Ignite Planners, LLC

SEC CIK: 0001849348
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.

Positions: 401; +24 vs. Q3 2025
Portfolio value: $653.0M; +$42.5M (+7.0%) vs. Q3 2025
Filed: Feb 6, 2026; SEC

Holdings of Ignite Planners, LLC in Q4 2025
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
Schwab U.S. Large-Cap Growth ETF808524300	ETF	948,261	$30.3M	4.6%	+30,433+3.3%	Added	–
AAPLApple Inc.	Stock	102,902	$26.7M	4.1%	−2,962−2.8%	Reduced	History
First Tr Exchng Traded FD VI33740F755	FT LADD BUFF ETF	697,971	$24.1M	3.7%	+15,177+2.2%	Added	–
NVDANVIDIA Corp	Stock	107,698	$20.6M	3.2%	−2,685−2.4%	Reduced	History
MSFTMicrosoft Corp	Stock	29,639	$12.8M	2.0%	+1,666+6.0%	Added	History
AMZNAmazon Com Inc	Stock	44,376	$10.6M	1.6%	+786+1.8%	Added	History
First Tr Exchng Traded FD VI33740U612	VEST US EQUITY M	274,677	$9.11M	1.4%	00.0%	Unchanged	–
SPYSPDR S&P 500 ETF Trust	ETF	12,913	$8.94M	1.4%	−475−3.5%	Reduced	History
GOOGLAlphabet Inc.	Stock	25,646	$8.67M	1.3%	+1,120+4.6%	Added	History
State Street SPDR Portfolio Developed World Ex-US ETF78463X889	ETF	183,304	$8.61M	1.3%	−2,026−1.1%	Reduced	–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375	ETF	241,626	$8.19M	1.3%	+767+0.3%	Added	–
BRK.BBerkshire Hathaway Inc	Stock	16,622	$7.99M	1.2%	−1,292−7.2%	Reduced	History
Virtus ETF Tr II92790A405	SEIX SR LN ETF	340,601	$7.91M	1.2%	+7,475+2.2%	Added	–
State Street SPDR Portfolio S&P 500 Value ETF78464A508	ETF	135,721	$7.89M	1.2%	+3,346+2.5%	Added	–
J P Morgan Exchange Traded F46641Q670	CORE PLUS BD ETF	164,008	$7.79M	1.2%	+3,918+2.4%	Added	–
iShares Tr464288760	US AER DEF ETF	33,373	$7.76M	1.2%	+5,492+19.7%	Added	–
TSLATesla, Inc.	Stock	17,471	$7.52M	1.2%	−40.0%	Reduced	History
J P Morgan Exchange Traded F46641Q852	INTL BD OPP ETF	152,192	$7.48M	1.1%	+479+0.3%	Added	–
Schwab U.S. Large-Cap ETF808524201	ETF	264,683	$7.21M	1.1%	+56,528+27.2%	Added	–
First Tr Exchng Traded FD VI33740F698	FT VEST US EQT	142,861	$6.85M	1.0%	−17,126−10.7%	Reduced	–
Vanguard S&P 500 ETF922908363	ETF	10,405	$6.62M	1.0%	+801+8.3%	Added	–
First Trust Cloud Computing ETF33734X192	ETF	54,770	$6.52M	1.0%	−9,101−14.2%	Reduced	–
METAMeta Platforms, Inc.	Stock	8,989	$6.44M	1.0%	+96+1.1%	Added	History
TRMKTrustmark Corp	COM	142,358	$6.05M	0.9%	+440.0%	Added	History
JPMorgan Nasdaq Equity Premium Income ETF46654Q203	ETF	95,302	$5.66M	0.9%	+3,914+4.3%	Added	–
Palmer Square Funds Trust696930205	CLO SR DEBT ETF	276,526	$5.66M	0.9%	+10,931+4.1%	Added	–
Vanguard Information Technology ETF92204A702	ETF	7,190	$5.38M	0.8%	−116−1.6%	Reduced	–
AVGOBroadcom Inc.	Stock	15,788	$5.23M	0.8%	+661+4.4%	Added	History
