Ignite Planners, LLC

CIK

1849348

Location

SAN CLEMENTE, CA

Portfolio Value

Small $722,843,890

Diversification

Diversified

Filing Date

Global Rank

#3,082 / 8,794 ▼ 71 · as of Jun 2026

Top Industry

Semiconductors 14.8%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

261 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.9%

−2.0 pts

Top 5

36.7%

−0.6 pts

Top 10

49.7%

+1.5 pts

HHI

382

Diversified−26

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.1%	$427,384,362	68
Technology	14.1%	$102,017,614	30
Financial Services	8.1%	$58,658,034	49
Industrials	3.8%	$27,700,395	26
Consumer Cyclical	3.7%	$26,648,786	17
Communication Services	3.4%	$24,737,614	7
Healthcare	2.5%	$17,939,461	22
Consumer Defensive	2.3%	$16,447,932	13
Energy	1.3%	$9,691,275	8
Real Estate	0.9%	$6,845,696	12
Utilities	0.5%	$3,448,300	6
Basic Materials	0.2%	$1,324,421	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NAC	Nuveen California Quality Municipal Income Fund	+117,743	476,800	$5,778,816
EDV	Vanguard World Funds Extended Duration ETF	+52,795	74,761	$10,672,168
T	At&T Inc.	+22,200	93,483	$1,935,098
PFE	Pfizer Inc	+20,778	61,665	$1,484,893
FCAL	First Trust California Municipal High income ETF	+20,260	80,134	$3,978,813
TBLU	Tortoise Global Water ETF	+19,842	277,754	$2,696,991
AGGH	Simplify Aggregate Bond ETF	+17,324	28,615	$822,481
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+16,415	683,410	$40,695,178
TSLX	Sixth Street Specialty Lending, Inc.	+16,339	128,218	$2,201,503
GROZ	Zacks Focus Growth ETF	+12,357	130,085	$4,892,657
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+11,708	13,936	$1,151,392
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+10,618	699,245	$54,633,565
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+10,522	525,424	$30,330,200
ASGM	Virtus AlphaSimplex Global Macro ETF	+8,787	366,866	$8,485,610
AIRR	First Trust RBA American Industrial Renaissance ETF	+8,732	85,410	$7,365,424
OBDC	Blue Owl Capital Corp	+8,215	18,370	$199,681
CAAA	First Trust AAA CMBS ETF	+7,928	72,578	$2,299,864
FNDA	Schwab Fundamental U.S. Small Company ETF	+7,834	1,410,344	$46,031,391
DXYZ	Destiny Tech100 Inc.	+6,617	15,365	$395,802
CCI	Crown Castle Inc.	+5,965	13,615	$1,031,063
AIEQ	Amplify AI Powered Equity ETF	+5,282	60,753	$700,482
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+4,360	114,493	$5,650,163
BKF	iShares MSCI BIC ETF	+4,020	10,046	$1,234,911
NVDA	Nvidia Corp	+4,008	113,546	$22,719,419
CVX	Chevron Corp	+3,730	17,115	$2,836,982
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TRMK	Trustmark Corp	−137,378	5,188	$238,699
AFGR	First Trust Active Factor Large Cap Growth ETF	−12,355	2,336,750	$93,423,290
SO	Southern Co	−9,452	8,924	$854,116
DYTA	SGI Dynamic Tactical ETF	−7,676	24,644	$1,228,749
BIV	Vanguard Intermediate-Term Bond ETF	−6,111	49,031	$3,626,449
