IGNITE PLANNERS, LLC

Filed: 5/6/2025ACC: 0001085146-25-002612

📋 What this filing means

IGNITE PLANNERS, LLC filed this quarterly 13F‑HR report disclosing 329 equity positions with a total reported market value of $510.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

329

Positions

$510.88M

Total AUM (reported)

10.08M

Total Shares

Allocation by class

COM$166.18M32.5%

FT VEST US EQT$25.30M5.0%

US LCAP GR ETF$22.52M4.4%

FT VEST LADDERED$21.17M4.1%

CL A$11.91M2.3%

CL B NEW$9.73M1.9%

VEST US EQUITY M$8.75M1.7%

Portfolio Concentration

Top 3$65.82M12.9%

4–10$66.68M13.1%

11–25$86.74M17.0%

Rest$291.65M57.1%

Top 3 weight

12.9%

Top 10 weight

25.9%

Voting Authority Distribution

Total shares with voting rights: 10.08M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

10.08M

% of voting shares100.0%

Investment Discretion (by position count)

Sole329

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings329

Rows:

APPLE INC

SOLE

COM

Shares109.78K

TypeSH

Market value$23.42M

4.58%

Sole

0.00

Shared

0.00

None

109.78K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares876.07K

TypeSH

Market value$22.52M

4.41%

Sole

0.00

Shared

0.00

None

876.07K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares671.21K

TypeSH

Market value$19.87M

3.89%

Sole

0.00

Shared

0.00

None

671.21K

NVIDIA CORPORATION

SOLE

COM

Shares110.89K

TypeSH

Market value$12.38M

2.42%

Sole

0.00

Shared

0.00

None

110.89K

MICROSOFT CORP

SOLE

COM

Shares28.64K

TypeSH

Market value$12.18M

2.39%

Sole

0.00

Shared

0.00

None

28.64K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares18.34K

TypeSH

Market value$9.73M

1.90%

Sole

0.00

Shared

0.00

None

18.34K

FIRST TR EXCHNG TRADED FD VI

SOLE

VEST US EQUITY M

Shares278.11K

TypeSH

Market value$8.75M

1.71%

Sole

0.00

Shared

0.00

None

278.11K

AMAZON COM INC

SOLE

COM

Shares42.77K

TypeSH

Market value$8.14M

1.59%

Sole

0.00

Shared

0.00

None

42.77K

SPDR SER TR

SOLE

PORTFOLIO INTRMD

Shares237.79K

TypeSH

Market value$7.87M

1.54%

Sole

0.00

Shared

0.00

None

237.79K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares13.67K

TypeSH

Market value$7.63M

1.49%

Sole

0.00

Shared

0.00

None

13.67K

VIRTUS ETF TR II

SOLE

SEIX SR LN ETF

Shares319.57K

TypeSH

Market value$7.46M

1.46%

Sole

0.00

Shared

0.00

None

319.57K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares153.04K

TypeSH

Market value$7.13M

1.40%

Sole

0.00

Shared

0.00

None

153.04K

J P MORGAN EXCHANGE TRADED F

SOLE

INTL BD OPP ETF

Shares147.83K

TypeSH

Market value$7.11M

1.39%

Sole

0.00

Shared

0.00

None

147.83K

FIRST TR EXCHANGE TRADED FD

SOLE

CLOUD COMPUTING

Shares65.94K

TypeSH

Market value$6.94M

1.36%

Sole

0.00

Shared

0.00

None

65.94K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares182.28K

TypeSH

Market value$6.88M

1.35%

Sole

0.00

Shared

0.00

None

182.28K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares165.12K

TypeSH

Market value$6.76M

