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Ignite Planners, LLC — 13F Holdings & Portfolio

CIK 1849348 · latest 13F-HR filed 2026-07-23

Backtest portfolio

Ignite Planners, LLC manages $729.0M in 13F-reported U.S. long-equity assets across 426 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHG (4.35%), AAPL (4.15%), BUFR (3.52%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 46 new positions, exited 17, added to 231, and trimmed 59.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
109 E. ESCALONES
SAN CLEMENTE, CA 92672
Phone
(619) 504-1907
Filing Manager
Ignite Planners, LLC
SAN CLEMENTE, CA
Signatory
Dominick Zizzo
Chief Compliance Officer
Loading holdings…
AUM

$729.0M

Long-equity book

Holdings

426

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+46 / −17 / ↑231 / ↓59

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$4.6M +16.9%
  • APPLE INC$4.0M +15.2%
  • NVIDIA CORPORATION$3.6M +19.0%
  • VANECK ETF TRUST$2.3M +82.3%
  • INVESCO QQQ TR$2.2M +47.7%
Show all 231 →

Top Trims

  • TRUSTMARK CORP-$5.8M -96.0%
  • SPDR GOLD TR-$1.2M -32.0%
  • SOUTHERN CO-$920.2K -51.9%
  • SCHWAB STRATEGIC TR-$918.7K -72.9%
  • PALANTIR TECHNOLOGIES INC-$473.1K -23.6%
Show all 59 →

New Positions

  • SPACE EXPLORATION TECHN CORP$1.9M
  • MICRON TECHNOLOGY INC$1.4M
  • MARVELL TECHNOLOGY INC$628.1K
  • SIMPLIFY EXCHANGE TRADED FUN$617.9K
  • ROUNDHILL ETF TRUST$532.3K
Show all 46 →

Exited Positions

  • FIRST TR EXCHNG TRADED FD VI$921.0K
  • UNITED MICROELECTRONICS CORP$730.1K
  • J P MORGAN EXCHANGE TRADED F$528.7K
  • FABRINET$332.7K
  • SPOTIFY TECHNOLOGY S A$326.8K
Show all 17 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHG 808524300 $31.7M 4.35% 936,080 SH
2 APPLE INC AAPL 037833100 $30.3M 4.15% 104,598 SH
3 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $25.6M 3.52% 702,030 SH
4 NVIDIA CORPORATION NVDA 67066G104 $22.7M 3.12% 113,546 SH
5 MICROSOFT CORP MSFT 594918104 $11.4M 1.56% 30,454 SH
6 AMAZON COM INC AMZN 023135106 $10.8M 1.49% 45,449 SH
7 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $9.9M 1.36% 13,272 SH
8 ALPHABET INC GOOGL 02079K305 $9.8M 1.35% 27,493 SH
9 SPDR INDEX SHS FDS SPDW 78463X889 $9.8M 1.35% 194,770 SH
10 SPDR SERIES TRUST SPYV 78464A508 $9.5M 1.30% 155,533 SH
11 ISHARES TR ITA 464288760 $9.4M 1.28% 38,600 SH
12 FIRST TR EXCHNG TRADED FD VI MARM 33740U612 $9.3M 1.28% 272,928 SH
13 SCHWAB STRATEGIC TR SCHX 808524201 $8.7M 1.19% 295,276 SH
14 SPDR SERIES TRUST SPIB 78464A375 $8.6M 1.18% 256,544 SH
15 VIRTUS ETF TR II SEIX 92790A405 $8.5M 1.17% 366,866 SH
16 VANGUARD INDEX FDS VTI 922908769 $8.4M 1.16% 22,784 SH
17 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $8.2M 1.12% 174,056 SH
18 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $8.0M 1.10% 16,004 SH
19 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $7.9M 1.09% 163,239 SH
20 TESLA INC TSLA 88160R101 $7.5M 1.02% 17,756 SH
21 VANGUARD WORLD FD VGT 92204A702 $7.1M 0.98% 59,470 SH
22 FIRST TR EXCHNG TRADED FD VI DJUL 33740F698 $7.1M 0.97% 141,107 SH
23 CATERPILLAR INC CAT 149123101 $7.0M 0.96% 6,563 SH
24 INVESCO QQQ TR QQQ 46090E103 $6.9M 0.95% 9,431 SH
25 BROADCOM INC AVGO 11135F101 $6.4M 0.87% 16,864 SH
26 VANGUARD INDEX FDS VOO 922908363 $6.2M 0.84% 8,958 SH
27 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $6.0M 0.83% 98,197 SH
28 NUVEEN CA DIVI ADV MUN NAC 67066Y105 $5.8M 0.79% 476,800 SH
29 PALMER SQUARE FUNDS TR PSQA 696930205 $5.4M 0.74% 266,788 SH
30 CAMBRIA ETF TR EYLD 132061706 $5.3M 0.73% 117,617 SH
31 META PLATFORMS INC META 30303M102 $5.2M 0.72% 9,301 SH
32 ISHARES TR IUSB 46434V613 $5.2M 0.71% 112,592 SH
33 VANECK ETF TRUST SMH 92189F676 $5.2M 0.71% 7,889 SH
34 QUALCOMM INC QCOM 747525103 $5.0M 0.69% 27,303 SH
35 ISHARES TR GLOF 46434V316 $5.0M 0.69% 84,960 SH
36 ALPHABET INC GOOG 02079K107 $4.6M 0.64% 13,116 SH
37 FIRST TR EXCHANGE-TRADED FD SKYY 33734X192 $4.6M 0.63% 34,306 SH
38 FIRST TR EXCHNG TRADED FD VI FAUG 33740F862 $4.5M 0.62% 79,897 SH
39 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $4.2M 0.58% 52,067 SH
40 INVESCO EXCH TRADED FD TR II RWL 46138G698 $4.2M 0.58% 33,031 SH
41 FIRST TR EXCHNG TRADED FD VI FMAY 33740F748 $4.2M 0.58% 74,586 SH
42 FIRST TR EXCHANGE-TRADED FD EDOW 33733A201 $4.2M 0.57% 94,330 SH
43 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.1M 0.57% 4,421 SH
44 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $4.0M 0.55% 48,293 SH
45 PGIM ETF TR PULS 69344A107 $3.9M 0.54% 79,673 SH
46 GOLDMAN SACHS ETF TR GSST 381430230 $3.9M 0.53% 77,305 SH
47 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $3.7M 0.51% 66,208 SH
48 ISHARES TR FALN 46435G474 $3.7M 0.51% 136,451 SH
49 FIRST TR EXCH TRADED FD III FCAL 33739P863 $3.7M 0.50% 80,134 SH
50 JPMORGAN CHASE & CO JPM 46625H100 $3.6M 0.50% 11,082 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $729.0M 426 0002085853-26-000834
2026-03-31 2026-04-17 $647.6M 393 0002085853-26-000405
2025-12-31 2026-02-06 $653.5M 405 0002085853-26-000216