Ignite Planners, LLC
- SEC CIK
- 0001849348
- Latest filing
- Jul 23, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 17, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 393
- −8 vs. Q4 2025
- Portfolio value
- $647.6M
- −$5.36M (−0.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 930,933 | $27.1M | 4.2% | −17,328−1.8% | Reduced | – |
| AAPLApple Inc. | Stock | 103,574 | $26.3M | 4.1% | +672+0.7% | Added | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 701,672 | $23.7M | 3.7% | +3,701+0.5% | Added | – |
| NVDANVIDIA Corp | Stock | 109,538 | $19.1M | 2.9% | +1,840+1.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 30,822 | $11.4M | 1.8% | +1,183+4.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 45,005 | $9.37M | 1.4% | +629+1.4% | Added | History |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 272,928 | $9.14M | 1.4% | −1,749−0.6% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 191,090 | $8.70M | 1.3% | +7,786+4.2% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 151,156 | $8.53M | 1.3% | +15,435+11.4% | Added | – |
| iShares Tr464288760 | US AER DEF ETF | 38,927 | $8.52M | 1.3% | +5,554+16.6% | Added | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 251,392 | $8.45M | 1.3% | +9,766+4.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,837 | $8.36M | 1.3% | −76−0.6% | Reduced | History |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 358,079 | $8.28M | 1.3% | +17,478+5.1% | Added | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 170,744 | $8.05M | 1.2% | +6,736+4.1% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,576 | $7.94M | 1.2% | −46−0.3% | Reduced | History |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 159,584 | $7.65M | 1.2% | +7,392+4.9% | Added | – |
| GOOGLAlphabet Inc. | Stock | 26,449 | $7.61M | 1.2% | +803+3.1% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 277,239 | $7.11M | 1.1% | +12,556+4.7% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 21,846 | $7.01M | 1.1% | +19,748+941.3% | Added | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 142,611 | $6.67M | 1.0% | −250−0.2% | Reduced | – |
| TSLATesla, Inc. | Stock | 17,540 | $6.52M | 1.0% | +69+0.4% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 10,061 | $6.01M | 0.9% | −344−3.3% | Reduced | – |
| TRMKTrustmark Corp | COM | 142,566 | $6.01M | 0.9% | +208+0.1% | Added | History |
| Palmer Square Funds Trust696930205 | CLO SR DEBT ETF | 274,842 | $5.59M | 0.9% | −1,684−0.6% | Reduced | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 95,597 | $5.31M | 0.8% | +295+0.3% | Added | – |
| METAMeta Platforms, Inc. | Stock | 9,093 | $5.20M | 0.8% | +104+1.2% | Added | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 109,921 | $5.09M | 0.8% | +4,579+4.3% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,088 | $4.94M | 0.8% | −102−1.4% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 15,933 | $4.93M | 0.8% | +145+0.9% | Added | History |
| CATCaterpillar Inc | Stock | 6,862 | $4.86M | 0.8% | +103+1.5% | Added | History |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 116,038 | $4.79M | 0.7% | −1,822−1.5% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,149 | $4.70M | 0.7% | −193−2.3% | Reduced | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 83,345 | $4.32M | 0.7% | +4,954+6.3% | Added | – |
| iShares Tr46434V316 | GLOBAL EQUITY | 82,315 | $4.28M | 0.7% | +277+0.3% | Added | – |
| COSTCostco Wholesale Corp | Stock | 4,224 | $4.21M | 0.6% | −28−0.7% | Reduced | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 84,655 | $4.20M | 0.6% | −1,600−1.9% | Reduced | – |
| NACNuveen California Quality Municipal Income Fund | COM | 359,057 | $4.18M | 0.6% | +1,698+0.5% | Added | History |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 81,866 | $4.15M | 0.6% | −1,191−1.4% | Reduced | – |