1.32%

Sole

0.00

Shared

0.00

None

165.12K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares128.92K

TypeSH

Market value$6.36M

1.25%

Sole

0.00

Shared

0.00

None

128.92K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares9.77K

TypeSH

Market value$5.01M

0.98%

Sole

0.00

Shared

0.00

None

9.77K

TESLA INC

SOLE

COM

Shares17.74K

TypeSH

Market value$4.98M

0.97%

Sole

0.00

Shared

0.00

None

17.74K

TRUSTMARK CORP

SOLE

COM

Shares142.76K

TypeSH

Market value$4.87M

0.95%

Sole

0.00

Shared

0.00

None

142.76K

META PLATFORMS INC

SOLE

CL A

Shares8.48K

TypeSH

Market value$4.85M

0.95%

Sole

0.00

Shared

0.00

None

8.48K

PALMER SQUARE FUNDS TRUST

SOLE

CLO SR DEBT ETF

Shares233.80K

TypeSH

Market value$4.73M

0.93%

Sole

0.00

Shared

0.00

None

233.80K

ISHARES TR

SOLE

CORE TOTAL USD

Shares102.39K

TypeSH

Market value$4.69M

0.92%

Sole

0.00

Shared

0.00

None

102.39K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares90.42K

TypeSH

Market value$4.62M

0.90%

Sole

0.00

Shared

0.00

None

90.42K

COSTCO WHSL CORP NEW

SOLE

COM

Shares4.35K

TypeSH

Market value$4.35M

0.85%

Sole

0.00

Shared

0.00

None

4.35K

Issuer	Class	Shares	Type	Value / Portfolio %	None
APPLE INCSOLE	COM	109.78K	SH	$23.42M 4.58%	109.78K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	876.07K	SH	$22.52M 4.41%	876.07K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	671.21K	SH	$19.87M 3.89%	671.21K
NVIDIA CORPORATIONSOLE	COM	110.89K	SH	$12.38M 2.42%	110.89K
MICROSOFT CORPSOLE	COM	28.64K	SH	$12.18M 2.39%	28.64K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	18.34K	SH	$9.73M 1.90%	18.34K
FIRST TR EXCHNG TRADED FD VISOLE	VEST US EQUITY M	278.11K	SH	$8.75M 1.71%	278.11K
AMAZON COM INCSOLE	COM	42.77K	SH	$8.14M 1.59%	42.77K
SPDR SER TRSOLE	PORTFOLIO INTRMD	237.79K	SH	$7.87M 1.54%	237.79K
SPDR S&P 500 ETF TRSOLE	TR UNIT	13.67K	SH	$7.63M 1.49%	13.67K
VIRTUS ETF TR IISOLE	SEIX SR LN ETF	319.57K	SH	$7.46M 1.46%	319.57K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	153.04K	SH	$7.13M 1.40%	153.04K
J P MORGAN EXCHANGE TRADED FSOLE	INTL BD OPP ETF	147.83K	SH	$7.11M 1.39%	147.83K
FIRST TR EXCHANGE TRADED FDSOLE	CLOUD COMPUTING	65.94K	SH	$6.94M 1.36%	65.94K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	182.28K	SH	$6.88M 1.35%	182.28K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	165.12K	SH	$6.76M 1.32%	165.12K
SPDR SER TRSOLE	PRTFLO S&P500 VL	128.92K	SH	$6.36M 1.25%	128.92K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	9.77K	SH	$5.01M 0.98%	9.77K
TESLA INCSOLE	COM	17.74K	SH	$4.98M 0.97%	17.74K
TRUSTMARK CORPSOLE	COM	142.76K	SH	$4.87M 0.95%	142.76K
META PLATFORMS INCSOLE	CL A	8.48K	SH	$4.85M 0.95%	8.48K
PALMER SQUARE FUNDS TRUSTSOLE	CLO SR DEBT ETF	233.80K	SH	$4.73M 0.93%	233.80K
ISHARES TRSOLE	CORE TOTAL USD	102.39K	SH	$4.69M 0.92%	102.39K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	90.42K	SH	$4.62M 0.90%	90.42K
COSTCO WHSL CORP NEWSOLE	COM	4.35K	SH	$4.35M 0.85%	4.35K

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