# Ignite Planners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1849348. Source: https://holderbook.com/funds/1849348-ignite-planners-llc/

- Reported value: $729.0M
- Positions: 422
- Weight of the ten largest: 23.5%
- Filed: 2026-07-23

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $31.7M | 936,080 | 4.3% | 15 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $30.3M | 104,598 | 4.2% | 19 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $25.6M | 702,030 | 3.5% | 15 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $22.7M | 113,546 | 3.1% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $11.4M | 30,454 | 1.6% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $10.8M | 45,449 | 1.5% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $9.9M | 13,272 | 1.4% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $9.8M | 27,493 | 1.3% | 19 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $9.8M | 194,770 | 1.3% | 12 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $9.5M | 155,533 | 1.3% | 12 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $9.4M | 38,600 | 1.3% | 19 |
| FIRST TR EXCHNG TRADED FD VI | [MARM](https://holderbook.com/stocks/MARM/) | $9.3M | 272,928 | 1.3% | 10 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $8.7M | 295,276 | 1.2% | 15 |
| SPDR SERIES TRUST | [SPIB](https://holderbook.com/stocks/SPIB/) | $8.6M | 256,544 | 1.2% | 17 |
| VIRTUS ETF TR II | [SEIX](https://holderbook.com/stocks/SEIX/) | $8.5M | 366,866 | 1.2% | 12 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $8.4M | 22,784 | 1.2% | 5 |
| J P MORGAN EXCHANGE TRADED F | [JCPB](https://holderbook.com/stocks/JCPB/) | $8.2M | 174,056 | 1.1% | 12 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $8.0M | 16,004 | 1.1% | 15 |
| J P MORGAN EXCHANGE TRADED F | [JPIB](https://holderbook.com/stocks/JPIB/) | $7.9M | 163,239 | 1.1% | 12 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $7.5M | 17,756 | 1.0% | 19 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $7.1M | 59,470 | 1.0% | 15 |
| FIRST TR EXCHNG TRADED FD VI | [DJUL](https://holderbook.com/stocks/DJUL/) | $7.1M | 141,107 | 1.0% | 15 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $7.0M | 6,563 | 1.0% | 19 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $6.9M | 9,431 | 1.0% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $6.4M | 16,864 | 0.9% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $6.2M | 8,958 | 0.8% | 19 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $6.0M | 98,197 | 0.8% | 15 |
| NUVEEN CA DIVI ADV MUN | [NAC](https://holderbook.com/stocks/NAC/) | $5.8M | 476,800 | 0.8% | 18 |
| PALMER SQUARE FUNDS TR | [PSQA](https://holderbook.com/stocks/PSQA/) | $5.4M | 266,788 | 0.7% | 6 |
| CAMBRIA ETF TR | [EYLD](https://holderbook.com/stocks/EYLD/) | $5.3M | 117,617 | 0.7% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.2M | 9,301 | 0.7% | 19 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $5.2M | 112,592 | 0.7% | 11 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $5.2M | 7,889 | 0.7% | 14 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $5.0M | 27,303 | 0.7% | 19 |
| ISHARES TR | [GLOF](https://holderbook.com/stocks/GLOF/) | $5.0M | 84,960 | 0.7% | 5 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $4.6M | 13,116 | 0.6% | 19 |
| FIRST TR EXCHANGE TRADED FD | [SKYY](https://holderbook.com/stocks/SKYY/) | $4.6M | 34,306 | 0.6% | 19 |
| FIRST TR EXCHNG TRADED FD VI | [FAUG](https://holderbook.com/stocks/FAUG/) | $4.5M | 79,897 | 0.6% | 15 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $4.2M | 52,067 | 0.6% | 19 |
| INVESCO EXCH TRADED FD TR II | [RWL](https://holderbook.com/stocks/RWL/) | $4.2M | 33,031 | 0.6% | 6 |
| FIRST TR EXCHNG TRADED FD VI | [FMAY](https://holderbook.com/stocks/FMAY/) | $4.2M | 74,586 | 0.6% | 15 |
| FIRST TR EXCHANGE TRADED FD | [EDOW](https://holderbook.com/stocks/EDOW/) | $4.2M | 94,330 | 0.6% | 15 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $4.1M | 4,421 | 0.6% | 19 |
| J P MORGAN EXCHANGE TRADED F | [JIRE](https://holderbook.com/stocks/JIRE/) | $4.0M | 48,293 | 0.5% | 5 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $3.9M | 79,673 | 0.5% | 12 |
| GOLDMAN SACHS ETF TR | [GSST](https://holderbook.com/stocks/GSST/) | $3.9M | 77,305 | 0.5% | 12 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $3.7M | 66,208 | 0.5% | 15 |
| ISHARES TR | [FALN](https://holderbook.com/stocks/FALN/) | $3.7M | 136,451 | 0.5% | 12 |
| FIRST TR EXCH TRADED FD III | [FCAL](https://holderbook.com/stocks/FCAL/) | $3.7M | 80,134 | 0.5% | 9 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.6M | 11,082 | 0.5% | 19 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $3.5M | 15,999 | 0.5% | 15 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.3M | 29,034 | 0.5% | 19 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.2M | 5,532 | 0.4% | 14 |