Invesco QQQ Trust Series I46090E103	ETF	8,342	$5.19M	0.8%	+140+1.7%	Added	–
Cambria ETF Tr132061706	EMRG SHAREHLDR	117,860	$4.94M	0.8%	−970−0.8%	Reduced	–
iShares Tr46434V613	CORE UNIVRSL USD	105,342	$4.91M	0.8%	+627+0.6%	Added	–
iShares Tr46434V316	GLOBAL EQUITY	82,038	$4.45M	0.7%	+21,333+35.1%	Added	–
CATCaterpillar Inc	Stock	6,759	$4.44M	0.7%	+165+2.5%	Added	History
GOOGAlphabet Inc.	Stock	12,814	$4.34M	0.7%	−1,557−10.8%	Reduced	History
Pgim ETF Tr69344A107	PGIM ULTRA SH BD	86,255	$4.30M	0.7%	+2,292+2.7%	Added	–
NACNuveen California Quality Municipal Income Fund	COM	357,359	$4.27M	0.7%	+27,247+8.3%	Added	History
Goldman Sachs ETF Tr381430230	ULTR SHOR BD ETF	83,057	$4.21M	0.6%	+2,746+3.4%	Added	–
First Tr Exchng Traded FD VI33740F862	FT VEST US EQT	78,391	$4.19M	0.6%	−4,299−5.2%	Reduced	–
QCOMQualcomm Inc	Stock	27,087	$4.11M	0.6%	+555+2.1%	Added	History
COSTCostco Wholesale Corp	Stock	4,252	$4.00M	0.6%	−84−1.9%	Reduced	History
First Tr Exchange-Traded FD33733A201	DOW 30 EQL WGT	94,217	$3.99M	0.6%	+3,577+3.9%	Added	–
Invesco Exch Traded FD Tr II46138G698	S&P 500 REVENUE	33,142	$3.91M	0.6%	+11,446+52.8%	Added	–
First Tr Exchng Traded FD VI33740F748	FT VEST US EQT	71,106	$3.82M	0.6%	−151−0.2%	Reduced	–
BABoeing Co	Stock	15,995	$3.74M	0.6%	−65−0.4%	Reduced	History
J P Morgan Exchange Traded F46641Q332	EQUITY PREMIUM	63,021	$3.69M	0.6%	+1,061+1.7%	Added	–
GLDSPDR Gold Trust	ETF	8,153	$3.63M	0.6%	+3,432+72.7%	Added	History
iShares Tr46435G474	FALN ANGLS USD	126,642	$3.49M	0.5%	+3,140+2.5%	Added	–
WMTWalmart Inc.	Stock	27,649	$3.29M	0.5%	+1,306+5.0%	Added	History
JPMJPMorgan Chase & Co	Stock	10,718	$3.28M	0.5%	−357−3.2%	Reduced	History
iShares Core MSCI Eafe ETF46432F842	ETF	32,634	$3.07M	0.5%	+219+0.7%	Added	–
WisdomTree Tr97717X867	EM LCL DEBT FD	101,722	$3.02M	0.5%	−2,299−2.2%	Reduced	–
First Tr Exch Traded FD III33739P863	CALIF MUN INCM	60,382	$2.99M	0.5%	+7,461+14.1%	Added	–
VanEck Semiconductor ETF92189F676	ETF	7,362	$2.97M	0.5%	+698+10.5%	Added	–
First Trust Rising Dividend Achievers ETF33738R506	ETF	38,362	$2.77M	0.4%	+21,155+122.9%	Added	–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839	ETF	30,266	$2.67M	0.4%	+2,006+7.1%	Added	–
iShares Tr464288307	MRGSTR MD CP GRW	31,686	$2.60M	0.4%	+2,849+9.9%	Added	–
XOMExxonMobil Holdings Corp	COM	17,938	$2.54M	0.4%	+828+4.8%	Added	History
HDHome Depot, Inc.	Stock	6,696	$2.51M	0.4%	+78+1.2%	Added	History
J P Morgan Exchange Traded F46641Q134	INTRNL RES EQT	31,797	$2.50M	0.4%	+3,909+14.0%	Added	–
iShares Tr46434V860	TRS FLT RT BD	49,264	$2.49M	0.4%	+556+1.1%	Added	–
Tortoise Capital Series Trus890930209	ENERGY ETF	251,723	$2.40M	0.4%	+45,797+22.2%	Added	–
