Skip to main content
Livermore
Livermore
ZHEN

Ignite Planners, LLC

SEC CIK
0001849348
Latest filing
Jul 23, 2026

The latest 13F from Ignite Planners, LLC covers Q2 2026 (filed Jul 23, 2026): 422 long positions worth $728.2M. The top 10 holdings make up 23.6% of the portfolio, and the largest is Schwab U.S. Large-Cap Growth ETF at 4.4%. Livermore has 20 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
46
Est. +$15.8M
Added
225
Est. +$24.1M
Reduced
120
Est. −$17.6M
Sold out
17
Est. −$5.34M

Top 5 holdings

Share of this quarter's portfolio value

  1. Schwab U.S. Large-Cap Growth ETF808524300
    4.4%$31.7M
  2. AAPLApple Inc.
    4.2%$30.3MHistory
  3. First Tr Exchng Traded FD VI33740F755
    3.5%$25.6M
  4. NVDANVIDIA Corp
    3.1%$22.7MHistory
  5. MSFTMicrosoft Corp
    1.6%$11.4MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. SPCXSpace Exploration Technologies Corp
    +$1.88MNewHistory
  2. NACNuveen California Quality Municipal Income Fund
    +$1.43MAddedHistory
  3. MUMicron Technology Inc
    +$1.40MNewHistory
  4. Invesco QQQ Trust Series I46090E103
    +$944.2KAdded
  5. First Tr Exch Traded FD III33739P863
    +$930.1KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMDAdvanced Micro Devices Inc
    +0.28 pp0.2% → 0.4%History
  2. VanEck Semiconductor ETF92189F676
    +0.27 pp0.4% → 0.7%
  3. SPCXSpace Exploration Technologies Corp
    +0.26 pp0.0% → 0.3%History
  4. Invesco QQQ Trust Series I46090E103
    +0.23 pp0.7% → 1.0%
  5. Vanguard Information Technology ETF92204A702
    +0.21 pp0.8% → 1.0%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. TRMKTrustmark Corp
    −$6.32MReducedHistory
  2. Schwab International Equity ETF808524805
    −$1.07MReduced
  3. First Tr Exchng Traded FD VI33740F722
    −$921.0KSold out
  4. SOSouthern Co
    −$905.1KReducedHistory
  5. Vanguard S&P 500 ETF922908363
    −$757.6KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. TRMKTrustmark Corp
    −0.89 pp0.9% → <0.1%History
  2. GLDSPDR Gold Trust
    −0.23 pp0.6% → 0.4%History
  3. MSFTMicrosoft Corp
    −0.20 pp1.8% → 1.6%History
  4. SOSouthern Co
    −0.16 pp0.3% → 0.1%History
  5. Schwab International Equity ETF808524805
    −0.15 pp0.2% → <0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$728.2M
+$80.5M (+12.4%) vs. prior quarter
Positions
422
+29 vs. prior quarter
Top 10 concentration
23.6%
Top 10 as share of value
Turnover
3.3%
Q2 2026, one quarter
Average holding period
13.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $728.2M (Q2 2026)

Q4 2021: $153.7MQ1 2022: $149.2MQ2 2022: $121.8MQ3 2022: $125.2MQ4 2022: $239.0MQ1 2023: $243.4MQ2 2023: $260.1MQ3 2023: $327.5MQ4 2023: $336.7MQ1 2024: $356.9MQ2 2024: $409.9MQ3 2024: $436.5MQ4 2024: $455.9MQ1 2025: $510.9MQ2 2025: $574.3MQ3 2025: $610.5MQ4 2025: $653.0MQ1 2026: $647.6MQ2 2026: $728.2M
Q4 2021Q2 2026
13F filings of Ignite Planners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 23, 2026422$728.2MSchwab U.S. Large-Cap Growth ETFAAPLFirst Tr Exchng Traded FD VIvs. Q1 2026SEC
Q1 2026Apr 17, 2026393$647.6MSchwab U.S. Large-Cap Growth ETFAAPLFirst Tr Exchng Traded FD VIvs. Q4 2025SEC
Q4 2025Feb 6, 2026401$653.0MSchwab U.S. Large-Cap Growth ETFAAPLFirst Tr Exchng Traded FD VIvs. Q3 2025SEC
Q3 2025Oct 8, 2025377$610.5MSchwab U.S. Large-Cap Growth ETFAAPLFirst Tr Exchng Traded FD VIvs. Q2 2025SEC
Q2 2025Aug 8, 2025Amended357$574.3MSchwab U.S. Large-Cap Growth ETFAAPLFirst Tr Exchng Traded FD VIvs. Q1 2025SEC
Q1 2025May 6, 2025329$510.9MAAPLSchwab U.S. Large-Cap Growth ETFFirst Tr Exchng Traded FD VIvs. Q4 2024SEC
Q4 2024Jan 14, 2025302$455.9MSchwab U.S. Large-Cap Growth ETFFirst Tr Exchng Traded FD VIAAPLvs. Q3 2024SEC
Q3 2024Oct 7, 2024306$436.5MSchwab U.S. Large-Cap Growth ETFAAPLFirst Tr Exchng Traded FD VIvs. Q2 2024SEC
Q2 2024Jul 12, 2024290$409.9MSchwab U.S. Large-Cap Growth ETFAAPLNVDAvs. Q1 2024SEC
Q1 2024Apr 12, 2024282$356.9MSchwab U.S. Large-Cap Growth ETFAAPLFirst Tr Exchng Traded FD VIvs. Q4 2023SEC
Q4 2023Jan 9, 2024282$336.7MAAPLSchwab U.S. Large-Cap Growth ETFFirst Tr Exchng Traded FD VIvs. Q3 2023SEC
Q3 2023Oct 11, 2023322$327.5MAAPLSchwab U.S. Large-Cap Growth ETFFirst Tr Exchng Traded FD VIvs. Q2 2023SEC
Q2 2023Jul 12, 2023256$260.1MAAPLSchwab U.S. Large-Cap Growth ETFMSFTvs. Q1 2023SEC
Q1 2023Apr 18, 2023252$243.4MAAPLSchwab U.S. Large-Cap Growth ETFMSFTvs. Q4 2022SEC
Q4 2022Feb 3, 2023248$239.0MAAPLSchwab U.S. Large-Cap Growth ETFSPYvs. Q3 2022SEC
Q3 2022Oct 12, 2022168$125.2MAAPLSPYMSFTvs. Q2 2022SEC
Q2 2022Jul 15, 2022162$121.8MAAPLSPYMSFTvs. Q1 2022SEC
Q1 2022May 13, 2022179$149.2MAAPLSPYMSFTvs. Q4 2021SEC
Q4 2021Feb 2, 2022173$153.7MAAPLSPYMSFT–SEC