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−5,155	97,907	$5,767,279
AAAD	PGIM AAA CLO Aggregate Duration ETF	−4,982	79,673	$3,947,797
SLV	iShares Silver Trust	−4,617	6,589	$352,313
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	−4,102	126,781	$2,973,748
HBAN	Huntington Bancshares Inc /Md/	−3,022	24,433	$433,197
CTA-PB	EIDP, Inc.	−2,685	21,258	$0
DBL	DoubleLine Opportunistic Credit Fund	−2,627	112,190	$1,613,292
BPRE	Bluerock Private Real Estate Fund	−2,312	100,670	$1,309,716
GLD	Spdr Gold Trust	−1,816	6,965	$2,565,766
MO	Altria Group, Inc.	−1,587	21,567	$1,551,745
EW	Edwards Lifesciences Corp	−1,499	8,867	$802,108
FBRT	Franklin BSP Realty Trust, Inc.	−1,200	11,735	$95,522
CSCO	Cisco Systems, Inc.	−1,147	12,473	$1,465,078
BNDW	Vanguard Total World Bond ETF	−1,098	65,441	$4,436,014
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	−983	43,212	$628,302
NFLX	Netflix Inc	−983	9,876	$705,146
—		−899	3,214	$531,531
F	Ford Motor Co	−881	13,202	$183,507
BNO	United States Brent Oil Fund, LP	−858	21,365	$869,341
TCPC	BlackRock TCP Capital Corp.	−857	14,136	$47,496
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	10,984	$1,876,726
MU	Micron Technology Inc	1,214	$1,401,308
MRVL	Marvell Technology, Inc.	2,109	$628,250
DELL	Dell Technologies Inc.	1,214	$523,792
GUT	Gabelli Utility Trust	65,818	$433,740
RCL	Royal Caribbean Cruises Ltd	1,267	$402,310
CRWD	CrowdStrike Holdings, Inc.	506	$386,148
TACN	T. Rowe Price Active Core International Equity ETF	7,475	$372,030
SNDK	Sandisk Corp	163	$370,617
CVS	CVS HEALTH Corp	2,968	$307,039
HOOD	Robinhood Markets, Inc.	2,910	$291,814
GLDM	World Gold Trust	3,618	$287,341
DVVY	Invesco Diversified Dividend Opportunities ETF	10,673	$267,572
CFG	Citizens Financial Group Inc/Ri	3,477	$243,633
LAMR	Lamar Advertising Co/New	1,545	$240,989
SIVR	abrdn Silver ETF Trust	4,004	$225,104
VEU	Vanguard FTSE All-World Ex-US ETF	3,748	$223,718
MNST	Monster Beverage Corp	2,325	$223,479
—		1,495	$216,565
ROKU	Roku, Inc	1,566	$216,327
COR	Cencora, Inc.	758	$214,498
HONA	Honeywell Aerospace Inc.	960	$212,236
TWLO	Twilio Inc	1,018	$210,043
NI	Nisource Inc.	4,414	$209,885
FDX	Fedex Corp	665	$208,231
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
UMC	United Microelectronics Corp	81,497	$731,843
FN	Fabrinet	639	$333,251
SPOT	Spotify Technology S.A.	674	$326,829
PYPL	PayPal Holdings, Inc.	7,219	$326,515
CRM	Salesforce, Inc.	1,632	$304,645
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	8,308	$280,893
CVY	Invesco Zacks Multi-Asset Income ETF	2,526	$271,267
BSX	Boston Scientific Corp	4,227	$265,244
VIGI	Vanguard International Dividend Appreciation ETF	2,364	$209,119
JQC	Nuveen Credit Strategies Income Fund	12,342	$60,105
EDD	Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.	10,508	$53,275
DEFT	Defi Technologies, Inc.	14,815	$8,192
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

