Vest US Equity Moderate B | Reduce -24.1% | 0.16% | −0.05 |
| FJUN FT Vest US Equity Buff ETF-J | Reduce -20.6% | 0.14% | −0.04 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.04 |
| BKCH Global X Blockchain ETF | Sold out | 0.00% | −0.04 |
| ILF iShares Latin America 40 ETF | Sold out | 0.00% | −0.04 |
| IGE iShares North American Natur | Sold out | 0.00% | −0.04 |
| SPYI Neos S&P 500 High Income ETF | Sold out | 0.00% | −0.03 |
| ITB iShares U.S. Home Constructi | Sold out | 0.00% | −0.03 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.03 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.03 |
| PSX Phillips 66 | Sold out | 0.00% | −0.03 |
| VONV Vanguard Russell 1000 Value | Reduce -0.9% | 0.08% | −0.03 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.03 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.03 |
| GOCT FT Vest US Equity Moderate B | Sold out | 0.00% | −0.03 |
| ARKW ARK Next Generation Technolo | Sold out | 0.00% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.03 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.03 |
| XLF SS Financial Select Sector | Reduce -11.9% | 0.14% | −0.03 |
| FMAY FT Vest US Equity Buffer ETF | Reduce -4.1% | 0.56% | −0.03 |
| UPS United Parcel Service Class B | Reduce -2.5% | 0.27% | −0.03 |
| ZECP Zacks Earnings Consistent Po | Reduce -3.1% | 0.32% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.33% | −0.02 |
| DBL Doubleline Opport Credit | Reduce -5.5% | 0.26% | −0.02 |
| MSIF MSC Income Fund Inc. | Sold out | 0.00% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Reduce -9.0% | 0.09% | −0.02 |
| SLV iShares Silver Trust | Reduce -6.0% | 0.12% | −0.02 |
| UMC United Microelectron-SP ADR | Reduce -4.0% | 0.11% | −0.02 |
| JPEF JPMorgan Equity Focus ETF | Reduce -3.2% | 0.24% | −0.02 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -0.2% | 1.03% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -3.0% | 0.07% | −0.02 |
| SNOW Snowflake Inc. | Reduce -1.0% | 0.07% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| VTI VG Morningstar TS MKT ETF-US | Add +941.3% | 1.08% | +0.97 |
| BND Vanguard Total Bond Market | Add +297.7% | 0.52% | +0.39 |
| SCHD Schwab US DVD Equity ETF | Add +404.3% | 0.24% | +0.19 |
| XLE SS Energy Select Sector | Add +24.0% | 0.52% | +0.17 |
| JIRE JPMorgan Int Res Enh Eqty | Add +44.4% | 0.54% | +0.16 |
| SCHF Schwab Intl Equity ETF | Add +279.3% | 0.19% | +0.14 |
| ITA iShares U.S. Aerospace & Def | Add +16.6% | 1.31% | +0.13 |
| HWC Hancock Whitney Corp. | Add +60.0% | 0.36% | +0.12 |
| AFLG First Trust Active Factor La | Add +123.1% | 0.19% | +0.11 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +11.4% | 1.32% | +0.11 |
| XOM Exxon Mobil Corp. | Add +3.8% | 0.49% | +0.10 |
| JBND JPMorgan Active Bond ETF | Add +55.0% | 0.20% | +0.07 |
| RDVY First Trust Rising Dividend | Add +21.6% | 0.50% | +0.07 |
| CAT Caterpillar Inc. | Add +1.5% | 0.75% | +0.07 |
| CVX Chevron Corp. | Add +1.5% | 0.43% | +0.07 |
| HBAN Huntington Bancshares Inc. | New | 0.07% | +0.07 |
| SEIX Virtus Seix Senior Loan ETF | Add +5.1% | 1.28% | +0.07 |
| TDIV FT Nasdaq Tech DVD Index FD | New | 0.06% | +0.06 |
| COP Conocophillips | Add +5.3% | 0.21% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +74.1% | 0.12% | +0.05 |
| JCPB JPMorgan Core Plus Bond ETF | Add +4.1% | 1.24% | +0.05 |
| SPIB SS SPDR P Int C Corp. ETF | Add +4.0% | 1.30% | +0.05 |
| T AT&T Inc. | Add +6.2% | 0.32% | +0.05 |
| FTGS First Trust Grwth Strgth ETF | New | 0.05% | +0.05 |
| TNGY Tortoise Energy ETF | Add +2.5% | 0.41% | +0.05 |
| JAVA JPMorgan Active Value ETF | Add +28.8% | 0.22% | +0.05 |
| DFEB FT Vest U.S. Equity Deep Buf | Add +22.8% | 0.26% | +0.05 |
| USDU Wisdomtree BBG Usd Bullish | New | 0.05% | +0.05 |
| FDT First Trust Develp MKT Ex-US | Add +115.0% | 0.08% | +0.05 |
| DAL Delta Air Lines Inc. | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | Add +3.5% | 0.22% | +0.04 |
| AVEM Avantis Emerging Markets Eq | New | 0.04% | +0.04 |
| COMT iShares Gsci Commodity Dynam | New | 0.04% | +0.04 |
| FTHI Fthi/First Trust Exchange-TR | New | 0.04% | +0.04 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +36.2% | 0.17% | +0.04 |
| WMT Walmart Inc. | Add +2.5% | 0.54% | +0.04 |
| FIIG FT Intermed Dur Ig Corp. ETF | Add +79.1% | 0.09% | +0.04 |
| REMX Vaneck Rar Earth ND STG-Usdi | Add +53.2% | 0.10% | +0.04 |
| DXYZ Destiny TECH100 Inc. | New | 0.04% | +0.04 |
| CSX CSX Corp. | New | 0.04% | +0.04 |
| HAL Halliburton Co. | New | 0.04% | +0.04 |
| JPIB JPMorgan Intl BND ETF | Add +4.9% | 1.18% | +0.04 |
| PSLV Sprott Physical Silver Trust | Add +46.8% | 0.12% | +0.03 |
| LH Labcorp Holdings Inc. | New | 0.03% | +0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +4.3% | 0.79% | +0.03 |
| AMLP Alerian MLP ETF | New | 0.03% | +0.03 |
| IRM Iron Mountain Inc. | New | 0.03% | +0.03 |
| WRB WR Berkley Corp. | New | 0.03% | +0.03 |
| IEO iShares U.S. Oil & Gas Explo | New | 0.03% | +0.03 |
| JGRO JPMorgan Active Growth ETF | Add +27.2% | 0.18% | +0.03 |
Options Activity Q4 2025 → Q1 2026
| GLD SPDR Gold Shares | call | Sold out | 800 | $317Kbefore exit |
| NOW ServiceNow Inc. | put | Sold out | 1,000 | $153Kbefore exit |
| BABA Alibaba Group Holding-SP ADR | call | Sold out | 500 | $77Kbefore exit |
| NFLX Netflix Inc. | call | Sold out | 100 | $9Kbefore exit |
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 |