Ignite Planners, LLC

CIK

1849348

Location

SAN CLEMENTE, CA

Portfolio Value

Small $306,056,080

Diversification

Diversified

Filing Date

Global Rank

#957 / 3,203 ▲ 2655

Top Industry

Semiconductors 15.4%

3Y Alpha vs SPY

-0.3%

Period ended 30 days ago

Filed Jul 23, 2026 · 7d

19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+64.6%

SPY

+65.3%

Annualised alpha

-0.2%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

9.9%

+0.1 pts

Top 5

27.8%

+0.1 pts

Top 10

40.6%

+0.6 pts

HHI

263

Diversified+3

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.0%	$101,149,673	30
Financial Services	16.7%	$51,009,347	47
Industrials	9.1%	$27,700,127	26
Consumer Cyclical	8.7%	$26,648,786	17
Unclassified	7.7%	$23,545,175	12
Communication Services	6.6%	$20,103,338	7
Healthcare	5.9%	$17,939,461	22
Consumer Defensive	5.4%	$16,447,932	13
Energy	3.2%	$9,691,275	8
Real Estate	2.3%	$7,048,245	12
Utilities	1.1%	$3,448,300	6
Basic Materials	0.4%	$1,324,421	2

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
T	At&T Inc.	+22,200	93,483	$1,935,098
PFE	Pfizer Inc	+20,778	61,665	$1,484,893
TSLX	Sixth Street Specialty Lending, Inc.	+16,339	128,218	$2,201,503
OBDC	Blue Owl Capital Corp	+8,215	18,370	$199,681
DXYZ	Destiny Tech100 Inc.	+6,617	15,365	$395,802
CCI	Crown Castle Inc.	+5,965	13,615	$1,031,063
NVDA	Nvidia Corp	+4,008	113,546	$22,719,419
CVX	Chevron Corp	+3,730	17,115	$2,836,982
PSLV	Sprott Physical Silver Trust	+3,631	35,417	$668,318
CSX	Csx Corp	+3,458	9,094	$432,237
CPNG	Coupang, Inc.	+2,051	23,088	$401,038
XOM	ExxonMobil Holdings Corp	+1,994	20,611	$2,817,935
CAG	Conagra Brands Inc.	+1,913	30,327	$408,201
DBA	Invesco Db Agriculture Fund	+1,426	23,661	$631,038
NOK	Nokia Corp	+1,346	12,361	$164,154
QQQ	Invesco Qqq Trust, Series 1	+1,282	9,431	$6,944,988
IBIT	iShares Bitcoin Trust ETF	+1,145	13,292	$442,490
GOOGL	Alphabet Inc.	+1,044	27,493	$9,825,173
AAPL	Apple Inc.	+1,024	104,598	$30,266,477
ICL	ICL Group Ltd.	+989	100,238	$499,185
KMI	Kinder Morgan, Inc.	+952	12,215	$390,513
ORCL	Oracle Corp	+949	4,276	$626,647
AVGO	Broadcom Inc.	+931	16,864	$6,370,376
IP	International Paper Co /New/	+926	14,282	$544,144
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
SO	Southern Co	−9,452	8,924	$854,116
SLV	iShares Silver Trust	−4,617	6,589	$352,313
HBAN	Huntington Bancshares Inc /Md/	−3,022	24,433	$433,197
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
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	−983	43,212	$628,302
NFLX	Netflix Inc	−983	9,876	$705,146
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
GLW	Corning Inc /Ny	−741	2,943	$751,730
VLY	Valley National Bancorp	−713	49,660	$727,519
ILMN	Illumina, Inc.	−590	4,500	$791,235
PLTR	Palantir Technologies Inc.	−578	13,134	$1,532,343
BRK-B	Berkshire Hathaway Inc	−572	16,004	$8,008,241
O	Realty Income Corp	−507	37,533	$2,325,544
RNST	Renasant Corp	−500	14,472	$615,638
PG	PROCTER & GAMBLE Co	−481	12,371	$1,814,083
MSFT	Microsoft Corp	−368	30,454	$11,359,951
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 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
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
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
MNST	Monster Beverage Corp	2,325	$223,479
ROKU	Roku, Inc	1,566	$216,327
COR	Cencora, Inc.	758	$214,498
HONA	Honeywell Aerospace Inc.	960	$211,968
TWLO	Twilio Inc	1,018	$210,043
NI	Nisource Inc.	4,414	$209,885
FDX	Fedex Corp	665	$208,231
TMO	Thermo Fisher Scientific Inc.	407	$204,053
SILA	Sila Realty Trust, Inc.	6,707	$203,624
CRWD	CrowdStrike Holdings, Inc.	506	$96,537
No positions match the current search.