| First Tr Exchange-Traded FD33733A201 | DOW 30 EQL WGT | 94,276 | $3.82M | 0.6% | +59+0.1% | Added | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 33,001 | $3.79M | 0.6% | −141−0.4% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 8,781 | $3.77M | 0.6% | +628+7.7% | Added | History |
| First Trust Cloud Computing ETF33734X192 | ETF | 34,499 | $3.77M | 0.6% | −20,271−37.0% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 13,043 | $3.74M | 0.6% | +229+1.8% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 63,558 | $3.60M | 0.6% | +537+0.9% | Added | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 68,190 | $3.60M | 0.6% | −2,916−4.1% | Reduced | – |
| iShares Tr46435G474 | FALN ANGLS USD | 132,916 | $3.56M | 0.5% | +6,274+5.0% | Added | – |
| WMTWalmart Inc. | Stock | 28,352 | $3.53M | 0.5% | +703+2.5% | Added | History |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 45,906 | $3.49M | 0.5% | +14,109+44.4% | Added | – |
| QCOMQualcomm Inc | Stock | 27,060 | $3.49M | 0.5% | −27−0.1% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 55,026 | $3.37M | 0.5% | +10,635+24.0% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 45,516 | $3.35M | 0.5% | +34,071+297.7% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 46,654 | $3.22M | 0.5% | +8,292+21.6% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 10,897 | $3.21M | 0.5% | +179+1.7% | Added | History |
| BABoeing Co | Stock | 15,995 | $3.18M | 0.5% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 18,617 | $3.15M | 0.5% | +679+3.8% | Added | History |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 107,332 | $2.99M | 0.5% | +5,610+5.5% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,351 | $2.93M | 0.5% | −283−0.9% | Reduced | – |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 59,874 | $2.93M | 0.5% | −508−0.8% | Reduced | – |
| VanEck Semiconductor ETF92189F676 | ETF | 7,404 | $2.84M | 0.4% | +42+0.6% | Added | – |
| CVXChevron Corp | Stock | 13,385 | $2.77M | 0.4% | +197+1.5% | Added | History |
| Tortoise Capital Series Trus890930209 | ENERGY ETF | 257,912 | $2.69M | 0.4% | +6,189+2.5% | Added | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 30,143 | $2.56M | 0.4% | −123−0.4% | Reduced | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 24,195 | $2.51M | 0.4% | +1,094+4.7% | Added | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 31,833 | $2.50M | 0.4% | +147+0.5% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 48,598 | $2.47M | 0.4% | −666−1.4% | Reduced | – |
| HWCHancock Whitney Corp | COM | 36,958 | $2.35M | 0.4% | +13,863+60.0% | Added | History |
| ORealty Income Corp | REIT | 38,040 | $2.32M | 0.4% | +747+2.0% | Added | History |
| HDHome Depot, Inc. | Stock | 6,905 | $2.27M | 0.4% | +209+3.1% | Added | History |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 127,239 | $2.27M | 0.3% | +13,518+11.9% | Added | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 44,590 | $2.22M | 0.3% | −695−1.5% | Reduced | – |
| MAMastercard Inc | Stock | 4,222 | $2.11M | 0.3% | −14−0.3% | Reduced | History |
| Zacks Trust98888G105 | EARNGS CONSTANT | 62,320 | $2.09M | 0.3% | −1,995−3.1% | Reduced | – |
| TAT&T Inc. | Stock | 71,283 | $2.06M | 0.3% | +4,150+6.2% | Added | History |
| TSLXSixth Street Specialty Lending, Inc. | COM | 111,879 | $2.06M | 0.3% | +9,562+9.3% | Added | History |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 46,286 | $2.05M | 0.3% | −704−1.5% | Reduced | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 21,245 | $2.05M | 0.3% | −31−0.1% | Reduced | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 194,025 | $2.02M | 0.3% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 13,712 | $2.01M | 0.3% | +187+1.4% | Added | History |