iShares Tr46429B747	0-5 YR TIPS ETF	23,101	$2.38M	0.4%	−1,659−6.7%	Reduced	–
First Tr Exchng Traded FD VI33740U505	FT VEST UQ EQT	45,285	$2.33M	0.4%	−6,526−12.6%	Reduced	–
CVXChevron Corp	Stock	13,188	$2.33M	0.4%	−81−0.6%	Reduced	History
MAMastercard Inc	Stock	4,236	$2.28M	0.3%	−90−2.1%	Reduced	History
ORealty Income Corp	REIT	37,293	$2.28M	0.3%	+679+1.9%	Added	History
Zacks Trust98888G105	EARNGS CONSTANT	64,315	$2.27M	0.3%	+3,708+6.1%	Added	–
State Street Energy Select Sector SPDR ETF81369Y506	ETF	44,391	$2.27M	0.3%	+2,699+6.5%	AddedConverted for a 2-for-1 split	–
TSLXSixth Street Specialty Lending, Inc.	COM	102,317	$2.25M	0.3%	+32,850+47.3%	Added	History
MUCBlackRock Muniholdings California Quality Fund, Inc.	CEF	194,025	$2.14M	0.3%	00.0%	Unchanged	History
First Tr Exchng Traded FD VI33740U406	FT VEST U.S.	46,990	$2.13M	0.3%	+1,035+2.3%	Added	–
SPDR Series Trust78464A201	ST STR SP600GRWO	21,276	$2.10M	0.3%	+3,441+19.3%	Added	–
First Tr Exchange-Traded FD33735T109	COMMON SHS	113,721	$2.09M	0.3%	+113,721	New	–
State Street SPDR S&P 600 Small Cap Value ETF78464A300	ETF	20,980	$2.03M	0.3%	−906−4.1%	Reduced	–
PLTRPalantir Technologies Inc.	Stock	13,525	$1.98M	0.3%	−1,403−9.4%	Reduced	History
UPSUnited Parcel Service Inc	Stock	18,536	$1.97M	0.3%	+5,260+39.6%	Added	History
J P Morgan Exchange Traded F46641Q399	BETABUILDRS US	15,722	$1.96M	0.3%	+680+4.5%	Added	–
iShares Core S&P Mid-Cap ETF464287507	ETF	27,908	$1.92M	0.3%	−1,840−6.2%	Reduced	–
iShares Core U.S. Aggregate Bond ETF464287226	ETF	19,136	$1.92M	0.3%	+1,637+9.4%	Added	–
PGProcter & Gamble Co	Stock	12,262	$1.86M	0.3%	−726−5.6%	Reduced	History
GEGeneral Electric Co	Stock	6,041	$1.85M	0.3%	+1,878+45.1%	Added	History
DBLDoubleLine Opportunistic Credit Fund	COM	121,539	$1.84M	0.3%	+14,297+13.3%	Added	History
AXPAmerican Express Co	Stock	5,194	$1.83M	0.3%	+281+5.7%	Added	History
First Tr Exchng Traded FD VI33740F714	FT VEST US EQT	37,979	$1.81M	0.3%	−473−1.2%	Reduced	–
VZVerizon Communications Inc	Stock	40,267	$1.79M	0.3%	−346−0.9%	Reduced	History
TAT&T Inc.	Stock	67,133	$1.76M	0.3%	+1,277+1.9%	Added	History
BPREBluerock Private Real Estate Fund	COM	105,996	$1.76M	0.3%	+105,996	New	History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409	ETF	16,354	$1.75M	0.3%	−432−2.6%	Reduced	–
LLYEli Lilly & Co	Stock	1,671	$1.73M	0.3%	−191−10.3%	Reduced	History
First Tr Exchng Traded FD VI33740F680	FT VEST US EQT	38,301	$1.73M	0.3%	+454+1.2%	Added	–
J P Morgan Exchange Traded F46654Q781	EQUITY FOCUS ETF	22,814	$1.72M	0.3%	−350−1.5%	Reduced	–
