Ignite Planners, LLC
CIK
1849348
City
SAN CLEMENTE
State / Country
CA
Top Portfolio Positions
188 positions ·
$269,028,471 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
103,574 | $26,286,045 | 9.77% | |
| NVDA |
Nvidia Corp
Technology
|
109,538 | $19,103,427 | 7.10% | |
| MSFT |
Microsoft Corp
Technology
|
30,822 | $11,409,379 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,005 | $9,373,191 | 3.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,837 | $8,348,414 | 3.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,576 | $7,943,219 | 2.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
26,449 | $7,605,674 | 2.83% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,540 | $6,520,495 | 2.42% | |
| TRMK |
Trustmark Corp
Financial Services
|
142,566 | $6,007,731 | 2.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,093 | $5,202,378 | 1.93% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BTX
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,887 | 10,286 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $73,300 | 11,123 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $89,666 | 13,383 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $104,917 | 14,294 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $99,089 | 15,829 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $151,619 | 20,379 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $159,584 | 21,137 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $185,073 | 25,598 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $247,358 | 30,388 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $253,368 | 34,566 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $246,175 | 35,370 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $281,493 | 35,859 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $292,292 | 36,400 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $266,952 | 39,200 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $312,246 | 42,950 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $348,566 | 43,900 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $526,218 | 46,200 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $697,920 | 48,000 | Shares | Sole | 2022-02-02 | |
| No 13F history on record for this holder in this stock. | ||||||