Sold Out

Positions the filer fully exited

9 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
BSX	Boston Scientific Corp	4,227	$265,244
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

202 tracked positions · $306,056,080 total · 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 202 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	104,598	+1,024	$30,266,477	+15.1%	9.89%
NVDA	Nvidia Corp Technology	Added	113,546	+4,008	$22,719,419	+18.9%	7.42%
MSFT	Microsoft Corp Technology	Reduced	30,454	-368	$11,359,951	−0.4%	3.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	45,449	+444	$10,832,314	+15.6%	3.54%
SPY	Spdr S&P 500 ETF Trust	Added	13,272	+435	$9,911,131	+18.7%	3.24%
GOOGL	Alphabet Inc. Communication Services	Added	27,493	+1,044	$9,825,173	+29.2%	3.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	16,004	-572	$8,008,241	+0.8%	2.62%
TSLA	Tesla, Inc. Consumer Cyclical	Added	17,756	+216	$7,468,173	+14.5%	2.44%
CAT	Caterpillar Inc Industrials	Reduced	6,563	-299	$6,988,938	+43.8%	2.28%
QQQ	Invesco Qqq Trust, Series 1	Added	9,431	+1,282	$6,944,988	+47.7%	2.27%
AVGO	Broadcom Inc. Technology	Added	16,864	+931	$6,370,376	+29.2%	2.08%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Added	476,800	+117,743	$5,778,816	+38.1%	1.89%
META	Meta Platforms, Inc. Communication Services	Added	9,301	+208	$5,239,160	+0.7%	1.71%
QCOM	Qualcomm Inc/De Technology	Added	27,303	+243	$5,045,321	+44.8%	1.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,421	+197	$4,135,712	−1.7%	1.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,082	+185	$3,627,471	+13.2%	1.19%
BA	Boeing Co Industrials	Added	15,999	+4	$3,463,303	+8.8%	1.13%
WMT	Walmart Inc. Consumer Defensive	Added	29,034	+682	$3,288,390	−6.7%	1.07%
AMD	Advanced Micro Devices Inc Technology	Added	5,532	+407	$3,213,594	+208.2%	1.05%
CVX	Chevron Corp Energy	Added	17,115	+3,730	$2,836,982	+2.4%	0.93%
XOM	ExxonMobil Holdings Corp Energy	Added	20,611	+1,994	$2,817,935	−10.8%	0.92%
HWC	Hancock Whitney Corp Financial Services	Held	36,958	0	$2,761,501	+17.5%	0.90%
GLD	Spdr Gold Trust	Reduced	6,965	-1,816	$2,565,766	−32.1%	0.84%
PANW	Palo Alto Networks Inc Technology	Added	7,482	+98	$2,551,511	+115.5%	0.83%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,984	+79	$2,463,117	+8.5%	0.80%
LRCX	Lam Research Corp Technology	Added	5,671	+63	$2,457,414	+105.1%	0.80%
O	Realty Income Corp Real Estate	Reduced	37,533	-507	$2,325,544	−0.1%	0.76%
GEV	GE Vernova Inc. Industrials	Added	1,926	+289	$2,262,780	+58.4%	0.74%
GE	General Electric Co Industrials	Reduced	5,995	-59	$2,240,511	+30.4%	0.73%
TSLX	Sixth Street Specialty Lending, Inc. Financial Services	Added	128,218	+16,339	$2,201,503	+7.1%	0.72%
MA	Mastercard Inc Financial Services	Added	4,263	+41	$2,189,476	+3.8%	0.72%
MUC	Blackrock Muniholdings California Quality Fund, Inc. Financial Services	Held	194,025	0	$2,132,334	+5.7%	0.70%
INTC	Intel Corp Technology	Added	14,569	+517	$2,034,269	+228.0%	0.66%
LLY	ELI LILLY & Co Healthcare	Reduced	1,688	-2	$2,024,638	+30.3%	0.66%
UPS	United Parcel Service Inc Industrials	Added	18,115	+41	$1,947,362	+9.5%	0.64%
T	At&T Inc. Communication Services	Added	93,483	+22,200	$1,935,098	−6.4%	0.63%
SPCX	Space Exploration Technologies Corp Industrials	NEW	10,984	NEW	$1,876,726	NEW	0.61%
AXP	American Express Co Financial Services	Added	5,383	+74	$1,820,799	+13.4%	0.59%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,371	-481	$1,814,083	−2.3%	0.59%
ABBV	AbbVie Inc. Healthcare	Added	6,930	+240	$1,743,865	+19.9%	0.57%
VZ	Verizon Communications Inc Communication Services	Added	40,378	+599	$1,709,604	−14.4%	0.56%
JNJ	Johnson & Johnson Healthcare	Added	6,538	+273	$1,660,455	+8.4%	0.54%
DBL	DoubleLine Opportunistic Credit Fund Financial Services	Reduced	112,190	-2,627	$1,613,292	−3.8%	0.53%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,696	+88	$1,573,193	+10.5%	0.51%
BAC	Bank Of America Corp /De/ Financial Services	Added	27,235	+430	$1,551,850	+18.8%	0.51%
MO	Altria Group, Inc. Consumer Defensive	Reduced	21,567	-1,587	$1,551,745	+1.6%	0.51%
PLTR	Palantir Technologies Inc. Technology	Reduced	13,134	-578	$1,532,343	−23.6%	0.50%
PFE	Pfizer Inc Healthcare	Added	61,665	+20,778	$1,484,893	+29.3%	0.49%
OKE	Oneok Inc /New/ Energy	Reduced	16,887	-152	$1,468,155	−4.7%	0.48%
CSCO	Cisco Systems, Inc. Technology	Reduced	12,473	-1,147	$1,465,078	+38.6%	0.48%

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.