| ISHARES TR | [IMCG](https://holderbook.com/stocks/IMCG/) | $3.2M | 32,575 | 0.4% | 12 |
| WISDOMTREE TR | [ELD](https://holderbook.com/stocks/ELD/) | $3.1M | 108,360 | 0.4% | 12 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $3.1M | 32,030 | 0.4% | 19 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $3.1M | 42,127 | 0.4% | 8 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $3.0M | 55,993 | 0.4% | 15 |
| SPDR SERIES TRUST | [MDYV](https://holderbook.com/stocks/MDYV/) | $2.9M | 31,036 | 0.4% | 12 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.8M | 17,115 | 0.4% | 19 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.8M | 20,611 | 0.4% | 19 |
| HANCOCK WHITNEY CORPORATION | [HWC](https://holderbook.com/stocks/HWC/) | $2.8M | 36,958 | 0.4% | 19 |
| TORTOISE CAPITAL SERIES TRUS | [TNGY](https://holderbook.com/stocks/TNGY/) | $2.7M | 277,754 | 0.4% | 5 |
| SPDR SERIES TRUST | [SLYG](https://holderbook.com/stocks/SLYG/) | $2.6M | 21,745 | 0.4% | 12 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.6M | 6,965 | 0.4% | 8 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $2.6M | 7,482 | 0.3% | 13 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $2.5M | 24,777 | 0.3% | 11 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.5M | 6,984 | 0.3% | 19 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $2.5M | 5,671 | 0.3% | 7 |
| FIRST TR EXCHNG TRADED FD VI | [FDEC](https://holderbook.com/stocks/FDEC/) | $2.4M | 44,966 | 0.3% | 7 |
| ZACKS TRUST | [ZECP](https://holderbook.com/stocks/ZECP/) | $2.4M | 63,293 | 0.3% | 11 |
| REALTY INCOME CORP | [O](https://holderbook.com/stocks/O/) | $2.3M | 37,533 | 0.3% | 16 |
| SPDR SERIES TRUST | [SLYV](https://holderbook.com/stocks/SLYV/) | $2.3M | 21,213 | 0.3% | 12 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $2.3M | 45,734 | 0.3% | 12 |
| FIRST TR EXCHANGE-TRADED FD | [FDD](https://holderbook.com/stocks/FDD/) | $2.3M | 123,190 | 0.3% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.3M | 1,926 | 0.3% | 8 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $2.2M | 5,995 | 0.3% | 15 |
| SIXTH STREET SPECIALTY LENDI | [TSLX](https://holderbook.com/stocks/TSLX/) | $2.2M | 128,218 | 0.3% | 12 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $2.2M | 4,263 | 0.3% | 19 |
| FIRST TR EXCHNG TRADED FD VI | [DDEC](https://holderbook.com/stocks/DDEC/) | $2.2M | 45,749 | 0.3% | 15 |
| BLACKROCK MUNIHLDNGS CALI | [MUC](https://holderbook.com/stocks/MUC/) | $2.1M | 194,025 | 0.3% | 18 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $2.1M | 66,419 | 0.3% | 5 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $2.1M | 21,225 | 0.3% | 19 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.0M | 14,569 | 0.3% | 5 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.0M | 1,688 | 0.3% | 19 |
| FIRST TR EXCHNG TRADED FD VI | [AFLG](https://holderbook.com/stocks/AFLG/) | $2.0M | 46,616 | 0.3% | 3 |
| J P MORGAN EXCHANGE TRADED F | [BBUS](https://holderbook.com/stocks/BBUS/) | $2.0M | 14,495 | 0.3% | 13 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $1.9M | 18,115 | 0.3% | 15 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $1.9M | 16,281 | 0.3% | 19 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $1.9M | 93,483 | 0.3% | 19 |
| FIRST TR EXCHANGE TRADED FD | [AIRR](https://holderbook.com/stocks/AIRR/) | $1.9M | 14,495 | 0.3% | 12 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $1.9M | 10,984 | 0.3% | 1 |
| FIRST TR EXCHNG TRADED FD VI | [DJUN](https://holderbook.com/stocks/DJUN/) | $1.9M | 37,914 | 0.3% | 15 |
| J P MORGAN EXCHANGE TRADED F | [JAVA](https://holderbook.com/stocks/JAVA/) | $1.8M | 23,140 | 0.3% | 10 |
| FIRST TR EXCHNG TRADED FD VI | [BUFQ](https://holderbook.com/stocks/BUFQ/) | $1.8M | 46,531 | 0.3% | 12 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.8M | 5,383 | 0.2% | 15 |
| FIRST TR EXCHNG TRADED FD VI | [DSEP](https://holderbook.com/stocks/DSEP/) | $1.8M | 38,301 | 0.2% | 15 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.8M | 12,371 | 0.2% | 19 |
| FIRST TR EXCHNG TRADED FD VI | [DMAR](https://holderbook.com/stocks/DMAR/) | $1.8M | 40,554 | 0.2% | 15 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.8M | 23,524 | 0.2% | 19 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.1% | +14.8% | -4.7% | 100% |
| Q1 2026 | -2.3% | -4.6% | +2.4% | 98% |
| Q4 2025 | +1.6% | +2.4% | -0.8% | 100% |
| Q3 2025 | +6.7% | +7.8% | -1.2% | 99% |
| Q2 2025 | +7.6% | +10.5% | -2.9% | 100% |
| Q1 2025 | -3.4% | -4.6% | +1.1% | 99% |
| Q4 2024 | +1.9% | +2.1% | -0.3% | 100% |
| Q3 2024 | +4.9% | +5.4% | -0.5% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $729.0M | 422 |
| Q1 2026 | $647.6M | 393 |
| Q4 2025 | $653.5M | 401 |
| Q3 2025 | $610.5M | 377 |
| Q2 2025 | $574.3M | 357 |
| Q1 2025 | $510.9M | 329 |
| Q4 2024 | $455.9M | 302 |
| Q3 2024 | $436.5M | 306 |
| Q2 2024 | $409.9M | 290 |
| Q1 2024 | $356.9M | 282 |
| Q4 2023 | $336.7M | 282 |
| Q3 2023 | $327.5M | 322 |