261 tracked positions · $722,843,890 total · filing declares 426 positions · $728,981,408 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 261 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	2,336,750	-12,355	$93,423,290	+6.4%	12.92%
AAXJ	iShares MSCI All Country Asia ex Japan ETF PUT CALL + SHARES	Added	699,245	+10,618	$54,633,565	—	7.56%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,410,344	+7,834	$46,031,391	+15.8%	6.37%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	683,410	+16,415	$40,695,178	+8.1%	5.63%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	525,424	+10,522	$30,330,200	+10.8%	4.20%
AAPL	Apple Inc. Technology	Added	104,598	+1,024	$30,266,477	+15.1%	4.19%
NVDA	Nvidia Corp Technology	Added	113,546	+4,008	$22,719,419	+18.9%	3.14%
VB	Vanguard Morningstar Small-Cap ETF	Added	37,300	+3,510	$15,254,218	+14.6%	2.11%
GOOGL	Alphabet Inc. Communication Services	Added	40,609	+1,117	$14,459,449	+27.4%	2.00%
MSFT	Microsoft Corp Technology	Reduced	30,454	-368	$11,359,951	−0.4%	1.57%
AMZN	Amazon Com Inc Consumer Cyclical	Added	45,449	+444	$10,832,314	+15.6%	1.50%
EDV	Vanguard World Funds Extended Duration ETF	Added	74,761	+52,795	$10,672,168	+173.4%	1.48%
SPY	Spdr S&P 500 ETF Trust	Added	13,272	+435	$9,911,131	+18.7%	1.37%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	194,770	+3,680	$9,814,460	+12.5%	1.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	16,006	-572	$9,505,941	+1.3%	1.32%
ASGM	Virtus AlphaSimplex Global Macro ETF	Added	366,866	+8,787	$8,485,610	+2.8%	1.17%
TSLA	Tesla, Inc. Consumer Cyclical	Added	17,756	+216	$7,468,173	+14.5%	1.03%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	85,410	+8,732	$7,365,424	+36.8%	1.02%
CAT	Caterpillar Inc Industrials	Reduced	6,563	-299	$6,988,938	+43.8%	0.97%
QQQ	Invesco Qqq Trust, Series 1	Added	9,431	+1,282	$6,944,988	+47.7%	0.96%
AVGO	Broadcom Inc. Technology	Added	16,864	+931	$6,370,376	+29.2%	0.88%
AFK	VanEck Africa Index ETF	Added	19,338	+1,838	$6,269,030	+62.4%	0.87%
		Added	52,326	+199	$6,235,312	+27.8%	0.86%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Added	476,800	+117,743	$5,778,816	+38.1%	0.80%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	97,907	-5,155	$5,767,279	−4.4%	0.80%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	114,493	+4,360	$5,650,163	+11.7%	0.78%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	92,776	+989	$5,504,363	+0.9%	0.76%
BLDG	Cambria Global Real Estate ETF	Added	117,617	+1,579	$5,340,987	+11.2%	0.74%
META	Meta Platforms, Inc. Communication Services	Added	9,301	+208	$5,239,160	+0.7%	0.72%
IVZ	Invesco Ltd. Financial Services	Added	45,422	+284	$5,196,569	+15.2%	0.72%
QCOM	Qualcomm Inc/De Technology	Added	27,303	+243	$5,045,321	+44.8%	0.70%
GROZ	Zacks Focus Growth ETF	Added	130,085	+12,357	$4,892,657	+24.5%	0.68%
BNDW	Vanguard Total World Bond ETF	Reduced	65,441	-1,098	$4,436,014	+1.6%	0.61%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	125,360	+1,221	$4,381,016	+5.5%	0.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,421	+197	$4,135,712	−1.7%	0.57%
FCAL	First Trust California Municipal High income ETF	Added	80,134	+20,260	$3,978,813	+35.9%	0.55%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Reduced	79,673	-4,982	$3,947,797	−5.8%	0.55%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,082	+185	$3,627,471	+13.2%	0.50%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	49,031	-6,111	$3,626,449	−11.6%	0.50%
BA	Boeing Co Industrials	Added	15,999	+4	$3,463,303	+8.8%	0.48%
WMT	Walmart Inc. Consumer Defensive	Added	29,034	+682	$3,288,390	−6.7%	0.45%
AMD	Advanced Micro Devices Inc Technology	Added	5,532	+407	$3,213,594	+208.2%	0.44%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Reduced	126,781	-4,102	$2,973,748	+3.9%	0.41%
CVX	Chevron Corp Energy	Added	17,115	+3,730	$2,836,982	+2.4%	0.39%
XOM	ExxonMobil Holdings Corp Energy	Added	20,611	+1,994	$2,817,935	−10.8%	0.39%
HWC	Hancock Whitney Corp Financial Services	Held	36,958	0	$2,761,501	+17.5%	0.38%
TBLU	Tortoise Global Water ETF	Added	277,754	+19,842	$2,696,991	+0.3%	0.37%
GLD	Spdr Gold Trust	Reduced	6,965	-1,816	$2,565,766	−32.1%	0.35%
PANW	Palo Alto Networks Inc Technology	Added	7,482	+98	$2,551,511	+115.5%	0.35%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,984	+79	$2,463,117	+8.5%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.