First Tr Exchng Traded FD VI33740F615	FT VEST US EQT	40,554	$1.70M	0.3%	−2,414−5.6%	Reduced	–
Goldman Sachs ETF Tr381430529	ACCES TREASURY	16,872	$1.69M	0.3%	+510+3.1%	Added	–
First Tr Exchng Traded FD VI33740U752	FT VEST NASD ETF	46,728	$1.69M	0.3%	+1,403+3.1%	Added	–
SOSouthern Co	Stock	17,924	$1.60M	0.2%	+363+2.1%	Added	History
iShares Tr464288448	INTL SEL DIV ETF	38,189	$1.59M	0.2%	+38,189	New	–
HWCHancock Whitney Corp	COM	23,095	$1.59M	0.2%	00.0%	Unchanged	History
RBB FD Inc74933W452	F/M US TREASURY	31,849	$1.59M	0.2%	−5,359−14.4%	Reduced	–
PMPhilip Morris International Inc.	Stock	8,651	$1.55M	0.2%	−1,036−10.7%	Reduced	History
State Street SPDR Bloomberg Convertible Securities ETF78464A359	ETF	16,306	$1.52M	0.2%	−1,643−9.2%	Reduced	–

Options (4)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Ignite Planners, LLC in Q4 2025
Security	Class	Puts	Calls
GLDSPDR Gold Trust	ETF	–	$317.0K
NOWServiceNow, Inc.	Stock	$153.2K	–
BABAAlibaba Group Holding Ltd	ADR	–	$76.6K
NFLXNetflix Inc	Stock	–	$9.38K

Sold out since Q3 2025 (22)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Ignite Planners, LLC sold out since Q3 2025
Security	Class	Shares in Q3 2025	Value in Q3 2025	% of portfolio in Q3 2025	History
WMBWilliams Companies, Inc.	COM	15,134	$958.7K	0.2%	History
NVSNovartis AG	ADR	5,762	$738.8K	0.1%	History
First Tr Exchng Traded FD VI33740U737	FT VEST US EQT	17,656	$716.3K	0.1%	–
ULUnilever PLC	SPON ADR NEW	9,939	$589.2K	0.1%	History
First Tr Exchng Traded FD VI33740U661	FT VEST US EQT	14,500	$588.1K	0.1%	–
State Street Industrial Select Sector SPDR ETF81369Y704	ETF	2,404	$370.7K	0.1%	–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663	ETF	3,942	$361.7K	0.1%	–
iShares Tr464289180	MSCI EURO FL ETF	8,565	$294.1K	<0.1%	–
iShares Tr464288372	GLB INFRASTR ETF	4,629	$282.9K	<0.1%	–
MRVLMarvell Technology, Inc.	COM	3,071	$258.2K	<0.1%	History
ARK Blockchain & Fintech Innovation ETF00214Q708	ETF	4,490	$255.0K	<0.1%	–
ELVElevance Health, Inc.	Stock	774	$250.1K	<0.1%	History
BXBlackstone Inc.	COM	1,367	$233.5K	<0.1%	History
Vanguard Intl Equity Index F922042676	GLB EX US ETF	4,516	$215.6K	<0.1%	–
SPDR Index Shs FDS78463X418	ST STR MSCI WLD	1,533	$215.3K	<0.1%	–
IRMIron Mountain Inc	COM	2,097	$213.8K	<0.1%	History
Global X FDS37954Y657	US PFD ETF	10,368	$201.4K	<0.1%	–
iShares Tr464288257	MSCI ACWI ETF	1,455	$201.1K	<0.1%	–
iShares Tr464287572	GLOBAL 100 ETF	1,676	$201.1K	<0.1%	–
ProShares Bitcoin ETF74347G440	ETF	10,040	$197.6K	<0.1%	–
PBRPetrobras - Petroleo Brasileiro SA	SPONSORED ADR	13,822	$175.0K	<0.1%	History
FINSAngel Oak Financial Strategies Income Term Trust	COM BEN INT	11,452	$150.1K	<0.1%	History