| VZVerizon Communications Inc | Stock | 39,779 | $1.99M | 0.3% | −488−1.2% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,606 | $1.96M | 0.3% | −530−2.8% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 20,783 | $1.96M | 0.3% | −197−0.9% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 27,416 | $1.86M | 0.3% | −492−1.8% | Reduced | – |
| PGProcter & Gamble Co | Stock | 12,852 | $1.86M | 0.3% | +590+4.8% | Added | History |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 15,605 | $1.83M | 0.3% | −117−0.7% | Reduced | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 37,979 | $1.79M | 0.3% | 00.0% | Unchanged | – |
| UPSUnited Parcel Service Inc | Stock | 18,074 | $1.78M | 0.3% | −462−2.5% | Reduced | History |
| SOSouthern Co | Stock | 18,376 | $1.77M | 0.3% | +452+2.5% | Added | History |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 40,554 | $1.72M | 0.3% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 6,054 | $1.72M | 0.3% | +13+0.2% | Added | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 40,312 | $1.72M | 0.3% | +2,123+5.6% | Added | – |
| BPREBluerock Private Real Estate Fund | COM | 102,982 | $1.71M | 0.3% | −3,014−2.8% | Reduced | History |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 35,923 | $1.70M | 0.3% | +6,665+22.8% | Added | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 38,301 | $1.68M | 0.3% | 00.0% | Unchanged | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 114,817 | $1.68M | 0.3% | −6,722−5.5% | Reduced | History |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 16,578 | $1.67M | 0.3% | −294−1.7% | Reduced | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 46,728 | $1.65M | 0.3% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 5,309 | $1.61M | 0.2% | +115+2.2% | Added | History |
| RBB FD Inc74933W452 | F/M US TREASURY | 32,320 | $1.60M | 0.2% | +471+1.5% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 16,371 | $1.60M | 0.2% | +17+0.1% | Added | – |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 22,089 | $1.59M | 0.2% | −725−3.2% | Reduced | – |
Sold out since Q4 2025 (25)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| BIDUBaidu, Inc. | ADR | 5,057 | $774.6K | 0.1% | History |
| BABAAlibaba Group Holding Ltd | ADR | 3,987 | $676.0K | 0.1% | History |
| CADECadence Bancorporation | EQUITY US CM | 10,803 | $454.9K | 0.1% | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,328 | $431.0K | 0.1% | History |
| iShares Tr464287622 | RUS 1000 ETF | 1,036 | $392.1K | 0.1% | – |
| ACNAccenture plc | Stock | 1,341 | $353.5K | 0.1% | History |
| DISWalt Disney Co | Stock | 2,200 | $248.2K | <0.1% | History |
| Global X FDS37960A735 | GBL X BLOCKCHAIN | 3,268 | $235.4K | <0.1% | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 6,549 | $231.6K | <0.1% | – |
| iShares Tr464287374 | NORTH AMERN NAT | 4,075 | $229.1K | <0.1% | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 4,254 | $224.2K | <0.1% | – |
| iShares Tr464288752 | US HOME CONS ETF | 2,151 | $219.5K | <0.1% | – |
| MDTMedtronic plc | Stock | 2,092 | $215.4K | <0.1% | History |
| NSCNorfolk Southern Corp | Stock | 736 | $214.4K | <0.1% | History |
| PSXPhillips 66 | Stock | 1,481 | $212.7K | <0.1% | History |
| HOODRobinhood Markets, Inc. | Stock | 2,127 | $211.6K | <0.1% | History |
| INTUIntuit Inc. | Stock | 420 | $209.5K | <0.1% | History |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 5,273 | $209.0K | <0.1% | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 1,516 | $207.6K | <0.1% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 353 | $204.2K | <0.1% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 462 | $203.8K | <0.1% | History |
| CARRCarrier Global Corp | Stock | 3,414 | $203.4K | <0.1% | History |
| MSIFMSC Income Fund, Inc. | COM | 10,902 | $144.3K | <0.1% | History |
| TEITempleton Emerging Markets Income Fund | COM | 11,070 | $74.6K | <0.1% | History |
| NOWServiceNow, Inc. | Stock | 470 | $55.0K | <0.1% | History |